4.1 KiB
4.1 KiB
2025-03-05 - Data Planning
Done
- Incident - Verification Bulk Update (resolved) - Available here
- KPIs - Main KPIs overview (YTD+MTD) - Second delivery - Available here
- Targets for FY 2025 hidden to avoid misconceptions
- OKRs & Business Strategy
- Resolutions - New Resolutions reporting - Available here
- Power BI Truvi Rebranding
- Main KPIs
- Truvi Reporting (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.
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- 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