The Operations team currently relies on PowerBI for data that fuels the monthly Digital Marketing Growth Project meeting. Data is exported for both ARI and Dealer Spike. It is cleaned up and sent over to each director and the digital marketing sales manager for analysis. Here are the steps to exporting and cleaning up data:
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Then you will adjust the Brand Selector, Product Selector, Change Request Save Status as follows for churn (for cancellations, deselect “Lost” in the Change Request Save Status):
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| Note |
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You may find that the buttons are often finicky. When this happens, choose Select all and deselect what you don’t want. Dark button means the it is selected. |
| Info |
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What is the difference between cancellation and churn Cancellations = All cancellation requests. (Think of it as the number of unhappy customers) |
To export one brand at a time, choose a single brand. The above image has Dealer Spike selected.
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Now that you have created and cleaned up the document, place it in the correct year’s folder on OneDrive and follow the naming convention as follows:
mm_month.xlsx
Example:
01_January.xlsx
06_June.xlsx
12_December.xlsx
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