# 2025-02-26 - Data Planning

### Done

- Finance - Screen and Protect API reporting for invoicing purposes ([Report here](https://app.powerbi.com/groups/me/apps/043c0aec-20b8-4318-9751-f7164b3634ad/reports/96e5c7c2-d65a-4375-b706-61255498d7ae/c1f8e5bfc0385782a6b6?experience=power-bi). Waiting for Data Quality fixes from Ray side)
- Finance - Active PMS report now reading from DWH with small improvements ([Report here](https://app.powerbi.com/groups/me/apps/86bd5a07-0cd9-40ab-9e97-71816e3467e8/reports/244d6d40-5c0e-4c66-87b7-f040ca37bfd8/39b56ffe553b8d842f2e?experience=power-bi)).
- Other - Excel tips and best practices documentation ([Data Resources here](https://www.notion.so/Data-Resources-1520446ff9c98045b44bd670f7bf3605?pvs=21))
- Report to support Pass The Keys migration to New Dash (Improved [Payments - Details](https://app.powerbi.com/groups/me/apps/86bd5a07-0cd9-40ab-9e97-71816e3467e8/reports/992a437e-35c8-4aea-b908-5753655dc401/3376bcba0aa3617402da?experience=power-bi))
- Resolutions - DWH modelling
- KPIs - Main KPIs overview (YTD+MTD) - Second delivery
    - Revenue Churn & MRR metrics
    - Targets (first version)
- Cleaning & Data quality
    - Remove unnecessary ID of Athena (Guesty) models
    - Raise and fix issue on a client having thousands of GJ Created that were duplicated
    - Tag if a New Dash Booking has a GJ
    - Small fixes on S&P report aggregates

### In Progress

- KPIs - Main KPIs overview (YTD+MTD) - Second delivery
    - Creation of APIs KPIs (for Bookings mostly)
    - Targets Refinement
- OKRs & Business Strategy
- Guests - A/B test monitoring ongoing (launched 25th Feb)
- Resolutions - Reporting

### 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
- Guests - Start discussing on the implementation for Guest Products and Single Payment - Multi Service refactor. (No further news)

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

- Excel training session (scheduled)
- Configure Guest Agreement service for New Dash after release (low effort)
- Resolutions - Automate manual tasks for Finance (waiting for specs)
- Finance - Update legacy (old dash) invoicing exporter to show unit price and quantity besides total price + Deal id
- 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