Internal Platform Reporting
- Barnaby Murtagh (Unlicensed)
Analytics
Document status | DRAFT |
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Document owners | @Barnaby Murtagh (Unlicensed) @Adam Carter @Danny Hannah |
Tech lead | @Danny Hannah |
Stakeholders (Convertr) |
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Objective
To define all internal platform reporting needs to surface data directly related to the platform in order to better understand user behaviour and guide business decisions based on data points rather than instinct.
Existing insights
File link | notes | Link |
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Tech Dashboard - Monthly | Watching trends in volume & invalidation (total / by vertical / by industry) Use this to provide CS insights into client performance, and can also give sales a high-level view on an advertisers activity across our network |
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Tech Dashboard - Weekly | Watching trends in volume & invalidation (total / by vertical / by industry) |
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Processr Job Data | Adam pulled this last year and we were able to find insights like Agency leads are more likely to fail b/c of jobs A B & C |
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Platform exports | Benson pulled these reports manually & they had the extra fields I'm requesting (publisher / lead country / lead industry / channel). If you look at the Agency one, you'll see the type of data insights I can get from these. |
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Advertisers by Volume | This comes from the tech dashboard and sales use it to identify which brands have the most volume passing through CVTR to identify potential prospects to cold call. NO PII data is shared, but they may ask Hilton for an introduction through partners. Sales would like a similar breakout on Publishers (see publisher ecosystem tab in quicksight) |
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Assumptions
Requirements
Potential quick wins for the Tech Dashboard
| 1 | New or Current | Field | Additional Comments |
| 2 | On Tech Dashboard | Enterprise |
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| 3 | On Tech Dashboard | Advertiser |
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| 4 | On Tech Dashboard | Total Leads |
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| 5 | On Tech Dashboard | Deleted Leads |
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| 6 | On Tech Dashboard | Invalid Leads |
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| 7 | On Tech Dashboard | Valid Leads |
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| 8 | On Tech Dashboard | Billable Leads |
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| 9 | On Tech Dashboard | Processed Leads |
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| 10 | New | Publisher | Note: Publisher names also have a lot of variation similar to Advertiser Name (ex: typos, extra spaces, geo) |
| 11 | New | Channel | ex: LI connected app, E2E, upload, API |
| 12 | New | Valid + Invalid | We might want to rename Total Leads when we add this so people know what each are... This request is b/c Deleted Leads skews invalidation a lot on a few accounts. Note: this can probably be a calculation in QuickSight, but it may need to be done repeatedly and I don't know how to do the calculation yet. |
| 13 | New | Invalidation Rate | QuickSight should be able to handle this, but I'd need help writing the syntex calculation. |
| 14 | New | Enterprise Type | During enterprise setup, tag as Agency, Pub, or Brand |
Open Questions
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Who owns the infrastructure for Internal Platform reporting? |
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How will internal platform reporting be accessible / shared with the Convertr business units? |
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As part of ‘Valid + Invalid' are 'Caution’ leads included in Invalid total? |
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Out of Scope
All data reporting related to Platform reporting - Customer
Success metrics
Once we understand the full scope of internal platform reporting we will address the metrics for Success.
Goal - TBC | Metric - TBC |
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