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Sales Dashboard

The Sales Dashboard provides a convenient interface for users to monitor the current sales performance of salespeople. Additionally, it offers functionality to add new employees along with their respective sales targets and current sales figures.

The Live Program can be found here.

Run Program

User Stories Description
1 As a user, I want to view sales performance Users can monitor the current sales performance of salespeople
2 As a user, I want to add new employees Users can add new employees
3 As a user, I want to assign a sales target to a new employee Users can assign a sales target to a new employee
4 As a user, I want to add current sales figures to the new employees Users can add a current sales figure to the salesperson

Data Models

  • The Sales Dashboard's data model encompasses entities such as Employees, Sales, and Targets.
  • Within this model, each Employee record comprises essential details like name, ID, and assigned sales target.
  • Sales records encapsulate specific sale information, including the transaction amount and date.
  • Targets records maintain the predefined sales objectives for individual employees.

Flowchart

  • I made the flowchart made with Lucid Chart to map it out: flowchart

Features:

  • View current sales performance of salespeople.
  • Add new employees with sales targets and current sales figures.
  • It uses the library colorama to give an indication of top performers.
  • It uses Google Sheets to store the data.

Running the program prompts you to select between 3 options:

run

Option 1 displays the leaderboard to the user

  • Display Leaderboard display leaderboard

Option 2 allows the user to enter an employee name.

  • Enter Employee Name enter employee name

From that point on you can assign the salesperson a sales target.

  • Enter Employee Sales Target enter sales target

After that you can add the current sales figures for that employee.

  • Enter Employee Revenue to Date Enter Employee Revenue to Date

The employee has now been added successfully.

  • Employee Added Succcessfully Employee Added Succcessfully

  • Google Sheets structure Google Sheets

Languages, Libraries, Tools Used:

  • Python is the languge used to build the program

  • GitPod was used for writing, editing, committing and pushing to Github.

  • GitHub hosts all relevent data and assets.

  • Colorama was used to indicate the top sales performers.

  • CI Python Linter was used to validate the code.

  • Heroku the application was deployed on Heroku.

  • Lucid Chart was used to make the flowchart.

Testing

Validation

The program was tested using the CI Python Linter with no issues:

cilinter

Manual Testing

I tested the program for errors when adding new employees:

manual testing

manual testing

Further testing was then done on the spreadsheet to alter the data:

manual testing

Deployment

  • The code was written, edited and pushed in GitPod

  • The program was then deployed on Heroku

Credits:

Concept:

The concept behind this program was from my own experience previously working in Tech Sales.

Code

I utilised the following sources to build the program:

Acknowledgments

  • As always special thanks to my mentor, Dan Hamilton, for his continued guidance and support.
  • Code Institute Tutors & Community for their help along the way.

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