Meeting Title: Analyst Team Daily Date: 2025-03-05 Meeting participants: Robert Tseng, Uttam Kumaran, Bo Yoon
WEBVTT
1 00:00:33.170 ⇒ 00:00:34.269 Uttam Kumaran: Hey! Bo!
2 00:00:34.570 ⇒ 00:00:35.723 Bo Yoon: Hey, Tom?
3 00:00:36.470 ⇒ 00:00:39.590 Bo Yoon: I was just looking at your new staging.
4 00:00:39.980 ⇒ 00:00:41.139 Uttam Kumaran: Yeah, what do you think?
5 00:00:42.290 ⇒ 00:00:44.530 Bo Yoon: I think there’s a problem. Let me.
6 00:00:46.470 ⇒ 00:00:49.339 Uttam Kumaran: I mean, we’re we’re definitely not gonna get the cancelled stuff.
7 00:00:52.430 ⇒ 00:00:55.440 Uttam Kumaran: But I feel like the revenue looks more in line.
8 00:00:56.110 ⇒ 00:01:01.010 Bo Yoon: Yeah, yeah, the total revenue looks more in line. But here.
9 00:01:01.825 ⇒ 00:01:06.610 Bo Yoon: when we divide them up. By the by, the product name.
10 00:01:07.260 ⇒ 00:01:09.944 Bo Yoon: I think there’s some duplicates in in the
11 00:01:10.280 ⇒ 00:01:11.240 Uttam Kumaran: Oh!
12 00:01:11.240 ⇒ 00:01:11.810 Bo Yoon: Okay.
13 00:01:12.230 ⇒ 00:01:16.889 Bo Yoon: As you see, there’s a million. I mean 3 million 3 million 4 million.
14 00:01:17.480 ⇒ 00:01:19.869 Bo Yoon: And the total comes out to 7 million right?
15 00:01:19.870 ⇒ 00:01:21.849 Uttam Kumaran: How is that total coming out, though?
16 00:01:22.150 ⇒ 00:01:25.690 Uttam Kumaran: Oh, wait! What? Okay? But that looks fine. Then right.
17 00:01:27.010 ⇒ 00:01:32.690 Bo Yoon: The total looks fine, but the way it is being, I think it is being counted.
18 00:01:33.890 ⇒ 00:01:34.700 Uttam Kumaran: How.
19 00:01:37.060 ⇒ 00:01:37.920 Bo Yoon: Hmm.
20 00:01:38.940 ⇒ 00:01:44.810 Uttam Kumaran: But this is last 30 days like is the 7 million number for 30 days, or or
21 00:01:45.170 ⇒ 00:01:47.469 Uttam Kumaran: one year, like how much.
22 00:01:47.470 ⇒ 00:01:50.320 Bo Yoon: Replace the the grand total for this column.
23 00:01:51.720 ⇒ 00:01:54.970 Uttam Kumaran: Okay, I mean, but this looks fine, right? Like, I don’t know. This thing’s okay.
24 00:01:57.260 ⇒ 00:02:04.059 Bo Yoon: Let me see this. Let me see that that was product name. Let me use the product name here.
25 00:02:06.120 ⇒ 00:02:08.109 Bo Yoon: It’s a product menu. Okay?
26 00:02:09.280 ⇒ 00:02:13.729 Bo Yoon: And this is using the the fact transaction from the production mark.
27 00:02:17.065 ⇒ 00:02:17.920 Uttam Kumaran: Yes.
28 00:02:18.600 ⇒ 00:02:19.540 Bo Yoon: Oh!
29 00:02:29.060 ⇒ 00:02:34.250 Uttam Kumaran: Well, I don’t know. Oh, this one is the old one. Right? Yeah, this is from the okay.
30 00:02:35.890 ⇒ 00:02:37.010 Bo Yoon: Oh.
31 00:02:48.440 ⇒ 00:02:49.360 Bo Yoon: why.
32 00:02:57.850 ⇒ 00:03:04.219 Bo Yoon: I mean, if we go more granular than the the numbers makes sense.
33 00:03:04.740 ⇒ 00:03:07.460 Bo Yoon: If we do the the order product, name
34 00:03:16.040 ⇒ 00:03:17.510 Bo Yoon: the order product. Name.
35 00:03:22.460 ⇒ 00:03:24.019 Bo Yoon: Yeah, this makes sense.
36 00:03:25.780 ⇒ 00:03:30.372 Bo Yoon: So maybe I should use this one instead, for for the graph, not the
37 00:03:31.100 ⇒ 00:03:37.060 Bo Yoon: but the marketing product manager, the aggregated ones.
38 00:04:01.190 ⇒ 00:04:10.469 Uttam Kumaran: Okay, this may be more better. I I wish is back tomorrow. I’m not too sure like I I really don’t have much context. But like
39 00:04:11.190 ⇒ 00:04:16.450 Uttam Kumaran: I don’t know. I I made the changes that were like called out there, and I feel like if
40 00:04:17.320 ⇒ 00:04:23.149 Uttam Kumaran: if the revenue lines up better, then I think it’s probably helpful just to show what the core differences are.
41 00:04:27.830 ⇒ 00:04:30.210 Bo Yoon: The the core. Differences on.
42 00:04:30.810 ⇒ 00:04:31.580 Uttam Kumaran: Likely
43 00:04:32.180 ⇒ 00:04:37.130 Uttam Kumaran: I mean, I I just don’t like I don’t know if I can help beyond this right now. I don’t know anything about like.
44 00:04:37.560 ⇒ 00:04:42.269 Uttam Kumaran: I mean, I’m not really the core person on the client. So I just made the change that we needed to test.
45 00:04:42.630 ⇒ 00:04:45.499 Bo Yoon: Like I can’t tell. I can’t really tell you if it’s right, cause I.
46 00:04:45.910 ⇒ 00:04:47.870 Uttam Kumaran: Yeah, I don’t really know.
47 00:04:48.390 ⇒ 00:04:51.789 Bo Yoon: And I think I think we can go with this, and now I can.
48 00:04:52.630 ⇒ 00:04:54.390 Bo Yoon: We shouldn’t use the.
49 00:04:57.200 ⇒ 00:04:58.100 Uttam Kumaran: The old one.
50 00:04:58.410 ⇒ 00:05:03.500 Bo Yoon: Yeah, I mean, not the old one, the the product name for the aggregation.
51 00:05:05.410 ⇒ 00:05:08.570 Bo Yoon: These numbers, these numbers are.
52 00:05:08.570 ⇒ 00:05:10.350 Uttam Kumaran: This is the order, product, name.
53 00:05:10.590 ⇒ 00:05:12.700 Bo Yoon: Yeah, the order product name. And
54 00:05:12.880 ⇒ 00:05:15.450 Bo Yoon: this is the the product name.
55 00:05:20.530 ⇒ 00:05:25.840 Uttam Kumaran: Okay. But what is the difference? Can you go into Github and like you can just look at like what the logic is.
56 00:05:27.743 ⇒ 00:05:31.626 Bo Yoon: Yeah, can. I can do that. But that’s gonna take some time.
57 00:05:32.240 ⇒ 00:05:35.970 Uttam Kumaran: Should be quick, dude. If you just go to fact transactions, you’ll see a logic
58 00:05:42.820 ⇒ 00:05:52.250 Uttam Kumaran: if you open the repo, and you just press E. It’ll do a quick search. And you can just type, in fact, transactions. And you can see where product, name or order product name is coming from.
59 00:05:55.240 ⇒ 00:05:56.819 Bo Yoon: Okay, one second
60 00:06:59.890 ⇒ 00:07:05.289 Bo Yoon: with the the product name is coming from beam products. I I actually joined the 2.
61 00:07:08.080 ⇒ 00:07:12.469 Bo Yoon: The 2 tables here on best product. Id.
62 00:07:13.420 ⇒ 00:07:15.179 Bo Yoon: So maybe that’s the problem.
63 00:07:19.140 ⇒ 00:07:27.059 Bo Yoon: Not sure. But, Robert, is it okay to to continue like this
64 00:07:27.820 ⇒ 00:07:34.029 Bo Yoon: with the order product name? Or do they want to see like an aggregated view.
65 00:07:34.700 ⇒ 00:08:00.390 Robert Tseng: Well, no, I mean, there’s there’s multiple things like the executive dashboard that they’re asking for. We said, I mean, yeah, like, that’s that’s I’m getting involved because they asked for this 3 weeks ago. That’s aggregated views. Yeah, like you and Sahana kind of like went back and forth on it. But I mean, after looking in it, I understand Adam’s confusion like it doesn’t. The numbers don’t add up, and that’s that needs to be fixed.
66 00:08:00.910 ⇒ 00:08:22.778 Robert Tseng: The top half of the dashboard is supposed to just be aggregated revenue over time, and we can’t even show that reliably. The bottom half is this weird table thing that you put in there that is not really profitability like it doesn’t really add up to anything else we’ve said about profitability. So we need to swap that out with this table from for Josh’s report.
67 00:08:23.890 ⇒ 00:08:29.030 Robert Tseng: I mean, I don’t know. Like if I need to go and redesign the entire that I feel like.
68 00:08:30.000 ⇒ 00:08:36.820 Robert Tseng: so the there’s, there’s the 2 asks, are we need to get the monthly revenue number right? And then 2,
69 00:08:37.059 ⇒ 00:08:45.929 Robert Tseng: yeah, like, we just need to replicate the the For Josh report, which is just product level.
70 00:08:46.030 ⇒ 00:08:51.722 Robert Tseng: confirmed orders, pending orders. Revenue, I guess. Just order and revenue cuts. So
71 00:08:52.270 ⇒ 00:08:54.919 Robert Tseng: yeah, I don’t know. I think that’s that’s
72 00:08:55.030 ⇒ 00:09:01.919 Robert Tseng: those are like the 2 foundational tables, and then all of the surrounding stuff will kind of be built around that.
73 00:09:04.930 ⇒ 00:09:10.339 Bo Yoon: Okay. So for that executive dashboard, I think we’ll just have to
74 00:09:10.950 ⇒ 00:09:16.190 Bo Yoon: switch the data source to fact transactions and from staging.
75 00:09:17.330 ⇒ 00:09:19.470 Bo Yoon: And that will give us the.
76 00:09:19.470 ⇒ 00:09:25.209 Robert Tseng: It’s not just switching. It needs to be redesigned. So I’m redesigning it. I just taught myself tableau for the past like
77 00:09:25.420 ⇒ 00:09:39.579 Robert Tseng: hour or 2 h. So I can. I, I’m gonna I’m gonna build. I’m gonna build the dashboard. So you don’t have to worry about that. Just get the 4 Josh, report ready at tableau. That could be a separate one, and then I’ll just leverage the same table and pull it into the exec.
78 00:09:39.710 ⇒ 00:09:42.220 Robert Tseng: But yeah, I I don’t want. I don’t!
79 00:09:42.990 ⇒ 00:09:45.309 Robert Tseng: I will! I will build the exact dash.
80 00:09:45.310 ⇒ 00:09:46.869 Bo Yoon: Okay, got it?
81 00:09:50.080 ⇒ 00:09:54.949 Bo Yoon: okay. But but anyways, is it okay to to get the product names like this? Or.
82 00:09:57.660 ⇒ 00:10:05.770 Robert Tseng: Is that the way that it’s presented in the I mean? I don’t know. I think I send you a screenshot. It’s just whatever it’s there, that’s that’s the format we want.
83 00:10:19.570 ⇒ 00:10:23.850 Bo Yoon: yeah, it is small board thing.
84 00:10:26.260 ⇒ 00:10:38.550 Robert Tseng: Okay, cool. I mean, revenue should be in dollars. Orders should not have dollars. And yeah, I mean, if that’s if the if the data adds up, and it’s just defensible, then then we can share it. But if it’s not, then
85 00:10:38.860 ⇒ 00:10:43.370 Robert Tseng: I mean, I just I need to. I need to know how you how you’re validating this data.
86 00:10:43.370 ⇒ 00:10:45.870 Uttam Kumaran: Yeah. So that’s that’s also my point. Bo is like
87 00:10:46.060 ⇒ 00:10:55.200 Uttam Kumaran: you can’t. I can’t be on the hook for that like I can’t tell you. If it’s right. I think we’ve gone through enough cycles on this data that you should have a like a
88 00:10:55.550 ⇒ 00:10:58.369 Uttam Kumaran: I’m spending like probably 15 min a day.
89 00:10:58.560 ⇒ 00:11:17.949 Uttam Kumaran: And I know, like, that’s all the context I have on this client, which is still a lot. And so I just we need a really good list. And ideally, you can make this, which is just like what data validation steps you’re going through before we ship a dashboard like, are you checking revenue numbers. Are you checking product revenue numbers? Are you looking at percentages
90 00:11:18.080 ⇒ 00:11:34.080 Uttam Kumaran: like it’s that’s not something that I can handle. And it’s not something that Robert can handle. So before we ship out anything, you know I’m I’m hopeful that you can just go through and provide a validation of like, hey? I looked at these numbers. And they’re accurate
91 00:11:34.200 ⇒ 00:11:44.049 Uttam Kumaran: like, that’s that’s ultimately like what we will have to do anyways. And that’s like, I really want to push on the analysts to do that, because then there’s no ownership over the accuracy.
92 00:11:44.426 ⇒ 00:11:52.950 Uttam Kumaran: And I’m not in a position to tell you whether that’s right, like I have no idea. I can tell you the logic a waste comes back tomorrow, but we have a bind right now. So
93 00:11:53.190 ⇒ 00:11:59.329 Uttam Kumaran: even working on the client, I feel like you have a really good idea of it. So I think if you could just try to go through those steps that’ll solve a lot of
94 00:11:59.640 ⇒ 00:12:01.620 Uttam Kumaran: a lot of the issues we’re in right now.
95 00:12:02.550 ⇒ 00:12:05.730 Bo Yoon: Because then Robert doesn’t have to go through that. He can more focus on.
96 00:12:06.320 ⇒ 00:12:08.430 Uttam Kumaran: The broader concept of the dashboard.
97 00:12:12.490 ⇒ 00:12:13.100 Bo Yoon: So.
98 00:12:13.200 ⇒ 00:12:18.109 Bo Yoon: So you mean going over to the to the Github code codes that you’re pushing.
99 00:12:18.800 ⇒ 00:12:23.350 Bo Yoon: you know I mean like, do you know what the revenue should be forever for the last 6 months.
100 00:12:26.380 ⇒ 00:12:32.899 Bo Yoon: Well, the the way I was validating the data was comparing it to the previous dashboard that I’m representing.
101 00:12:32.900 ⇒ 00:12:36.870 Uttam Kumaran: But I guess, even like Dashboard aside. Do you know how much money they made last month.
102 00:12:42.510 ⇒ 00:12:43.979 Bo Yoon: No, I haven’t checked that.
103 00:12:44.490 ⇒ 00:12:47.170 Uttam Kumaran: I guess that’s that’s what I’m saying ultimately is like.
104 00:12:47.310 ⇒ 00:12:52.810 Uttam Kumaran: it’s not enough to validate against our own data. We’re we’re like looking in a mirror.
105 00:12:53.210 ⇒ 00:12:53.750 Bo Yoon: Like.
106 00:12:54.150 ⇒ 00:13:02.949 Uttam Kumaran: I think what is helpful is from Robert, or from previous slacks, to have a firm understanding of, like what the revenue should be down to the dollar
107 00:13:03.400 ⇒ 00:13:07.020 Uttam Kumaran: right? I don’t know that awaii doesn’t know that.
108 00:13:07.590 ⇒ 00:13:12.579 Uttam Kumaran: I probably Robert, knows that probably the client knows that. But you have to know that
109 00:13:13.350 ⇒ 00:13:17.180 Uttam Kumaran: otherwise I have to go. Do that, and I’m not in a position to go do that.
110 00:13:17.670 ⇒ 00:13:23.700 Uttam Kumaran: So I just need to know that you know what the core kpis for their business are, and what the what the values are.
111 00:13:24.860 ⇒ 00:13:32.130 Bo Yoon: Hmm, okay, then, then where is this 7 million coming from? I I did.
112 00:13:32.420 ⇒ 00:13:34.680 Bo Yoon: Did you get this from the Elt.
113 00:13:36.280 ⇒ 00:13:43.740 Uttam Kumaran: I think I think probably what’s helpful, though, is, if you can just come up with the 5 or 6 metrics and what you what.
114 00:13:43.970 ⇒ 00:13:52.150 Uttam Kumaran: what like values you would need like for the past of the past 3 months or the past 6 months is the last year, and then Robert can go through and add those
115 00:13:52.250 ⇒ 00:13:56.290 Uttam Kumaran: like litigating it one by one now is not going to be the best.
116 00:13:56.540 ⇒ 00:14:03.969 Uttam Kumaran: Take a take a second look at the dashboard overall, and and just like, have a good sense of like, Hey, I want to get what the accurate numbers are
117 00:14:04.110 ⇒ 00:14:07.670 Uttam Kumaran: for revenue last month last year this month by product.
118 00:14:07.820 ⇒ 00:14:21.170 Uttam Kumaran: Once you have an accurate set, we, I think, a lot of that information already exists in slack somewhere, so it may just take looking through past messages. Once you have that, then you will be able to sort of say, okay, I confirm.
119 00:14:21.340 ⇒ 00:14:27.429 Uttam Kumaran: because what’s going to start happening is slowly, really, the analyst team is going to be put on the hook for this being accurate.
120 00:14:27.680 ⇒ 00:14:32.930 Uttam Kumaran: right? Like 1 1 thing that’s been a huge issue for this client is data accuracy.
121 00:14:33.110 ⇒ 00:14:47.210 Uttam Kumaran: And it’s still really surprising that, like, I’m just asking like, what’s how much money they made last year, like you are, you and Sahana are the best equipped to answer that question out of everybody. You spent the most time on the client I have. I have spent no time right like.
122 00:14:47.790 ⇒ 00:14:49.529 Uttam Kumaran: I’m not capable of doing that.
123 00:14:49.770 ⇒ 00:14:55.970 Uttam Kumaran: So that’s what I’m hoping is, if you can get that, then we at least have a starting ground for how to do the validation.
124 00:14:56.410 ⇒ 00:15:06.069 Uttam Kumaran: Are the steps like clear there, I feel like you have enough to go begin to work on that. And we can basically ideally get you the numbers you need, and then you can run a validation on the dashboard.
125 00:15:08.220 ⇒ 00:15:10.470 Bo Yoon: Hmm, okay. Got it.
126 00:15:11.640 ⇒ 00:15:14.770 Uttam Kumaran: That would be most helpful, I mean, what do you think? Do you kind of see where I’m coming from?
127 00:15:17.622 ⇒ 00:15:19.790 Bo Yoon: Yeah, yeah, I understand.
128 00:15:20.030 ⇒ 00:15:26.350 Uttam Kumaran: Okay, because we’re doing that like, Robert is going in and doing that work anyways. But
129 00:15:26.530 ⇒ 00:15:30.700 Uttam Kumaran: the person who builds a dashboard needs to be on the hook for the accuracy.
130 00:15:31.220 ⇒ 00:15:36.350 Uttam Kumaran: You can tell the Ae team, hey? This number is not accurate, and just like today, I’ll go find a way to fix it.
131 00:15:36.880 ⇒ 00:15:40.230 Uttam Kumaran: but I thought I fixed it so now it’s back to you.
132 00:15:41.170 ⇒ 00:15:45.670 Uttam Kumaran: You have to tell me whether we’re right or wrong, like I can’t tell you that
133 00:15:46.090 ⇒ 00:15:47.789 Uttam Kumaran: I made the fix the requested.
134 00:15:48.270 ⇒ 00:15:54.350 Uttam Kumaran: So if you could spend time on that, and we can work on slack on that, then ideally, you can start running the validation yourself.
135 00:15:54.520 ⇒ 00:16:05.849 Uttam Kumaran: which gives everyone a lot more confidence in the data, so that cause every time I feel like every day we look at the dashboard, where we forget how transactions and orders are work. We forget how bundles work. We forget how much they made
136 00:16:06.070 ⇒ 00:16:11.199 Uttam Kumaran: like that can’t happen if you’re spending 48 h on the client every day
137 00:16:11.540 ⇒ 00:16:14.350 Uttam Kumaran: in one day you should be able to know how much money they like.
138 00:16:14.870 ⇒ 00:16:24.400 Uttam Kumaran: I can tell you that for 7 clients. And I’m working 15 min a day. So that’s what I want to try to see is confidence from you and Sahana, that you really know the data in and out.
139 00:16:25.160 ⇒ 00:16:28.759 Uttam Kumaran: That’s gonna solve a huge set of problems here.
140 00:16:32.745 ⇒ 00:16:38.350 Bo Yoon: Yeah, sure. Let me go over the slack messages that you did you?
141 00:16:39.020 ⇒ 00:16:45.249 Bo Yoon: From from meeting. And yeah, let me validate the data in that way.
142 00:16:45.250 ⇒ 00:16:50.129 Uttam Kumaran: Okay, cool. Yeah. And again, don’t. Don’t don’t over complicate it. Right? Very simple.
143 00:16:50.570 ⇒ 00:16:54.570 Uttam Kumaran: You need to know on on 1st account, you need to know the source of truth
144 00:16:54.720 ⇒ 00:17:01.189 Uttam Kumaran: for product level, spend and for overall, for product level, ad spend overall, ad spend
145 00:17:01.340 ⇒ 00:17:08.259 Uttam Kumaran: product, level revenue or overall revenue for the last 6 months. Just start there. That’s a great place to start. Call Rob
146 00:17:08.400 ⇒ 00:17:13.680 Uttam Kumaran: through slack, you can, I would say. Last piece is, if it’s if it’s not anywhere. Ask in slack.
147 00:17:13.829 ⇒ 00:17:18.040 Uttam Kumaran: and let’s build that because I don’t think that exists anywhere in documentation. So we can start there.
148 00:17:18.250 ⇒ 00:17:29.099 Uttam Kumaran: That is what you you should use to validate every dashboard that comes out. So let’s start there and then let’s work through that. I mean, like I again. I really don’t know. Like I, I don’t have context over that.
149 00:17:29.240 ⇒ 00:17:37.240 Uttam Kumaran: I I think between you and Awaish and Sahana, you guys should know how much money they made. Someone’s got to know accurately how much money these people made.
150 00:17:38.390 ⇒ 00:17:39.960 Bo Yoon: Hmm, okay.
151 00:17:40.940 ⇒ 00:18:01.020 Uttam Kumaran: Like. I just don’t. I just finally don’t believe that we don’t know how much money these guys made like I can go find that out. I don’t want to do that right now, so I can’t do. I can’t really do that right now. So if you can put together like a just a quick Google sheet, or you can even just send it as a message in slack. And let’s try to get this and that way. You can validate all the dashboards around these values.
152 00:18:03.030 ⇒ 00:18:03.910 Bo Yoon: Yeah, okay.
153 00:18:03.910 ⇒ 00:18:07.780 Uttam Kumaran: Okay. Okay. Awesome. Alright. Anything else for right now.
154 00:18:11.100 ⇒ 00:18:12.170 Bo Yoon: Hmm.
155 00:18:14.180 ⇒ 00:18:16.520 Uttam Kumaran: Okay, awesome. Alright. Then I’ll look forward to that in slack.
156 00:18:17.250 ⇒ 00:18:18.750 Bo Yoon: Alright. Okay.
157 00:18:18.750 ⇒ 00:18:19.840 Uttam Kumaran: Thanks will appreciate it.
158 00:18:20.340 ⇒ 00:18:21.190 Bo Yoon: Okay.
159 00:18:21.190 ⇒ 00:18:21.850 Uttam Kumaran: Okay? Bye.