53 lines
No EOL
3.5 KiB
Markdown
53 lines
No EOL
3.5 KiB
Markdown
# 2025-02-05 - Data Planning
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### General Updates
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- Started weekly syncs with Guy / Finance on KPIs - Suzannah
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- Engineering - Ingestion of backend data to billing db
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- The proper solution has been delayed until Pablo is back to decide. In the meantime, one-short inputs carried out by Tech
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- Other - Discontinue Superhog Reporting (legacy Power BI)
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- Apparently it was more widely used than expected
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- The effort has shifted towards re-implementing the necessary bits (Listings, Bookings, Payments) but reading from DWH so Data has full control
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- On Waiver Payouts and Resolutions Payouts - Revenue Retained Post-Resolutions trends
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- I wonder if we should invest / start a working line on:
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- Resolutions claims data (still pending integration, no news)
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- Understanding client price plans / programs for upsell or detect edge cases
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### Done
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- Finance - Run Old Dash invoicing exports for January 2025
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- Guesty - Resolutions payouts analysis
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- KPIs - Invoiced data is now available on the 20th of the month for the previous month
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- KPIs - Rework Onboarding MRR (avg per client + actual revenue expected)
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- Finance - Accounting aggregations reporting (including client MoM comparison to spot incidents) - [Report here](https://app.powerbi.com/groups/me/apps/4a019abb-880f-4184-adc9-440ebd950e00/reports/9d97fb1e-505e-4592-8a37-d28526a93f4c/7659e1cc0a39b8c3d5cd?experience=power-bi)
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- Other - Understand Booking Fees / Cancelled Bookings - [First analysis completed](https://www.notion.so/2025-02-04-Booking-Fees-per-Billable-Booking-Decrease-1840446ff9c980588958c56a8b600d47?pvs=21)
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- Other - Help Leo on potential future verification invoicing for historical client Operto
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- Other - Investigated issues raised on New Dash reporting with Gus
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- Other - Several small requests, mostly from Finance. Re-insisted on using Data Requests workflow to avoid constant context switching
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### In Progress
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- Other - Re-implement Superhog Reporting reading from DWH
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- KPIs - Propose Billable Booking KPI definition for New Dash: 1 Booking can have multiple services invoiced in different times, how do we attribute them?
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- KPIs/New Dash/AM reporting - Exclude known test accounts to increase data quality (won’t remove all of them)
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- Product/RevOps - Include a user adoption funnel per service for New Dash, to identify adoption/upsell possibilities
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### Stopped / No advancement
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- Finance - Screen and Protect API reporting for invoicing purposes (currently stopped since there’s no clients)
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- Other - Excel tips and best practices documentation (no advancements, low prio)
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### To Do (does not include critical subjects)
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- KPIs - New Dash vs. Old Dash category
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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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- KPIs - Implement Billable Booking KPI for new dash after definition
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- KPIs - Rework Revenue display in Main KPIs
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- KPIs - OKR, target-based reporting
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- KPIs - Rework Cancellation rates (attribute them to Check-out + ratio)
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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) |