ROI Tracker

This a tool to track your successes over time and provide business reports. It runs on AWS and can be deployed to run on your own account.

Prerequisites

• Python 3.6
• Pipenv

Create a new virtualenv in the roi-tracker directory and activate it. Pipenv will output the virtualenv location.

cd roi-tracker
pipenv --python 3.6
pipenv shell

Install AWS CLI, AWS SAM CLI and Docker

pip install awscli
pip install aws-sam-cli
brew cask install docker

Create IAM user with the following permissions to deploy.

Click to expand the policy

{
  "Version": "2012-10-17",
  "Statement": [
      {
          "Effect": "Allow",
          "NotAction": [
              "iam:*",
              "organizations:*"
          ],
          "Resource": "*"
      },
      {
          "Effect": "Allow",
          "Action": [
              "iam:CreateServiceLinkedRole",
              "iam:DeleteServiceLinkedRole",
              "iam:GetRole",
              "iam:ListRoles",
              "iam:CreateRole",
              "iam:PutRolePolicy",
              "iam:AttachRolePolicy",
              "iam:DetachRolePolicy",
              "iam:PassRole",
              "organizations:DescribeOrganization"
          ],
          "Resource": "*"
      }
  ]
}

Config access

To deploy to AWS, you need to provide an access and secret key. In order to deploy as different users or to different accounts you can use profiles. In this example the profile is tracker, but it can be called anything.

~/.aws/config
[tracker]
region=us-east-1
output=json

~/.aws/credentials 
[tracker]
aws_access_key_id=$KEY
aws_secret_access_key=$SECRET

export AWS_PROFILE=tracker

Deploying

• Create an S3 bucket.

aws s3 mb s3://mbrenner-roi-tracker

• Package roi-tracker and send to bucket

sam package --template-file template.yaml --output-template-file packaged.yaml --s3-bucket mbrenner-roi-tracker

• Create the Cloudformation stack.

sam deploy --template-file packaged.yaml --stack-name roi-tracker --capabilities CAPABILITY_IAM

Using ROI Tracker

Now that your tracker is deployed. Time to add successes.