# 2025-03-05 - Data Planning

### Done

- Incident - Verification Bulk Update (resolved) - Available [here](20250304-01%20-%20Verification%20Bulk%20Update%201ad0446ff9c9806faa8bf7673e7ed6a5.md)
- KPIs - Main KPIs overview (YTD+MTD) - Second delivery - Available [here](https://app.powerbi.com/groups/me/apps/33e55130-3a65-4fe8-86f2-11979fb2258a/reports/5ceb1ad4-5b87-470b-806d-59ea0b8f2661/43ac2f2995c23bfb4004?experience=power-bi)
    - Targets for FY 2025 hidden to avoid misconceptions
- OKRs & Business Strategy
- Resolutions - New Resolutions reporting - Available [here](https://app.powerbi.com/groups/me/apps/fc6bf877-6175-413d-98e0-da8eb03d807e/reports/87641841-181e-4b10-933e-4ad1ed465607/9d2ccab758d14dfbc8ce?experience=power-bi)
- Power BI Truvi Rebranding
    - [Main KPIs](https://app.powerbi.com/groups/me/apps/33e55130-3a65-4fe8-86f2-11979fb2258a/reports/5ceb1ad4-5b87-470b-806d-59ea0b8f2661/43ac2f2995c23bfb4004?experience=power-bi)
    - [Truvi Reporting](https://app.powerbi.com/groups/me/apps/86bd5a07-0cd9-40ab-9e97-71816e3467e8/reports/fe54c090-ae85-4cfd-9f28-3d31ab486bc3/dfc2fe95ee1672c1bbdc?experience=power-bi) (previously Superhog reporting)
- New Dash - Configure Guest Agreement service for New Dash after release
- Finance - Ensure proper month attribution of Hyperline invoicing for invoiced revenue reporting purposes (affects Main KPIs, AMs Reporting, Accounting Reports)
- Data Captain requests as usual
- Guests - Start discussing on the implementation for Guest Products and Single Payment - Multi Service refactor.

### In Progress

- Power BI Truvi Rebranding - rest of reports
- Guests - A/B test monitoring ongoing (launched 25th Feb)
- Excel training session (scheduled)

### 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

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

- Guest Products - Single Payment / Multi Service refactor - Starting Tuesday 11th March
- Finance/Resolutions - Automate manual tasks for Finance (waiting for specs)
- Re-visit targets for FY2026 (need Nathan input)→ Talk to Guy / Matt / Nathan - Meeting on Monday
- Update automation project backbone data
- Finance - Update legacy (old dash) invoicing exporter to show unit price and quantity besides total price + Deal id
- Idea - Improvements on AM reports
    - 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.
    - Include Price Plans / Offering - New Dash vs. Old Dash
    - Include API/New Dash/Old Dash category
    - Include rank and share per Revenue Retained Post Resolutions
    - Add a per Account Manager “welcome” page with the main indicators / alerts of the accounts per Account Manager.
    - + potentially other ideas available below (Churn - Kayla, Cohorts - Alex)
- Idea - Resolutions KPIs
    - Blocked - We need to capture all Resolutions to be able to build proper metrics
    - Modelling KPIs data
    - Main KPIs exposure
    - Specific 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
- Idea - Guest Journey A/B test report
    - Avoid manual runs on Data side
    - Provide deeper level of detail