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dreday12/README.md

Quest CSM Account Dashboard — Dre Nash

A living, self-updating partner account intelligence dashboard.
Hosted via GitHub Pages · Auto-refreshes daily at midnight CT via GitHub Actions.


Live Dashboard

View Dashboard


How It Works

Your SFDC Export (.xlsx)
        ↓
GitHub Actions (runs daily at 05:00 UTC / midnight CT)
        ↓
scripts/generate_data.py  →  docs/data.json
        ↓
docs/index.html fetches data.json and renders the dashboard
  1. You upload a new SFDC export to this repo (as data/accounts.xlsx)
  2. GitHub Actions runs the Python script to regenerate docs/data.json
  3. GitHub Pages serves the updated dashboard automatically

Setup Instructions

1. Fork / Clone This Repo

git clone https://github.com/dreday12/quest-dashboard.git
cd quest-dashboard

2. Enable GitHub Pages

  • Go to Settings → Pages
  • Source: Deploy from a branch
  • Branch: main · Folder: /docs
  • Save — your dashboard will be at https://dreday12.github.io/quest-dashboard/

3. Enable GitHub Actions

  • Go to Settings → Actions → General
  • Set "Workflow permissions" to Read and write permissions

4. Upload Your SFDC Export

Place your exported .xlsx file at:

data/accounts.xlsx

Commit and push — Actions will auto-generate the data.

5. Manual Trigger (Optional)

Go to Actions → Generate Dashboard Data → Run workflow to regenerate on demand.


Updating Your Data

Option A — Push a new export:

cp ~/Downloads/your_new_export.xlsx data/accounts.xlsx
git add data/accounts.xlsx
git commit -m "Update accounts data $(date +%Y-%m-%d)"
git push

Actions fires automatically, dashboard updates within ~2 minutes.

Option B — Manual trigger: Go to Actions tab → "Generate Dashboard Data" → "Run workflow"


Project Structure

quest-dashboard/
├── .github/
│   └── workflows/
│       └── generate_data.yml     # Daily scheduler + on-push trigger
├── data/
│   └── accounts.xlsx             # Your SFDC export (you update this)
├── docs/
│   ├── index.html                # The dashboard (static, served by Pages)
│   └── data.json                 # Auto-generated by Actions (don't edit)
├── scripts/
│   └── generate_data.py          # Data extraction script
└── README.md

Column Requirements for SFDC Export

The script expects your SFDC export to contain these columns (header row 12):

Column Description
SFDC Account ID Account identifier (Act-xxxxx)
Account Name Full account name
Product Description License product name
Quantity License count
Maint. End Date Renewal date
Asset Number Asset identifier
Asset : Contact : Email Primary contact
Quest Product Family Product family grouping
Business Unit IM / PM / UEM
Order Product: Total Amount Revenue figure
Partner Status Active / Inactive
Asset : Order Product : Order : Opportunity : Quest Primary Partner Partner name

Local Development

pip install pandas openpyxl
python scripts/generate_data.py
# Open docs/index.html in your browser

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