Close.io Email Reports

A python script that will send a daily sales email report to the users in your Close.io organization. Follow the below tutorial to automate the email reports with a $5/month DigitalOcean droplet.

What's Included The Report

• Individual stats [daily, weekly]:
  • Calls
  • Call duration
  • Opportunities created [amount, value]
  • Opportunities won [amount, value]
• Team stats for admins [daily, weekly]:
  • Calls
  • Call duration
  • Opportunities created [amount, value]
  • Opportunities won [amount, value]
• Leaderboard stats [weekly]:
  • Calls
  • Opportunities created [amount, value]
  • Opportunities won [amount, value]

Options

• Send a total team report to the admin(s).
• Ignore certain members that don't want to receive the emails.
• Send an email to someone outside of your Close.io organization.
• A testing mode so you don't spam your team during setup.

What You'll Need

• Close.io API key and organization ID with admin access.
• A Mailgun account to send the emails to your team.
• A DigitalOcean account to run the daily email via a cron job.

Running The Script Locally

1. Clone the repository to your local machine.
2. Navigate to the folder via the command line: cd closeio-emailreports
3. Initiate a virtual environment: virtualenv venv
4. Load up the virtual environment: source venv/bin/activate
5. Install the necessary dependencies: pip install -r requirements.txt
6. Open up the _keys.py file in your favorite text editor.
7. Add your Close.io API key, Close.io organization ID, Mailgun API key, and Mailgun domain.
8. Open up the _settings.py file and follow steps 1-6 to fill in the appropriate information.
9. Run the script from the command line: python email_reports.py.
10. If you kept testing_mode = True in _settings.py, you should receive email reports for each person in your organization. You will also receive the admin team report.
11. To go into live mode, change the testing_mode to False in _settings.py.
12. Booyah!

Automate The Report With DigitalOcean

1. Sign up for DigitalOcean and create a droplet: $5/month - 512MB NY3, Ubuntu 14.04 x64
2. Once the droplet gets created, DigitalOcean will email you a root password that you can log into.
3. Get on the command line and login to your droplet using the password: ssh root@100.200.300.40
4. Once logged in, you should see root@YOUR_DROPLET_NAME:~#. This is good.
5. Type cd .. to get into the root of your droplet.
6. Install Git so you can clone the repo: sudo apt-get install git-core.
7. Install setuptools so we can get pip installed: curl https://bitbucket.org/pypa/setuptools/raw/bootstrap/ez_setup.py | sudo python -
8. Install pip: curl https://raw.github.com/pypa/pip/master/contrib/get-pip.py | python -
9. Clone the repo: git clone https://github.com/nickpersico/closeio-emailreports.git.
10. Get into the new repo by typing cd closeio-emailreports.
11. Install the necessary dependencies: pip install -r requirements.txt
12. Set up your _settings.py and _keys.py file.
13. See steps 5-10 above. I recommend opening these files using nano: sudo nano _keys.py.
14. nano can be tricky for beginners. The keys are CTRL + O to save, and CTRL + X to exit.
15. Now we need to automate the script to run once a day. We'll do by typing crontab -e.
16. Arrow down until you get to blank space below the comments, and now we'll add a cron job.
17. I like my daily email reports to come out at around 6:30PM Monday-Friday.
18. The cron job command for that is 21 18 * * 1-5 python /closeio-emailreports/email_report.py
19. Hit CTRL + O, Enter, and CTRL + X to save. You should see a message list this: crontab: installing new crontab
20. You'll know it worked if you & your team received an email at 6:30PM (local time on the server)!

Please Note: I highly recommend testing the script in testing mode prior to setting up a cron job. The last thing you want is to spam your co-workers when setting this up!

Questions? Need a custom report?

Send me a [note](mailto:nicklpersico@gmail.com?subject=Close.io Email Reports) or a tweet. Pull requests welcome!