How to Create Dashboards With Data From Salesforce And Jira?

The ability to monitor the performance of your business operations is no longer a luxury but a necessity. According to research by Forrester, businesses that use advanced data-driven insights are to experience nearly 3 times more revenue growth. However, your organization’s data might be spread across multiple platforms, with Salesforce and Jira being the most widely used ones.

While Salesforce manages customer relationships, Jira focuses on project management and issue tracking. Combining data from Salesforce and Jira can give you a comprehensive view of your business and project performance in one place to foster better decision-making.

This article focuses on how integrating Salesforce and Jira data helps you to create insightful dashboards.

About Salesforce

Salesforce is a cloud-based CRM platform that enables you to manage all your customer information in one place. It provides a comprehensive customer view with its Customer 360 technology, enabling you to manage sales, marketing, and campaigns more efficiently. To establish a seamless data flow between your analytical and Salesforce ecosystem, you can use data integration tools. This will help you make data-driven decisions and enhance operational efficiency.‍

Key Features of Salesforce 

• Salesforce Sales Cloud features allow you to manage sales data and include tools for lead management, forecasting, and opportunity tracking.
• You can enhance customer support through tools like case tracking, omnichannel routing, and self-service portals.
• With Salesforce, you can access and organize information about current and potential customers. This information includes email addresses, phone numbers, and website or social media profiles.

About Jira

Jira is project management software developed by Atlassian that helps your teams track and manage issues within a project. It supports agile methodologies like scrum boards and Kanban boards and provides tools for planning, collaboration, and reporting. By storing different forms of data, including issues, comments, and project management data, Jira allows you to streamline collaboration.

You can load the project management data from Jira to your data store using ETL tools, where you can analyze it more thoroughly. This will help improve workflows across your organization and enhance team productivity.

‍Key Features of Jira 

• The project boards in Jira allow you to track the status of your team’s tasks at each stage of the workflow and understand how work is distributed among the teams.
• It provides tools to create, assign, and track tasks, bugs, and issues across projects.
• Jira enables your data team to design workflows according to their specific processes and requirements.
• It easily integrates with tools like Confluence and Slack to enhance collaboration.

Benefits of Creating Salesforce & Jira Dashboards

There are several benefits to creating dashboards using data from Salesforce and Jira. Here are a few of them:

Centralized Data Visualization

By designing dashboards using data from Salesforce and Jira, you can centralize critical metrics data, such as project progress, team performance, and customer data insights, into one place. This eliminates the need to navigate through multiple individual reports and saves time by providing a cohesive visual form for all your data.

Real-Time Updates

Dashboards representing Salesforce and Jira data together reflect real-time updates, ensuring your teams always have the most accurate and latest information available. For example, a dashboard created with Salesforce and Jira data can display the status of customer support tickets along with customer satisfaction scores. This enables you to monitor issue resolutions' impact on customer feedback.

Customization

You can customize your Salesforce and Jira dashboards to meet your specific business needs and preferences. Dashboards containing subsets of data from both tools help streamline collaboration between different teams. For instance, integrating Salesforce’s sales data with Jira’s unresolved issues can help identify employee performance and potential bottlenecks simultaneously.

How to Create a Dashboard with Data from Salesforce and Jira Using Airbyte & Python?

To create a dashboard with data from Salesforce and Jira, you first need to extract the data from the sources. After collecting the data, you need to transform it into a usable format and then load it into a target system for analysis. Once it is analyzed, you can extract insights from this data and represent the outcomes using a dashboard.

‍Airbyte is a robust data integration tool that helps you migrate data from multiple sources to your desired destination. It offers a library of 550+ pre-built connectors, including databases, APIs, analytical platforms, and files. Using these connectors, you can build a data pipeline in minutes.

To efficiently handle data extraction and transformation within a Python environment, you can leverage PyAirbyte. It is a Python library provided by Airbyte where you can create, set up, and manage data pipelines programmatically. Using PyAirbyte, you can extract data from Salesforce and Jira and load it into various SQL caches, such as DuckDB, Postgres, Snowflake, and BigQuery.

A crucial feature offered by this library is incremental data reading, which enables you to automatically track changes made to the source dataset. With this feature, you can work with the updates rather than replicating the whole dataset from scratch.

Here’s how to utilize PyAirbyte to move data from Salesforce and Jira into a destination system. Remember, you can extract data from one source at a time. Let’s look at the steps:

• The first step is to install PyAirbyte. You can use pip install to do that.

%pip install --quiet airbyte

• The next step is to extract the source data (Salesforce and Jira). To do this, you need to set up a source connection. Create and configure the source connector for Salesforce and Jira using the following commands:
• Create a source connector:

import airbyte as ab
source: ab.Source = ab.get_source("source-faker")

Replace the source-faker placeholder with your preferred source—Jira or Salesforce—to create and install the source connection.

• After implementing the step above, configure the source by providing all the necessary access credentials, including authentication type, ID, and secret, and check the connection status. You can do this by using the following code:

source.set_config(
    config={
        "count": 50_000,  # Adjust this to get a larger or smaller dataset
        "seed": 123,
    },
)

• Verify the config and creds by running `check`

source.check()

The source check command will ensure that configuration details are valid and Salesforce and Jira APIs are reachable.

• Once the connection is established, you can read data from the PyAirbyte cache. To do this, you can use the following code:

source.select_all_streams()
read_result: ab.ReadResult = source.read()

The source.select_all_streams() function selects all the available data streams from the source, such as users, tickets, or sales data.

Python supports libraries like Pandas, TensorFlow, and SciPy, which can help remove error values, align date-time values, or create embeddings for vector databases.

• For the ease of working in Python, you can transform these caches into Pandas DataFrame using the following command:

df = read_result[‘preferred_streams’].to_pandas()

Converting SQL caches into Pandas DataFrame provides you the flexibility to conduct complex operations. You can perform transformations on this source data and combine the resulting Jira and Salesforce data into a single DataFrame. Visualizing this data using libraries like Matplotlib and Seaborn enables you to represent this data in charts that convey essential business insights.

Once the data is transformed, it can also be loaded into a target system like a data warehouse to achieve advanced analysis and reporting functionality. Another benefit of migrating to a data warehouse is that it provides robust integration capability. Integrating the warehouse with BI tools like PowerBI and Tableau allows you to produce interactive data dashboards. Different teams from your organization can leverage these reports to enhance operational efficiency.

By combining Airbyte’s extraction capabilities with Python's flexibility for transformation, you can streamline the process of integrating data from Salesforce and Jira.

Salesforce & Jira Dashboard Use Cases

Following are some of the use cases for building a dashboard using Salesforce and Jira data:

Support Tickets & Revenue Correlation

You can optimize the dashboard created from Salesforce and Jira data to track and analyze the correlation between revenue and customer support. The dashboard can highlight the total number of tickets resolved daily, weekly, and monthly, with the corresponding revenue reports.

Analyzing this correlation can enable you to optimize strategies by identifying tickets that result in sales. This helps you significantly enhance customer satisfaction while reducing churn rate.

Sales Pipeline and Task Management

In Salesforce, a sales pipeline is a visual representation that lets managers track the progress of deals, leads, and opportunities at various sales process stages. Similarly, Jira allows you to track tasks or issues in a project lifecycle, which could be tied to specific sales campaigns or objectives.

If you create a dashboard with data from Salesforce and Jira, you can get a visual representation of the sales data pipeline and tasks’ progress status. This will help your data teams to correlate the progress of sales goals with the completion of critical tasks.

Performance Metrics

By consolidating Salesforce and Jira data, you can align sales performance with project timelines and ensure the team works towards the same goals. The dashboard created with Salesforce and Jira data allows your organization's data manager to track performance metrics such as productivity, sales performance, and project efficiency.

Tracking sales conversion rate, customer engagement, or campaign performance with your teams' productivity and project management data is beneficial for optimizing business strategies.

Conclusion

Dashboards created using Salesforce and Jira data enable you to unify and visualize customer and product information. This empowers you to gain a robust understanding of your daily business operations through easy-to-understand graphs, charts, or maps. With such information at hand, your organization will not only improve operational efficiency but also drive customer satisfaction.