@Ryan @Luke Fontaine @Debbie Here is the Outbound Vici Calling Report for 12.25 - 12.31: https://docs.google.com/spreadsheets/d/1Ac7tJzC2QeQ7CCJzdqIAd7fQkm3c0Us4/edit?usp=drive_link&ouid=117369530950239918591&rtpof=true&sd=true
*Thread Reply:* @Ryan @Debbie Vici numbers have been updated
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB December 2023 Dashboard Reconciliation: TIP and Shield dashes match!
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 1/2/24 Dashboard Reconciliation: TIP and Shield dashes match!
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 1/03/24 Dashboard Reconciliation: TIP and Shield dashes match!
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/04/24 Dashboard Reconciliation: TIP and Shield dashes match!
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/05/24 Dashboard Reconciliation: TIP and Shield dashes off by 89
*Thread Reply:* @Ryan @Debbie Vici expenses updated
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/08/24 Dashboard Reconciliation: TIP and Shield dashes off by 84
I’ll check in a bit, we added new statuses and thought I filtered them out.
@deleted-U04GZ79CPNG @Luke Fontaine, please update TIP Dash and LawRuler to correct status for this one, should be "Secondary Interview - Final"
Please train agent.
*Thread Reply:* Ok, we can update date once in final if necessary to match LR
@Ryan is this being billed to Ben Crump or Dicello?
same question as above, billed to Ben Crump or ELG (dont recognize this firm)
*Thread Reply:* @Ryan, are BLX Camp Lejeune and BLX Firefighting Foam both being billed to Ben Crump, or the other law firms listed with them?
*Thread Reply:* Yes, ELG is just holding firm for cases for Crump
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/09/24 Dashboard Reconciliation: TIP and Shield dashes off by 1
*Thread Reply:* @Ryan @deleted-U04GZ79CPNG the 1 the dash is off by is LR ID#360602 part of the case type: Camp Lejeune Intake - Dicello - Form 95 2024 - Shield Legal it's current status is :Signed e-Sign QA WIP
*Thread Reply:* @Luke Fontaine , please make the status the correct one, “secondary interview – space final” but with capitalization as in dash.
*Thread Reply:* ok wasn't sure if we had an update on their status, I'll change it now
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/10/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/11/24 Dashboard Reconciliation: TIP and Shield MATCH
*Thread Reply:* @Ryan @Debbie VICI numbers updated
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/15/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/16/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/17/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/18/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/19/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Luke Fontaine @Debbie Here is the outbound calling report for 01.15-01.21
*Thread Reply:* @Ryan @Debbie VICI has been updated https://docs.google.com/spreadsheets/d/1lpiHjxaCdscgqakCTRSuvCD0hJwP4AVIyz_9fgqRma8/edit#gid=0
*Thread Reply:* @deleted-U06AYDQ4WVA @Luke Fontaine, lets confirm that with the new "Secondary Interviews" that we get the reported updated to show us which "row" in the report are for those calls to ensure we are charging for that talk time in the TIP Dash.
FYI @Debbie @deleted-U04GZ79CPNG
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/23/24 Dashboard Reconciliation: TIP and Shield MATCH
*Thread Reply:* @Luke Fontaine, I see a few that are off in the image, like Auto Accidents LSA e-Signs are 3 in TIP and 4 SL
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/24/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/25/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/26/24 Dashboard Reconciliation: TIP and Shield MATCH
*Thread Reply:* @Ryan @Debbie VICI expenses have been updated
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/30/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 01/31/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 02/01/24 Dashboard Reconciliation: TIP and Shield MATCH
*Thread Reply:* Always tag Luke too @deleted-U06AYDQ4WVA, your trusty reconciler.
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 02/02/24 Dashboard Reconciliation: TIP and Shield MATCH
*Thread Reply:* @Luke Fontaine, if you can tackle this when you are free today, let me and @Debbie know. LR being down is causing a big hurdle today obviously.
*Thread Reply:* @Ryan no problem, I’ll get this taken care of later today and ping you when done
*Thread Reply:* @Ryan @Debbie VICI expenses updated
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 02/08/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 02/13/24 Dashboard Reconciliation: TIP and Shield MATCH
*Thread Reply:* @Ryan @Debbie Vici has been updated
@Luke Fontaine, please do in the AM after morning numbers. 🙂
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 02/14/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 02/15/24 Dashboard Reconciliation: TIP and Shield MATCH
*Thread Reply:* @Ryan @Debbie VICI expenses have been updated
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 02/20/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 02/21/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 02/22/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 02/23/24 Dashboard Reconciliation: TIP and Shield MATCH
*Thread Reply:* @deleted-U06AYDQ4WVA I only see the weekly reports per case, I don't see the outbound calling report
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 02/27/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 02/28/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 03/01/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 03/04/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @deleted-U06AYDQ4WVA @Debbie VICI expenses have been updated
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 03/06/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 03/07/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 03/08/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Debbie VICI expenses have been updated
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 03/11/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 03/12/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 03/13/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony @deleted-U04KC9L4HRB 03/15/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Debbie VICI expenses have been updated
@Ryan @Cameron Rentch @Tony 03/18/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony 03/19/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony 03/20/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony 03/21/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony 03/22/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Debbie VICI expenses updated. @deleted-U06N28XTLE7 thank you for sharing the report, in the future please share as a google sheet like the following: Outbound Calling Report-03.18-03.24
*Thread Reply:* @deleted-U06N28XTLE7, we have a tool we use that helps us get the vici call expense data into the system, so we need it in the same format @deleted-U06AYDQ4WVA put it in for us invented by Brittany. Thank you.
@Ryan @Cameron Rentch @Tony 03/25/24 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @Tony 03/27/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 03/28/24 Dashboard Reconciliation: TIP and Shield MATCH:
@deleted-U06N28XTLE7 I wanted to confirm the outbound calling report, it shows 0 for transferred talk time, is this correct?
*Thread Reply:* They moved BCL to Connex One, Dennis do you know how to pull the same report for Case Reviews from Connex One? @deleted-U06N28XTLE7 @deleted-U06AYDQ4WVA?
@Ryan @Cameron Rentch @Tony 04/01/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 04/01/24 Dashboard Reconciliation: TIP and Shield is off by 2 because Someone submitted test leads for today causing tip to be over two:
*Thread Reply:* @Ryan there were two that came in after I had done reconciliation. They're test under Auto Accidents - Torticity. Have been removed
@Ryan @Cameron Rentch @Tony 04/03/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 04/04/24 Dashboard Reconciliation: TIP and Shield MATCH:
*Thread Reply:* Thank you @deleted-U06AYDQ4WVA
@Ryan @Cameron Rentch @Tony 04/05/24 Dashboard Reconciliation: TIP and Shield MATCH:
@deleted-U06N28XTLE7 @deleted-U04GZ79CPNG, any chance Adam has a version of this report from ConnexOne now for last week? FYI @deleted-U06AYDQ4WVA @Luke Fontaine
*Thread Reply:* @deleted-U06AYDQ4WVA, sent what? I thought Adam had to create this report for us?
Can you resend them to me and @Luke Fontaine please here.
*Thread Reply:* @deleted-U06N28XTLE7, replace @Debbie, no longer with company on these with @Altonese Neely
*Thread Reply:* We'll need this from Vici and ConnexOne,
*Thread Reply:* Thank you @deleted-U06N28XTLE7
@Ryan @Cameron Rentch @Tony 04/08/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan new connex expenses have been entered for the last two weeks
*Thread Reply:* @Tony @Brian Thiessen @Altonese Neely FYI, @Cameron Rentch
The tip dashboard for invoices by month and by week are now going to reflect the conned call revenue on a weekly basis. Every penny of revenue counts for TIP
@Ryan @Cameron Rentch @Tony 04/09/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 04/10/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 04/11/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 04/12/24 Dashboard Reconciliation: TIP and Shield MATCH:
*Thread Reply:* @deleted-U06N28XTLE7,wrong link to the Connext One Report please resend this 4/8 to 4/14 ASAP
FYI @Luke Fontaine @deleted-U06AYDQ4WVA
*Thread Reply:* The attached shows the downloaded file from each week, talk time already on the dashboard. That's what I'm looking for, talk time already on the dashboard so when I download it's already populated with the talk times for each campaign. @deleted-U06N28XTLE7, the report you sent, not sure how to read, so far as how to record talk times for each, as per attached.
*Thread Reply:* @deleted-U06N28XTLE7 it looks like there's a column missing from the above report "Transferred. to PD"
@deleted-U06AYDQ4WVA, that is the report we need, Luke is on the task of creating this report from the ConnexOne database copy we get updated every five minutes. Once he is done, we can have this report in a dashboard to pull and monitor soon. Baby steps first, @Luke Fontaine will let you know as we progress and can use the new data warehouse.
@Ryan @Cameron Rentch @Tony 04/15/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 04/17/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 04/19/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 04/21/24 Dashboard Reconciliation: TIP and Shield MATCH:
*Thread Reply:* @deleted-U06N28XTLE7 can you repull this report as well, it doesn't seem right, and include the column "Transferred to PD"
*Thread Reply:* @deleted-U06N28XTLE7 , let us know ASAP. Finance team is waiting on this then us.
*Thread Reply:* Thanks @deleted-U06N28XTLE7! these look great
*Thread Reply:* This is what I see when I look at the TIP Financials Dashboard, Invoices by Week. You can see there's talk time for each campaign/Parent Case Type, but for April 8-14 and April 15-21, there's nothing in talk time. I'm not sure how to break out the talk time to Hair Relaxer, Navy Federal Credit Union, etc. That wasn't in the notes I was left by Altonese, just that the talk time minutes she invoiced she got from the Dashboard. Sorry for the confusion, but that's where I thought the talk time info was pulled from when she invoiced. Please let me know if I'm not making any sense, or causing confusion.
*Thread Reply:* @Brian Thiessen, Luke will update. Dennis has to send full reports so we can update accordingly for all revenue types (e-signs, case reviews, second interviews)
@Ryan @Cameron Rentch @Tony 04/23/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 04/25/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 04/26/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Luke Fontaine, please post screenshot for Flatirons please
Flatirons reconciled, the 12 difference are the leads from 4/28/24 and will show after last lambda has been run
*Thread Reply:* @Ryan @Brian Thiessen this has been updated
@Ryan @Cameron Rentch @Tony 04/29/24 Dashboard Reconciliation: TIP and Shield MATCH:
@deleted-U06N28XTLE7 This is what the Horizontal-Outcome Total Call Time Connex Report should look like, formatting and all columns. Please resend over for 4/8-4/14 and 4/15-4/21 FYI @Ryan
@Ryan @Cameron Rentch @Tony 04/30/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Luke Fontaine, spoke to the TIP team, they will send 3 CNX1 horizontal reports with the buckets subtotaling our billable services for the TIP Talk Time and Minuters validation. @deleted-U06AYDQ4WVA will post them here when ready. Please get this done ASAP once delivered. Ty.
FYI @Brian Thiessen @Tony @deleted-U04GU9EUV9A
*Thread Reply:* @Ryan are they being totaled differently? I back filled 4/7-4/21 yesterday if they need to be updated
*Thread Reply:* We'll see @Luke Fontaine once they send over. If you have to put a difference in for those two periods, so be it. Just some of the growing pains with Connex.
Thank you @deleted-U06AYDQ4WVA @Ryan I'll let you know when I have this completed
@Ryan @Brian Thiessen @Tony @deleted-U04GU9EUV9A CNX1 billing has been completed from 4/8-4/28
Thanks @Luke Fontaine. @Brian Thiessen, please check the Invoice by Week dashboard and you will see the revenue changes.
That's what I was looking for. 🙂 Thank you
@Ryan @Cameron Rentch @Tony 05/01/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 05/02/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 05/03/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan the additional 12 for May will show after adjustments have been ran
@Ryan @Brian Thiessen expenses have been updated
@Ryan @Cameron Rentch @Tony 05/06/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 05/07/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 05/08/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony 05/09/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/10/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan Flatirons reconciled, the 13 additionals will show up on the Shield side after adjustments have been completed
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/13/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen, I got the new way to close TIP and get SL invoicing out, will update when I get to hotel in Vegas and let you know. Good news, the old formula applies and we'll handle the extra cost on our side.
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/14/24 Dashboard Reconciliation: TIP and Shield MATCH:
*Thread Reply:* @Nicholas McFadden daily reconciliation
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/14/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/15/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/16/24 Dashboard Reconciliation: TIP and Shield MATCH:
*Thread Reply:* @deleted-U06N28XTLE7 thank you for sending this over, can you double check on a few items in the connex report: -It shows the sum of BCL total as 0, is this correct? -It appears to be missing the No PD Available column -The house Flag shows a total of 18:23, can you confirm if this is correct?
*Thread Reply:* Thank you @deleted-U06N28XTLE7
*Thread Reply:* Thank you. @Brian Thiessen , Connex time updated.
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/17/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/21/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/22/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/23/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/24/24 Dashboard Reconciliation: TIP and Shield MATCH:
*Thread Reply:* @deleted-U06N28XTLE7 can you hop on a quick huddle?
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/28/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Brian Thiessen expenses have been updated
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/29/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/30/24 Dashboard Reconciliation: TIP and Shield off by 1:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 05/31/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan flatirons reconciled, the 17 in June missing are from today, will show up when adjustments are applied ››
*Thread Reply:* thanks @deleted-U06N28XTLE7
*Thread Reply:* @deleted-U06N28XTLE7 it looks like the connex report is missing the "No PD Available" column. Please include and double check that all columns are present when sending this report over
@Ryan @Brian Thiessen expenses have been updated
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/03/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/04/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/05/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Tony @Brian Thiessen @Cameron Rentch
- TIP Staffing Revenue added to TIP Dashboard (see snap below)
- TIP Total e-Signs, Case Reviews and ASA revenues updated
- TIP Call Center Costs completed in #adminshieldcallcenter_bills
- SL Dash matches TIP Call Center Costs Dash
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/06/24 Dashboard Reconciliation: TIP and Shield Off by 1:
*Thread Reply:* @Luke Fontaine, can you reconcile?
*Thread Reply:* @deleted-U06N28XTLE7, your winning streak is over!!!! Just kidding, but it was a great run.
*Thread Reply:* @Ryan done, it was just a test lead that must have been entered later this afternoon. Dashboards match now
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/07/24 Dashboard Reconciliation: TIP and Shield Off by 1:
@Ryan flatirons reconciled, after adjustments are applied well see 3 more show up under the shield dash
*Thread Reply:* thanks @deleted-U06N28XTLE7 reports look great!
@Ryan @Brian Thiessen expenses have been updated
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/10/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/11/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/12/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/13/24 Dashboard Reconciliation: TIP and Shield off by 1:
*Thread Reply:* @Luke Fontaine, please reconcile!
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/14/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan Flatirons reconciled, 4 leads from today will show up after adjustments have been applied
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/17/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/18/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/19/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/20/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 6/21/24 Dashboard Reconciliation: TIP and Shield MATCH
thank you @deleted-U06N28XTLE7 @Ryan @Brian Thiessen expenses updated
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/24/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/24/24 Dashboard Reconciliation: TIP and Shield off by 1:
*Thread Reply:* this was a test lead, they've been removed dashboard matches now
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/26/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 06/27/24 Dashboard Reconciliation: TIP and Shield off by 2:
*Thread Reply:* Reconciled, again both were test leads
*Thread Reply:* Great. Maybe we should filter out “test” in name fields in dashboards?
@deleted-U06N28XTLE7 , include @Luke Fontaine on that post. Luke, can you reconcile?
@Luke Fontaine @deleted-U06N28XTLE7, from Flatirons, please be sure that these are updated in LawRuler (Dennis) and in TIP & SL Dashboard.
See column N for the new statuses from the Flatirons team.
*Thread Reply:* @Luke Fontaine, did we get these updated in LR Dashboard and SL Dashboards?
*Thread Reply:* Perfect, just making sure. Thank you.
@Ryan @Brian Thiessen updated expenses @deleted-U06N28XTLE7 thank you for sending over the reports
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 @Luke Fontaine 07/01/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 @Luke Fontaine 07/02/24 Dashboard Reconciliation: TIP and Shield off by 1:
*Thread Reply:* @Luke Fontaine , please reconcile
*Thread Reply:* @deleted-U06N28XTLE7 @Cameron Rentch @Tony @Nicholas McFadden @Luke Fontaine Reconciled, it was a misplaced BCL organic auto accident wrongly listed as SL deal. Organic leads from Ben Crump must stay under BLX.
@Brittany Barnett has left the channel
@BRETT SHIELD SLACK has left the channel
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 @Luke Fontaine 07/03/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 @Luke Fontaine 07/05/24 Dashboard Reconciliation: TIP and Shield MATCH:
*Thread Reply:* @deleted-U06N28XTLE7 thank you! From now one, include me, Brittany, Aidan (taking over for Luke on this task) and Brian Thiessen when you post these.
Aidan will post back with confirmation the weekly invoices are ready to be sent each Monday.
FYI @Brian Thiessen @deleted-U04GZ79CPNG @deleted-U072JS2NHRQ
@Luke Fontaine, please confirm when call data is updated in TIP Postgres DB so we can get @Brian Thiessen invoices for last week.
@Luke Fontaine ☝️:skintone4: ☝️:skintone4: , please confirm when done.
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 @Luke Fontaine 07/08/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan the call reports are not included in my contract, I was previously doing them as a courtesy
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 @Luke Fontaine 07/09/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen, 7-1-24 to 7-7-24 invoices are ready. Ty!
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 @Luke Fontaine 07/10/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 @Luke Fontaine 07/11/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 @Luke Fontaine 07/12/24 Dashboard Reconciliation: TIP and Shield off by 2:
@Luke Fontaine , can you reconcile this? @deleted-U06N28XTLE7 , which campaigns and days are off?
Those tests are removed, and we'll start testing for "tests" in our daily routines with Aidan to keep those out, we had another one come over from Nick Ward this morning. LOL
*Thread Reply:* @Tony, please confirm with @deleted-U06N28XTLE7 we have the full Connex One call times for e-Signs so we don't have to "redo" at end of month like we did for June this weekend.
Let me know ASAP that those above reports are accurate or send us new links when confirmed accurate @Tony and @deleted-U06N28XTLE7
FYI @Brian Thiessen @deleted-U072JS2NHRQ
*Thread Reply:* @Tony, and you and @deleted-U06N28XTLE7 confirm that all call time for 7-8 to 7-14 is in the reports?
*Thread Reply:* @deleted-U06N28XTLE7, Tony had sent me more Transferred to PD from Connex One on Friday, so show him your https://drive.google.com/drive/folders/1yiMagqv5hJqfJtftrRASo_ggjB1RTk8h?usp=sharing for 7/8 to 7/14 and make sure you have all talk time accounted for with @Tony and let me and @deleted-U072JS2NHRQ know once double checked.
@Ryan @Cameron Rentch @Tony @deleted-U05QUSWUJA2 @Luke Fontaine 07/15/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden @Luke Fontaine 07/16/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden @Luke Fontaine 07/17/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden @Luke Fontaine 07/17/24 Dashboard Reconciliation: TIP and Shield off by 2, there is two test leads in the dashboard:
@Luke Fontaine or @deleted-U072JS2NHRQ , can we remove the test leads? @deleted-U06N28XTLE7 , tell trainers to use “test lead dispo” status to reduce the test leads.
@Ryan @Cameron Rentch @Tony @Nicholas McFadden @Luke Fontaine 07/19/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan flatiron reconciled, will display additional 6 after adjustments
@Ryan @Cameron Rentch @Tony @Nicholas McFadden @Luke Fontaine 07/22/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden @Luke Fontaine 07/23/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden @Luke Fontaine 07/24/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan flatirons reconciled. will see the additional 4 after adjustments
@Ryan @Cameron Rentch @Tony @Nicholas McFadden @Luke Fontaine 07/30/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden @Luke Fontaine 07/31/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden @Luke Fontaine 08/01/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 08/04/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 08/05/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 08/06/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @deleted-U072JS2NHRQ 08/07/2024 Dashboard Reconciliation: TIP and Shield DO NOT Match. Off by 5:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 08/08/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Brian Thiessen Here is the connex and vici report for 8.5-8.11:
@deleted-U072JS2NHRQ, you are adding these into the database from Dennis's post correct, each Monday?
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 08/12/24 Dashboard Reconciliation: TIP and Shield MATCH:
@deleted-U06N28XTLE7 @deleted-U072B7ZV4SH @deleted-U04HFGHL4RW 8-1 to 8-14 TIP & Shield match
@deleted-U06N28XTLE7 @deleted-U072B7ZV4SH @deleted-U04HFGHL4RW @deleted-U072JS2NHRQ FYI @Nicholas McFadden, Shield & TIP dashes match through August 1 and 15th:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 08/15/24 Dashboard Reconciliation: TIP and Shield MATCH:
@deleted-U06N28XTLE7 @deleted-U072B7ZV4SH @deleted-U072JS2NHRQ @deleted-U04HFGHL4RW @Cameron Rentch, August 1 to 18, 2024 reconciled:
@deleted-U06N28XTLE7 @deleted-U072JS2NHRQ @deleted-U04HFGHL4RW FYI @Cameron Rentch and @Nicholas McFadden
Dashboards match
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 08/16/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 08/19/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 08/20/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U072B7ZV4SH @deleted-U072JS2NHRQ Shield Dash and TIP Dash match when our 102 8-21-2024 sign ups complete in SL dash this morning.
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 08/21/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @deleted-U04GZ79CPNG @Brian Thiessen Here is the Connex and Vici reports for the dates 8.19.24-8.25.24
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 08/26/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 08/27/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 08/28/24 Dashboard Reconciliation: TIP and Shield MATCH:
@deleted-U072B7ZV4SH @deleted-U04HFGHL4RW @Cameron Rentch @Nicholas McFadden 8/29/24 Dashes match for August 2024
@deleted-U04HFGHL4RW @Cameron Rentch @Nicholas McFadden 8/29/24 Dashboard Reconciliation: TIP and Shield MATCH:
@here After we finish numbers with 85 more for 8/29, TIP & Shield dashboards match:
@Ryan @deleted-U04GZ79CPNG @Brian Thiessen Here is the Connex and Vici reports for the dates 8.26.24-9.1.24
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/03/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/04/24 Dashboard Reconciliation: TIP and Shield MATCH:
@deleted-U04HFGHL4RW @Cameron Rentch @deleted-U06N28XTLE7 @Nicholas McFadden 9/05/24 SL & TIP match
@deleted-U04HFGHL4RW @Cameron Rentch @deleted-U06N28XTLE7 @Nicholas McFadden 9/8/24 SL TIP Match once the 9 are finalized this AM.
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/09/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/10/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/11/24 Dashboard Reconciliation: TIP and Shield MATCH:
@deleted-U05EFH3S2TA, send me the Post Retainer Services or put them here with their fee and commission: https://docs.google.com/spreadsheets/d/1YWfzT84F7VaTeHFPnf0tkfA9BmepcPB65Sw_hR_KilM/edit?gid=907181356#gid=907181356&range=J1:M27
Once I have those and I have confirmed these are all the "billable statuses" listed here on the same sheet: https://docs.google.com/spreadsheets/d/1YWfzT84F7VaTeHFPnf0tkfA9BmepcPB65Sw_hR_KilM/edit?gid=907181356#gid=907181356&range=A1:H15
Then I will manually process these into the Dashboard so that @Brian Thiessen and @Malissa can validate these invoices are in the ball park of the invoices sent manually for @Cameron Rentch.
@Brian Thiessen @Ryan @deleted-U04GZ79CPNG @Malissa Here is the Connex and Vici reports for 9.9-9.15
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/16/24 Dashboard Reconciliation: TIP and Shield MATCH:
@deleted-U04HFGHL4RW @Cameron Rentch @deleted-U06N28XTLE7 @Nicholas McFadden 9/16/24 SL TIP Match once the 67 are finalized this AM.
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/17/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Malissa, so in this sheet this range of rows is e-signs not ASA prices per @deleted-U04HFGHL4RW? (The ones in PINK)
FYI @Brian Hirst
I used the prices Cam gave me for September VSS for Chowchilla and Juv Hall
The amount for BLX and ACTS for their call center services has been what we've used for a long time i believe.
If you want to use the ASA prices from Tony, that's cool. Either way it's probably going to change in October. 😕
FYI I moved those prices to their own tab here @deleted-U04HFGHL4RW @deleted-U05EFH3S2TA @Malissa. https://docs.google.com/spreadsheets/d/1YWfzT84F7VaTeHFPnf0tkfA9BmepcPB65Sw_hR_KilM/edit?gid=1461567376#gid=1461567376
@deleted-U04HFGHL4RW, can we have @deleted-U06GD22CLDC add the Agent Commission in this sheet here and in the TIP App (category, pionts, demonination, etc.)?
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/18/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/19/24 Dashboard Reconciliation: TIP and Shield MATCH:
@deleted-U04HFGHL4RW @deleted-U05EFH3S2TA @Malissa @deleted-U06GD22CLDC, FYI. Thanks for all the assistance on the TIP APP and pricing sheet. I have updated everything from your sheet now marked green except the SEC 1, SEC 2 and SEC 3. @deleted-U05EFH3S2TA, when will those case types be ready for @Malissa to update?
I'll run again at month end and work to automate this from the TIP App entries for October.
*Thread Reply:* @Brian Hirst, I am thinking we need to probably add an Effective Date field since our DBT fields are more of when "data was updated" not per se the "Effecitve Date" of some rolling price changes for some VSS / ASA things Malissa is helping Alan manage in the TIP App.
Should not be hard to create, add to UI and add to our DBT models.
*Thread Reply:* @Ryan should the "effective date" be a choose your own date sort of field?
*Thread Reply:* @Brian Hirst @Ryan That would be so awesome if it was
@deleted-U04HFGHL4RW @Cameron Rentch @deleted-U06N28XTLE7 @Nicholas McFadden 9/19/24 SL TIP Match once the 67 are finalized this AM.
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/20/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Ryan @deleted-U04GZ79CPNG @Malissa Here is the Connex and Vici reports for 9.16-9.22
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/24/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/25/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/26/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/27/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa Here is the Connex and Vici reports for 9.23-9.29
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 09/30/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/01/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/02/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/03/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/04/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa Here is the Connex and Vici reports for 9.30-10.6
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/07/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa @deleted-U05EFH3S2TA @Cameron Rentch, FYI @deleted-U04HFGHL4RW,
@Brian Thiessen, @Cameron Rentch @Malissa, can someone confirm the September 2024 price per lead for these TIP post-retainer services?
- CLJ Military Records - DL - NON Flatirons
- CLJ Military Records - DL - Flatirons
- Firefighting Foam PFS - DL - Flatirons
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/08/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/09/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Malissa, @Brian Thiessen, good morning. I have finished updating pricing, reconciling and updating mistakes in TIP Dashboard for these ASA September 2024 items. You are good to invoice from @deleted-U05EFH3S2TA’s Backup files, where we cleaned up some naming conventions, you can see them on the reconciliation sheet. These were based upon Cameron's new September 2024 prices for VSS, etc.
Case Reviews and e-Sign invoices up next.... FYI @deleted-U04HFGHL4RW
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/10/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/11/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa Here is the Connex and Vici reports for 10.7-10.13
@deleted-U06AYDQ4WVA @Malissa , @deleted-U04HFGHL4RW @deleted-U05EFH3S2TA, I need the pricing updated for this ASA Case Type please in the TIP App. Please let me know when done.
LA County Foster Care Abuse PFS - Oakwood - Oakwood - Shield Legal.
And IF THIS is billed to Oakwood, the name is wrong in LawRuler @deleted-U055HQT39PC, it should be LA County Foster Care Abuse PFS - Oakwood - Oakwood - Oakwood. Please advise if I need to update the DB?
*Thread Reply:* @deleted-U04HFGHL4RW @deleted-U05EFH3S2TA @deleted-U06AYDQ4WVA @Malissa, I made LA County Foster Care Abuse PFS - Oakwood - Oakwood - Oakwood price at $410. Please advise if this is incorrect.
*Thread Reply:* @Ryan i haven't gotten a price on this one yet from Cam. Before I reach out, @deleted-U04HFGHL4RW @deleted-U05EFH3S2TA did Cam give either of you guys a price on this one?
*Thread Reply:* @Malissa, can you find out more about this price?
*Thread Reply:* @Ryan yeah it's on my radar to bug cam about
*Thread Reply:* @Ryan ok i have more info for you - there is currently not a price for LA County Foster Care Abuse PFS. One hasn't been set yet
Same for this one @Malissa, need price updated in TIP App:
• CPAP Settlement Package - DL - Flatirons
@Ryan @deleted-U04HFGHL4RW @deleted-U05EFH3S2TA I don't have the rate for the CPAP Settlement Package. If anyone has it let me know and i'll update.
LA County Foster Care i'm going to guess is the same as LA County Juv. Hall in cost. Alan, is that right?
*Thread Reply:* @deleted-U04HFGHL4RW, do we have the rate yet?
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/15/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/16/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/17/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/18/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Brian Thiessen @Malissa Here is the Connex and Vici Reports for 10.14-10.20.
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/21/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/222/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/23/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/24/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/25/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa Here is the Connex/Vici Reports for 10.21.24-10.27.24
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/29/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/30/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 10/31/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/01/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa Here are the Connex/Vici Reports for 10.28-24-11.3.24
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/04/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/05/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/06/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/08/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa Here are the Connex/Vici Reports for 11.4-11.10 2024 🙂
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/11/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/12/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/13/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/14/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/15/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa Here are the Connex/Vici Reports for 11.11.24-11.17.24
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/18/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/19/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/20/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/21/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/22/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa Here are the Connex/Vici Reports for 11.18.24-11.24.24
@deleted-U072JS2NHRQ, are you still doing this each Monday, the talk time revenue? FYI @James Turner, or does he need to give it to @deleted-U06C7A8PVLJ?
@deleted-U072JS2NHRQ, keep doing it until James and Brittany can discuss proper handover, the old dump and run is not kosher, so lets be sure @deleted-U06C7A8PVLJ knows this process from your training, so the handover is smooth.
Thanks Aidan! I have a 1:1 with Brittany tomorrow and I'll bring up setting up some time for you to train Edward on the process.
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/25/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 11/26/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa Here are the Connex/Vici Reports for 11.25.24-12.01.24
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 12/02/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 12/04/24 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 12/05/2024 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 12/06/2024 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa Here are the Connex/Vici Reports for 12.2.24-12.8.24
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 12/09/2024 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 12/10/2024 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 12/11/2024 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 12/12/2024 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa Here are the Connex/Vici Reports for 12.9.24-12.15.24
@Ryan @Cameron Rentch @Tony @Nicholas McFadden 12/17/2024 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @deleted-U05QUSWUJA2 12/19/2024 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa Here are the Connex/Vici Reports for this past week. 👍:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @deleted-U05QUSWUJA2 01/03/2025 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa here are the Connex/Vici Reports for this past week: 12.30-1.5
@Brian Thiessen @Malissa and here are the Connex/Vici reports for December:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @deleted-U05QUSWUJA2 01/07/2025 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 01/09/2025 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 01/10/2025 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa here are the Connex/Vici Reports for this past week: 1.6.25-1.12.25
@Brian Thiessen @Malissa here are the Connex/Vici Reports for this past week: 1.13-1.19
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 1/21/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 1/22/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 1/23/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 1/24/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 1/27/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa here are the Connex/Vici Reports for this past week: 1.20-1.26
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 1/28/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 1/31/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 2/2/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Brian Thiessen @Malissa @Cameron Rentch, questions on EOM. FYI @deleted-U06C7A8PVLJ
- Are we now charging ACTS for CSP staffing fees again or still charging per post-retainer file completed?
- How / Who do we bill for NON-FLATIRONS MRT's for Jan 2025's $47,366.89?
@Ryan Cam might add some color but
1) as far as I’ve been told, it’s just post and inbound calls/talk time. 2) I sent the invoice to DiCello for the last few months. I haven’t done Jan yet. Same process as other DiCello invoices - I’ll send the backup, get approval, send the invoice.
I have them from Brian, just making sure how we bill ACTs CSP, we have a sheet from @Brian Thiessen showing $144K
@Brian Thiessen @Malissa here are the Connex/Vici Reports for this past week: 1.27-2.2
@Brian Thiessen @Malissa here are the Connex/Vici Reports for this past week: 2.3-2.9
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 2/12/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 2/14/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Rose Fleming @Malissa here are the Connex/Vici Reports for this past week: 2.10-2.16
@deleted-U072JS2NHRQ Thanks! Can you tag @Rose Fleming instead of Brian going forward?
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 2/17/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 2/18/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 2/19/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Rose Fleming @Malissa here are the Connex/Vici Reports for this past week: 2.17-2.23
@Rose Fleming @Malissa here are the Connex/Vici Reports for this past week: 2.24-3.2. Not much talk time this week, we still have to figure out which report and formatting of five9 before I can send those, but I can make sure to backdate the five9 reporting to the week of 2.24-3.2 once we hash out the five9 reporting 👍:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 3/4/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 3/5/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 3/6/25 Dashboard Reconciliation: TIP and Shield MATCH:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 3/7/25 Dashboard Reconciliation: TIP and Shield MATCH
@Rose Fleming @Malissa here are the Connex/Vici Reports for this past week: 3.3-3.9 I'm working on the talk time revenue next, so it'll be done shortly.
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 3/11/25 Dashboard Reconciliation: TIP and Shield MATCH
Here is the additional Five9 Call Reporting for 2.3-2.9. Will send the others shortly @Rose Fleming @Ryan @Malissa - sorry, posted in wrong channel at first
As a heads up, I will copy/paste the total Talk Time to the top left of the Excel Sheet because it's a LOT of scrolling to the bottom where the talk time is at sometimes, shown in snip:
Five9 Talk Time for 3.3-3.9 - These are separated by e-signs (yellow), Secondaries (light orange), and BCL (blue).
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @Zekarias Haile @deleted-U04GZ79CPNG 3/17/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 3/18/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 3/20/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 3/24/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 3/25/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 3/27/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 3/28/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 3/31/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 4/1/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 4/3/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 4/4/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 4/7/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 4/8/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 4/10/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 4/11/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 4/14/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 4/15/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 4/16/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 4/17/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG 4/21/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 4/22/25 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 4/24/25 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 4/28/25 Dashboard Reconciliation: TIP and Shield MATCH 🙌:skintone3:
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 4/30/25 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden5/6/25 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden5/12/25 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden5/13/25 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden5/15/25 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden5/19/25 Dashboard Reconciliation: TIP and Shield MATCH
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden5/23/25 Dashboard Reconciliation: TIP and Shield MATCH (checked the OSOL/SOL cases to verify they were correct also)
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 6/5/25 Dashboard Reconciliation: TIP and Shield MATCH (checked the OSOL/SOL and noodle cup cases to verify they were correct also)
@Ryan @Cameron Rentch @deleted-U04HFGHL4RW @Nicholas McFadden 6/20/25 Dashboard Reconciliation: TIP and Shield MATCH
