A series of essays about sales, startups, & general banter by Nick Persico

Close.io Email Reports

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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.

Profile of Nick Persico

Nick Persico

Head of Growth at Close.io. Previous: Co-Founder of Smart Host (StartupBus 2014, Techstars Austin S14), VP of Ops at Krossover, and sales at Sysco. Baltimore Orioles and Ravens fan. GIF enthusiast.