A few months ago I put together a small pack of handy scripts for Close.io power users. To keep with tradition, I put together an easy way to send daily recap reports to all users within your Close.io organization. Close.io Email Reports is a python script that can be set up to be automated to run every day via a cron job.
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 be calculated or 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.
Instructions for running the script on your local machine or automating it via a DigitalOcean droplet are on Github.