67 lines
4.2 KiB
Markdown
67 lines
4.2 KiB
Markdown
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# 2025-03-12 - Data Planning
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## General Updates
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- Performance review - how is it going to happen?
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### Done
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- Guests - Further discussion on the implementation for Guest Products and Single Payment - Multi Service refactor.
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- RevOps - Churn tracking - automate manual monthly Churn reports and enhance it with other data (revenue last 12 m, etc) - Report available [here](https://app.powerbi.com/groups/me/apps/bb1a782f-cccc-4427-ab1a-efc207d49b62/reports/d4955aad-1550-46c7-9549-2bdeebb99286/3555842421d87b032c4e?experience=power-bi)
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- RevOps - Churn prevention - display last time account was contacted
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- RevOps - Account Management - Include API/Platform Deal category
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- Bugfixes - Active PMS & New Dash offered services
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- Other - Slides for TMT Data deep-dive
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- Other - General support
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- Support Finance on Invoicing subjects
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- Follow up HTVR
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- Follow up data drift due to user migration old dash → new dash - We loose history on Price Plans…
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- Couple of data quality alerts
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- Other Data Captain ad-hoc requests as usual
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### In Progress
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- TMT - Targets for FY2026
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- Adapt based on Financial model almost ready - no stretch. Concern on Billable Bookings/Live Deals figure
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- Data quality improvements in PBI
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- Deal metrics to align with RevOps KPIs
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- Platform Billable Bookings (est.) - Understand if there’s better ways to track this figure
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- We need to adapt the metric names on PBI to align with Finance’s naming. I agree, but it requires quite a bit of work.
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- RevOps - Churn prevention - forecast created bookings per account to the end of the month and alert if there’s a decrease. Booking projection needed for Revenue projection too.
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- Product - Guest Journey New Illustrations A/B test monitoring ongoing (launched 25th Feb) - Looking very good
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- Product - Guest Products - Single Payment / Multi Service refactor
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- DWH modelling
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- Old Dash Waiver Extracts for invoicing purposes
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- Other - Excel training session (scheduled for today)
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- Other - Power BI Truvi Rebranding - rest of reports (low prio)
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### Stopped / No advancement
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- KPIs/New Dash/AM reporting - Exclude known test accounts to increase data quality (won’t remove all of them) - Engineering to built it properly for us to exclude it properly
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- RevOps - Update automation project backbone data - Need further input
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- Finance/Resolutions - Automate manual tasks for Finance (waiting for specs)
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### To Do (does not include critical subjects)
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- ~~Finance - Update legacy (old dash) invoicing exporter to show unit price and quantity besides total price + Deal id~~ Discussed with Nathan, no longer needed.
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- RevOps (Kayla) - Churn prevention: alerting system if user had a PMS and no longer has it
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- Idea - Improvements on AM reports
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- Rework Score so it captures projected revenue rather than last month revenue (i.e., gain ~1 month trend visibility). In other words - be able as of 1st of March to detect that February was bad for HTVR, instead of 1st of April as is now.
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- Add a per Account Manager “welcome” page with the main indicators / alerts of the accounts per Account Manager.
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- Include Price Plans / Offering - New Dash vs. Old Dash
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- Include rank and share per Revenue Retained Post Resolutions
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- API KPIs
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- We need at least bookings to compute Total Bookings (Platform Billable Bookings + API Bookings)
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- Idea - Resolutions KPIs
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- Blocked - We need to capture all Resolutions to be able to build proper metrics
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- Modelling KPIs data
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- Main KPIs exposure
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- Specific reporting
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- Invoicing Incident - Further automation improvements - Xero (for source of truth in actual invoiced amount) + Hubspot (for churn/onboarding/AM info) + Backend (for what we should have invoiced, New Dash mostly)
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- KPIs - Payment Count and Average Amount per Payment Count (Waiver/Deposit Fee/etc)
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- RevOps (Alex) - Client Cohorts - explore retention + key metrics to understand if it’s valuable for further client understanding
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- RevOps (Alex) - RevOps KPIs - Automate RevOps KPIs sheet in PBI and add additional content (revenue, etc). Similar approach as for Churn.
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- Product (Daga) - New Dash - Differentiate OSL/Manual/PMS bookings
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- Idea - Guest Journey A/B test report
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- Avoid manual runs on Data side
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- Provide deeper level of detail
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