54 lines
No EOL
4.1 KiB
Markdown
54 lines
No EOL
4.1 KiB
Markdown
# 2025-03-05 - Data Planning
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### Done
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- Incident - Verification Bulk Update (resolved) - Available [here](20250304-01%20-%20Verification%20Bulk%20Update%201ad0446ff9c9806faa8bf7673e7ed6a5.md)
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- KPIs - Main KPIs overview (YTD+MTD) - Second delivery - Available [here](https://app.powerbi.com/groups/me/apps/33e55130-3a65-4fe8-86f2-11979fb2258a/reports/5ceb1ad4-5b87-470b-806d-59ea0b8f2661/43ac2f2995c23bfb4004?experience=power-bi)
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- Targets for FY 2025 hidden to avoid misconceptions
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- OKRs & Business Strategy
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- Resolutions - New Resolutions reporting - Available [here](https://app.powerbi.com/groups/me/apps/fc6bf877-6175-413d-98e0-da8eb03d807e/reports/87641841-181e-4b10-933e-4ad1ed465607/9d2ccab758d14dfbc8ce?experience=power-bi)
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- Power BI Truvi Rebranding
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- [Main KPIs](https://app.powerbi.com/groups/me/apps/33e55130-3a65-4fe8-86f2-11979fb2258a/reports/5ceb1ad4-5b87-470b-806d-59ea0b8f2661/43ac2f2995c23bfb4004?experience=power-bi)
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- [Truvi Reporting](https://app.powerbi.com/groups/me/apps/86bd5a07-0cd9-40ab-9e97-71816e3467e8/reports/fe54c090-ae85-4cfd-9f28-3d31ab486bc3/dfc2fe95ee1672c1bbdc?experience=power-bi) (previously Superhog reporting)
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- New Dash - Configure Guest Agreement service for New Dash after release
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- Finance - Ensure proper month attribution of Hyperline invoicing for invoiced revenue reporting purposes (affects Main KPIs, AMs Reporting, Accounting Reports)
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- Data Captain requests as usual
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- Guests - Start discussing on the implementation for Guest Products and Single Payment - Multi Service refactor.
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### In Progress
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- Power BI Truvi Rebranding - rest of reports
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- Guests - A/B test monitoring ongoing (launched 25th Feb)
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- Excel training session (scheduled)
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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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### To Do (does not include critical subjects)
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- Guest Products - Single Payment / Multi Service refactor - Starting Tuesday 11th March
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- Finance/Resolutions - Automate manual tasks for Finance (waiting for specs)
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- Re-visit targets for FY2026 (need Nathan input)→ Talk to Guy / Matt / Nathan - Meeting on Monday
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- Update automation project backbone data
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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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- Idea - Improvements on AM reports
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- 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.
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- Include Price Plans / Offering - New Dash vs. Old Dash
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- Include API/New Dash/Old Dash category
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- Include rank and share per Revenue Retained Post Resolutions
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- 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)
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- Idea - Resolutions KPIs
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- Blocked - We need to capture all Resolutions to be able to build proper metrics
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- Modelling KPIs data
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- Main KPIs exposure
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- Specific 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
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- Idea - Guest Journey A/B test report
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- Avoid manual runs on Data side
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- Provide deeper level of detail |