2025-02-05 - Data Planning

Started weekly syncs with Guy / Finance on KPIs - Suzannah
Engineering - Ingestion of backend data to billing db
- The proper solution has been delayed until Pablo is back to decide. In the meantime, one-short inputs carried out by Tech
Other - Discontinue Superhog Reporting (legacy Power BI)
- Apparently it was more widely used than expected
- The effort has shifted towards re-implementing the necessary bits (Listings, Bookings, Payments) but reading from DWH so Data has full control
On Waiver Payouts and Resolutions Payouts - Revenue Retained Post-Resolutions trends

I wonder if we should invest / start a working line on:
- Resolutions claims data (still pending integration, no news)
- Understanding client price plans / programs for upsell or detect edge cases

Finance - Run Old Dash invoicing exports for January 2025
Guesty - Resolutions payouts analysis
KPIs - Invoiced data is now available on the 20th of the month for the previous month
KPIs - Rework Onboarding MRR (avg per client + actual revenue expected)
Finance - Accounting aggregations reporting (including client MoM comparison to spot incidents) - Report here
Other - Understand Booking Fees / Cancelled Bookings - First analysis completed
Other - Help Leo on potential future verification invoicing for historical client Operto
Other - Investigated issues raised on New Dash reporting with Gus
Other - Several small requests, mostly from Finance. Re-insisted on using Data Requests workflow to avoid constant context switching

Other - Re-implement Superhog Reporting reading from DWH
KPIs - Propose Billable Booking KPI definition for New Dash: 1 Booking can have multiple services invoiced in different times, how do we attribute them?
KPIs/New Dash/AM reporting - Exclude known test accounts to increase data quality (won’t remove all of them)
Product/RevOps - Include a user adoption funnel per service for New Dash, to identify adoption/upsell possibilities

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)

KPIs - New Dash vs. Old Dash category
Finance - Update legacy (old dash) invoicing exporter to show unit price and quantity besides total price + Deal id
KPIs - Implement Billable Booking KPI for new dash after definition
KPIs - Rework Revenue display in Main KPIs
KPIs - OKR, target-based reporting
KPIs - Rework Cancellation rates (attribute them to Check-out + ratio)
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)