Meeting Title: Brainforge Analyst Daily Date: 2025-02-18 Meeting participants: Nicolas Sucari, Uttam Kumaran, Bo Yoon, Sahana Asokan


WEBVTT

1 00:02:05.210 00:02:06.300 Bo Yoon: Mimiko.

2 00:02:10.009 00:02:10.829 Nicolas Sucari: Hey! Bo!

3 00:02:12.130 00:02:13.562 Bo Yoon: How’s it going

4 00:02:27.110 00:02:27.909 Nicolas Sucari: All good.

5 00:02:32.350 00:02:33.239 Bo Yoon: There you go, Tom!

6 00:02:34.070 00:02:34.950 Uttam Kumaran: Hey!

7 00:02:35.820 00:02:37.229 Bo Yoon: Hey? How’s it going.

8 00:02:37.490 00:02:40.179 Uttam Kumaran: Good. How are you? How’s the morning?

9 00:02:40.340 00:02:41.239 Uttam Kumaran: Good. Good.

10 00:02:41.690 00:02:44.929 Uttam Kumaran: You’re wearing a New York hat. It’s blasphemy where you are right now.

11 00:02:45.825 00:02:49.220 Bo Yoon: Yeah, it’s just. I’m not a fan.

12 00:02:49.450 00:02:50.618 Bo Yoon: I just bought it.

13 00:02:51.670 00:02:52.850 Uttam Kumaran: No, no, you’re good.

14 00:02:55.341 00:02:57.209 Uttam Kumaran: Cool. Yeah. I wanted to. Just

15 00:02:57.610 00:03:06.200 Uttam Kumaran: no, we’re doing sort of daily syncs with the Ae team every day. And I kind of wanted to start doing the same thing with the analyst team.

16 00:03:06.300 00:03:09.700 Uttam Kumaran: basically just talking through how we

17 00:03:09.900 00:03:16.670 Uttam Kumaran: build a better sort of analyst group, and maybe even talking about tasks that are on everybody’s plate, I think

18 00:03:17.250 00:03:22.179 Uttam Kumaran: because Pius and Sahana are both part time, it’ll probably just be us for now.

19 00:03:24.250 00:03:30.564 Uttam Kumaran: But then I think over time as we bring on more folks on the analyst side, I think we can.

20 00:03:31.470 00:03:41.369 Uttam Kumaran: we can. You know, iterate further, this group will get bigger. But yeah, I guess kind of want to just talk through what you’re working on. And then maybe we just have a discussion on like how things are going. I don’t know.

21 00:03:41.490 00:03:43.440 Uttam Kumaran: That’s kind of it, really, from my side.

22 00:03:46.360 00:03:54.200 Bo Yoon: Well, well, yeah, I’m I’m currently working on the tablet. Replicating the graphs from for Eden.

23 00:03:54.910 00:03:58.979 Bo Yoon: the tableau craft craft that we’re talking about yesterday.

24 00:03:59.560 00:04:04.933 Bo Yoon: Yes, copying what we have from lucre studio to

25 00:04:05.640 00:04:10.760 Bo Yoon: migrate, basically just migrating what we have from Lucer studio to the tablet.

26 00:04:11.840 00:04:18.919 Bo Yoon: And yeah, I’m I’m currently coughing. I’m replicating all the all the dashboards that they have.

27 00:04:19.970 00:04:26.149 Bo Yoon: Hopefully that works for all all of the other dashboards. I’m I’m I’m almost done with one of them.

28 00:04:26.460 00:04:31.270 Bo Yoon: So hopefully I’ll be done with all of them by this week.

29 00:04:32.270 00:04:35.540 Uttam Kumaran: How is the development process you’re just developing on tableau desktop.

30 00:04:35.920 00:04:37.410 Bo Yoon: Yeah. Desktops. Yeah.

31 00:04:37.410 00:04:44.429 Uttam Kumaran: How is it working right now? I don’t know. Can you? Can I see what it looks like? Cause I haven’t really even been. I haven’t done tableau in like 2 years. Is it even any better.

32 00:04:44.430 00:04:45.070 Bo Yoon: Oh, yeah.

33 00:04:45.070 00:04:45.390 Uttam Kumaran: It’ll be.

34 00:04:45.390 00:04:52.142 Bo Yoon: Yeah, it’s it’s actually, it’s been a while for me, too. So so this is the

35 00:04:52.850 00:04:56.159 Bo Yoon: okay, I mean, this looks the same same? Right?

36 00:04:56.160 00:04:56.630 Bo Yoon: Alright.

37 00:04:57.100 00:05:03.300 Bo Yoon: yeah, it’s the same. You you connect it to the the data source. Here, you pull a data table.

38 00:05:03.630 00:05:06.900 Bo Yoon: And then you basically just make shit.

39 00:05:07.060 00:05:10.020 Bo Yoon: Yeah. And then we still share.

40 00:05:10.020 00:05:11.150 Uttam Kumaran: You make a dashboard.

41 00:05:11.150 00:05:13.089 Bo Yoon: Yeah, I’ll say that word. Yeah.

42 00:05:13.640 00:05:18.450 Uttam Kumaran: Yeah, I think the only thing I’ll probably tell everybody on the analyst team is just try to avoid any custom sequel.

43 00:05:20.053 00:05:22.420 Uttam Kumaran: Yeah, try to avoid it.

44 00:05:23.041 00:05:36.140 Uttam Kumaran: Because it’s gonna it’s just gonna mess up when we change columns and stuff instead, like, if you have to write a custom sequel, just send it like, do it, but then send it to the Ae. Team, because we will

45 00:05:36.610 00:05:40.179 Uttam Kumaran: sort of like make it available like in a table.

46 00:05:40.520 00:05:44.270 Bo Yoon: Okay. But but it’s okay to to make a calculated field for.

47 00:05:44.860 00:05:50.319 Uttam Kumaran: Yeah. But also, even if for Cal calculated fields, if you find yourself that like, if it’s not just something simple.

48 00:05:50.450 00:05:54.620 Uttam Kumaran: And you’re like, okay, we should have this end up in the warehouse.

49 00:05:54.980 00:06:04.140 Uttam Kumaran: Then we could push it there. So like, kind of like, do whatever it takes to get the dashboard done. But then, if you’re like, Hey, we’re doing a calculator field. This should just be in the table instead.

50 00:06:05.130 00:06:10.500 Uttam Kumaran: Then we can make it in the table. Cause? Yeah, I see, like, I see some of the stuff on the left side that are calculated fields right.

51 00:06:10.700 00:06:12.460 Bo Yoon: Yeah, yeah, some of them are.

52 00:06:12.460 00:06:15.310 Uttam Kumaran: Cool. Yeah, we should just have those available on the table. Honestly.

53 00:06:16.960 00:06:17.730 Bo Yoon: Okay.

54 00:06:18.240 00:06:21.640 Uttam Kumaran: But like you can. But you can work on the dashboard first, st and then basically

55 00:06:22.460 00:06:26.180 Uttam Kumaran: suggest to the team, hey, I would like to bring these into the data model directly.

56 00:06:26.970 00:06:27.460 Bo Yoon: Okay.

57 00:06:27.500 00:06:29.900 Uttam Kumaran: That’ll the team will handle making those.

58 00:06:29.900 00:06:37.240 Bo Yoon: Yeah, yeah, they’re they’re. They’re pretty simple. It was just a division or multiplication. So.

59 00:06:37.530 00:06:37.860 Uttam Kumaran: Okay.

60 00:06:39.880 00:06:42.649 Bo Yoon: Yeah, - I’ll let you know.

61 00:06:43.190 00:06:43.740 Uttam Kumaran: Okay.

62 00:06:44.210 00:06:46.579 Uttam Kumaran: But otherwise you feel good about this, like

63 00:06:46.890 00:06:54.370 Uttam Kumaran: the stuff for Eden, I feel like it’s going to be a lot of this. And then I think Robert is gonna start to get more sort of dashboarding analysis requirements.

64 00:06:54.480 00:06:58.879 Uttam Kumaran: I know we’re also having to do the like. They’re gonna plan out the Geo. Lift, experiment

65 00:07:00.620 00:07:10.799 Uttam Kumaran: and then probably start to work on a few more dashboards. I know Sahana has a few dashboards, but I may just see like, how do? How do you feel like time? Wise like you think you could take on more eaten stuff

66 00:07:11.200 00:07:14.700 Uttam Kumaran: is the pool part stuff. I feel like it’s sort of on and off right now.

67 00:07:17.730 00:07:21.849 Bo Yoon: Yeah, don’t. Don’t we have a meeting with both parts to go? Nico? Right.

68 00:07:21.850 00:07:30.840 Nicolas Sucari: No, we’re not having that just dan already answered that email saying that he’s out of office till next Monday. So we’re gonna post that until next week.

69 00:07:31.911 00:07:41.519 Nicolas Sucari: So yeah, for pull parts. Right now, we don’t have like any active stuff that we need to be doing. I mean, we can keep exploring the

70 00:07:41.891 00:08:08.220 Nicolas Sucari: quickbooks files and try to figure out what we can do from the purchase data sales from Asia. But if we don’t get into a meeting with Dan. It’s gonna be like difficult to to move forward. We have a meeting tomorrow with Payas, you and and Utam to discuss about what projects to explore or to start exploring these 2 2 weeks window like sprints. But apart from that, we don’t have anything

71 00:08:08.260 00:08:09.490 Nicolas Sucari: anything else yet.

72 00:08:10.140 00:08:22.920 Nicolas Sucari: Well, Tom, I mean we we can. We can start digging into creating the canvas dashboards for in in real for pool parts. But that’s like not a like an ask from from them.

73 00:08:23.200 00:08:31.569 Uttam Kumaran: Yeah, I don’t want to make up work to do like, let’s just let’s just do the thing that we signed up for, which is. I want to have that meeting tomorrow, but I think

74 00:08:31.730 00:08:35.629 Uttam Kumaran: I don’t think there’s there’s any work at the moment, for on pool parts, so.

75 00:08:35.630 00:08:36.230 Nicolas Sucari: No.

76 00:08:36.230 00:08:45.799 Uttam Kumaran: I want to make sure that Bo, you can take on additional stuff at Eden. Sahana has a bunch of work. I’m gonna message, Robert to say that you have availability, basically because I wanna make sure that you have.

77 00:08:45.950 00:08:52.190 Uttam Kumaran: you can start working on other stuff for Eden, because I know she’s short on. She’s short on time, so I want to give you like

78 00:08:52.990 00:08:56.039 Uttam Kumaran: more stuff there, probably, until pool parts ramps up.

79 00:08:56.320 00:09:07.429 Nicolas Sucari: Yeah, on on pull parts. I think what we what we did until now. It’s it’s okay. We just need to get it more time with Dan to try to continue discussing about that. So we can post that. Yeah.

80 00:09:09.640 00:09:15.119 Bo Yoon: Okay, just to let you know today, and tomorrow I’ll be out of office.

81 00:09:15.610 00:09:16.989 Uttam Kumaran: Yeah, this afternoon, right? Yeah.

82 00:09:16.990 00:09:18.010 Bo Yoon: Yeah, yeah.

83 00:09:18.010 00:09:18.980 Uttam Kumaran: Cool. That’s fine.

84 00:09:20.120 00:09:23.140 Bo Yoon: Yeah, I don’t. I don’t know when the pool part stuff is gonna.

85 00:09:23.270 00:09:43.480 Uttam Kumaran: Like kick off again. So I think for the rest of the week. Probably I can. You can probably work on some more stuff for Eden. I’ll just make sure that Robert can get you the requirements. So I think it’s probably a lot more. Just a lot of stuff like this. So Sahana is taking a lot of it on, but she only is able to do like one or 2 HA day. So I wanna start to give some of that to you.

86 00:09:43.480 00:09:44.030 Nicolas Sucari: Okay.

87 00:09:44.030 00:09:46.925 Uttam Kumaran: I know you’re off the next 2 afternoons, but probably

88 00:09:48.010 00:09:51.650 Uttam Kumaran: Thursday, Friday, there’s that there’s time. Yeah.

89 00:09:51.770 00:09:57.460 Uttam Kumaran: So if this is a good place. I don’t know. I think. Ship this to Robert, and be like. Take a look now, whenever they’re done with this one.

90 00:09:58.463 00:09:59.450 Bo Yoon: The dashboards.

91 00:09:59.450 00:10:00.110 Uttam Kumaran: Yeah.

92 00:10:00.530 00:10:04.700 Bo Yoon: Yeah, yeah. Sure. Juju, just one question. Since you have experience with tableau.

93 00:10:04.880 00:10:05.510 Uttam Kumaran: Yeah.

94 00:10:06.450 00:10:11.630 Bo Yoon: I I don’t have experience with deploying it to the cloud. Is that like.

95 00:10:12.870 00:10:15.830 Uttam Kumaran: Yeah. So there’s 2 ways to do this one.

96 00:10:16.670 00:10:23.050 Uttam Kumaran: I’m pretty sure there’s a process to do the deployment. If you sign in second thing is you can. You can just export this

97 00:10:23.640 00:10:25.530 Uttam Kumaran: file and send it to them.

98 00:10:26.620 00:10:28.100 Bo Yoon: Oh! And then that will be.

99 00:10:28.100 00:10:31.999 Uttam Kumaran: Like, if you go to file, I think you can actually export this entire project file.

100 00:10:33.060 00:10:35.660 Bo Yoon: Yeah, I I should be able to.

101 00:10:35.910 00:10:41.039 Uttam Kumaran: Like that may be the easiest, because you can just say you’ll go load this on your end, and then.

102 00:10:41.480 00:10:42.600 Uttam Kumaran: Auburk can handle

103 00:10:42.710 00:10:48.949 Uttam Kumaran: deploying the cloud because we have this sort of account issues. I don’t know, I would say, like, I’m not exactly sure what’s gonna happen there. So.

104 00:10:48.950 00:10:57.360 Bo Yoon: Okay. So so just keep doing this locally here. And I can explore, okay, good.

105 00:11:00.110 00:11:06.390 Uttam Kumaran: Yeah, I feel like, tableau is okay. Yeah. And I think after a while I’ll sort of we’ll. I think you’ll get introduced to how we’re what we’re doing stuff on.

106 00:11:07.280 00:11:15.209 Uttam Kumaran: I don’t know whether we’re gonna end up with tableau or sigma, or whatever I feel like. Tableau is fine for for Eden stuff. Anyways, it’s better than looker, for sure.

107 00:11:17.800 00:11:23.210 Uttam Kumaran: But yeah, I guess otherwise, like anything else we want to talk about like on how we’re doing like analyst stuff

108 00:11:23.360 00:11:27.320 Uttam Kumaran: as a crew like I think again, it’s probably just gonna be me and you

109 00:11:27.450 00:11:37.586 Uttam Kumaran: like talking on these. But I also want to talk about like any improvements we can make on the analyst side. Also, like, I wanna kind of give you guys a little bit more insight into Dbt.

110 00:11:38.040 00:11:43.650 Uttam Kumaran: but maybe it could be interesting to sort of for you to go through the Dbt certification and sort of like.

111 00:11:43.890 00:11:47.029 Uttam Kumaran: learn a little bit about how we’re doing some of the modeling work.

112 00:11:47.300 00:11:49.279 Bo Yoon: But I don’t know. Like, let me know what you think.

113 00:11:50.340 00:11:51.939 Bo Yoon: Yeah, yeah. Sounds great

114 00:11:53.750 00:11:57.300 Bo Yoon: It’s the same link that just sent to sets last.

115 00:11:57.300 00:11:59.150 Uttam Kumaran: Yes. Correct. Yeah.

116 00:11:59.800 00:12:04.140 Bo Yoon: Yeah, how long does it does it take to to get this request.

117 00:12:04.140 00:12:06.219 Uttam Kumaran: I think it’ll maybe take a week or 2.

118 00:12:06.220 00:12:10.536 Bo Yoon: A week or 2. Yeah, I can use some of my own time to to get that.

119 00:12:11.040 00:12:13.680 Uttam Kumaran: Yeah, I would say it would be. It would be nice to do that, and.

120 00:12:13.680 00:12:16.929 Bo Yoon: To do the snowflake? One. Yeah.

121 00:12:17.470 00:12:20.539 Nicolas Sucari: That way. You have a good understanding of sort of the intros. Yeah.

122 00:12:21.490 00:12:22.510 Bo Yoon: Okay.

123 00:12:23.446 00:12:24.190 Nicolas Sucari: One, do you think?

124 00:12:24.190 00:12:24.520 Nicolas Sucari: Thank you.

125 00:12:24.520 00:12:30.420 Bo Yoon: Yeah, first, st DVD or Snowflake, I guess Snowflake is kind of seem like the big bird.

126 00:12:31.030 00:12:31.800 Bo Yoon: So.

127 00:12:32.130 00:12:37.770 Uttam Kumaran: Yes, it’s like, it’s basically it’s it’s a little bit better. So it’s but that way it’ll

128 00:12:38.170 00:12:41.399 Uttam Kumaran: it’ll walk you through, because at some point. I think you’ll be working. We’ll

129 00:12:41.530 00:12:49.600 Uttam Kumaran: as soon as Eden starts to get in a good place. I think you’ll have experience on another client as well where we can just sort of probably be working with Snowflake, anyway. So.

130 00:12:50.290 00:12:56.190 Bo Yoon: Okay, yeah. Sure, I’ll get started with Dvt, then, okay, cool.

131 00:12:59.400 00:13:04.419 Uttam Kumaran: Yeah, Nico, if you can, we can make a ticket on and just assign it to the Brainforge client.

132 00:13:04.690 00:13:06.040 Uttam Kumaran: and just for

133 00:13:07.030 00:13:11.249 Uttam Kumaran: for Bo going through the Dbt certification. I don’t know it. I think it gives like

134 00:13:11.670 00:13:14.930 Uttam Kumaran: it gives some estimation on the time, but we can just put the time there.

135 00:13:15.698 00:13:21.840 Uttam Kumaran: Only for the due date, I guess, like I don’t know if it’s I don’t know whether it’s a week or 2 weeks, but whatever could just pick the bigger one.

136 00:13:23.850 00:13:24.460 Nicolas Sucari: Okay.

137 00:13:25.670 00:13:35.000 Uttam Kumaran: Okay, cool. And then, yeah, I think, Bo, maybe on Friday it’d be cool if you could show this like tableau building process for the whole team as like a demo like. What do you think.

138 00:13:37.122 00:13:39.000 Bo Yoon: Like a demo. During the meeting.

139 00:13:39.000 00:13:39.640 Uttam Kumaran: Yeah.

140 00:13:40.530 00:13:41.999 Bo Yoon: Like during the team meeting.

141 00:13:42.520 00:13:45.819 Bo Yoon: Okay, just showing them how to build the sheets and.

142 00:13:45.820 00:13:52.450 Uttam Kumaran: Yeah, like, just showing like, kind of sort of how it, how it, what it’s like to build one of these tableau dashboards, because a lot of people in the company, I think, are

143 00:13:53.450 00:13:58.500 Uttam Kumaran: sort of further away. So it’d be cool for them to see this. This level of like analysis.

144 00:13:59.290 00:14:00.230 Bo Yoon: Oh, yeah, sure.

145 00:14:00.560 00:14:01.200 Bo Yoon: Bye, bye.

146 00:14:01.200 00:14:01.780 Uttam Kumaran: Cool.

147 00:14:02.850 00:14:07.490 Uttam Kumaran: Hey, Sauna! We were just going through Bose tableau. I I feel like he’s almost

148 00:14:07.710 00:14:09.270 Uttam Kumaran: done. I was sort of just like

149 00:14:09.420 00:14:12.999 Uttam Kumaran: download the project file and get it to Robert so he can do the deployment.

150 00:14:13.400 00:14:15.460 Uttam Kumaran: But yeah, just talking about like.

151 00:14:15.460 00:14:19.279 Bo Yoon: Only done with one of the dashboards, because I think they’re like, all yeah.

152 00:14:19.440 00:14:23.270 Sahana Asokan: Does this table have recurring revenue.

153 00:14:24.190 00:14:25.639 Bo Yoon: Recurring revenue.

154 00:14:25.920 00:14:30.850 Sahana Asokan: Recurring revenue, like like new revenue versus recurring revenue.

155 00:14:31.460 00:14:32.579 Bo Yoon: Oh! This!

156 00:14:32.580 00:14:39.459 Uttam Kumaran: Does not this just has? Well, this just has revenue.

157 00:14:39.640 00:14:42.780 Bo Yoon: For the new customer. I I had to.

158 00:14:42.780 00:14:48.390 Uttam Kumaran: This, says, is returning, it has returning customer, revenue, and new customer revenue for the day.

159 00:14:51.280 00:15:13.133 Sahana Asokan: Okay? Yeah. Because I think the question I was asking in the channel was that that even order order details is what we use for the product daily scheduled dash as well as executive dash when it was in Looker. I think that table has all these like calculated fields. So I’m just trying to find the next best option to get all of that information.

160 00:15:13.819 00:15:17.879 Bo Yoon: For this one. I’m actually using the product sales summary table.

161 00:15:17.880 00:15:23.860 Sahana Asokan: Yeah. So that’s why I’m like the order details doesn’t have like

162 00:15:24.400 00:15:30.949 Sahana Asokan: ad spend and all that stuff. So I think I found this table, but I still am not seeing recurring versus like

163 00:15:31.090 00:15:35.219 Sahana Asokan: net new versus overall. So I think I need to figure that out.

164 00:15:35.220 00:15:40.749 Uttam Kumaran: Is recurring like subscription revenue. I guess I’m trying trying to understand what the the definition is for.

165 00:15:41.253 00:15:46.800 Sahana Asokan: I think, recur. Yeah, I think recurring is like month over month, like what is

166 00:15:47.770 00:15:49.820 Sahana Asokan: already like subscription revenue, like every

167 00:15:50.073 00:15:53.369 Sahana Asokan: okay, okay. So this won’t show that this is just gonna show like.

168 00:15:53.960 00:15:58.749 Uttam Kumaran: This will show like new customers, but then it won’t show like what revenue is coming from existing.

169 00:16:00.150 00:16:01.360 Bo Yoon: Subscriptions, basically.

170 00:16:02.520 00:16:10.019 Sahana Asokan: So. But if I look at revenue the Field revenue, wouldn’t that give me like overall revenue, though.

171 00:16:10.020 00:16:16.989 Uttam Kumaran: It will, but you won’t be able to segment by like. What of the non new revenue is coming from, I guess. Like.

172 00:16:18.050 00:16:22.699 Uttam Kumaran: shouldn’t all of it be? Well, no, no, actually, it’s not true, because some of that may be

173 00:16:23.250 00:16:27.359 Uttam Kumaran: returning customer, but not on subscription. It may be like one time revenue.

174 00:16:27.360 00:16:28.060 Sahana Asokan: Yeah.

175 00:16:28.910 00:16:29.550 Uttam Kumaran: Yeah.

176 00:16:29.550 00:16:34.370 Uttam Kumaran: I can look. I guess I can look to see if there’s another table right now that exists with that. But.

177 00:16:35.480 00:16:39.486 Sahana Asokan: Yeah, if you don’t mind, that would be really helpful, because

178 00:16:40.460 00:16:54.530 Sahana Asokan: like, I, I don’t know if you have access to looker. But I was just basically looking off of looker. And I know in that specific table, like there was 1st time revenue versus recurring revenue versus total revenue.

179 00:16:54.760 00:16:55.770 Uttam Kumaran: Oh, okay.

180 00:16:55.770 00:16:56.740 Sahana Asokan: We can’t see like.

181 00:16:56.740 00:16:59.550 Uttam Kumaran: The calculations for that anywhere.

182 00:17:00.330 00:17:15.840 Sahana Asokan: I don’t know. Zack owns this table eaten order details this, that specific table is used in like 80 different views within. Looker, I guess my question is like, How like, How did he make that? And.

183 00:17:15.849 00:17:22.449 Uttam Kumaran: Yeah. So I just sent you this link on Zoom. These are all the tables that we have.

184 00:17:22.599 00:17:35.459 Uttam Kumaran: And we’ve actually moved a lot of their tables also into our world, but we haven’t changed some of them. So I I am looking at like they had. There is an orders, detailed orders, detail table here.

185 00:17:35.460 00:17:36.140 Sahana Asokan: Yeah.

186 00:17:36.520 00:17:39.239 Uttam Kumaran: So in there it looks like there is.

187 00:17:42.590 00:17:46.659 Uttam Kumaran: I mean, there’s realized revenue and transaction revenue.

188 00:17:52.610 00:18:01.340 Bo Yoon: Realized. Revenue will be so. For example, if if there’s a quarterly plan, purchase the.

189 00:18:01.340 00:18:02.199 Uttam Kumaran: Oh, I see!

190 00:18:02.200 00:18:08.319 Bo Yoon: On that pro the trans transaction revenue will be 800 something, and the realized revenue will be

191 00:18:08.620 00:18:10.279 Bo Yoon: that divided by 3.

192 00:18:10.510 00:18:13.639 Uttam Kumaran: I see? I see. Yeah, yeah, yeah, yeah, exactly.

193 00:18:13.880 00:18:17.549 Uttam Kumaran: But this still doesn’t have any notion of like recurring.

194 00:18:17.550 00:18:18.860 Sahana Asokan: Yeah, that’s what.

195 00:18:18.860 00:18:19.350 Nicolas Sucari: I mean.

196 00:18:19.350 00:18:21.069 Sahana Asokan: Really confusing, because.

197 00:18:21.070 00:18:23.949 Nicolas Sucari: Yeah, he doesn’t have anything on subscription. I think.

198 00:18:24.740 00:18:27.684 Uttam Kumaran: Yeah, like, if I share, can I share my screen? Really? Quick?

199 00:18:28.892 00:18:31.129 Sahana Asokan: Like. If you look here right.

200 00:18:31.550 00:18:46.799 Sahana Asokan: this is essentially what I had built out when we were doing this exercise in Looker. And this is Eden order details. But this specific name doesn’t exist in bigquery order details, does. But this Eden order details doesn’t right.

201 00:18:46.900 00:18:50.990 Sahana Asokan: But if you look here, it has like recurring 1st time total.

202 00:18:51.420 00:18:54.109 Sahana Asokan: and it has all these other

203 00:18:55.240 00:19:02.670 Sahana Asokan: like repeated order, revenue, revenue per day, revenue per product, shipping rate. It has all this stuff right? So I’m just wondering

204 00:19:03.570 00:19:04.900 Sahana Asokan: what this is.

205 00:19:09.200 00:19:11.480 Nicolas Sucari: So. Can you go? Can you.

206 00:19:11.480 00:19:17.650 Uttam Kumaran: Can you click on the the blue thing again? And then, yeah.

207 00:19:18.255 00:19:22.950 Uttam Kumaran: if you just know if you literally just click on. Oh, yeah, I guess. Go to data sources. Yeah, wherever this is coming from.

208 00:19:23.380 00:19:28.199 Sahana Asokan: Yeah, it won’t like when I click on open in bigquery. It like it won’t.

209 00:19:30.290 00:19:31.279 Sahana Asokan: I’ll show you.

210 00:19:34.950 00:19:35.650 Sahana Asokan: Hmm!

211 00:19:38.150 00:19:39.639 Sahana Asokan: It’s slow. One sec.

212 00:19:50.120 00:19:53.359 Uttam Kumaran: Yeah, I guess I can’t even edit. It doesn’t let me edit anything either.

213 00:19:53.360 00:20:02.009 Sahana Asokan: Yeah, yeah, that’s what I’m saying. I don’t know what it is. I don’t know who need it. But it has all this really valuable information. And that’s what they’ve been using for all their existing dashboards. So I’m like.

214 00:20:03.290 00:20:08.210 Sahana Asokan: how do we access it? Because it says it’s bigquery. But it’s it’s weird.

215 00:20:09.080 00:20:10.621 Uttam Kumaran: Okay, let me just ask,

216 00:20:11.590 00:20:15.030 Sahana Asokan: I think, Zack, it said that Zach was the owner

217 00:20:19.250 00:20:20.470 Sahana Asokan: so slow.

218 00:20:25.870 00:20:29.399 Sahana Asokan: Yeah, I don’t know why it’s so slow. But I think you guys understand what I’m.

219 00:20:29.740 00:20:30.570 Uttam Kumaran: Yes.

220 00:20:32.510 00:20:36.160 Sahana Asokan: It’s just weird. It’s like, it’s not. It’s not something you can query. But it’s yeah.

221 00:20:36.160 00:20:46.619 Uttam Kumaran: Yeah, I don’t know what. Yeah. So the only thing is away said that there is a field called is 1st order. But then I saw your point, which is.

222 00:20:47.300 00:20:50.080 Uttam Kumaran: I guess, what his point was that you can build.

223 00:20:50.690 00:20:51.190 Sahana Asokan: The calculus.

224 00:20:51.190 00:20:58.690 Uttam Kumaran: Most likely they’ve built a calculated field off of that. I’m gonna ping Zach right now and then. Just ask him

225 00:21:02.140 00:21:07.050 Uttam Kumaran: And then what are the fields in there that we need? We just want, like all of basically, like all of these, right.

226 00:21:07.050 00:21:15.190 Sahana Asokan: I think all of them, because it’s like, you know, I think it has like a lot of the pharmacy stuff, too, like order sent to pharmacy. Hours like this is all really helpful.

227 00:21:15.970 00:21:20.250 Sahana Asokan: like it has bask like I don’t know it has everything. So I’m kind of like. Why not?

228 00:21:20.790 00:21:23.120 Uttam Kumaran: Yeah, okay.

229 00:21:23.120 00:21:28.890 Sahana Asokan: How’s the payment status? Has the order date? Yeah, it has everything.

230 00:21:36.040 00:21:38.880 Sahana Asokan: the ship date. Yeah. And it has like.

231 00:21:39.290 00:21:52.859 Sahana Asokan: it’s not just because, like, I was thinking for 1st time, revenue right? You could do a calculated field. You can just understand who are my new customers, and then do a calculated feel for just revenue for those customers. Right? But the recurring one is where I’m like, I don’t.

232 00:21:52.860 00:21:53.520 Uttam Kumaran: Yeah.

233 00:21:53.520 00:21:54.499 Sahana Asokan: The logic. There.

234 00:21:54.500 00:21:58.280 Uttam Kumaran: It would be really helpful for him to just tell us like what that is. I also don’t.

235 00:21:58.580 00:22:03.489 Uttam Kumaran: I’m not able to like see that. And I don’t even know where to really go to even see that.

236 00:22:04.530 00:22:05.690 Uttam Kumaran: Yeah, order details.

237 00:22:05.690 00:22:16.509 Sahana Asokan: I know it was an access issue last time, because I was trying to use it. But I I wasn’t able to like duplicate it. So I’m not sure. But yeah, let me know what he says. But this is kind of what I need.

238 00:22:17.650 00:22:19.749 Bo Yoon: Do you need it by customer level?

239 00:22:20.435 00:22:23.129 Sahana Asokan: Yeah, yeah. Yeah. So I think for

240 00:22:23.650 00:22:26.949 Sahana Asokan: executive customer level and product level.

241 00:22:27.170 00:22:33.259 Bo Yoon: Okay? I mean, I mean, there is a cohort by months table, or

242 00:22:33.900 00:22:38.739 Bo Yoon: there’s like recurring revenue over the months. So I don’t think they’ll help them.

243 00:22:39.850 00:22:41.670 Sahana Asokan: Is it accurate by product.

244 00:22:42.040 00:22:44.309 Bo Yoon: No, it’s aggregated by codes.

245 00:22:44.700 00:22:47.909 Sahana Asokan: Yeah, I need it by product and customer, yeah.

246 00:22:48.690 00:22:52.459 Sahana Asokan: yeah, so usually, I use like, order, this order details this.

247 00:22:52.890 00:23:03.020 Sahana Asokan: this other one I use. But like this one has orders, and net

248 00:23:03.130 00:23:08.499 Sahana Asokan: has revenue, has net new revenue, but doesn’t have recurring revenue. It’s always there’s always like one missing, you know.

249 00:23:12.980 00:23:13.600 Uttam Kumaran: Okay?

250 00:23:13.760 00:23:15.588 Uttam Kumaran: I asked Zach. Let’s see what he

251 00:23:16.030 00:23:28.709 Sahana Asokan: Okay, just let me know. Worst case, I’m just gonna build it based off of, like, the product sales summary. And then we’ll just we don’t have some of them, and we can add it later. But it would just be easier if we could figure that out, so I could just build it correctly. To begin with.

252 00:23:30.770 00:23:37.460 Uttam Kumaran: Okay, cool. I know we have 7 min, too, I guess, like anything else broadly on like analyst stuff. I feel like we’ve been sort of like.

253 00:23:37.810 00:23:57.460 Uttam Kumaran: We now have work streams across pool parts. That’s sort of more excel type analysis stuff. We have. Eden, that’s sort of like looker. But we’re moving to tableau, which I’m happy about. So this will get a little bit easier. On the Javi side. It’s like all Meta base, which, like is really horrible. I’m gonna move us off that

254 00:23:57.620 00:23:59.359 Uttam Kumaran: I haven’t. I? Really?

255 00:23:59.460 00:24:06.830 Uttam Kumaran: I’m not gonna debate with pies about that. You know, he can go work for metabase. And

256 00:24:07.310 00:24:18.879 Uttam Kumaran: I think we’re gonna try overall to. I don’t use real a little bit more for some clients. So I think one session that we’ll try to do with this analyst crew is sort of onboarding onto real and how to use real

257 00:24:20.510 00:24:34.249 Uttam Kumaran: I think you guys will find it really nice in terms of building a 1st like a semantic layer, and then the charting and the actual analysis, like doing parameterized filters and stuff, is super super easy. So maybe we’ll try to plan something around that for later this week.

258 00:24:35.610 00:24:42.530 Uttam Kumaran: I think the other thing Sahana is Bo is gonna try to do the Dbt certification. I sort of maybe thought it would be good

259 00:24:42.720 00:24:53.879 Uttam Kumaran: if for folks who don’t have like understanding of how the Dbt world works to go through that you can. It’s it’s not a long time, but also I sort of want to. I think that’s going to be way better than

260 00:24:54.330 00:24:57.639 Uttam Kumaran: us doing like internal training on that, but

261 00:24:58.140 00:25:03.343 Uttam Kumaran: also like once you see that world, it’ll give you a little bit more empathy for how this stuff works on the ae side.

262 00:25:04.037 00:25:07.640 Uttam Kumaran: So if that’s an interest, I I think there’s like a

263 00:25:07.870 00:25:10.430 Uttam Kumaran: it’s self paced. And then I think there’s like a.

264 00:25:11.500 00:25:13.649 Sahana Asokan: I’ve done a Dvt training with like work.

265 00:25:13.650 00:25:14.300 Nicolas Sucari: Yeah. The reason?

266 00:25:14.380 00:25:14.970 Uttam Kumaran: There you go!

267 00:25:14.970 00:25:18.169 Nicolas Sucari: It’s all place, and you can sign up for their like.

268 00:25:18.530 00:25:21.000 Uttam Kumaran: Okay, if you already did it, then it’s then that’s fine.

269 00:25:23.060 00:25:27.860 Sahana Asokan: Yeah, I’ve done it before. I’ve just never actually like built a model. But I I kind of understand how.

270 00:25:27.860 00:25:31.770 Uttam Kumaran: I feel like, yeah. The only reason I bring it up is it’ll allow you guys to sort of

271 00:25:32.340 00:25:37.260 Uttam Kumaran: probably build stuff on your own. When you’re like, okay, this is like, super super easy. I can just go rip this

272 00:25:38.950 00:25:43.839 Uttam Kumaran: but and then, and also, I think, getting requirements back to the Ae. Team will give you a little bit of like.

273 00:25:44.210 00:25:46.730 Uttam Kumaran: Okay, let me just go find the table

274 00:25:46.850 00:25:49.531 Uttam Kumaran: that needs this column, and then it’ll be really clear.

275 00:25:49.910 00:25:56.850 Uttam Kumaran: Do you want to do that? I don’t know. I think there is a small fee. I’m happy to pay for it, but also I don’t know it could be good to just do on the side or or like

276 00:25:57.050 00:26:01.899 Uttam Kumaran: as we go. And and I’m I’m happy to answer any questions about how Dbt works, we’re

277 00:26:02.600 00:26:10.446 Uttam Kumaran: we are doing a lot. We have a like a ton of Dbt code. So and we’re doing a lot of cool stuff. So I feel like that could be helpful.

278 00:26:11.790 00:26:37.180 Uttam Kumaran: yeah. But otherwise I don’t know. I think the only other thing from the Ae team that we talked about today is, we’re gonna work on a little bit of a dashboard requirements document. That way. When we get a new dashboard for customer client, we’re basically gonna create a sheet that’s like every single metric that we need. And then the Ae team can go comment like, okay, shipping revenue. Okay, there’s like 5 10 problems. With that we can sort of make sure that it’s it’s like nailed down.

279 00:26:37.570 00:26:43.490 Uttam Kumaran: That sort of becomes a requirement sheet for new dashboards. So that you’re like, okay, I need 30 metrics for this.

280 00:26:43.760 00:26:48.104 Uttam Kumaran: Every metric may or may not have a problem. And so we’re basically gonna go through and

281 00:26:49.110 00:26:53.679 Uttam Kumaran: yeah, Nico, when can we? When is this gonna be done for these 2? Because.

282 00:26:53.680 00:26:59.327 Nicolas Sucari: So yeah, we we talked to with Kyle about this. This is how we’re gonna kind of

283 00:26:59.920 00:27:20.439 Nicolas Sucari: do it. He’s digging a little bit more into the data that’s as he just joined. But the idea is to work through this week into, like the 2 dashboards that we have in metabase for Javi, and try to add all of the metrics with the definitions and some comments for each of them here. And yeah. And then we need to go and figure out how to do this to the

284 00:27:20.440 00:27:30.239 Nicolas Sucari: for the other projects. So but ideally, we will create like this page with all with metrics per dashboards with where we can add a comments or any stuff here.

285 00:27:30.480 00:27:35.889 Uttam Kumaran: Yeah, I feel like you can. Already. I feel like Nico. You should already go through. And just look at each of these and start to fill it out. We don’t have to wait.

286 00:27:35.890 00:27:36.370 Nicolas Sucari: Yeah, yeah.

287 00:27:37.670 00:27:41.639 Uttam Kumaran: Let’s just go through because we these are almost done anyway. So

288 00:27:41.820 00:27:45.990 Uttam Kumaran: yeah, call Jacob, or call Pius. And I think we can get all these like.

289 00:27:45.990 00:27:46.450 Nicolas Sucari: Get.

290 00:27:46.450 00:27:49.100 Uttam Kumaran: I was gonna not gonna have all the contacts to fill this out.

291 00:27:50.820 00:27:57.459 Nicolas Sucari: No, no, yeah, of course, of course, we were just like we talked about this in in the previous meeting. And yeah, the idea is to have this

292 00:27:57.620 00:28:00.599 Nicolas Sucari: for for all the dashboards that we have.

293 00:28:03.410 00:28:09.099 Uttam Kumaran: So yeah, hopefully, the dashboard process and getting fixes from the A team will get a little bit easier.

294 00:28:12.590 00:28:18.130 Nicolas Sucari: Cool. And then like, yeah, if you oh, Sahana, or any other analyst needed, like a new

295 00:28:18.585 00:28:26.849 Nicolas Sucari: metric or anything else that the A like. The Ae team needs to work on. Just you can write it there, or also yes, in the slack message, and we.

296 00:28:26.850 00:28:30.089 Uttam Kumaran: Yeah, I mean, we’re still gonna use. We’re still gonna have to use tickets, though, like, I don’t want

297 00:28:30.500 00:28:32.160 Uttam Kumaran: live on its own.

298 00:28:32.160 00:28:33.050 Nicolas Sucari: No, no.

299 00:28:33.050 00:28:40.289 Uttam Kumaran: But like, I want to start to create like one hub for everything related to a dashboard. Basically, that starts from all the metrics we need.

300 00:28:40.870 00:28:50.810 Nicolas Sucari: Yeah, it will. It will be helpful for us to have documentation of all of the dashboards, also to share with clients and show what we are using in each of these dashboards. So, yeah.

301 00:28:51.430 00:28:51.980 Uttam Kumaran: Cool.

302 00:28:54.010 00:28:54.650 Nicolas Sucari: Okay.

303 00:28:54.820 00:29:07.904 Uttam Kumaran: Okay? Awesome. Well, thanks, guys, yeah, I’m just gonna have. I’m just gonna have a session between for both teams like this every day, like, I think, for Sahan. I know you’re kind of in and out of stuff, but if you have time, would love to have you, and then, Bo, I think we’ll talk every day.

304 00:29:08.635 00:29:14.500 Uttam Kumaran: And yeah, I think we’ll sort of have this be like, partly an analyst fence session and partly like, how do we get?

305 00:29:14.650 00:29:18.509 Uttam Kumaran: How do we get things moved forward? So that’s totally fine. Love to do that.

306 00:29:18.930 00:29:29.039 Sahana Asokan: Yeah, my schedule is just weird. Cause I’m obviously working 9 to 5, too. Usually in the mornings. I’m free because all my, like, the company is based on the West coast. So

307 00:29:29.180 00:29:30.530 Sahana Asokan: yeah, just heads up.

308 00:29:30.530 00:29:34.670 Uttam Kumaran: Okay, yeah, I’m gonna try to have these all before noon. Basically, where

309 00:29:34.670 00:29:35.690 Uttam Kumaran: then I should be able to

310 00:29:35.690 00:29:46.569 Uttam Kumaran: with everybody. And then this is nice because it’s outside of, like the context of like one client. And we’re talking about like multiple. So then we can sort of be like, okay, how we push one or 2 things forward. So.

311 00:29:46.570 00:29:46.960 Sahana Asokan: Push it.

312 00:29:46.960 00:29:47.550 Uttam Kumaran: Perfect.

313 00:29:47.970 00:29:48.560 Uttam Kumaran: Okay.

314 00:29:48.560 00:29:54.910 Sahana Asokan: Okay, just keep me posted on what Zack says, and then if he doesn’t have a solution, I’m just gonna use an existing table.

315 00:29:54.910 00:29:56.260 Uttam Kumaran: Okay. Okay. All right.

316 00:29:56.460 00:29:57.210 Sahana Asokan: Thank you.

317 00:29:57.210 00:29:58.520 Uttam Kumaran: Okay. Thanks. Everyone.

318 00:29:59.410 00:30:00.060 Nicolas Sucari: Bye-bye.