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Cameron Rentch (cameron@internetthings.com)

2024-05-31 11:14:10

@deleted-U05ANA2ULDD this is good we are making progress.

I’d like to get operations Nick added in here. I’d like to see also each night:

Agent names
Calls by agent names
Successful contact by agents name
Signed clients by agents name
Signed clients by agent by each hour

Thank you!

@deleted-U04HFGHL4RW ^

slackbot

2024-05-31 11:14:43

@Nick Ward has been added to the conversation by Cameron Rentch.

Cameron Rentch (cameron@internetthings.com)

2024-05-31 11:14:56

@Nick Ward see abive^^

👀 Nick Ward

deleted-U05ANA2ULDD

2024-05-31 11:32:56

Sounds good to me 🙂

👀 deleted-U05ANA2ULDD

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-05-31 11:38:58

@deleted-U05ANA2ULDD I'll swing by to chat shortly about what reporting lives and what we can pull together on this front!

🙌:skin_tone_2: deleted-U05ANA2ULDD

deleted-U05ANA2ULDD

2024-05-31 11:51:30

Amazing! Thank yo

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-05-31 16:57:54

Here's a summary of what the plan is to make this happen. Unfortunately there is not a clean way to do this based on our phone system and database setup, but that doesn't mean we can't get creative. It won't be sustainable to do this manually for long, but the permanent fix has been on BI and my map. We'll go into this intending to cover all possible calling hours to make sure we have any data needed long term (5A-9P PST; by agent; by campaign).

Temporary Approach (for next week): • manual daily campaign reporting has to be changed to hourly with agent breakdown (from ConnexOne, Vici and LawRuler); trial run Monday for use starting Monday evening if successful • breakdown of hourly campaign conversion report to agent level • output may be clunky at first, but we'll see how we can package this as palatable as possible; Amanda to run nightly Long Term Approach (on/before 6/10): • Get all calls coming from one location... ◦ move all campaigns out of Vici and into ConnexOne ◦ remove dialer and manual call permissions from LawRuler • BI creates custom call reports from ConnexOne database • BI runs conversion results from Google Cloud database • push reporting to email/Slack daily (likely first thing in the morning to allow data flow) Let me know if there are any questions. Otherwise we hope to have a first iteration Monday night 🤞

Cameron Rentch (cameron@internetthings.com)

2024-06-01 22:17:51

This is great @Nick Ward look forward to learning more about it

👍 Nick Ward

deleted-U05ANA2ULDD

2024-06-03 22:25:23

https://docs.google.com/spreadsheets/d/1zOfBCs58t-7pbpQE1mTe00jEbkM-Mcp73090SpH9bZU/edit#gid=0

6/3 Overtime Metrics

deleted-U05ANA2ULDD

2024-06-03 22:26:07

Here are the numbers for tonight. Its still a work in progess so please us know if you need to see them a different way 🙂

👍 Nick Ward

Cameron Rentch (cameron@internetthings.com)

2024-06-04 12:33:33

thank you this is helpful @deleted-U05ANA2ULDD!

🙌:skin_tone_2: deleted-U05ANA2ULDD

deleted-U05ANA2ULDD

2024-06-04 13:21:13

If you click on the report now it will reflect the E-signs and finals by hour per agent. We had a slight glitch with the formula but it has now been fixed moving forward

deleted-U05ANA2ULDD

2024-06-04 22:38:41

https://docs.google.com/spreadsheets/d/1zrEUdGlvdkdjFVLErIulXQemO49slb9ckbDxAixVt6Q/edit?usp=sharing

Overtime Stats 6/4

deleted-U05ANA2ULDD