@deleted-U04GZ79CPNG please get with @Ryan and review ASAP. On these sheets you created for me https://docs.google.com/spreadsheets/d/1RN_lYhBTCQiH08ehz93M_g1fYufUHP1y10reMthvRPM/edit?gid=591298614#gid=591298614
From 1-1-24 thru 7-24-25
@deleted-U04GZ79CPNG please get with @Ryan and review ASAP. On these sheets you created for me https://docs.google.com/spreadsheets/d/1RN_lYhBTCQiH08ehz93M_g1fYufUHP1y10reMthvRPM/edit?gid=591298614#gid=591298614
From 1-1-24 thru 7-24-25
@deleted-U04GZ79CPNG , once the sheet is updated with the right number of rows per tab, let me know and I’ll get the prices added per day
@Cameron Rentch @Ryan I have to run into a meeting with Bailey Glasser. I am almost done with all of the investigation on these and I just need to put it together. I will send it over as soon as I am done in the meeting
@here I have finished looking into the discrepancies. Attached are supporting documents.
• HairRelaxerDLandDLFlatirons contains a report from LawRuler with all signed clients for the Dicello Flatirons and non-Flatirons hair relaxer campaigns. It has every client with an e-sign date during the specified timeframe, including declines, to make sure that there were no discrepancies due to status updates. The declines were not included in the original googlesheet. This can be found in the "Detailed Report" tab. The "Tables" tab has two pivot tables based on this data. One shows _all statuses by firm category (DL or DL Flatirons) and the other shows only the statuses that were included in the original GoogleSheet by firm category. The tab "Update Actions" is a summary of what actions need to be taken to reconcile the googlesheet and the dashboard based on the discrepancies I followed up on. Some of these are noted in the "Detailed Report" tab, the rest are detailed in the other two documents.
• Billable Leads All Time HR Flatirons 1.1.24-7.24.25 was exported from the dashboard. The filters were the specified date range and all of the Flatirons hair relaxer case types. I checked this against the LawRuler report and wrote in notes for any discrepancies. There are 680 clients total here, but we did not include the Signed e-Sign Billable Declined by Firm clients in the GoogleSheet. With these removed, there are 578 clients, which is one off from our googlesheet (there is an update for the one discrepancy).
• Billable Leads All Time HR DL 1.1.24-7.24.25 was exported from the dashboard. The filters were the specified date range and all of the non-Flatirons Dicello hair relaxer case types. I checked this agains the LawRuler report and wrote in notes for any discrepancies. There are 50 clients, which is one off from our googlesheet (there are other discrepancies but the total number will be 47 once they are resolved)
For your convenience, below are the updates listed in the "Update Actions" tab.
GoogleSheet Updates
Lead ID Action Notes
113359 Remove from DL Original e-sign date outside of timeframe
104982 Remove from DL Original e-sign date outside of timeframe
175906 Remove from Flatirons Original e-sign date outside of timeframe
471587 Add to Flatirons Original e-sign date is 7/18/25
388504 Add to Flatirons Status updated in LawRuler
Dashboard Updates @Ryan
Lead ID Action Notes
117757 Update e-sign date is 2/8/2023
114510 Update e-sign date is 3/23/2023
146895 Update e-sign date is 3/26/2023
@here I have finished looking into the discrepancies. Attached are supporting documents.
• HairRelaxerDLandDLFlatirons contains a report from LawRuler with all signed clients for the Dicello Flatirons and non-Flatirons hair relaxer campaigns. It has every client with an e-sign date during the specified timeframe, including declines, to make sure that there were no discrepancies due to status updates. The declines were not included in the original googlesheet. This can be found in the "Detailed Report" tab. The "Tables" tab has two pivot tables based on this data. One shows _all statuses by firm category (DL or DL Flatirons) and the other shows only the statuses that were included in the original GoogleSheet by firm category. The tab "Update Actions" is a summary of what actions need to be taken to reconcile the googlesheet and the dashboard based on the discrepancies I followed up on. Some of these are noted in the "Detailed Report" tab, the rest are detailed in the other two documents.
• Billable Leads All Time HR Flatirons 1.1.24-7.24.25 was exported from the dashboard. The filters were the specified date range and all of the Flatirons hair relaxer case types. I checked this against the LawRuler report and wrote in notes for any discrepancies. There are 680 clients total here, but we did not include the Signed e-Sign Billable Declined by Firm clients in the GoogleSheet. With these removed, there are 578 clients, which is one off from our googlesheet (there is an update for the one discrepancy).
• Billable Leads All Time HR DL 1.1.24-7.24.25 was exported from the dashboard. The filters were the specified date range and all of the non-Flatirons Dicello hair relaxer case types. I checked this agains the LawRuler report and wrote in notes for any discrepancies. There are 50 clients, which is one off from our googlesheet (there are other discrepancies but the total number will be 47 once they are resolved)
For your convenience, below are the updates listed in the "Update Actions" tab.
GoogleSheet Updates
Lead ID Action Notes
113359 Remove from DL Original e-sign date outside of timeframe
104982 Remove from DL Original e-sign date outside of timeframe
175906 Remove from Flatirons Original e-sign date outside of timeframe
471587 Add to Flatirons Original e-sign date is 7/18/25
388504 Add to Flatirons Status updated in LawRuler
Dashboard Updates @Ryan
Lead ID Action Notes
117757 Update e-sign date is 2/8/2023
114510 Update e-sign date is 3/23/2023
146895 Update e-sign date is 3/26/2023
@deleted-U04GZ79CPNG, I need the Google Sheet links for what I need to update on prices
I see the correct prices on that orginal link @Cameron Rentch, thanks @deleted-U04GZ79CPNG
@Cameron Rentch @deleted-U04GZ79CPNG fixed in TIP DB:
@Ryan did you fix and give me the updated sheet?
@Ryan @deleted-U04GZ79CPNG I am very confused. PLEASE update this sheet to be accurate. It is still wrong.
I need to send this report in the next 30 min it is urgent
@Cameron Rentch I did update that sheet. The discrepancy you noted with the 662 Flatirons clients includes the billable declined by firm. Do you want those included in this report as well?
There are non-Flatirons DL sign ups with Crump for this time period
@deleted-U04GZ79CPNG I am certain that is wroing and those were retriggered OR reassigned to Dl Flatiomnrs
@Cameron Rentch The only ones I know of being reassigned to Flatirons were the Demayo ones that we already moved. If there are more, I am happy to go through and update those clients as well
@Ryan
@Cameron Rentch I only have access to the Operations dashboard, so I can't see what you are seeing. Are you able to export the table and send it to me so I can figure out where the discrepancies are?
@deleted-U04GZ79CPNG, the prod TIP DB shows 680 in that time frame for Dicello/Flatirons. So use this as a guide: https://docs.google.com/spreadsheets/d/1V2ANsKJUzjwi84s2IHK1RI7uRzghv2cw3wc_cbcc6e4/edit?gid=0#gid=0
Yes, that I what I pulled and compared to LawRuler. The only ones I excluded are in billable declined by firm status
I was just checking that pull's daily counts against the customer dash googlesheet you shared. I only found a discrepancy of 13 clients, which does not account for the ~100 that we have here
@Cameron Rentch Would you like me to put the billable declined by firm clients in this? That will make your numbers match
@Cameron Rentch @Ryan I updated the DL Flatirons tab. It matches the 680 now
@Ryan @deleted-U04GZ79CPNG I need to run another sheet for for DL/Flatirons for Paraquat during this time period Dec 7 2023 - Aug 15 2025
DL Flatirons should contain 797 e sign finals (not including Demayo, no paraquat 5, no paraquat 7, no paraquat 1 - these were transferred later) Customer dash matches our dash - so Brittany you will need to show 797 for DL Flatirons
Other firms during this time frame AWD/Wagstaff DL/Meadow
@deleted-U04GZ79CPNG @Cameron Rentch, I confirm 797 during those dates in SL financials and have the data ready to put Price Per once sent.
@Ryan reminder I do not need price per on DL FL, only AWD/Wagstaff and DL/Meadow
@Cameron Rentch Do you want it in the same folder as the other reports? Or would you like it separate?
if you can send to me first, I will review and then you can upload to the folder
@Cameron Rentch @Ryan I got 787 for DL Flatirons when I removed the Demayos and the Declines.
https://docs.google.com/spreadsheets/d/1yvMbwH-KF4PPyKfimOPG4LI9t9hsg-mAC-6xHftJXqE/edit?usp=sharing This is what I was able to find for each of the firms you requested. There are 979 rows for Flatirons, but 976 clients
thank you @Ryan please populate the rates then I will do final review. thank you
@deleted-U04GZ79CPNG you can now please upload the Paraquat file above into the shared folder. Thank you!
@Cameron Rentch Same link, but it is now in the folder with the other documents