Meeting series: harmonizing analytics across LV

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?

• https://app.powerbi.com/links/9Rj02wXv4e?ctid=515fce4f-ec7a-46f5-be34-13c81256a7d0&pbi_source=linkShare

• 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

• Aishwarya: Lance can use the Products KPI dashboard instead of Sales Dashboard created by Reina. Lance has a copy of report based on his requirement. Once that’s approved by him we can discontinue using Reina’s dashboard. Lance Copy of Core Product KPIs | Salesforce – Created by Aishwarya

Discussion: Agreeing about how to evaluate churn

• Aishwarya: There are few cancels reports created by Reina which will eventually be replaced by the cancellation report we are creating (Martial Fodouop and Abbey Middleton from Internal Systems team).

• Krissy currently 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…

    • We would ideally pull this from historical data stored in the lake. The main thing is to get away from manually recording it since you can't modify the filtering for past data and it requires human entry. That said, there are some challenges to pulling point in time for all the datasets... so I don't have any timeframes around tackling this.