Ryan (ryan@themedialab.agency)
2024-07-19 12:37:38

@Cameron Rentch, here is the Google Sheet export of Paid Vs. Spent (AKA Shield Copper Order Pipeline): https://docs.google.com/spreadsheets/d/1Erj4gvpbo2Jy0y0ELRWmXd8hfATKPEfmhPP-OaWGIxs/edit?usp=sharing

This sheet is as of 11:30 AM PT for orders in Copper that are in Setup, Live or Pending Renewal phase. A good place to start on reconciliation of Copper and Leadspedia configurations to get this dashboard accurate.

Link to Dashboard (that is a stand alone page, will ensure Master Financials Dash is updated and will create version in Looker Enterprise for Marc when you give green light its ready.

https://lookerstudio.google.com/u/0/reporting/a36366d9-97f6-48ac-b7d9-246a18bbbe99/page/p_kujrmk8d2c

🙌 Cameron Rentch
Cameron Rentch (cameron@internetthings.com)
2024-07-19 12:58:30

Thanks @Ryan will work on this shortly

Ryan (ryan@themedialab.agency)
2024-07-19 13:00:36

Great, the yellow columns are the ones we change in Copper, the Revenue columns, if wrong, just mark them so @Malissa and @Greg Owen can continue ensuring the leadspedia contract names in the financials match the name in leadspedia with @Mark Maniora to get all financials rolled up under the order (e.g. TikTok and (Form) named contracts or ones where the Vertical Name is not exact in the Contract Name).

Cameron Rentch (cameron@internetthings.com)
2024-07-19 13:39:33

@Ryan of note EVERYTHING in column "p" is wrong. If we have RECD the MONEY, then this column should be "0" for all. Again "revenue spent not paid" is defined as Shield spending customer money WITHOUT the customer paying their invoice yet.

Cameron Rentch (cameron@internetthings.com)
2024-07-19 13:39:43

@Mark Maniora @Malissa ^

Ryan (ryan@themedialab.agency)
2024-07-19 13:49:05

Cameron, I'll fix that formula but keep working on your rows, that won't take long to fix.

Cameron Rentch (cameron@internetthings.com)
2024-07-19 16:30:53

@Ryan @Greg Owen @Mark Maniora @Malissa Here is the Paid vs spent sheet that needs to be MASSIVELY update and fixed.

https://docs.google.com/spreadsheets/d/1Erj4gvpbo2Jy0y0ELRWmXd8hfATKPEfmhPP-OaWGIxs/edit?usp=sharing

Everything in YELLOW are all of the changes that make this sheet accurate. There continues to be a major disconnect on this, the data being entered, the calculations, the purpose, the follow through with accounting. We need to have a thorough meeting next week. I did these updates in 2.5 hours straight with two items to validate

  1. dash showing rev used for each customer from start to end date
  2. "sent contracts" shared google doc that logs all invoices Starting next week this MUST be 100% updated and accurate every day. Lets have a meeting Monday, we also need to have Brian from accounting in this meeting.
Shield Legal - Internal - Shield Copper Order Pipeline BETA - Paid Versus Spent_Table - Round 1
Ryan (ryan@themedialab.agency)
2024-07-19 16:54:22

@Malissa, please remove the rows with "striketroughs" to your Archive pipeline from Cameron's updates.

👍 Malissa
Ryan (ryan@themedialab.agency)
2024-07-19 16:55:18

@Malissa, also please work with @Greg Owen to update the Copper Campaign Start Dates and End Dates in the sheet too please.

Ryan (ryan@themedialab.agency)
2024-07-19 16:59:41

@Malissa @Greg Owen, update this second tabe and make yellow, lime green when updated in Copper please.

Malissa (malissa@shield-legal.com)
2024-07-19 17:03:37

All strike throughs have been archived.

Ryan (ryan@themedialab.agency)
2024-07-19 17:08:01

Ty

Ryan (ryan@themedialab.agency)
2024-07-19 17:09:04

@Cameron Rentch, I cannot make up new revenue for the Revenue Spent column unless you tell me to update the database. For example Cumberland shows $6000 in your financials (see image), so how to you want me to make it 11,000 revenue? Ad more adjustment days?

Screenshot 2024-07-19 at 5.07.37 PM.png
Ryan (ryan@themedialab.agency)
2024-07-19 17:44:01

@Cameron Rentch, same on the "Birth Injury - Ben Crump (Form) (TIP) - Contract" Revenue, I have zero leads sold since February 2024 for that contract but you have 20,000 in revenue spent. We don't even have an entry in the financials for this contract, let alone spend.

Ryan (ryan@themedialab.agency)
2024-07-19 17:45:57

@Malissa @Greg Owen, please finish columns F & G (dates) and K (Target Order Budget) and column L (Copper Order Amount Paid To Date).

Make sure that when you add a Payment(s) for Column L that you blank-out the static "Amount Paid To Date" field in the Opportunity. That will force the dashboard to use the Payments. Please mark second tab yellow cells as green when done. You'll see I started at the top and bolded ones and made them green when I'm complete.

https://docs.google.com/spreadsheets/d/1Erj4gvpbo2Jy0y0ELRWmXd8hfATKPEfmhPP-OaWGIxs/edit?gid=0#gid=0

👍 Malissa
Ryan (ryan@themedialab.agency)
2024-07-19 17:50:37

@Greg Owen @Malissa, use the 2nd tab in the sheet, not Cameron's first to mark cells green.

👍 Malissa, Greg Owen
Cameron Rentch (cameron@internetthings.com)
2024-07-20 11:02:36

@Ryan Birth Injury - Ben Crump (Form) (TIP) - Contract" Revenue, is supposed to be 2 separate campaigns assocated with both the Crump Levin Perconti and the Crump Wager Reese campaigns. Each needs a "form" campaign. Each needs one in leadsoedia - the form has check boxes on the landers but drop downs in the native TT and FB form campaigns. The filtering will fail in leadspedia otherwise.

Ryan (ryan@themedialab.agency)
2024-07-20 11:09:58

@Cameron Rentch , have @Mark Maniora set that up and let me know so I can check configuration and validate.

Ryan (ryan@themedialab.agency)
2024-07-22 13:49:36

@Malissa , @deleted-U05R2LQKHHR @Mark Maniora , can you three come to storm trooper, let’s go over the audit I finished before we meet with Cameron

👍 Malissa
Malissa (malissa@shield-legal.com)
2024-07-22 16:14:29

@Cameron Rentch, i had a question that popped up after you got off the call. Who communicates to whom when funds are moved between campaigns? Example, Ghozland wants to move $500,000 from one campaign to another. Who is told and who records that information?

Malissa (malissa@shield-legal.com)
2024-07-22 16:15:49

oh my other question that i just thought of, @Cameron Rentch, when you change a price, how quickly does LP get updated?

Ryan (ryan@themedialab.agency)
2024-07-22 18:25:19

@Cameron Rentch, for Malissa's 2nd question, when you change a price, please post to Sales Ops, so they can update the pricing in Copper for you and Andy.

Ryan (ryan@themedialab.agency)
2024-07-22 18:27:11

@Cameron Rentch, and all the changes have been made from our meeting except just waiting on the Ben Crump B.I. updates in Copper from @Mark Maniora, then I will share the dashboard to you, let you check again and once we get any further data entry in Copper or Leadspedia finished, I will add to old dash and build this same version for Marc in the new dash.

Then I can quickly move to creating the client dashboard version for the portal Brian H. is working on for client dashboard for Flatirons.

Cameron Rentch (cameron@internetthings.com)
2024-07-22 18:35:01

ok @Ryan send link when ready

☝️:skin_tone_4: Ryan
Ryan (ryan@themedialab.agency)
2024-07-22 18:35:36

@Greg Owen @Mark Maniora, let me know when you got that Ben Crump B.I orders broken up and in Copper and Leadspedia

Mark Maniora (markmaniora@shield-legal.com)
2024-07-22 18:47:27

@Ryan the Birth Injury updates have been completed

Andy Rogers (andy@shield-legal.com)
2024-07-22 19:52:41

@Andy Rogers has joined the conversation

Ryan (ryan@themedialab.agency)
2024-07-22 20:17:03

@Cameron Rentch, here is the single page dashboard. Please read below. FYI @Greg Owen @Mark Maniora @Malissa @Andy Rogers

The BETA version of Copper + Leadspedia Contracts + Shield Financials Shield Order Pipeline Dashboard is ready for review on the second round. Thanks Sales Ops team for all of the hard work. I know it is difficult to gather ICCC Purchase Order data using our slang, from Slacks, Spreadsheets and Emails. To help @Cameron Rentch help you here are a list of tips on the dashboard.

  1. It is a "patch work solution" using our old Amazon AWS database and our new Google Cloud "in development" data warehouse that has Copper, Leadspedia Contracts data piped into every 5 minutes from the software platforms. The Amazon data is also piped into our new data warehouse to ensure we have all old data in the new system.
  2. Because it's a "patch solution" to rush out Copper + old Financials, it is slower than we'd like but it will get MUCH faster when the financials are in our new data warehouse.
  3. Fields are labeled by their data source when LP and CPR, the rest are our financials rolled up into a single order row no matter how many contracts in LP we need. (the other reason it's slow. It has to get one order and then roll up 100's to 1000's of rows to get the order budget spent, etc.
  4. Greg and Malissa are teaming up to ensure orders are in Copper, including the critical items: a. Company b. Order Name c. Order Law Firms (@Mark Maniora, this field, plus Call Center, Sale Type and Vertical will "auto create the default Leadspedia name for you in the dash) d. Call Center e. Sale Type f. Vertical g. Order Amount / Value h. 1 to many Payments (and negatives ONLY in a -0000.00 will act as a credit) i. Order Start Date (anticipated) j. Order End Date (anticipated at 6 mos to 12 mos by default) k. Docs, etc.
  5. @Mark Maniora handles critical fields in Copper and Leadspedia configuration a. Leadspedia Contract IDs - if put in simpley as ####,####,#### format, then your Shield financials will roll up magically)
  6. @Cameron Rentch, price changes in Leadspedia will show up in the LP Avg. Contract Card Price. So if you have 1000 for Facebook, 1200 for TikTok, it would show $1100 average price. Any price changes please let the Sales Ops team know so they can udpate Copper
  7. @Cameron Rentch @Andy Rogers, any balance transfers, balance roll overs, test campaigns paused early that need adjustments, please let Sales Ops know and we will work to update and confirm. @Greg Owen @Malissa, I updated the Copper Order Pipeline fields, so that when you add a deal for @Andy Rogers and @Cameron Rentch, you can take a screenshot and get their approval. See below for example:
image.png
👍 Malissa, Greg Owen
Malissa (malissa@shield-legal.com)
2024-07-23 10:39:58

@here Here's our first new entry since this process update, @Cameron Rentch please review and let us know if something needs to be changed. we are still pending LP contract info.

image.png
Cameron Rentch (cameron@internetthings.com)
2024-07-23 10:43:55

@Malissa looks good I think you have your low and high rates flip flopped though

Malissa (malissa@shield-legal.com)
2024-07-23 10:45:04

i think those fields flipped on us overnight lol. Fixed.

image.png
Ryan (ryan@themedialab.agency)
2024-07-23 10:48:54

@Malissa , add ACTS/Levinson to the “Customer Firms”, that field acts as the middle segment @Mark Maniora will use for the Leadspedia contract.

Once I move this dashboard to the financials dashboard for Cameron , I’ll add a couple more Collins to yours that help you guys save time, such as the generated contract name, the media first start date, the media last seen date, etc.

Ryan (ryan@themedialab.agency)
2024-07-23 10:49:07

Otherwise good work

Malissa (malissa@shield-legal.com)
2024-07-23 10:49:45

I can't take all the credit, @Ryan. @Greg Owen does awesome work. I just presented it and made some edits.

👏:skin_tone_4: Ryan
Malissa (malissa@shield-legal.com)
2024-07-23 10:51:21

Greg and I have a system/process we're going to try out with Copper too. He's going to handle builds and i'll handle the invoicing and $$$ info. We can both do each other's part of the process and make sure documents are uploaded and things get corrected when need be.

Ryan (ryan@themedialab.agency)
2024-07-23 10:51:45

Awesome, that would be great

Malissa (malissa@shield-legal.com)
2024-07-23 10:52:39

There's still those questions I asked @Cameron Rentch yesterday though. Perhaps we can figure out a super easy way we can get those updates without it being a time consuming process? Like a shared file similar to the sheet updated when payments come in?

Ryan (ryan@themedialab.agency)
2024-07-23 14:49:33

@Mark Maniora, can you clean up and let me know when done, contract 1468 cannot be in Copper twice, two sets of financials / revenue cannot be attached to two orders. If (Form) version rolls up into Order ID 31683494, remove the 1468 from 31800250 and delete it. We never need a "Form" or "TikTok" Copper Order unless @Cameron Rentch confirms they are two separate orders.

image.png
Mark Maniora (markmaniora@shield-legal.com)
2024-07-23 14:54:33

yes, I'll have @Malissa delete that one. Checking on it first Malissa, and I'll let you know

👍 Malissa
Malissa (malissa@shield-legal.com)
2024-07-23 14:55:18

@Mark Maniora i'm ready to delete it whenever you are

Mark Maniora (markmaniora@shield-legal.com)
2024-07-23 14:56:48

@Malissa Please delete the Form entry (31800250)

Malissa (malissa@shield-legal.com)
2024-07-23 14:57:19

done

👍:skin_tone_2: Mark Maniora
Mark Maniora (markmaniora@shield-legal.com)
2024-07-23 14:57:59

ty

Ryan (ryan@themedialab.agency)
2024-07-23 17:22:57

@Malissa and @Greg Owen, need the Funded Live and Funded Setup opportunities in Cooper to have their "Approx. Contracts / Leads" updated. This field drives the "Contracts Remaining" in the version of Paid Vs. Spent used by TIP team to look for "Order Complete".

Can you get these done ASAP. Use our Paid Vs. Spent dashboard to see which of them are NULL and please update Copper. Thanks in advance.

👍 Malissa, Greg Owen
Malissa (malissa@shield-legal.com)
2024-07-23 17:56:49

@Ryan can you check on your end? i think we got them all.

Ryan (ryan@themedialab.agency)
2024-07-23 18:30:24

@Malissa, after about five minutes, you should see the updates in the dashboard, let me know if you still see a note that you updated, then I can re-sync

Malissa (malissa@shield-legal.com)
2024-07-23 18:34:43

@Ryan i don't see any more nulls under Copper Approx Contracts/Leads

Ryan (ryan@themedialab.agency)
2024-07-23 18:42:23

Great!

Cameron Rentch (cameron@internetthings.com)
2024-07-24 19:38:50

@Ryan start here

https://docs.google.com/spreadsheets/d/1b0kPRIC8_otoocKUf5JbK04B_lww6ap17p2UvnSRTDw/edit?usp=sharing

Bunch of your columns are not calculating right I had to update the Flatirons based on total spent and current remaining monies Many missing dates Many "nulls" still not calculating properly

@Andy Rogers review every entry on here to balance you your clients line items

definitions PAID REV NOT SPENT = money remaining in clients budget SPENT NOT PAID = money someone owes us

I need this 10000% done, completed and updated ON THIS SHEET by tomorrow 12 noon PST. Make sure you highlight each specific field and entry that you update so teams know what you updated>

@Ryan @Malissa @Mark Maniora

  1. make sure all fields calculate properly
  2. make sure all payments are updated and added
  3. make sure dates are fixed
  4. I need this completed, triple checked for any calc errors and absolutely 100% complete by EOD tomorrow , 5PST latest.
Shield Legal - Internal - Shield Copper Order Pipeline BETA - Paid Versus Spent_Table - Round 2
👍 Malissa
Ryan (ryan@themedialab.agency)
2024-07-24 20:01:42

@Cameron Rentch, the columns are 100% correct in how it's calculated. It's data in Copper causing the issue. I am going through the 10 deals that have a that issue and updating.

@Malissa @Greg Owen @Andy Rogers, the "no longer needed field" in Copper, called Order Amount Paid has to be blank. I added that field back and found that the AFFF BCL/ELG has a 0 in it and it caused the sheet to be wrong.

Ryan (ryan@themedialab.agency)
2024-07-24 20:02:05

I will remove the zeros on these ten records and make sure it's not causing the calculation errors.

Andy Rogers (andy@shield-legal.com)
2024-07-24 20:02:36

I need access to make any changes as it is in view only

Cameron Rentch (cameron@internetthings.com)
2024-07-24 20:03:01

It is in edit mode anyone with the link?

Cameron Rentch (cameron@internetthings.com)
2024-07-24 20:03:32

Try now

Ryan (ryan@themedialab.agency)
2024-07-24 21:26:00

@Cameron Rentch @Andy Rogers, alright. The confusion on my part is coming from the to "Paid Revenue Left To Spend" and "Revenue Spent Not Paid" being negative. So I have reduced the dashboard to 4 deals from @Cameron Rentch 2nd audit sheet. Is this correct for these four only? https://lookerstudio.google.com/u/0/reporting/a36366d9-97f6-48ac-b7d9-246a18bbbe99/page/p_kujrmk8d2c

@Cameron Rentch, if correct, great. If not, you, me and Andy need to get on a call tomorrow and confirm what is correct.

PINK columns need to be updated in Copper @Malissa and @Greg Owen.

👍 Greg Owen
Andy Rogers (andy@shield-legal.com)
2024-07-25 07:37:18

@Ryan Call me when you are up and about this morning

☝️:skin_tone_4: Ryan
Ryan (ryan@themedialab.agency)
2024-07-25 13:23:15

@Andy Rogers @Malissa @Greg Owen, let me know when done your audit and Copper updates. I have confirmed with Cameron that the "Revenue Spent Not Paid" and "Paid Revenue Left To Spend" are working correctly. Once you are done, I will do a historical sync to ensure all updates in Copper are pushed to data warehouse.

Then, I'll create a Google Sheet of ONLY @Cameron Rentch’s deals with ONLY the Copper fields (not any of the calculated fields) so he can done one more check on the "Order Amounts" and "Payments To Date".

Then we'll be ready to deliver the dashboard into production and work to rollout.

Andy Rogers (andy@shield-legal.com)
2024-07-25 13:24:30

We are working to have the full payments amount in copper. In the past you had them only start like in April so the numbers didnt total correctly. Almost completed

Ryan (ryan@themedialab.agency)
2024-07-25 13:28:25

Perfect

Ryan (ryan@themedialab.agency)
2024-07-25 13:29:17

Thank you guys

Andy Rogers (andy@shield-legal.com)
2024-07-25 15:12:14

@Ryan @Malissa @Greg Owen Please join now: https://zoom.us/j/93525466187?pwd=DQ6iFA96USUYeNGyZDabbOab3Oeh7C.1

Andy Rogers (andy@shield-legal.com)
2024-07-25 15:31:02

@Cameron Rentch Giving you an update. It appears as if everything is correct at this point. One item to note is that Ryan has identified a couple of data errors from Copper which he is working on. So be aware there is a chance something might appear wrong as he is waiting on them to get back to him.

Cameron Rentch (cameron@internetthings.com)
2024-07-25 15:36:20

@Ryan send me the final when it is done. Please ensure that all edits/changes are all reviewed, verified and accurate before sending to me. thanks

Ryan (ryan@themedialab.agency)
2024-07-25 15:37:13

@Cameron Rentch , I’m going to send you a sheet of yours and only the copper columns so you can check yours one more time. We know Andy’s and pies are accurate.

Cameron Rentch (cameron@internetthings.com)
2024-07-25 15:41:20

@Andy Rogers there are still some major errors on the tab. Here are some that are not accurate:

31684497 Andy Rogers Ghozland Law Firm Firefighting Foam - Bailey Glasser/Ghozland (TIP) - C Showing Ghozland OWES us 591,700 This is NOT accurate

31683534 Andy Rogers Rhine Law Firm, P.C. Maryland Juvenile Hall Abuse - Bailey Glasser/Rhine Shpwing Rhine OWES us 288,200

Cameron Rentch (cameron@internetthings.com)
2024-07-25 15:41:33

Neither of these are correct.

Ryan (ryan@themedialab.agency)
2024-07-25 15:41:53

I have not reloaded the database

Ryan (ryan@themedialab.agency)
2024-07-25 15:42:01

I will let you know when I’ve re-sync all of their changes

Cameron Rentch (cameron@internetthings.com)
2024-07-25 15:42:04

ok

Ryan (ryan@themedialab.agency)
2024-07-25 15:42:25

Give me a bit, I’m turning in rental property

Ryan (ryan@themedialab.agency)
2024-07-25 18:48:02

@Cameron Rentch, here is the latest dashboard. Defaulted to Funded Live and Funded Pending Renewal filter. 102 contracts, we identified glitch versions and leadspedia mis-named contract versions to fix. The NULLs mean the field is empty or no financial rows exist, as I audited those and Sales Ops audited the glitch.

It will take a bit to get this perfect, so like all cloud applications, we'll continue to iterate and improve. I won't add to Master Financials on DataStudio and Looker Enterprise until we are all good from your side.

https://lookerstudio.google.com/u/0/reporting/a36366d9-97f6-48ac-b7d9-246a18bbbe99/page/p_kujrmk8d2c

Thanks @Andy Rogers @Malissa @Greg Owen @Mark Maniora @Brian Thiessen

Brian Thiessen (brian@accountingdept.net)
2024-07-25 18:48:18

@Brian Thiessen has joined the conversation

Cameron Rentch (cameron@internetthings.com)
2024-07-25 20:03:41

@Ryan @Andy Rogers numbers are still not right

  1. This is wrong 31683534 Andy Rogers Rhine Law Firm, P.C. Maryland Juvenile Hall Abuse - Bailey Glasser/Rhine Shpwing Rhine OWES us 288,200 @Andy Rogers ^^ need tio fix

  2. 31684505 Cameron Rentch Ben Crump Law, PLLC Firefighting Foam - Crump/ELG (TIP) - Contract shows they owe 249,300 500K recd today

Cameron Rentch (cameron@internetthings.com)
2024-07-25 20:03:53

@Malissa @Greg Owen @Mark Maniora @Brian Thiessen

Cameron Rentch (cameron@internetthings.com)
2024-07-25 20:05:26

Thsi one too they dont owe us any money

31762052 Andy Rogers Meadow Law Firm Gaming Addiction - Meadow Law/Levinson/TC (TIP) - Contract Shows owing 46333 We have been paid fully for all, update the budget and funds rec'd to equal to rev spent

Cameron Rentch (cameron@internetthings.com)
2024-07-25 20:05:33

@Andy Rogers @Ryan ^

Cameron Rentch (cameron@internetthings.com)
2024-07-25 20:08:32

This one

31684493 Cameron Rentch Aiken Farrell Kroloff LLC PFAS Water Contamination - Napoli/Shkolnik (TIP) - Contract shows owing 9750 Update budget to equal rev spent

31684494 Cameron Rentch Aiken Farrell Kroloff LLC Firefighting Foam - Napoli/Shkolnik (TIP) - Contract Add additional 9750 rev spent to this to adjust the 9750 of above

Cameron Rentch (cameron@internetthings.com)
2024-07-25 20:10:09

31683513 Cameron Rentch Dicello Levitt Camp Lejeune - Dicello/Flatirons EO (TIP) - Contract Not adjusted to changes posted yesterday see my changes and update

Cameron Rentch (cameron@internetthings.com)
2024-07-25 20:10:23

@Ryan please update asap

Ryan (ryan@themedialab.agency)
2024-07-25 20:11:43

@Malissa , please make changes to those from his Round 2 Google Sheet.

Malissa (malissa@shield-legal.com)
2024-07-25 20:17:11

@Ryan I’ll go back in and redo them and see if I can figure out what’s glitching.

@Cameron Rentch I didn’t want to enter crump just yet as I hadn’t gotten the confirmation for the 500k from today. I can get that applied now.

👏:skin_tone_4: Ryan
🙌 Cameron Rentch
Ryan (ryan@themedialab.agency)
2024-07-25 20:17:56

I’ll be able to resync later, I’m traveling

Andy Rogers (andy@shield-legal.com)
2024-07-25 20:18:03

@Cameron Rentch @Ryan @Malissa I made the adjustment on the Rhine one. They have paid us a total of $700,000 not $500,000. I added the note into copper with the amounts and the dates. Malissa is updating the spend now.

I also spoke with Jon Becker and we will invoice for the overage

👏:skin_tone_4: Ryan
:done: Malissa
Malissa (malissa@shield-legal.com)
2024-07-25 20:22:29

@here AFFF for Crump updated

Ryan (ryan@themedialab.agency)
2024-07-25 20:28:15

Malissa, let me know when all updated , I’ll try to run the sync from my phone and you can validate changes made.

Malissa (malissa@shield-legal.com)
2024-07-25 20:30:38

@Ryan the first two are done, i need extra eyes on the very last one.

Malissa (malissa@shield-legal.com)
2024-07-25 20:34:35

31684493 is done.

Malissa (malissa@shield-legal.com)
2024-07-25 20:43:03

Gaming Addiction - Meadow Law/Levinson/TC (TIP) - Contract - should match rev spent now

Greg Owen (gregowen@shield-legal.com)
2024-07-25 22:01:54

@Ryan the last one is updated. Just need the one for AFK corrected by you.

👏 Malissa
Ryan (ryan@themedialab.agency)
2024-07-25 23:01:38

Thanks Greg

Ryan (ryan@themedialab.agency)
2024-07-25 23:07:38

@Greg Owen, did you update AFK PFAS value in Copper to add 9750 already?

Ryan (ryan@themedialab.agency)
2024-07-25 23:34:03

@Cameron Rentch @Andy Rogers, the stand alone version and the Shield Legal - Financial - Master DB v4.0 version are ready with all changes from above updated.

Flight is boarding....

Ryan (ryan@themedialab.agency)
2024-07-26 12:24:40

@here just friendly reminder on the fields required to be completed before we go to "Funded Live" stage, which puts it into Paid vs Spent dashboard:

  1. Pipeline
  2. Stage
  3. Company
  4. Name (Vertical plus lit firm & mar firm)
  5. Customer Firms - Vertical plus lit firm & mar firm and other order codes (e.g. Miller / Mattar #3, Crump / Dicello EO, etc.) - This field should match the "middle segment" we put in Leadspedia @Mark Maniora. This is what creates the Copper Leadspedia Contract Name field in the dash.
  6. Owner
  7. Close Date
  8. Value
  9. Approx. Contracts / Leads
  10. Low Approx. Price Per Contract / Lead
  11. High Approx. Price Per Contract / Lead
  12. Campaign Start Date
  13. Campaign End Date
  14. Leadspedia Contract IDs (e.g. 1201,1203,1203)
  15. Case Type / Campaign
  16. Sale Type
  17. Call Center (Contract sales only)
image.png
Malissa (malissa@shield-legal.com)
2024-07-26 12:26:12

@Ryan do you know if there's a way in copper to make those fields required? like, it won't save or advance if they're not in there?

Ryan (ryan@themedialab.agency)
2024-07-26 12:27:00

Let me see

Ryan (ryan@themedialab.agency)
2024-07-26 12:31:33

@here, only for Order Pipeline, the required fields have been updated to the above. That will be very helpful to make sure we have all required fields populated.

image.png
👍 Greg Owen
❤️ Malissa
Cameron Rentch (cameron@internetthings.com)
2024-07-26 13:37:38

@Malissa @Greg Owen @Ryan a few more adjustments to make:

https://docs.google.com/spreadsheets/d/1LDtBpAET2T3zVIvsajP7IAucZuh2pceeSR5F581Xr2o/edit?usp=sharing

NOTE @Ryan the items in BLUE require you to update total rev spent in dash to zero out any remaining rev to spend.

Shield Legal - Internal - Shield Copper Order Pipeline BETA_M - Paid Versus Spent_Table
👍 Malissa
Ryan (ryan@themedialab.agency)
2024-07-26 15:18:41

*Thread Reply:* @Cameron Rentch, rev zeroed out, data pipes synced to PvS

Ryan (ryan@themedialab.agency)
2024-07-26 13:38:50

@Cameron Rentch , got it.

Ryan (ryan@themedialab.agency)
2024-07-26 13:59:12

Soon as I can stand and grab my laptop in the overhead bin, I’ll kick these out Cameron

Greg Owen (gregowen@shield-legal.com)
2024-07-26 13:59:45

@Ryan Target Order Budget and Order Amount have been updated

Malissa (malissa@shield-legal.com)
2024-07-26 14:00:10

@here Greg and I got K & L updated. I'm going through the Paid vs Spent form now and making sure that they're saving. @Ryan i will let you know if something doesn't work.

Andy Rogers (andy@shield-legal.com)
2024-07-26 14:00:48

@here I am working on Bowersox, I am having a call with Cameron shortly so I can fully grasp something then I will be a bigger help 🙂

Malissa (malissa@shield-legal.com)
2024-07-26 14:18:54

@Ryan there are 4 that are struggling to update on the PvS report. I've highlighted the IDs in pink

🙏:skin_tone_4: Ryan
Ryan (ryan@themedialab.agency)
2024-07-26 14:49:06

@here, I'm updating that revenue, I'm also cleaning up 3 versions of "Dicello" naming conventions in Leadspedia. Having 3 versions makes it impossible for Marc and @Cameron Rentch to filter on "one client". So in Leadspedia ONLY, all contracts and advertiser has been reverted back to simply "Dicello" which is how it was for 4 years prior. FYI @Mark Maniora, all Leadspedia Contracts Lit Firm should always, always, always just be "Dicello", not "DiCello Levitt" nor "Dicello Levitt" or "DiCello".

Copper can be "DiCello Levitt, LLP" for accuracy.

👍:skin_tone_2: Mark Maniora
Ryan (ryan@themedialab.agency)
2024-07-26 14:49:20

@Malissa, once resynced, I'll let you confirm your changes took.

👍 Malissa, Greg Owen
Ryan (ryan@themedialab.agency)
2024-07-26 15:15:24

@Malissa, check your dashboard now. Historical Sync for Copper updated

Malissa (malissa@shield-legal.com)
2024-07-26 15:17:58

@Ryan i think we're good! Thank you!

Ryan (ryan@themedialab.agency)
2024-07-26 15:18:23

Great

Cameron Rentch (cameron@internetthings.com)
2024-07-26 16:53:37

hey @Malissa @Greg Owen @Andy Rogers

This needs to be updated. Every day the rev spent should be equal to the budget and funds received. We have money on hand that is being moved around from Levinson. He does not owe us

31762052 Andy Rogers Meadow Law Firm Gaming Addiction - Meadow Law/Levinson/TC (TIP) - Contract

Ryan (ryan@themedialab.agency)
2024-07-26 18:10:04

@here, fixed 31683548, it seems the "old orders" imported from the old Amazon DB pre-Copper have payment glitches, so I just deleted all payments and re-added them. @Greg Owen, have @Malissa make you an Admin in Copper so that all three of us can update payments. If you delete a payment and five mintues later it's not in dashboard, let me know so I can do the Historical Sync.

Greg Owen (gregowen@shield-legal.com)
2024-07-26 18:10:47

Thanks @Ryan

Malissa (malissa@shield-legal.com)
2024-07-26 18:14:46

Welcome to the world of being an admin @Greg Owen.

👍 Greg Owen
Cameron Rentch (cameron@internetthings.com)
2024-08-26 17:44:51

@Ryan is this link still active and the one I should be reviewing?

https://lookerstudio.google.com/u/0/reporting/a36366d9-97f6-48ac-b7d9-246a18bbbe99/page/p_kujrmk8d2c

Ryan (ryan@themedialab.agency)
2024-08-26 17:46:09

@Cameron Rentch, you can use that one or the one in your Looker Enterprise, it's all the same data.

Cameron Rentch (cameron@internetthings.com)
2024-08-26 17:46:30

ok

Cameron Rentch (cameron@internetthings.com)
2024-08-26 18:28:16

@Ryan @Malissa please see updates attached to update on paid vs spent for DL/Flatirons

Note we are missing some new orders which I also added on the sheet at bottom

Note the total remaining balance they have on hand from prior invoices lines up to 3,140,134 remaining as of end of day yesterday.

@Malissa @Brian Thiessen for the last 3,500,000 payment you will have to allocate between the active campaigns and budgets I have added into the attached doc best you can. They have a " fund" so if some campaigns perform better than others, then we pull budget from campaigns that are not to move their funds around.

https://docs.google.com/spreadsheets/d/1WiKbeKpu0f5GZIrCIxFCOyHGYskYgKdQSrS1u_GvC1o/edit?gid=0#gid=0

Please get the attached updated as soon as possible

Shield Legal - Internal - Shield Copper Order Pipeline BETA_Funded Live_Table
Cameron Rentch (cameron@internetthings.com)
2024-08-26 18:34:05

@Malissa @Mark Maniora new orders DL/Flatirons New Hampshire Abuse, 350,000, 5000 per Choate Rosemary (CT) Abuse 150,000, 5500/per St Paul (NH) Abuse 150,000, 5000/per St George (RI) Abuse 150,000, 5500/per

👍 Malissa
✅ Mark Maniora
Cameron Rentch (cameron@internetthings.com)
2024-08-26 18:37:34

@Ryan @Malissa wait I missed a couple

Mark Maniora (markmaniora@shield-legal.com)
2024-08-26 18:40:34

Got it thanks cameron

Cameron Rentch (cameron@internetthings.com)
2024-08-26 18:41:05

@Malissa @Mark Maniora other orders for Dl/Flatirons I updated the above sheet PA Juv Abuse 75000, 7500/per New Jersey Abuse 75,000, 7500/per

👍:skin_tone_2: Mark Maniora
Malissa (malissa@shield-legal.com)
2024-08-26 18:44:21

@Mark Maniora i'm building the new ones in now

🆗 Mark Maniora
Malissa (malissa@shield-legal.com)
2024-08-26 18:50:44

@here copper is updated. I highlighted the what's done on the spreadsheet in green.

Mark Maniora (markmaniora@shield-legal.com)
2024-08-26 18:59:15

Thanks @Malissa

Cameron Rentch (cameron@internetthings.com)
2024-08-26 19:07:27

@Ryan please push these updates asap

Ryan (ryan@themedialab.agency)
2024-08-26 19:13:24

Doing now

Ryan (ryan@themedialab.agency)
2024-08-26 19:15:29

By the way, it auto updates every five minutes in real time, but if any of the changes are payment deletes, that’s when I have to do the historical synchronize

👍:skin_tone_2: Mark Maniora
Ryan (ryan@themedialab.agency)
2024-08-26 19:15:43

It will be done in five minutes

Andy Rogers (andy@shield-legal.com)
2024-08-26 19:15:56

Thanks Ryan

👏:skin_tone_4: Ryan
Cameron Rentch (cameron@internetthings.com)
2024-08-26 20:11:14

@Andy Rogers I need you to please review the Paid vs spent tab and pay attention to these line items of your customers that show owing funds, make sure Malissa gets accurate updates of campaign budgets and funds remaining and or funds owed. We need this updated and validated asap. I have highlighted the lines for your customers.

@Ryan @Malissa notes

Yellow = Andy clients he needs to update you to clear up monies owed Blue = Changes that did not get updated from my prior rewuest with Dl Flatirons Brown = additional changes to make

Thanks - everyone lets get these all updated

☝️:skin_tone_4: Ryan
Ryan (ryan@themedialab.agency)
2024-08-26 20:12:15

@Malissa, let me know when you and @Greg Owen and @Mark Maniora have the changes done, I'll get data historicall sync'd

Cameron Rentch (cameron@internetthings.com)
2024-08-26 20:12:51

I also reflected the changes in the prior on for DL/Flatirons that were not updated

Andy Rogers (andy@shield-legal.com)
2024-08-26 20:17:09

@Cameron Rentch Cam I will get on these, I am in the office tomorrow around noon once I land. I will work with Malissa to get everything updated and correct.

Malissa (malissa@shield-legal.com)
2024-08-26 20:30:45

@Ryan @Cameron Rentch @Andy Rogers I've updated the browns and the blues. Please check in a bit to make sure it all saved. Andy, i can work with you on the yellows tomorrow if that works.

Ryan (ryan@themedialab.agency)
2024-08-26 20:34:47

I will resynchronize again @Malissa

Cameron Rentch (cameron@internetthings.com)
2024-09-03 11:24:18

@Malissa @Ryan @Mark Maniora I am not seeing the new dicello/flatirons campaigns for NH Abuse, Boarding Schools and NEC in the paid vs spent? Did the above all get updated and added ^^^???

Cameron Rentch (cameron@internetthings.com)
2024-09-03 11:25:11

showing only 5 active campaigns, which is not correct

Screen Shot 2024-09-03 at 9.24.49 AM.png
Malissa (malissa@shield-legal.com)
2024-09-03 11:25:13

@Cameron Rentch they're all in copper but @Ryan might need to do a historical re-sync

Cameron Rentch (cameron@internetthings.com)
2024-09-03 11:25:26

@Ryan resync this asap^^^

Malissa (malissa@shield-legal.com)
2024-09-03 11:34:25

@Cameron Rentch i just changed a couple of settings in copper to see if that's all that needs to be done. can you check in a few minutes and let me know if anything is still missing? If it is, Ryan will need to do that re-sync

Ryan (ryan@themedialab.agency)
2024-09-03 12:01:07

@Malissa, send me the Opportunity IDs of these, I am doing the Historical Re-Sync but can make sure they are showing the tables via the database and not dashboard.

FYI @Cameron Rentch

Malissa (malissa@shield-legal.com)
2024-09-03 12:09:52

@Ryan: 32622275, 32560297, 32642094, 32642089, 32642084, 32607120, 32642102, 32642100

Cameron Rentch (cameron@internetthings.com)
2024-09-06 22:28:45

@Ryan @Malissa

DL Flatirions:

Update the paid vs spent here for total budget allocations. @Ryan please please ensure the "Copper Target Order Budget" and "Copper Order Amount Paid" is equal to 32,850,137 and that all of the calculations are accurate. If we do this, and recal all of these specific campaigns we will be accurate on payments and budgets through all rec'd through yesterday.

https://docs.google.com/spreadsheets/d/1hqkElZIclX8GG_Gv969FJQ3ICrd3TwGlz3u0HGNOzeQ/edit?usp=sharing

Shield Legal - Internal - Shield Copper Order Pipeline BETA_Funded Live_Table
Cameron Rentch (cameron@internetthings.com)
2024-09-06 22:32:25

@Andy Rogers @Malissa @Greg Owen please confirm that every other entry is 100% accurate with funds remaining to spend and funds owed. Moving forward we need to have someone confirm all entires are added and reconciled every Friday. Last payments can come in by 2PST, so we shoud be good to do this early

👍 Malissa
Malissa (malissa@shield-legal.com)
2024-09-07 12:26:52

*Thread Reply:* @Cameron Rentch you've probably noticed that i added a couple of tabs on our sent contracts sheet. this should be able to help us see payments a little easier. Right now it looks like there's some money owed to us but i'd like to align with you and @Andy Rogers on Monday so @Greg Owen and i know what's actually due and what we got funds for but was handled differently or something like that. we can review Monday though so everyone can go enjoy the nice weekend. 🙂

Cameron Rentch (cameron@internetthings.com)
2024-09-06 22:33:27

Above is regarding paid vs spent^^

Ryan (ryan@themedialab.agency)
2024-09-07 07:11:25

@Malissa , let me know if you see the 32.8M in dashboard. If not, why and if we need a resync.

Malissa (malissa@shield-legal.com)
2024-09-07 09:45:04

@Ryan @Cameron Rentch

Cam, your list is missing these three: St Georges School Sexual Abuse - Dicello/Flatirons (TIP) - Contract St Pauls School Sexual Abuse - Dicello/Flatirons (TIP) - Contract Choate Rosemary Hall Sexual Abuse - Dicello/Flatirons (TIP) - Contract

They're at $150,000 each. If i exclude those we should match in Copper. let me know what changes i need to make. i can get them done by EOD.

Cameron Rentch (cameron@internetthings.com)
2024-09-07 11:08:15

these are now on hold, so we can leave them in but zero out the budgets until we get final approval @Malissa

Malissa (malissa@shield-legal.com)
2024-09-07 12:03:28

@Cameron Rentch ok. i'm going to change their pipeline so they don't show up. when they're ready to go we can move them back.

Malissa (malissa@shield-legal.com)
2024-09-07 12:16:44

@Ryan We'll need a historical reset. I had to delete a payment from Chowchilla and it's showing a little off. (it was early and i mathed wrong but caught it).

Ryan (ryan@themedialab.agency)
2024-09-07 13:56:22

@Malissa, doing that now. Give it 5 minutes or so and let me know it's correct.

Malissa (malissa@shield-legal.com)
2024-09-09 10:15:04

@Ryan it's fixed! Thank you

Ryan (ryan@themedialab.agency)
2024-09-09 10:15:19

Excellent.