1-Report Cadence - Andrew Transition

Report Cadence: 

Daily: 

EEO reports for daily EEO’s.  (Mornings After 10am Eastern.) 

• Deepthi, Joseph and Anuj in teams convo with David to discuss using the power BI dashboard subscription to automate pulling EEO reports

  • Daily, weekly, final reports to clients / conor

  • Monthly reports - key performance indicator report - this is a monthly recap for EEOs - Must be done between 1^st and 5^th. 

    • Met with Conor, not needed for him / sales

Monthly: 

• Finance Report, showing Direct mail usage on Postal account. Must be done between 1^st and 3^rd. 

  • Chasitty Carr, Accountant replied to Adops and advised that they have the credentials and can retrieve this report themselves. 08/06 2:00pm

• Net New Records report. Must be done between 1^st and 5^th.  To Leonard and Jeanne

  • This is a count of net new records added via list purchases and the FCME dashboard

  • Open

    

• 2024 Procurement Report. Must be done between 1^st and 5^th.  To Leonard and Jeanne

  • This is simply a recap of lists purchased and budget consumed

  • Open