Ryan (ryan@themedialab.agency)
2024-09-27 13:08:57

🔴 means "gone over order amount" and :largegreencircle: means "order almost fulfilled" on the Contracts Remaining column."

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Ryan (ryan@themedialab.agency)
2024-09-27 13:45:47

@here, updated your dashboards, I have added a "Live Orders Pacing" page that shows ONLY live orders sorted by their Contracts Remaining.

Malissa, let will call you and show you something...

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Ryan (ryan@themedialab.agency)
2025-07-29 11:58:55

@Malissa, for Meadow Law, Adair, and any other situations where Andy's version of the PO is "Michigan Abuse" and we have Copper Orders, Leadspedia Verticals & Contracts and Case Type templates at Call Center, since the allocations by the conversion of leads to retainers is random or unknown then as Marc said in our last meeting, just make the Target Contracts Ordered field in Copper match what is in the Signed Contracts column.

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Ryan (ryan@themedialab.agency)
2025-07-29 12:00:01

@Malissa Do this for any of @Andy Rogers’s orders that need grouping like this so that when he filters on the client and the campaign "contains" "Michigan" he can see his final order and Marc gets the correct numbers and ratios.

Malissa (malissa@shield-legal.com)
2025-07-29 12:03:53

ok @Ryan. let's look at MI Foster Abuse - SGGH/Meadow (TIP) - Contract. 3433947. I just made the target match what we've received (based on your screenshot. still waiting for Cam to do his adjustments). Let me know if that's how it should look when it refreshes

🙏:skin_tone_4: Ryan
Malissa (malissa@shield-legal.com)
2025-07-29 12:06:03

if it works i'll take care of the others

🙏:skin_tone_4: Ryan