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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

RE Sales Looker: Enhancement to make the following available to report in the same table as Budgeted vs Contracted (RE) sales performance:

  • US Month-to-date Year-over-year comparison

  • US Quarter-to-date year-over-year comparison

  • US Year-to-date year-over-year comparison

  • CAN Month-to-date Year-over-year comparison

  • CAN Quarter-to-date year-over-year comparison

  • CAN Year-to-date year-over-year comparison

Previously was able to see this information by using some looker tricks, but unable to show in the same table as Budgeted vs Contracted (RE) sales performance

This is a major component on a Dashboard that goes straight to Marc and Harris

https://captivate.looker.com/dashboards/120

Documented in Confluence

Shifting focus to coordinating UAT for CoreValue report migrations

Stacey

  • CRM to NetSuite Integraton

  • Programmatic Fields in NetSuite

  • Vistar Reporting

  • CampSite Reporting

  • Reports going to CoreValue outline

Action items

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Decisions