Sales & Marketing Dashboard
In the third and final phase, we integrated our CRMs, Salesforce and Hubspot, with the new platform. This achieved two important results:
- It gave the C-Suite complete oversight on all sales and marketing operations from the Sales & Marketing dashboard
- This dashboard could now generate reports based on any opportunity, covering its full sales cycle
The Sales & Marketing dashboard empowered CXOs to:
- Allocate resources for upcoming projects without any headaches
- Identify trends in demand and take the appropriate actions
- Align necessary training and tech input to assist the sales team and help them close more deals
Although all three dashboards were related and used the same data set, each dashboard served a unique purpose. The project team realized that the CXOs wore different hats when looking at these three verticals and implemented a “View Switcher,” allowing them to switch between different dashboards. This feature allowed them to change the informational architecture used to generate each report.
Every report implemented a comprehensive Extract-Transform-Load data mechanism that took into account the various data sources. Internally hosted systems like Intranet and Taiga integrated directly, while certain external data sources, like Jira and HubSpot, were each integrated through custom API connectors. We integrated other external data sources, like Jenkins and Zap, using XML & log parsers that ran regularly to retrieve the data.
Then the custom data transformation scripts written in Python kicked in, which cleaned, modeled, and structured data along with generating inferred data, such as the duration of an engagement. This ensured that the platform would not have to perform these tasks each time a user ran the app. Finally, the data was loaded onto a MySQL database, and the platform accessed that data through RESTful APIs.
We implemented visualization on the iOS app through Swift Chart Library, and we continuously fine-tuned the visualizations and reports based on insights and evolving user requirements. After all, the CXOs wanted to view the data in an intuitive format that was relevant to their needs.
We added new reports over time, including reports that:
- Compared two projects side-by-side
- Gave a top-down overview of where a project was in the entire lifecycle of an engagement
- Allowed CXOs to drill down into the details of a specific data point when necessary