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0_Unconverted Emails

Project: 0_STAGING Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Non Converted Emails

Attribution

Project: 0_STAGING Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Attribution Test

Bad Debt_v2

Project: 0_STAGING Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Overdue Payments Crosstab - Faster

Current Customer Value

Project: 0_STAGING Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
CANCELLATION_L1
CV by Tenure, Product, Payment Mix
CV by Tenure, Product, Payment Mix (2)

Non-Converting Emails

Project: 0_STAGING Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?

Presale Signup Time Series_fbProphet

Project: 0_STAGING Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Marketing Forecast with fbprophet

ProCoach Cohort Results

Project: ARCHIVE Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Activity
Retention
Workout Attach

COVIDProjections

Project: Alaina's Drafts Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
COVID-19

PN The Jennifers

Project: Alaina's Drafts Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?

ProCoach dashboards for export

Project: BV Report Subscriptions Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
FW Weekly Acquisition Dashboard
Monthly Clients
Monthly Revenue
Monthly Subscribers
Monthly Support Tickets
Monthly Users
Monthly Workouts
Participation Rates
Signup and Conversion Dashboard
Signups
Top Messengers
Weekly Acquisition Dashboard
Weekly Client Dashboard

PN Starter Dashboard

Project: Default Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Sample Side By Side Charts
Sample Single Chart

Sheet 27

Project: Default Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?

Level 1 Intake analysis for guide purchasers - June 2020

Project: Definitive Guides Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Ages
Career Time
Education
Full or part time
Gender
JTBD
L1 Version
L1 completion
Learn about L1
Number of Clients
Nutrition credentials
Occupation in industry
Occupation setting
PN Coaching
Reason for L1
Working in industry?

Launch Registration Dashboard

Project: LAUNCH Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Certification Executive Dashboard A near-real-time (<30 minutes behind) view of the latest L1, L2 and Macros launches for programs, and summaries for a program broken out by monthly/prepaid/backoff. I want to see how the current/most recent launches are performing. When I want to see Level 1, Level 2, and the Macros DG launch summaries.
Launch Day Dashboard Registration summaries by day of launch, broken out by selectable programs, plans, and plan types, with an historical comparison against a previous launch, and grouped by subscription state. I need to compare performance of a certain plan type or plan between two launches for the same product. When I need to think about how a given launch's plan performance compares to similar plan performance in a previous launch.
Level 1 Always Open Dashboard Daily sales by lead type and plan type, for a selectable range of dates and lead types. If I need to know how certain lead types and plan types are performing for L1v4 for a given range of dates. When what I care about is how many of each plan type we sold for each different lead type.
Sales By Date Dashboard Daily sales by plan type, filterable by program, plan, lead type, and lead source. If I need to see how many sales, and how much revenue, we had in a range of days. When I need to see a daily report of units and revenue for a given lead source.
Stats dashboard Subscription and addon counts by program, plan type and subscription status, filterable by subscription date created and program. If I need to see raw subscription or addon counts, by subscription status, for a program. When I care how many subscriptions were created in a given time frame, and what their current status is.
Subscriptions By Date Dashboard A line chart of subscriptions created by program, filterable by programs and subscription created date. If I need to know how programs are performing compared to each other. When I want a quick view of what programs are generating the most number of new subscriptions.

L1 Client Intake

Project: LEVEL 1 CERTIFICATION Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Level 1 Ages
Level 1 Current Level of Education
Level 1 Gender
Level 1 How did you find out about L1?
Level 1 How long Career
Level 1 In your opinion how important is Nutritoin Education
Level 1 Number of Clients
Level 1 Nutrition Specific Credentials
Level 1 Occupation
Level 1 Participated in PNC
Level 1 Where Occupation
Level 1 Why did you decide to register for L1
Level 1 Work Health Fitness
Level 1 Work in Another field

Level 1 Certification Dashboard - Facebook Group Comparisons

Project: LEVEL 1 CERTIFICATION Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Graduation - FB vs No FB
Graduation by Launch
Graduation by Plan
L1 & L2 NPS
L1 Cancellation Reasons
L1 Exam Completion - FB vs no FB
L1 Intake
L1 Retention
L1 Revenue Analysis Detail
L1 Revenue Projected vs Actual

Level 1 Certification Dashboard

Project: LEVEL 1 CERTIFICATION Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Graduation by Cohort
Graduation by Launch
Graduation by Plan
L1 & L2 NPS
L1 Cancellation Reasons
L1 Exam Completion
L1 Retention
L1 Revenue Analysis Detail
L1 Revenue Projected vs Actual

Level Client Intakes

Project: LEVEL 1 CERTIFICATION Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Level 1 Ages
Level 1 Current Level of Education
Level 1 Gender
Level 1 How did you find out about L1?
Level 1 How long Career
Level 1 In your opinion how important is Nutritoin Education
Level 1 Number of Clients
Level 1 Nutrition Specific Credentials
Level 1 Occupation
Level 1 Participated in PNC
Level 1 Where Occupation
Level 1 Why did you decide to register for L1
Level 1 Work Health Fitness
Level 1 Work in Another field

Level 2 Client Dashboard

Project: LEVEL 2 CERTIFICATION Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
L2 Client List
L2 Client Map

Zendesk Metrics Draft

Project: MJ draft bin Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?

Zendesk Summary and Monthly Metrics

Project: MJ draft bin Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Monthly Create v Solve
Monthly Ticket by attribute
Monthly Ticket dates
Monthly metrics
Monthly ticket efficiency

Anytime Fitness Coaching Ops Boards

Project: PNC COACHING Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Anytime Fitness Finance Boards
PN Coach Assignment Dashboard
Weekly Active Dashboard

Anytime Fitness partner dashboards

Project: PNC COACHING Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Weekly Active Dashboard

ProCoach Intake Profiles

Project: PROCOACH Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?

ProCoach Login Behaviour

Project: PROCOACH Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
ProCoach User And Session Count By Plan And Signup Month
Subscriber % Use By Month of Signup and Day Into Program

ProCoach Performance Metrics

Project: PROCOACH Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Monthly Clients
Monthly Revenue
Monthly Subscribers
Monthly Support Tickets
Monthly Users
Monthly Workouts
Participation Rates
Signup and Conversion Dashboard
Signups
Subscriber Activity
Subscriber Messages
Subscriber Retention
Subscribers With 5+ Clients
Top Messengers
Weekly Client Dashboard

ProCoach refund dashboard BIA-236

Project: PROCOACH Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?

Selectable Customer Care Retention

Project: Prospects and Client Care Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Dashboard

Zendesk Summary and Monthly Metrics

Project: Prospects and Client Care Documentation last updated: 2021-02-08 11:43AM

Dashboard Description Why do I need this? When would I use this?
Monthly Create v Solve
Monthly Ticket by attribute
Monthly Ticket dates
Monthly metrics
Monthly ticket efficiency

helicase.local: ~/projects/bia_documentator/workbooks (master|…) ~➨

@mjperrier

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@mjperrier mjperrier commented Feb 9, 2021

If I delete the Zendesk metrics from MJ's draft bin (since there are the real ones already in Client Care folders) will they automagically disappear from here?

Also the updated L1 boards don't appear, just the old ones. Here's what I think we should use:

https://reporting.precisionnutrition.com/#/views/UpdatedLevel1ClientIntakeDashboards/L1IntakeStoryboard. (this has all of the relevant L1 Intake stuff they need)

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