Automated Report Generation Web Application for a Technology Solution Provider Based in the US
Overview
The client is a US-based technology company providing engineering services & solutions across domains like IoT, ML, Cloud, Mobility, and more. They wanted to automate the revenue report generation process that would save time of the sales team allowing them to focus on business generation. ACL Digital developed a web application with Angular, scalable backend server using Node.js, NoSQL database (MongoDB), seamlessly integrated it with Salesforce, and automated data export to Google Sheets to generate sales reports as required by the client.
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Challenges
Lack of automated revenue report generation system
Solution
- Developed web application using Angular, Node.js, NoSQL & MongoDB
- Enabled data integration with salesforce and automated export to google sheets
- Provided Google OAuth2 authentication
- PO Actual, PO forecast and monthly revenue projection report generation based on fields: salesperson, fiscal year and month range
- Potential project, accrued and to be accrued potential projects search functionality based on status: closed won, proposal sent and in discussion stage potentials
- Enabled domain wise revenue sheet finding for each potential
- Data preparation of actual accrued PO, forecasting PO, month wise and revenues for domain, month & salesperson
- Hit Google Spreadsheet API (Google SDK) with the same Google OAuth2 token to update the data into spreadsheet
Outcomes
- Automated revenue report generation, reducing the sales team’s time and efforts
- Reduced the chances of human errors in reports
