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Date

Participants

Goals

  • Review previous action items

  • Collect status updates from all team members

  • Outline new action items

Discussion topics

Presenter

Notes



Abe

  • Continued Looker UAT coordination for CoreValue Reporting Migration Project

  • Real Estate Sales Ops Looker development - weekly meetings with Matt and Will to make sure their needs are being met; committed time to collaborate

    • Completed Financial revenue data model with accounting periods (time)

    • In progress: derived table for automated comparison against budget (static table for now)

      • Done: Revenue, Budget, Revenue vs Budget delta, aggregated budget, aggregated delta, % delta, % delta aggregate

      • In progress: year-over-year comparison of revenue

    • Next steps: collaborate with Elisa on automating the Budget out of netsuite; currently budget is a static table that I uploaded in Snowflake (thanks again to Frank for restoring some rights for me)

    • backlog:

      • troubleshooting outlook meeting sync with NetSuite in Looker

Action items

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Decisions