SFMC Automation Healthcheck Dashboard

Overview

The SFMC Automation Healthcheck Dashboard is a Streamlit-based monitoring tool designed to help Salesforce Marketing Cloud (SFMC) users track, analyze, and optimize their automations and activities. It provides real-time insights into automation execution, performance trends, and potential risks.

Key Features

• Automation Performance Tracking: Monitors execution times, statuses, and error details of automations.
• Historical Trend Analysis: Compares automation performance across different timeframes to identify anomalies.
• Risk Identification: Detects long-running automations, delays, and potential timeout risks.
• Overlapping Automations: Identifies automations running simultaneously, which may cause execution conflicts.
• Rush Hour Detection: Highlights peak execution times to help optimize scheduling.
• Activity-Level Insights: Analyzes individual queries and scripts that may exceed execution limits.
• Business Unit Filtering: Allows users to filter automation data based on Business Unit (mID).
• Interactive Data Visualization: Uses Plotly and Streamlit to provide real-time insights with charts and tables.
• Custom Timeframe Selection: Enables users to set specific date ranges for detailed analysis.

Installation

Clone the Repository:

git clone https://github.com/yourusername/sfmc-automation-healthcheck-dashboard.git
cd sfmc-automation-healthcheck-dashboard

Create a Virtual Environment:

python -m venv venv
source venv/bin/activate  # On Windows, use 'venv\Scripts\activate'

Install Dependencies:

pip install -r requirements.txt

Prepare Data Files

Ensure you export CSV files from two data extensions having the right fields below and put them in the working directory:

• Data Files:
  • automation_data.csv – Contains automation execution details.
  • automation_activity_data.csv – Contains activity-level execution logs.

Run the Dashboard:

streamlit run app.py

Data Structure

Automation Instances:

Column	Type	Length	Nullable	Primary Key
AutomationInstanceID	Text	255	❌	✔
AutomationName	Text	255	❌	❌
AutomationCustomerKey	Text	255	❌	❌
AutomationInstanceScheduledTime_UTC	Date	N/A	✔	❌
AutomationInstanceStartTime_UTC	Date	N/A	✔	❌
AutomationInstanceEndTime_UTC	Date	N/A	✔	❌
AutomationInstanceStatus	Text	50	❌	❌
AutomationInstanceActivityErrorDetails	Text	4000	✔	❌
MemberID	Text	50	❌	❌

Automation Activity Instances:

Column	Type	Length	Nullable	Primary Key
AutomationInstanceID	Text	50	❌	✔
AutomationName	Text	255	❌	❌
AutomationCustomerKey	Text	255	❌	❌
ActivityType	Text	255	❌	❌
ActivityName	Text	255	❌	❌
ActivityInstanceID	Text	255	❌	❌
AutomationInstanceStartTime_UTC	Date	N/A	✔	❌
AutomationInstanceEndTime_UTC	Date	N/A	✔	❌

Example SQLs:

Retrieving Automation Instances:

SELECT 
    AutomationInstanceID, 
    AutomationName, 
    AutomationCustomerKey, 
    AutomationInstanceScheduledTime_UTC, 
    AutomationInstanceStartTime_UTC, 
    AutomationInstanceEndTime_UTC, 
    AutomationInstanceStatus, 
    AutomationInstanceActivityErrorDetails, 
    MemberID
FROM [_automationinstance]
WHERE AutomationInstanceIsRunOnce = 0

Retrieving Automation Activity Instances:

SELECT 
    AutomationInstanceID, 
    AutomationName, 
    AutomationCustomerKey, 
    ActivityType, 
    ActivityName, 
    ActivityInstanceID, 
    AutomationInstanceStartTime_UTC, 
    AutomationInstanceEndTime_UTC
FROM [_automationactivityinstance]

Contribution

Contributions are welcome! Feel free to open an issue or submit a pull request if you find a bug or have an idea for improvement.

License

This project is licensed under the MIT License.