# 2025-02-12 - Data Planning

### General Updates

- Joaquin off on Monday 17th + Uri off on Friday 21st

### Done

- Other - Re-implement [Superhog Reporting](https://app.powerbi.com/groups/me/apps/86bd5a07-0cd9-40ab-9e97-71816e3467e8/reports/fe54c090-ae85-4cfd-9f28-3d31ab486bc3/dfc2fe95ee1672c1bbdc?experience=power-bi) reading from DWH
- KPIs - Propose Billable Booking KPI definition for New Dash: Agreed with Suzannah on 2 metric definition
- KPIs - Rework Cancellation rates (attribute them to Check-out + ratio)
- KPIs - [First draft of Main KPIs - Overview](https://app.powerbi.com/groups/me/apps/33e55130-3a65-4fe8-86f2-11979fb2258a/reports/5ceb1ad4-5b87-470b-806d-59ea0b8f2661/50c56def523c2003b054?experience=power-bi)
- Ad hoc requests - several completed on Finance/RevOps side
- Invoicing Incident finally closed after Post Mortem

### In Progress

- KPIs - New Dash vs. Old Dash (vs. API) category
- Product/RevOps - Include a user adoption funnel per service for New Dash, to identify adoption/upsell possibilities
- Guests - Start discussing on the implementation for Guest Products and Single Payment - Multi Service refactor. Likely work to start soon.

### Stopped / No advancement

- 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
- Finance - Screen and Protect API reporting for invoicing purposes (currently stopped since there’s no clients)
- Other - Excel tips and best practices documentation (no advancements, low prio)

### To Do (does not include critical subjects)

- KPIs - Implement Billable Booking KPI for new dash after definition
- KPIs - Rework Main KPIs overview (YTD+MTD)
    - Might need creation of APIs KPIs (for Bookings mostly)
- Resolutions - Ingest Resolution Centre Data into DWH
- Finance - Update legacy (old dash) invoicing exporter to show unit price and quantity besides total price + Deal id
- Resolutions - DWH modelling
- Resolutions - Reporting
- 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)
- KPIs - Payment Count and Average Amount per Payment Count (Waiver/Deposit Fee/etc)
- RevOps (Kayla) - Churn prevention: alerting system if user had a PMS and no longer has it, if recent created bookings per account is decreasing, display last time account was contacted. This could be potentially the first step towards a “Account Manager KPIs” for AM teams
- RevOps (Kayla) - Churn tracking: see if we can automate manual monthly Churn reports and enhance it with other data (revenue last 12 m, etc)
- RevOps (Alex) - Client Cohorts: explore retention + key metrics to understand if it’s valuable for further client understanding