Setup

1. Download Docker Desktop (if you don’t have installed) using the official website, install and launch.
2. Fork this Github project to you Github account. Clone the forked repo to your device.
3. Open your Command Prompt or Terminal, navigate to that folder, and run the command docker compose up.
4. Now you have launched a local Postgres database with the following credentials:

   Host: localhost
   User: admin
   Password: admin
   Port: 5432 

5. Connect to the db via a preferred tool (e.g. DataGrip, Dbeaver etc)
6. Install dbt-core and dbt-postgres using pip (if you don’t have) on your preferred environment.
7. Now you can run dbt run with the test model and check public_pipedrive_analytics schema to see the dbt result (with one test model)

Project

1. Remove the test model once you make sure it works
2. Dive deep into the Pipedrive CRM source data to gain a thorough understanding of all its details. (You may also research the Pipedrive CRM tool terms).
3. Define DBT sources and build the necessary layers organizing the data flow for optimal relevance and maintainability.
4. Build a reporting model (rep_sales_funnel_monthly) with monthly intervals, incorporating the following funnel steps (KPIs):
      Step 1: Lead Generation
      Step 2: Qualified Lead
         Step 2.1: Sales Call 1
      Step 3: Needs Assessment
         Step 3.1: Sales Call 2
      Step 4: Proposal/Quote Preparation
      Step 5: Negotiation
      Step 6: Closing
      Step 7: Implementation/Onboarding
      Step 8: Follow-up/Customer Success
      Step 9: Renewal/Expansion
5. Column names of the reporting model: month, kpi_name, funnel_step, deals_count
6. “Git commit” all the changes and create a PR to your forked repo (not the original one). Send your repo link to us.