- Created by Doug Chase , last modified on Feb 02, 2024
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Action: Reina/Aishwarya
Sync on https://leadventure1.lightning.force.com/lightning/r/Report/00O8b000009I8fOEAS (Reina apparently has a similar report going that we haven't seen.)
Does Krissy have an existing separate dataset related to churn/attrition? – Yes, cancellation dashboard in PowerBI – is this the right version @Martial Fodouop?
Lance shared output from Product/Ops meetings where this set of reasons is used
New Sales report for SEO (SFDC): https://leadventure1.lightning.force.com/lightning/r/Report/00O8b000009I9LtEAK/view?queryScope=userFolders
We enumerated states of product/customer relationship.
As product or ops, the diffs between these sets are interesting (client needs fulfillment or needs support):
1. No relationship
2. Entitled
3. Fulfilled
4. Functioning
5. Cancelled (reason)
6. It's Complicated
Action: Doug
Review and propose refinements to current SFDC product taxonomy – output = separately from how SKUs shook out, here’s how product managers think and talk about products and hierarchy (this human readable schema should be applied across user experiences (e.g. Salesforce vs. PowerBI use cases))
Is there a distinction between “sub-group” (SFDC) and “sub-category” (NetSuite)?
Already in progress because of other contexts
Action: gather current state of conversions and leads across company
Doug email going out 2/2 to collect this info
Action: Let's create an Analytics portal/table of contents thing (needs an owner) – we have overlapping data being consumed (APIs, databases, data lake, data warehouse, excel, google sheets, punched cards, rope core memory, braille) and presented in multiple output channels (SFDC, PowerBI, NinjaCat, probably others)
There should be some kind of ANALYTICS STOREFRONT thing where you can
Find the data thing you need or
Ask for it
Includes a list of links to reports about various topics (@aishwarya has a proto-version of this already to share)
Should include some kind of "dictionary" (I am 90% sure that "dictionary" is the wrong term but) that describes where the stuff comes from and how it's derived
This is a good idea
I think I volunteered to own it but I am glancing over at you @Brian Gildea
Are there "duplicated" datasets between lake & warehouse for product sales data? – Charlotte asked @Martial Fodouop to sort this out because there was some angst somewhere about it
Drew’s presentation is intended to be closer to “installed” base vs. “entitled” set from SFDC
Ideally Drew would like to be pulling data for Layered App Penetration from…? (Drew can you elaborate?)
Right now based on manual data recorded by Drew’s team
Drew and Martial to have coffee or something
Review: Reina/Aishwarya to compare notes
Sync on https://leadventure1.lightning.force.com/lightning/r/Report/00O8b000009I8fOEAS (Reina apparently has a similar report going that we haven't seen.)
Discussion: Agreeing about how to evaluate churn
Krissy uses https://app.powerbi.com/links/9Rj02wXv4e?ctid=515fce4f-ec7a-46f5-be34-13c81256a7d0&pbi_source=linkShare
How do we get to a consistent set of cancellation reasons?
Lance shared output from Product/Ops meetings where this set of reasons is used
New Sales report for SEO (SFDC): https://leadventure1.lightning.force.com/lightning/r/Report/00O8b000009I9LtEAK/view?queryScope=userFolders
Discussion: Customer/Product Relationship States
Is there anything to be done here; should we try to make sure that products are enabled to make all of these distinctions?
As product or ops, the diffs between these sets are interesting (client needs fulfillment or needs support):
1. No relationship
2. Entitled
3. Fulfilled
4. Functioning
5. Cancelled (reason)
6. It's Complicated
Review: Doug Chase (Deactivated) to review and propose refinements to current SFDC product taxonomy – output = separately from how SKUs shook out, here’s how product managers think and talk about products and hierarchy (this human readable schema should be applied across user experiences (e.g. Salesforce vs. PowerBI use cases))
Is there a distinction between “sub-group” (SFDC) and “sub-category” (NetSuite)?
Review: Doug Chase (Deactivated) to compile current state across company
Review results and define next steps. How do we get consistent across the whole company?
Action: (Needs owner) Let's create an Analytics portal/table of contents thing – we have overlapping data being consumed (APIs, databases, data lake, data warehouse, excel, google sheets, punched cards, rope core memory, braille) and presented in multiple output channels (SFDC, PowerBI, NinjaCat, probably others)
There should be some kind of ANALYTICS STOREFRONT concept where you can reliably:
Find the data, visualization, or widget you’re looking for
Ask for one to be created
Find a list of links to reports about various topics (@aishwarya has a proto-version of this already to share)
Learn where the data for a given visualization comes from, and how it's derived
Review: Are there duplicated datasets between lake & warehouse for product sales data?
Charlotte had asked @Martial to sort this out because there was some angst somewhere about it
Drew’s sales data is intended to be closer to “installed” base vs. “entitled” set from SFDC
Ideally Drew would like to be pulling data for Layered App Penetration from…?
Right now, this is based on manual data recorded by Drew’s team
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