Cameron Rentch (cameron@internetthings.com)
2025-06-16 20:30:17

@Ryan @James Turner guys please get this fixed!

Cameron Rentch (cameron@internetthings.com)
2025-06-16 20:30:31
Screenshot 2025-06-16 at 6.29.54 PM.png
Ryan (ryan@themedialab.agency)
2025-06-16 20:32:25

@James Turner , it needs to be set to today by default , match what in LR per day

Ryan (ryan@themedialab.agency)
2025-06-16 20:32:39

Billable shield legal retainers only

James Turner (jturner@shield-legal.com)
2025-06-16 21:03:28

Hmm odd, I have not changed anything on the actual dashboard. All I changed was the name of the E-Sign date back to what it was prior.

James Turner (jturner@shield-legal.com)
2025-06-16 21:22:39

@Cameron Rentch I added a working filter for Earliest E-Sign date, but it's critical to understand that it is using UTC, NOT Pacific Standard time.

Ryan (ryan@themedialab.agency)
2025-06-16 22:53:46

@James Turner , in LookML you can fix that and give them PST, otherwise numbers won’t match to Tony. Please fix.

👍 James Turner
James Turner (jturner@shield-legal.com)
2025-06-17 11:10:57

@Ryan Were any changes made to it this morning? I made the tweaks to change it to PST last night and it was working, but it is having ' Trouble Loading Data' again now.

Ryan (ryan@themedialab.agency)
2025-06-17 11:15:40

Please check all panes SqL explores, you have to fix the dimensions and measures probably. Remove filter for date and add it back.

Marc is getting frustrated

Ryan (ryan@themedialab.agency)
2025-06-17 11:15:46
Image from iOS
Ryan (ryan@themedialab.agency)
2025-06-17 11:17:47

@jes, this page 0 is their real time e-signs dashboard.

Filter to today, make sure the date selects the prior days, week, etc. Only Source is Shield Legal, and make sure for today, all three panes match in count.

👍 James Turner
Ryan (ryan@themedialab.agency)
2025-06-17 11:18:07

And ensure the table is being updated with the fresh 15 minutes of data.

👍 James Turner
James Turner (jturner@shield-legal.com)
2025-06-17 11:44:54

All working! Please let me know prior to making any changes to the source data and I'll be happy to make any requested changes!

Ryan (ryan@themedialab.agency)
2025-06-17 11:53:28

@James Turner, thanks. Please treat lpbillableleads table as PRODUCTION moving forward. You can add columns, but remaning them, changing data types, etc, will break the dashboards.

👍 James Turner
Ryan (ryan@themedialab.agency)
2025-06-17 11:53:40

@Cameron Rentch I checked it and it is working as it was.

James Turner (jturner@shield-legal.com)
2025-06-18 11:49:21

Hey there, so I did some research last night on how to prevent the dashboards from resetting the "Yesterday" Filter early, and it looks like when the account / connections were set up, a timezone was never declared so it defaults to UTC.

I would be happy to fix this, by declaring our source data as all UTC, and have Looker automatically change it to PST because we declare it as a PST dashboard BUT I need to confirm- @Ryan Did you build all of your data sets to be stored in UTC time? That is the industry standard, and if I set our dashboards to PST, and the data is already in PST, than it will double up the conversion and break things.

Ryan (ryan@themedialab.agency)
2025-06-18 12:31:45

Ask Nick on new data. The old system doesn’t use time stamp.

James Turner (jturner@shield-legal.com)
2025-06-18 17:41:06

Regarding the request from Marc - I'm working with Nick on it now but What data type does your current system use? Where are we at in changing all of your Looker Enterprise Dashboards to updated data sources?

The issue of simply "changing the data to refresh at midnight, not 5pm" is Looker Enterprise does not support the change at the dashboard level, it changes at the data source level.

If we want our data to be reliable, we need to audit every data source, ensure they are being put in the database as UTC, and THEN make the change to tell Looker Enterprise "Everything is UTC natively, all dashboards should operate on Pacific time"

A very major part of our new Data Policies I'm setting up, is to put everything in as UTC and use Looker Enterprise as our primary presentation layer by your request. Since that is the case, proper UTC conversion needs to be done anyway, but It's a larger task than just changing the time the dashboard considers midnight.

Cameron Rentch (cameron@internetthings.com)
2025-06-18 18:02:18

@Ryan @James Turner this is all above my head here

👍 James Turner
James Turner (jturner@shield-legal.com)
2025-06-18 18:18:01

All good- The TLDR is we have a data standards policy we are building, and it calls for our data to be set up a certain way. I just need confirmation from Ryan if it is set up in that way before we can move forward with a request from Marc.

James Turner (jturner@shield-legal.com)
2025-06-18 18:19:54

I understand you're on vacation, if okay with Marc this can for sure wait until you get back.

Ryan (ryan@themedialab.agency)
2025-06-18 18:20:16

@James Turner , Nick McFadden is building the financials for new BI. Old system and current dashboards are not using time stamps. So ask Nick M. And confirm. I know LP is always EST but API might be different.

👍 James Turner
Ryan (ryan@themedialab.agency)
2025-06-19 21:27:18

James, Marc wants the Page 0 fixed tomorrow. It must nominate to zero u til 12AM pacific

Ryan (ryan@themedialab.agency)
2025-06-19 21:28:02

@James Turner , please fix it tomorrow. Marc has been asking for this since last Friday. I am getting messaged everyday during my PTO bro g asked to fix it. Please fix it.

👍 James Turner
James Turner (jturner@shield-legal.com)
2025-06-19 21:30:18

The first I heard of it was a few days ago, and I expressed concern that it may break things.

I have discussed it with Nick and he needs to audit everything on his end to make sure it is all set to UTC before I can make the change on my end.

Waiting for confirmation on that and once done so, I can make the change.

James Turner (jturner@shield-legal.com)
2025-06-19 21:30:32

I will send him a reminder

Ryan (ryan@themedialab.agency)
2025-06-19 21:37:07

Tell Nick it’s urgent since it worked before

Ryan (ryan@themedialab.agency)
2025-06-19 21:37:13

Thank you

James Turner (jturner@shield-legal.com)
2025-06-19 21:37:25

If you let me know the time it resets I can be more assured that the fix I have ready to implement will work. Do you know the time it resets?

James Turner (https://themedialaboratory.slack.com/team/U07NE9ZDB8X)
<p>I <em>believe</em> I have it figured out and a fix implemented, but if I have an idea of the time it resets I can be sure.</p>
Slack Conversation
Ryan (ryan@themedialab.agency)
2025-06-19 21:38:18

Marc never explains that and I don’t stare at it all day. I’m assuming your table updates at Midnight UTC

👍 James Turner
James Turner (jturner@shield-legal.com)
2025-06-19 21:39:05

My table updates every 15 minutes and natively is set to UTC to follow data standards. I'll nudge McFadden and get you a response in the AM.

Ryan (ryan@themedialab.agency)
2025-06-20 09:20:07

Remember, the only dashboard using new BI data from either SL or TIP is this page zero. So, can you update your table to run on UTC - 7 and just solve this @James Turner

James Turner (jturner@shield-legal.com)
2025-06-20 12:13:00

Perfect! I just went ahead and edited the ' tip_workspace' connection to declare the data source as UTC, and present data as PST, which will make sure that anything from that is read as UTC, and changes the dashboard to present it all as PST- fixing the issue of it resetting early!

James Turner (jturner@shield-legal.com)
2025-06-20 12:13:22

Perfect! I just went ahead and edited the ' tip_workspace' connection to declare the data source as UTC, and present data as PST, which will make sure that anything from that is read as UTC, and changes the dashboard to present it all as PST- fixing the issue of it resetting early!

James Turner (jturner@shield-legal.com)
2025-06-20 12:15:05

I also fact checked to ensure it matches my proof numbers and things are looking good there!

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Ryan (ryan@themedialab.agency)
2025-06-20 12:18:53

Thank you!!!

James Turner (jturner@shield-legal.com)
2025-08-11 17:29:42

Good afternoon! Here is that dashboard showing 'Non-Billable, Unsold, & Declined Intake Leads' as requested - If you would like any changes made, please let me know!

https://shieldlegal.cloud.looker.com/dashboards/183?Current+Lead+Status=&Primary+Client+Firm=&Marketing+Source=&Lead+Creation+Date=90+day

☝️:skin_tone_4: Ryan
James Turner (jturner@shield-legal.com)
2025-08-20 18:50:24

Regarding Hair Relaxer PFS in Dashboard 0 -

State: I am currently looking into getting this issue resolved. Cause for issue: The reason these leads got picked up by Dashboard 0 is because an agent set the LawRuler status to "Signed e-Sign" which is normally reserved for intake Retainers.

James Turner (jturner@shield-legal.com)
2025-08-20 19:43:02

Expect PFS leads to slowly trickle out of this dashboard, and be cleaned up over the next 24 hours.

I spoke with the Supervisors for the teams touching these campaigns, and let them know the leads should not be sitting in this status.

They are currently reviewing these cases, and educating their teams so it does not keep happening.

I will also be building a fix into the data pipeline to prevent similar future issues.

James Turner (jturner@shield-legal.com)
2025-08-20 20:06:39

Fixed!

Ryan (ryan@themedialab.agency)
2025-08-21 07:58:01

Thanks James! Glad it was not a data issue.

James Turner (jturner@shield-legal.com)
2025-08-28 14:10:38

@Cameron Rentch Here is a dashboard I made with: • New Leads by date • Leads made billable per date • Conversion Rates • Lists of leads as needed

Hope this is useful for ya! Let me know if you run into any issues.

20250828-1905-12.9691624.mp4
James Turner (jturner@shield-legal.com)
2025-08-28 14:18:22

I Also added the requested feature for page 0:

20250828-1917-14.9419836.mp4
Cameron Rentch (cameron@internetthings.com)
2025-08-28 15:09:45

@James Turner thank you we will review. What numbers are these in the dash?

James Turner (jturner@shield-legal.com)
2025-08-28 15:21:52

For "Tip New Leads & Conversion Rates" - This pulls from Law Ruler data. Same Data as dashboard 0- just updates a couple minutes later so the numbers might be 15 or so minutes behind.

For "Dashboard 0" - Pulls the agent info from the same location as LV / PHX total Contracts, just lists out the agents ids because that's how they have it set up in Law Ruler.

Cameron Rentch (cameron@internetthings.com)
2025-08-28 15:26:11

@James Turner sorry I meant which page are each of these dashbaords in our system? @Ryan

Cameron Rentch (cameron@internetthings.com)
2025-08-28 15:27:20

@James Turner for the 127 that is not what we want, come see me in office I will explain.

James Turner (jturner@shield-legal.com)
2025-08-28 15:29:25

OMW

🙏 Cameron Rentch
James Turner (jturner@shield-legal.com)
2025-08-28 16:07:01

Filter by Lead Create Date is good to go!

20250828-2106-13.3435827.mp4
Cameron Rentch (cameron@internetthings.com)
2025-08-28 16:23:12

thanks @James Turner

Ryan (ryan@themedialab.agency)
2025-08-28 16:23:39
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