Ryan (ryan@themedialab.agency)
2024-05-23 11:44:57

@here

Good morning. I have added everyone to this Shield Legal - Orders Pipeline Dashboard which is showing everything in Copper's Order Pipeline sorted by Pipeline Stage. This does not yet have the Sold Leads, Signed Contract and Spent Revenue attached to it yet because that is still in development.

But all of us can use it for various needs to improve and streamline the processes for order setup and management. Such as:

  1. @Mark Maniora @Greg Owen, you can use it to make sure everything in Funded Setup is setup correctly with all fields completed.
  2. @Luke Fontaine, each time a new record appears you can use that as a "alert" to setup a client dashboard using the Distro emails.
  3. @Andy Rogers @Patsy Miller @Cameron Rentch, you can use it to make sure your deals are in Setup, Live and Complete / Archived as @Greg Owen and @Mark Maniora are moving them from stage to stage in Cooper
  4. @Brian Thiessen can use this to look at Amount Paid To Date to ensure all payments added to Copper are summed up correctly according to the books and payments. I will create a non-financials version for TIP in their Operations Dashboard and show Tony, Brett, Alan, Britt and team so they can also use it to see new Intakes coming in the queue.

Please note I still have to add some fields, format the values in the field and will let you know as I progress on connecting it to the media performance data ASAP.

🙌:skin_tone_4: Luke Fontaine