45 lines
No EOL
3.4 KiB
Markdown
45 lines
No EOL
3.4 KiB
Markdown
# 2025-02-19 - Data Planning
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### General Updates
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- Uri off on Friday 21st (reminder)
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### Done
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- KPIs - New Dash vs. Old Dash (vs. API) category ([Main KPIs report](https://app.powerbi.com/groups/me/apps/33e55130-3a65-4fe8-86f2-11979fb2258a/reports/5ceb1ad4-5b87-470b-806d-59ea0b8f2661/cabe954bba6d285c576f?experience=power-bi))
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- KPIs - Implement Live Deals ([Main KPIs report](https://app.powerbi.com/groups/me/apps/33e55130-3a65-4fe8-86f2-11979fb2258a/reports/5ceb1ad4-5b87-470b-806d-59ea0b8f2661/cabe954bba6d285c576f?experience=power-bi))
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- KPIs - Implement Billable Booking KPI for new dash after definition ([Main KPIs report](https://app.powerbi.com/groups/me/apps/33e55130-3a65-4fe8-86f2-11979fb2258a/reports/5ceb1ad4-5b87-470b-806d-59ea0b8f2661/cabe954bba6d285c576f?experience=power-bi))
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- Product/RevOps - Include a user adoption funnel per service for New Dash, to identify adoption/upsell possibilities ([New Dash - Offered Services report](https://app.powerbi.com/groups/me/apps/d6a99cb6-fad1-4e92-bce1-254dcff0d9a2/reports/44d8eee3-e1e6-474a-9626-868a5756ba83/99f744c80b91c605a7a1?ctid=862842df-2998-4826-bea9-b726bc01d3a7&experience=power-bi))
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- Ad hoc requests, specially on Home Team Vacations Rentals (Kayla) → Risk of losing Booking fees after decrease from 10 USD to 6 USD
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- Guests - Align for Illustrations A/B test launching next week
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- Resolutions - Ingest Resolution Centre Data into DWH
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- Data internal - Fixed CPU consumption
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- Data internal - Fixed New Dash Reporting being down after release
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### In Progress
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- Finance - Screen and Protect API reporting for invoicing purposes
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- Other - Excel tips and best practices documentation (reviewed) - How do you want to proceed? Share resources and/or schedule session? → Session + Resources
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- KPIs - Main KPIs overview (YTD+MTD) - First partial delivery
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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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- Guests - Start discussing on the implementation for Guest Products and Single Payment - Multi Service refactor. (No further news)
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### To Do (does not include critical subjects)
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- Report to support Pass The Keys migration to New Dash
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- Resolutions - DWH modelling
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- KPIs - Main KPIs overview (YTD+MTD) - Second delivery
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- Creation of APIs KPIs (for Bookings mostly)
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- Revenue Churn & MRR metrics
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- Targets
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- Guests - Adapt A/B test monitoring with specs of Illustrations A/B test
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- Finance - Update legacy (old dash) invoicing exporter to show unit price and quantity besides total price + Deal id
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- Resolutions - 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 (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
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- RevOps (Kayla) - Churn tracking: see if we can automate manual monthly Churn reports and enhance it with other data (revenue last 12 m, etc)
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- RevOps (Alex) - Client Cohorts: explore retention + key metrics to understand if it’s valuable for further client understanding |