In an
effort to boost output, he wants to reward productive employees with a gift based on
their number of meetings with clients and potential clients. The more meetings a salesperson
has, the better the gift.
He would like to keep tabs on this effort, and wants you to produce a report that lists
each salesperson and the gift that person has earned. Your boss wants the report to be
made available in a format that is easy to print and e-mail. Therefore, you??™ve decided to
create the report as a PDF file.
Fortunately, it should be fairly easy to create a Ruby report that pulls this data from
the SugarCRM database. First, though, you??™ll need to modify the database to include the
extra gift information.
Updating the Database
You can use the SQL in Listing 8-1 to add some sample data to your database.
Listing 8-1. Sample Data for the Sales Force Reporting Application (rewards_data.sql)
CREATE TABLE rewards (
reward_id INT(11) NOT NULL AUTO_INCREMENT PRIMARY KEY,
meeting_count INT(11) NOT NULL,
description VARCHAR(255));
INSERT into rewards (meeting_count, description)
VALUES (50, "'You Are Number One!' Pen");
INSERT into rewards (meeting_count, description)
VALUES (100, "'Super Salesman' Coffee Mug");
INSERT into rewards (meeting_count, description)
VALUES (150, "'You Make Our Company Great' Sweatshirt");
INSERT into rewards (meeting_count, description)
VALUES (200, "Granite 'Rock Hard Sales' Paperweight");
CHAPTER 8 n CREATING SALES PERFORMANCE REPORTS WITH SUGARCRM 156
Save the SQL as rewards_data.
Pages:
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226