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Summary

Need to put together a dashboard of sorts that will allow reps to quickly research and plan for client calls. Should include a process to intake requests and turn around a report with 24 business hours not blocked by vacations.

Should look at multiple metrics over multiple comparison ranges.

Target release

Priority

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Project status

Progress

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Brand

Status
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Status
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Owner

Grant Gooch

Team

Andrew Steel

Status Note

Kicking out Pulling into Q4 2023.

Key Dates

  •   Complete initial research and come up with a plan.
  •   Complete the template creation in Ninjacat.

Resources

Directory Listing Migration

Expected impact

Actual impact

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Status Notes

Going to do some initial research to see if anyone out on the web has done something similar with Google Data studio or something like that

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I haven't started this yet. I know what needs to be done just need the time.

Kicking out.

🏁 Milestones / Project Timeline

(tick) Next Actions

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(question) Questions

Questions

Answer

Who

When

Where (Meeting)

Decisions

Decision

Why

Who

When

Where (Meeting)

*Primary decision maker in bold.

Files & Resources

Links here…

Dependencies

Related Projects

Future Work

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Notes