Ryan (ryan@themedialab.agency)
2025-06-04 14:48:58

This new dashboard for Marc is a hit. He said get it into Tony’s hands. So this is the bridge to the new Shield financials @Nicholas McFadden and @Zekarias Haile , we need to get that ready so we can ensure we are using real time contracts in the PVS plus all 67 financials use new numbers.

@Nicholas McFadden , we need to pick a date for cut off of old finanicials, even though contract counts will have to be updated in DBT to use the TIP e-sign datastore.

🙌 Nick Ward
🙌:skin_tone_3: Zekarias Haile
James Turner (jturner@shield-legal.com)
2025-06-04 15:13:48

Love to hear it! I'll tweak it around for Tony and see what I can do about getting him to use it.

👍:skin_tone_3: Zekarias Haile
Ryan (ryan@themedialab.agency)
2025-06-04 15:15:36

If he does, he and Cameron and Marc will be aligned now. Using XLS from EOD is not going to be accurate.

Ryan (ryan@themedialab.agency)
2025-06-04 15:15:53

If he does, he and Cameron and Marc will be aligned now. Using XLS from EOD is not going to be accurate.

James Turner (jturner@shield-legal.com)
2025-06-04 15:16:31

By the way, I also have a 'allleadsunique' data set, that is well, ALL leads, not just the billable ones. I imagine that can be used as well for other things.

Ryan (ryan@themedialab.agency)
2025-06-04 15:19:28

In time yes, and Tony should see all too billable leads no matter service type, not just shield.

👍 James Turner
Ryan (ryan@themedialab.agency)
2025-06-04 15:19:47

In another dashboard page in Looker E

Ryan (ryan@themedialab.agency)
2025-06-04 15:19:56

See total billable events.

James Turner (jturner@shield-legal.com)
2025-06-04 17:56:16

Set this up for tony and the call center. It's powerful, but simple. If anyone has any tips on approaching the call center to use it, it would be greatly appreciated!

https://lookerstudio.google.com/reporting/951a17ae-df4e-4965-8567-b3123015a5d3