3.1 KiB
3.1 KiB
2025-02-26 - Data Planning
Done
- Finance - Screen and Protect API reporting for invoicing purposes (Report here. Waiting for Data Quality fixes from Ray side)
- Finance - Active PMS report now reading from DWH with small improvements (Report here).
- Other - Excel tips and best practices documentation (Data Resources here)
- Report to support Pass The Keys migration to New Dash (Improved Payments - Details)
- Resolutions - DWH modelling
- KPIs - Main KPIs overview (YTD+MTD) - Second delivery
- Revenue Churn & MRR metrics
- Targets (first version)
- Cleaning & Data quality
- Remove unnecessary ID of Athena (Guesty) models
- Raise and fix issue on a client having thousands of GJ Created that were duplicated
- Tag if a New Dash Booking has a GJ
- Small fixes on S&P report aggregates
In Progress
- KPIs - Main KPIs overview (YTD+MTD) - Second delivery
- Creation of APIs KPIs (for Bookings mostly)
- Targets Refinement
- OKRs & Business Strategy
- Guests - A/B test monitoring ongoing (launched 25th Feb)
- Resolutions - Reporting
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
- Guests - Start discussing on the implementation for Guest Products and Single Payment - Multi Service refactor. (No further news)
To Do (does not include critical subjects)
- Excel training session (scheduled)
- Configure Guest Agreement service for New Dash after release (low effort)
- Resolutions - Automate manual tasks for Finance (waiting for specs)
- Finance - Update legacy (old dash) invoicing exporter to show unit price and quantity besides total price + Deal id
- 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