Opportunity and Account Summarizer Snap-In

Overview

The Opportunity and Account Summarizer Snap-In automates the tracking and summarization of closed deals in DevRev. Summaries are sent to a configurable Slack channel, helping sales teams stay updated and make better decisions with real-time, actionable insights.

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Key Features

1. Automated Summaries: Generates summaries whenever deals are closed.
2. Slack Integration: Sends notifications directly to your Slack workspace.
3. Insightful Metrics: Includes key details like deal size, closing date, sales reps, and more.
4. Customizable Configurations: Easily tailor the behavior to match your team’s requirements.
5. Real-Time Updates: Ensure your team stays informed without delays.

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Usage -

How It Works

1. Monitor Opportunities: The snap-in monitors opportunity statuses in DevRev.
2. Generate Summaries: When a deal is marked as closed, a summary is automatically created.
3. Send Notifications: The summary is posted to a Slack channel.

Example Slack Notification

**Deal Closed!**  
- **Deal Name**: Enterprise Expansion Package  
- **Account**: FutureTech Solutions  
- **Amount**: $750,000  
- **Closing Date**: 2024-12-01  
- **Sales Rep**: Jane Doe  
- **Insights**: Deal closed 10% faster than the average.  

Fantastic work! Let's keep winning! 🎉  

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Installation

Prerequisites

1. DevRev Access: API token with permission to access opportunities and accounts.
2. Slack API Token: A Slack workspace with a bot-enabled API token and the target channel ID.
3. Node.js: Installed for running the snap-in locally or deploying it.

Steps

1. Clone the Repository

   git clone https://github.com/your-username/opportunity-account-summarizer.git  
   cd opportunity-account-summarizer  

2. Install Dependencies

   npm install  

3. Set Up Environment Variables

   Create a .env file in the project root:

   DEVREV_API_TOKEN=<your_devrev_api_token>  
   SLACK_API_TOKEN=<your_slack_api_token>  
   SLACK_CHANNEL_ID=<your_slack_channel_id>  
   

4. Start the Server

   Run the server locally:

   npm run dev  

5. Deploy

   Deploy the snap-in using:

   npm run deploy  

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Configuration

Customize the snap-in by editing the config.json file:

{  
  "summary_template": {  
    "deal_name": "Deal Name: {{deal.name}}",  
    "account_name": "Account: {{account.name}}",  
    "amount": "Amount: ${{deal.amount}}",  
    "closing_date": "Closing Date: {{deal.closing_date}}",  
    "sales_rep": "Sales Rep: {{deal.sales_rep}}"  
  },  
  "minimum_deal_value": 50000,  
  "notifications": {  
    "enabled": true,  
    "channel": "sales-updates"  
  }  
}  

Configurable Options

• Minimum Deal Value: Set a threshold for which deals trigger notifications.
• Notification Template: Modify the Slack message format.
• Target Channel: Choose the Slack channel for updates.

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Code Example

Here's a simplified view of the notification logic:

const axios = require('axios');  
require('dotenv').config();  

const postToSlack = async (message) => {  
  const url = 'https://slack.com/api/chat.postMessage';  
  const payload = {  
    channel: process.env.SLACK_CHANNEL_ID,  
    text: message,  
  };  

  await axios.post(url, payload, {  
    headers: {  
      Authorization: `Bearer ${process.env.SLACK_API_TOKEN}`,  
      'Content-Type': 'application/json',  
    },  
  });  
};  

const generateSummary = (deal) => {  
  return `  
 **Deal Closed!**  
- **Deal Name**: ${deal.name}  
- **Account**: ${deal.account_name}  
- **Amount**: $${deal.amount}  
- **Closing Date**: ${deal.closing_date}  
- **Sales Rep**: ${deal.sales_rep}  

 
  `;  
};  

const handleDealClosure = async (deal) => {  
  if (deal.amount < 50000) return; // Skip small deals  

  const summary = generateSummary(deal);  
  await postToSlack(summary);  
};  

// Example Usage  
const exampleDeal = {  
  name: 'Growth Plan Upgrade',  
  account_name: 'Innovate Ltd.',  
  amount: 120000,  
  closing_date: '2024-12-01',  
  sales_rep: 'Alice Johnson',  
};  

handleDealClosure(exampleDeal);  

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Development

Testing

Run tests to validate functionality:

npm run test  

Contributing

1. Fork the repository.
2. Create a new branch for your changes.
3. Submit a pull request with detailed explanations.

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Support

For help or feature requests, contact [email protected].

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