@Greg Owen and @Malissa, I think in Copper an order has text when it should be a number, all I can get is this message from my database error, "Campaignrestartedfor20moresignup"
Do you either know which Opportunity this is referring too?
I'll look through what has been extended or restarted recently and see if I can find that note
@Greg Owen the note section doesn't automagically change back when you change it. so it's possible it did get put in as a payment.
Nice, and that is definetly a note I made.
but it's a note note. not like a note in a payment section
would the date being in the note cause an error @Ryan?
No problem! I put "retstarted" in the search bar. I didn't accept that it was saying "no results found" so i hit enter lol.
@Greg Owen @Malissa, so yeah, it's every one of Greg's Notes with payments in them and dates causing these issues. From now on, JUST put a payment, only the number, then add a "comment" to that Payment Activity if you want to add anything. I'm deleting these notes now and adding a payment where one was not already added for that amount.
This caused about a 3 hour loss of me being able to prepare this new Orders Dashboard for Cameron, so please make sure we follow this requirements. If I can figure out how to filter out Note Notes from this issue, I will but I have not yet.
My apologies Ryan. I did all those before I knew about the payment option.
@Ryan are you using the dashboard builder in copper?
@Ryan if any of my notes are from after 4/15, then those payments will already be entered as an activity from the list Brian gave Malissa and I last week.
@Malissa, no. we have a data warehouse where Copper opps, payments are linked to the Leadspedia Contracts, summed up and then linked to the spend, leads and contracts so we have a true "Order Fulfillment Dashboard" powered by Copper and Leadspedia and our daily financials we crunch everday at 9AM for the prior day.
@here, I fixed it! Copper has a fixed Activity Type ID for Payments
So I had to filter the data by "and type_id = 2019267"
@Ryan we have entered all payments from 4/15-7/12 that weren’t already entered, except for 4 or 5 payments from Flatirons that are listed as “multiple campaigns”. We have nothing showing what campaigns these are for. How would you like us to input these into Copper?
Awesome, fix any with the () with a - too @Greg Owen
@Ryan I’ve gone through the invoicing info I have and case names weren’t on the “multiple campaign” invoices for flatirons. One idea I had was making a card for just “multiple campaign- flatirons” but that might not be helpful.
@Malissa, it won't be helpful...you'll need to ask Cameron how we broke up the order in Leadspedia per Case Type on that order.
Cameron had to decide how much to put on Lejeune, CPAP, Firefoam, etc. when he told Mark Maniora the original budgets for Leadspedia
Mark can pull the campaigns and show the Credit History Log so you can back-into those numbers as long as you and Mark are clear on which invoice / date-period it's for and what he put as "Credits" into the "Budgets" in Leadspedia.
And going forward I can ask before I make the invoice so we can record that right then
I’ll get with Mark tomorrow to match up payments with LeadsPedia
@Ryan @Malissa there is no record of the Flatirons payments in LP. I have sent Cam a message with the payment dates and amounts asking if he knows which campaigns the payments are to be applied to and how much for each.
@Greg Owen, good idea but you can see here how to look up the first Budget Credit in Leadspedia at the Contract level, not the ideal way to "reverse engineer it" but FYI if you did not already know:
I don't have access to LP. I'll see if Mark Maniora can find them but I know he is working on all the new campaign setup stuff that came through yesterday.
@Ryan I have not heard back from Cameron yet from my message yesterday regarding the payments from Flatirons. Mark is still elbows deep in getting new campaigns set up so he hasn't had time to look through LP for those payments either.
I've got LP access. I don't think it's full access but let me see if i can find them.
@Mark Maniora can help you get the original dates and "budget / credits" he setup on those @Malissa, but when Cameron gets a Google Sheet version of all Order Pipeline / Funded / Live opportunies in Copper, he'll have to fix the "Target Order Budgets" and what was "paid by each" so that may be the way to get it cleaned up. I hope to have the Dashboard-GoogleSheet exported to him today.
Ok @Ryan Greg and I just stared at Leadspedia for a bit and we think we've found $1,350,000 of the 3.9 that is for "multiple cases" There's $2,550,000 still unaccounted for. We believe that 1.35m is for Firefighting Foam.
Excellent, Cameron’s big validation will make sure it’s all accurate
@Greg Owen @Malissa, should this deal be in Funded Live and should it have 2 payments of 250,000 or just one?
@Ryan That is one of Patys's campigns. She has 2 of them listed in "Funded Setup" (Paraquat - AWD/Wagstaff and Paraquat - AWD /Wagstaff - Round 2). Both are for $250,000. I'm not sure why she hasn't moved the first one to "Funded Live". I was told by her to not move her campaigns through Copper, that she would take care of her campaigns in Copper.
yeah i touched one of her lost campaigns and she called me two seconds later lol
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hi @Ryan i have a list of payments we've received for contracts/invoices sent. If i can find payments for stuff older than 4/1 do you want me to put those in copper?
@Malissa, yes but be sure you "blank" out the "Amount Paid To Date" field so that my dashboard code knows to use the Activity > Payments and not a (greater than zero) Amount Paid To Date static amount. Note, those amounts in the payments were verified by Cameron in his Q1 "Orders Dashboard" reconcile. So just be aware and maybe use that value for the payment like I did this morning when I @ tagged you in Copper.
If the older deals have a value in "Amount Paid To Date" and a "AWS Order ID", then you know they are from the import.
Before i go all gung ho, i'll send you one to make sure it's ok
How much was in the "Amount Paid To Date" field before you added the 500,000 Payment?
But if that field has a value, and old payments do not match that, I'm not sure what to recommend. Cameron told me what the "Amount Paid To Date" was on any AWS Order ID Opportunities.
Let me know when you are done, so I can do a Copper Historical Sync in our data-pipe software.
i'll avoid anything with something in that column other than 0 for now
k i'm going to go to lunch. i've only done the one for now
31683548 still has a note for a payment. i didn't want to fix it in case i messed something up
@Malissa, will send Loom video of how to handle these.
https://www.loom.com/share/a5da88d87e0240bbaf359570a07dea04
This will let your payments and the old static field of "Amount Paid To Date" to be moved to a "Payment" to sum up in the new dashboard.
The code does not add them together from that old static field, it uses the Payments if that field is blank. So you can do this @Malissa for ones that have that AWS ID and value.
hey @Ryan. For active campaigns, what should we put as the end date? Or does an end date need to be in that field?
*Thread Reply:* never mind. i figured it out lol
also, we're putting the payment amount in that cam edited?
Yes, you were putting in Cameron ‘s payment amounts as payments and make sure that the fixed, static field “paid to date” is blank, not zero. I’ll remove that column when we’re done this.
yeah i've been making sure that's blank. do i need to research and find a date for them?
@Ryan what's our deadline to have this done? Before Monday's meeting?
ok cool. so we can take a break for a bit lol.
i got blisters on me fingers! ~ Ringo Starr.
Anywho, @Ryan there are three left in yellow. two have your name and that's because you logged a payment and i'm hoping you can just alter it. the other is ?? regarding "Null."
Null financials mean there isn’t any revenue spent.
Yeah I just didn’t know if I should write that in copper
good morning @Ryan is there anything left to do on that file?
I’ll be in the office in 20. I’ll spend time reviewing the sheet and the updated dashboard to see what else.
hey @Ryan , i moved that flanagan AFFF card back to setup for now. Should we rename one of the other two stages or rename several? We want to make sure we know what's pending payment for renewal. 🙂
The word Live will ensure it shows up in the tip side
@Ryan it looks like 32168932 isn't populating correctly in the PvS dashboard. We should have 113ish signed contracts and it is saying 66
@Greg Owen, we have 66 signed through July 22nd validated in TIP dash and SL Dash
PVS Dash is based on "Yesterday", not real time today
Ah, ok. for some reason i was thinking real time. sorry 😞
SL is through Yesterday TIP is updated 4x per day (4:30 AM / 8:30 AM / 12:30 PM / 3:30 PM
Hey @Ryan just you me and Greg on this chat. The payment ms we have the info for have been logged. I’m going through the payments file and checking copper to be sure.
If we don’t know something, we don’t have a way of making sure it’s in there.
So I’m wondering if some of the issue is money allocation
Can you and Greg check that invoices paid spreadsheet he was bragging about that he claims is so accurate, and make sure all of your payments match with the payments listed there
Yeah I’m working through that. I’m not going to lie, it’s not accurate and that’s because some payments from like flatirons, etc aren’t broken down in what they’re paying
Maybe suggest in our group chat that you Bryan and Greg will validate all payments through the accounting system by the end of tomorrow?
I can call Andy and ask him to login and make sure all of his deals have the correct order budgets. But Cameron is doing that now on some spreadsheet.
I think that’s a good idea. I can ask him to send me the file he’s looking at so I can see what he’s seeing too. I know it’s probably the same.
Any order from Andy, since I started last September, I have record of and has been verified by Andy, multiple times.
I would bet money that the issue is payment reallocation. BG pays $500k for some campaign and then $100k moves somewhere else and we are like…
I have record if money had been moved from one campaign to another. It doesn’t happen very often.
That’s good. So it might just be some of these big payments that come in and don’t say what they’re for
It’s a process. We will figure it out and fix it and it will be amazing.
Hey Ryan, Greg and I were talking. We’ve been checking to make sure there’s nothing in the “amount paid” part. Like not even a 0. Yesterday it all seemed fine. Could something have reverted?
I don’t think so, but I completely removed that field from the code so that wouldn’t be an issue anymore, so everything just has to have payments
The dashboard only has four rows in it right now so that I can confirm how Cameron wants to see these weird formulas, note that they probably shouldn’t have negatives on paid revenue. Left to spend, and revenue spent not paid. But that’s the problem that I’m having, Cameron ‘s funky definition of some calculated fields that are really just opposites of one another.
Ok, we can get the pink columns updated first thing in the morning. Shouldn't take us very long.
Malissa Phillips moved some of the messages from this conversation to one with #mpdm-ryanvaspra--gregowen--malissa--andy-1.
hey @Ryan! What determines the number added to this field in copper?
That is the Leadspedia system ID for the case_type they call Vertical. Brian Hirst enters those, are we kissing some?
No Patsy has a new case type - Video Gaming Sextortion
Ask Mark Maniora to add a shell vertical for it and you can add it to Copper and just let Brian Hirst know.
You out the Vertical Name then space hyphen space, vertical ID.
Adminshieldcallcenter correct? i don't want to post something where i shouldn't lol
@Malissa, do it in #vertical_fields channel. Tag @Mark Hines and @Brian Hirst and @Mark Maniora and me, ask for a "Shell Vertical" if Cameron has not requested it yet.
yeah it hasn't been paid yet so i haven't sent everything to Cam.
@Ryan can you look at this one 31683548. Everything is in Copper correctly. They should have 425 as Revenue Left to Spend not owing us. It looks like the Order Amount Paid isn't computing correctly.
hi @Ryan can you check 31762052? It think it's glitching.
@Malissa, what is glitchy about it? Just so I know what I am looking for
So there seems to be $-850 stuck in order amount owed. Everything in copper (payments and budget) equals the revenue so i'm not sure why that 850 is stuck
Give me until tomorrow to re-sync, I used this for Fivetran Support to show them that this was deleted and their sync has it not deleted. See if we can get a fix to these un-deleted payments.
The column in the data warehouse called fivetrandeleted should say "TRUE" on that 850. I'll let you know ASAP.
FYI, i'm still pending a breakdown from Cam of how to apply $2m from Flatirons. i've reminded him but want to bring it up in case he sends a message about some things being wrong
*Thread Reply:* Ok. I'm thinking we should also make a "Archived Funded" page for Andy and Cameron and probably get the "old ones" updated since I'm sure that is coming as an ask from Cam and Marc.
*Thread Reply:* Great news! I've been working on that. 🙂
*Thread Reply:* I'll make a note to get JUST that pipeline pulled up and exported on that single dashboard so we can get Andy's old ones fixed first.
*Thread Reply:* i have a list of payments from now to 1/1/2023. i'm sure i can get earlier if needed
*Thread Reply:* How many deals in that archive pipe?
@Ryan Good morning! I'm going through the Archived pipeline and making sure payments are recorded and nothing is in that paid to date section.
Great, let me know when done. I’ll do the history sync
will do. some of the values are what came over from the old system. so i don't know if those got increased or not. i guess we'll find out when you do the sync
Great, and ones with any "old payments", you might as well delete them, add your payments as documented.
ok i've gone through all of them. @Greg Owen do you have any info on this one?
Firefighting Foam - LOSG/Kuykendall The Kuykendall Group, LLC / $25,000.00
Ryan you can probably run a test to see if i've missed anything.
if it exists lol. i looked in leadspedia and nothing comes up for Kuykendall unless i'm butchering the name
ok a miracle happened and it's in leadspedia.
ok, i was going to say it should be in there
he's made a lot of payments and i'm not sure i trust what's in the spreadsheet regarding description. i'll apply payments. i'm sure he's paid it.
hey @Ryan how should we do entries that were completely refunded? 31684502 is the example. the way it's in there now is showing that they owe us $350k in the report
Greg and I tested that a - will work, but not a (######) format
@here, waiting on Fivetran Support, I'll run Historical Resync ASAP and you can check these @Malissa
cool. i'm going to go run a lunchtime errand so i'll be back in a bit. 🙂 perfect timing i guess
@Malissa, doing historical sync now, Fivetran has seen the issue and is investigating. Please check your changes once done and let me know.
@Ryan that looks like it fixed it. It's kind of slow right now though so sorting is taking a while.
ok so these two we refunded the amounts in order amount owed. what's the best way to handle these? weird situation i know.
*Thread Reply:* Update value and amount paid and amount refunded @Malissa
ok i had a what would cam do moment and i've highlighted some stuff we can investigate in the archived pipeline so we can clean it up and everyone be happy.
Since these are closed, what date should we use as the end date? Last day of campaign? Generic end date?
@Ryan can you do a historical sync again when you get a chance?
ok i'm leaving a few highlighted on the doc i sent. i need to do some investigating because the amounts are pretty different. if it's green it's done.
ok i just researched stuff. @Ryan can you do a resync?
ok i think i've gotten the $$s cleaned up in the archive pipeline
I'll create a page in your dashboard for JUST that and you and Greg, Andy can do his and same for Cameron so we can make this easy and non-eventful
and just FYI, he still hasn't given me a breakdown for a flatirons payment lol. yes i've reminded him
ok, new situation. Patsy just called me about 31852719. IT's basically a renewal of 31450160. There are only the 2 leadspedia IDs. shouldn't we merge the two?
@Malissa @Greg Owen, here is a new Archived page on the stand alone dashboard. I would export into one sheet, put Andy on one page, put Cameron on another, attempt to correct them and mark cells a color. Then next week (me and Andy are in London) have Cameron confirm his sheet for the Copper only fields. (hide the other columns if necessary in their tabs, we know the financials and formula fields are accurate.
got it. i could have just refreshed lol. i need more coffee
hey @Ryan i've had coffee. I was wondering, is there a way in Copper to add in "Total Paid to Date" or something like that to Company profiles? In previous CRMs/ERPs i've used, there was a way to see how much customers had paid overtime. I ask because it could help us see what a company has paid as a total and might show where they've overpaid on one campaign and underpaid on another.
We can create a dashboard that removes the contract and just has the pivot of Company Name and SUM of their orders, so a Company dash page on that, make sense?
And today, I'm buried with EOM financials so apologize if i'm not responsive
hi @Ryan i wouldn't be surprised if i'm losing my mind and it's right in front of me. Anywho i'm not finding the tough mudder campaign in paid vs spent. Here's the copper ID 32506769. can you let me know what's missing/what needs to be fixed? that way we can make sure it's not a reoccurring issue.
hey @Ryan, with this hot copper dumpster fire, i'm updating admins.
*Thread Reply:* we emailed Vikki at Copper to figure out how Andy's emails cannot be shown to anyone but him.
Hey Ryan, i think i found a way to prevent new emails from being public.
i also changed the access the teams have. but this is how i've set up my settings. the highlighted part should be universal for our company. so far so good
How do we assign Cameron to deals then? With a fake email user?
Use a burner email so his name still appears in Dashboards
can we ask copper if there's a way to purge saved emails from the system?
Please don’t. Just use
it won't let me change his email. 😐 do you have access to do that?
@Malissa , I do not. It may not let you, you could reach out to Support or you can filter all of Cameron ‘s deals, make sure you can do a bulk change of the owner. Delete the old user, add back the new user with that email above and name that user Cameron Rentch .
k. right now i'm manually purging the emails. aka deleting them starting with Cam and Andy.
Cameron wants that user deleted, so you need to make sure that when you delete him that all of his deals can be changed to the burner user email
yeah i'm going to create the burner first and then delete it.
ugh crap. i have to invite people. i can't just create someone
i could create a free account or something with like outlook or yahoo
That email I gave you above will function as a new user, invite that person, it will come to your inbox and then when you set it up without a Google account, then you can name it Cameron Rentch
All Google account emails can add a + in anything else after the alias before the @
Yes, he just gotta make sure that you don’t remove the owners of all the deals when you delete the users, that’s why I would make sure with Support that you can bulk change opportunity owners, or you’ll just have to go back through and add the burner user as the owners
Once it’s all done, let me know so I can do a historical sink of the data into the data warehouse to make sure that all of those changes get caught
cool. greg, i haven't gotten anything for the malissa+cam@shield yet. going to do greg+cam for now
got that with malissa+cameron@shield too when i first tried
yeah it won't take it. it took greg+andy no issue
forgive me if this is a dumb question @Ryan, this wont change anything with the PvS dashboard, will it?
Otherwise, when I’m done driving, I will get you a user group for Cameron ‘s burner user
If you guys assign the new burner users for Andy and Cameron to all the opportunities, it won’t affect the dashboard.
yeah it won't work. it doesn't like burner's for cameron. i'll wait on his
@Malissa @Greg Owen, this is a Google Email Group, this email only comes to you and Greg. It will work I hope for Copper, lmk:
they don't have a way to bulk update so we have to do them by hand.
i used greg+andy on that one. i think we're ok.
Copper is going to try to make all emails private on their end
PvS looks good with all the account executives changed over.
i have no options for anything other than edit
if doing the name+name thing, we probably want to use gregowen+. Because other greg got it too. 🫠
he's deleting everything. all he got were assignment notifications.
Yes, it has to be your email to get it when you use "
cool. greg goes to both gregs so at least the right greg got it
i don't know if i trust copper on the email thing yet. if you guys can look in the feed and see if you can see any of the emails i recently sent to a client i'd appreciate it
k i'm going to take a break from my monitors for a bit lol
ok the last step we have is purging Andy from Copper.
We have to contact Copper to get his account changed/removed/whatever, since he's the account owner.
@Ryan who uses this login and do they need it?
@Ryan when you have a minute can you do a historical sync for the PvS to update some more changes that have been made
@Ryan is LookerStudio having issues this morning? It is taking a long time to load pages and sometimes multiple attempts.
@Ryan @Greg Owen
Hi! So, Andy didn't like that there's not a FUNDED CLOSED option in the Orders Pipeline. Thoughts?
Hi @Ryan I didn't see the FUNDED CLOSED option pop up. If you're busy, i can add it. 🙂
So in the orders pipeline of copper, It might be good to have FUNDED CLOSED as a section for closed but not archived campaigns to go. We could probably just rename RENEWAL Pending to closed to be honest.
@Malissa, you can rename Renewal Pending to Funded Closed for sure.
hey @Ryan the new looker Shield Orders Pipeline.... how often is that updating the signed contracts?
Right now, it is updated between 7AM and 10AM once daily through "Yesterday" always. Soon it will be realtime.
Depends on a few things...Nick McFadden's LawRuler Lead Inbox comes first, then I get Sold Leads from Leadspedia into the data warehouse, then that dashboard will update Leads, Signed Contracts real time, and media spend will be at end of day once Media Buyers close down their day.
Guessing 60 days I hope...
BTW Typing "how soon is soon" made me think of this scene:
and they are finally making a sequel, or at least that is the rumor
heck yeah! I just hope it's called "Spaceballs 3: The Search for Spaceballs 2 - The Search for More Money"
hi @Ryan. There seems to be some weirdness with e-signs getting reported to slack. When I was updating some data for Andy, I noticed that Law Ruler was showing a lot more signups than what was popping up in the slack channel. I've attached a file that's just October for DL/Flatirons for examples. The ones highlighted are ones that I couldn't find at all in Slack. We use the slack channels as ways to make sure we're reporting current signups so we can monitor caps. Can you help us determine why some e-signs are not coming through?
@Malissa, I have about 5 minutes to show you how to investigate these before I got to run
hey @Ryan just a reminder to give us a version of the PvS report Marc sees. 🙂
@Ryan good morning! Can you check CA Juvenile Hall Abuse - Banafshe Law Firm in copper? We logged a payment in sept but it's showing as 0 on the report. let me know if you see any typos that broke it.
hey @Ryan is there a way to get the current price per the client dashboards in to the shield orders pipeline report?
*Thread Reply:* Yes, later today when I'm dug out
*Thread Reply:* It's already on that dashboard @Malissa, called "Actual Avg. Price"
*Thread Reply:* Don’t know why I didn’t realize that lol
hi @Ryan i don't think any of the financial numbers are updating this morning. Can you do a resync?
hi @Ryan There's something funky going on with Looker Studio and the Forman LA County Foster Care/CA Juv Hall campaigns. There's only 1 signed retainer showing in looker studio.
33016321 - CA Juv Hall Detention - ACTS Forman/Laba 33153669 - LA County Foster Care Abuse - ACTS/Laba Forman
Lawruler shows we have 8 e-signs for CA Juv Hall. Can you see if you can figure out what isn't connecting?
Have Mark Maniora check his naming convention in Leadspedia, post those exact names here for me. I bet it's his typical errors.
I forgot that we have it spelled Foreman as well as Forman. So that's definitely causing an issue.
What tends to happen is that the case type in the contract name must match the case type in of vertical name, he makes that mistake often. If they don’t match, they will not connect in the PVS dashboard.
I’ll be home soon and check, but if you can post the contract names and vertical names here, we’ll see if that’s it.
@Ryan are you changing things in copper right now?
Hi @Ryan For the campaigns we are doing that have (CA JDC Abuse) in the names, how should we handle in Copper? Should we add those leadspedia IDs to the existing entries or make new entries?
Add to existing entries if it's a spin off an existing budget and order already in Copper. e.g. New Line Items added to a Purchase Order. If it's a separate budget that Cameron wants to track, it would be separate order.
so we are supposed to share a budget and that makes sense. Would the vertical become an issue? like the existing one would be, for example, Alameda JDC Abuse. But these are all CA JDC Abuse
It will be an issue if not same verticals. We connect the old financials by vertical name to a table that gets the vertical from LP matched back to your contract ids in Copper .
It will be an issue if not same verticals. We connect the old financials by vertical name to a table that gets the vertical from LP matched back to your contract ids in Copper .
@Ryan Do you have time for a quick video call with malissa and I?
if not this afternoon, do you have time tomorrow morning?