README.md

A program to generate quantivative & qualitative statistics from .csv database files to Excel via a simple UI
(Successor of Hubspool)

Download Info:

Latest ready-to-use version (Windows only):

Download Skidra

Download the .exe and execute it as an administrator.

If you have issues running the program, see the manual or the FAQ below.

Be reassured: It's open source and safe for you and your data!

Verify your download:
(SHA256sum) 539a98b830001c4b6b41eac15cc8dae40d7d13b6804df1d0d3db0e3492d6c35b
(To verify your download you can use the AutoHasher)

Getting started:

Skidra requires you to have Python installed.
For more information of the initial setup see user manual below.

Action!

1. Select file: Select the .csv data file you want to analyze.
2. Options: Check the desired functions (see below).
3. Process: Execute checked functions.

Options

Generate Excel: Saves the output into an Excel file (see below)
ALL: Executes all analyzes mentioned below

Industries: How many companies are in each industry.
Leads: How many leads are in each lead category.
Leads/ind.: How many leads in lead categories per industry.
Topleads: All companies with lead status 'Qualified Lead', 'Follow-up' or 'Contract'.
Pitches: All companies with pitch data and the respective data.
Reasons: All companies with reasons data and the respective data.

User manual:

Initial setup

When starting Skidra for the first time, you have to select the location of your Python distribution & Skidra Python script.

Notice: You have to have Python installed.
If you do not have Python installed, you can get it on the official Website or the Windows Store.

Select the Python.exe:


Then select the location of the Skidra Python script:



After that, the program will start right up each time, unless the Python.exe or Python script is moved.

Operation

Buttons and checkboxes are explained above already, so here are some examples of operation:

Select a .csv file: (For informations regarding file requirements see below).




If you select 'ALL' every check will be processed, alternatively you can also select checks individually.

The output will be displayed in the textbox.

If you select 'Generate Excel', the Excel file will be saved next to your source .csv file.
Also, the filepath of the Excel is shown on top.

The Excel file will contain the following sheets (depending on your selection of options):


Leads:


Industries:


Leads_by_industries (only excerpt of list displayed here):


Pitches:
tbd
Rejection reasons:
tbd
Topleads:
tbd

Recommendations:

The program gets every industry and lead status from HubSpot without any changes to the initial setup required.
Should you import data from a different tool, read below for the requirements.

However, some functions can perform additional analyses through changes to the HubSpot data structure / setup.
The function 'Counts' automatically gets every industry and lead status from HubSpot and counts their occurrence.
Additionally, with the following lead status categories configured in HubSpot, the function puts out a custom sorted table that can be exported:

(If you use different lead categories, they will still be analyzed, but sorted by size and not custom sorted as shown below)

Lead status:

• Cold
• Cold Contacted
• Warm
• Follow-up
• Qualified Lead
• Contract
• Rejected
• Ineligible

Of course you are free to change the categories for custom sort in the source code should you require different ones.

Pitches:
For the function 'Pitches', a company information entry has to be set up in HubSpot, where the pitch information is inserted with the following structure:

(Closed / Open) YYYY.MM.DD, time, location

(again, you are free to enter whatever you like here and the function still works, the output just might not be ideal without changes to the sort command)

Rejection:
If a company / contact person rejects your offer, the reason for the rejection must be entered under "Company Information" under "Reason for rejection / unsuitability" within HubSpot.
This category has to be manually added to the HubSpot database default configuration.

FAQ:

Regarding questions or other inquiries message me at:

philippebraum@pm.me

• Data import requirements for database files:
  

The imported data has to be in the .csv file format.
When exporting the database file from from HubSpot select the following options:

For files not from HubSpot:
The file has to contain the following columns:

• Name (of the company)
• Lead Status
• Create Date
• Industry
• Company owner (internally responsible person)
• Pitch
• Reason for rejection / unsuitability.

• I have an Apple computer, can I use the ready-to-use release, too?
  

The ready-to-use-version is Windows only atm.
To run the program on MacOS, download the two scripts and run them in your local Python distribution, IDE or compile them yourself.

• Windows Defender doesn't let me run the program:
  

MS Windows' built-in antivirus Windows Defender automatically blocks any kind of unknown programs by default.

     Be reassured: Everything takes place on your local machine without connection to the internet.

You can still check the source code of the executable yourself if you want to: https://github.com/Criomby/hubspool/archive/refs/tags/v2.5.2.zip

To run the program, follow the process below:

• Dependencies for Python distribution?
  

See requirements.txt.

Support the project:

Wallet adress:
0xfC56bfc44E5671fD689331490D8e6Fa5B121474F

Supported currencies: USDT, USDC, DAI, BAT, ETH


© 2022 Braum