Meeting Title: Brainforge GTM Dashboard Sync Date: 2026-03-09 Meeting participants: Demilade Agboola, Mustafa Raja
WEBVTT
1 00:00:11.360 ⇒ 00:00:12.250 Demilade Agboola: What’s so fun.
2 00:00:13.070 ⇒ 00:00:13.979 Mustafa Raja: Hey, how are you?
3 00:00:14.120 ⇒ 00:00:15.140 Demilade Agboola: Pretty good, how are you?
4 00:00:15.570 ⇒ 00:00:16.570 Mustafa Raja: Yeah, doing good?
5 00:00:17.080 ⇒ 00:00:22.669 Demilade Agboola: Okay. So this will be a shorter call. I might have a longer call with you later on today.
6 00:00:23.150 ⇒ 00:00:27.039 Demilade Agboola: So the idea of this call is I just want to quickly show you the…
7 00:00:27.410 ⇒ 00:00:30.800 Demilade Agboola: quick things that, Laura said.
8 00:00:31.190 ⇒ 00:00:37.130 Demilade Agboola: You can also… Check the… what’s it called?
9 00:00:39.400 ⇒ 00:00:45.560 Demilade Agboola: Give me one second. You can also check the documentation, like, the platform, Docs?
10 00:00:46.680 ⇒ 00:00:51.920 Demilade Agboola: And you’ll see, like, the platform transcript, and you’ll see the full list of all she asked for.
11 00:00:52.600 ⇒ 00:00:56.030 Demilade Agboola: So let me share my screen.
12 00:00:59.590 ⇒ 00:01:01.840 Demilade Agboola: So, couple of things.
13 00:01:02.780 ⇒ 00:01:06.160 Demilade Agboola: We will need to rename this so that it looks more like this.
14 00:01:06.980 ⇒ 00:01:07.730 Mustafa Raja: Okay.
15 00:01:08.540 ⇒ 00:01:16.639 Demilade Agboola: Also, kind of how we have end-of-month customers, we’ll need to have end-of-month,
16 00:01:18.230 ⇒ 00:01:23.559 Demilade Agboola: I think it’s also a component named there, yeah, so we’ll have that as well, as well as month-on-month growth.
17 00:01:23.860 ⇒ 00:01:26.080 Demilade Agboola: I think that’s available there.
18 00:01:26.320 ⇒ 00:01:30.930 Demilade Agboola: This should be multiplied by 100, so it’s 26%, not 0.26.
19 00:01:34.060 ⇒ 00:01:37.560 Mustafa Raja: And do we… do we have to have the percentage sign with that?
20 00:01:37.800 ⇒ 00:01:39.129 Demilade Agboola: Yeah, we can add it, we can add it.
21 00:01:39.840 ⇒ 00:01:41.399 Demilade Agboola: We need to, but… yeah.
22 00:01:41.830 ⇒ 00:01:43.670 Mustafa Raja: Yeah, I guess we can use this pivot, right?
23 00:01:43.670 ⇒ 00:01:51.390 Demilade Agboola: Instead of writing percent here, then maybe we can put the percent sign, so it’ll be, customer month or month. So, can you make MOM?
24 00:01:51.500 ⇒ 00:01:55.860 Demilade Agboola: Capital M, capital M, capital M, small letter O.
25 00:01:56.490 ⇒ 00:02:02.899 Mustafa Raja: Yeah, I can, I’ll, so this was a custom SQL, so I’ll see what we can do there.
26 00:02:03.110 ⇒ 00:02:03.780 Demilade Agboola: Okay.
27 00:02:06.960 ⇒ 00:02:12.579 Demilade Agboola: I know she said she wanted some… something about this. I would have to look at documentation and be sure of that.
28 00:02:14.410 ⇒ 00:02:20.539 Demilade Agboola: Let’s see… yeah, we have ACV… Cross restarted.
29 00:02:24.910 ⇒ 00:02:31.470 Demilade Agboola: She also… yes, can we also get total churn… customize…
30 00:02:31.790 ⇒ 00:02:34.719 Demilade Agboola: In the current month here, as well.
31 00:02:35.240 ⇒ 00:02:37.500 Mustafa Raja: Okay, as a KPI, right?
32 00:02:37.780 ⇒ 00:02:39.130 Demilade Agboola: Yes, as a KPI.
33 00:02:39.380 ⇒ 00:02:42.220 Demilade Agboola: So, we’ll have, like, total churn customers in here.
34 00:02:43.380 ⇒ 00:02:44.610 Mustafa Raja: In the current month, right?
35 00:02:44.610 ⇒ 00:02:45.729 Demilade Agboola: Yes, in the current month.
36 00:02:46.100 ⇒ 00:02:54.000 Demilade Agboola: And then… I might need to make a… I might need to make modeling changes for that, so if there are things that you need models for.
37 00:02:54.540 ⇒ 00:02:55.240 Mustafa Raja: I mean…
38 00:02:55.240 ⇒ 00:02:59.029 Demilade Agboola: So right now, what we’re using for this, we’re using summary models.
39 00:02:59.590 ⇒ 00:03:02.950 Demilade Agboola: Right, so you don’t have a lot of flexibility.
40 00:03:03.180 ⇒ 00:03:10.019 Demilade Agboola: So if there are things you need me to quickly add, just let me know. So one of the things I’m going to do today is I want to add,
41 00:03:10.960 ⇒ 00:03:17.730 Demilade Agboola: the customer data across these tables, so that you can add a customer filter. They also want a customer filter.
42 00:03:18.920 ⇒ 00:03:20.930 Mustafa Raja: What this DAC filter would look like.
43 00:03:21.220 ⇒ 00:03:24.419 Demilade Agboola: Just the customer, like, so it’ll be a drop-down for each customer.
44 00:03:24.990 ⇒ 00:03:29.900 Demilade Agboola: And so when you can click on the customer, all the values here will change.
45 00:03:30.300 ⇒ 00:03:31.800 Demilade Agboola: To reflect that customer.
46 00:03:32.030 ⇒ 00:03:35.709 Mustafa Raja: Oh, so it’s going to be, like, for each team then, right?
47 00:03:36.170 ⇒ 00:03:37.280 Demilade Agboola: that they have?
48 00:03:37.670 ⇒ 00:03:40.509 Demilade Agboola: Yes, so it’s kind of like this, let me show you.
49 00:03:40.990 ⇒ 00:03:44.830 Demilade Agboola: what it looks like in the current dashboard. So this is the current dashboard.
50 00:03:46.750 ⇒ 00:03:50.900 Demilade Agboola: Yeah, we need to, like, we have… Slightly different numbers.
51 00:03:52.550 ⇒ 00:03:55.539 Demilade Agboola: But yeah, so, customer filter…
52 00:04:00.090 ⇒ 00:04:00.840 Demilade Agboola: Interesting.
53 00:04:05.930 ⇒ 00:04:07.640 Demilade Agboola: Second, okay.
54 00:04:08.940 ⇒ 00:04:09.770 Demilade Agboola: Alright.
55 00:04:09.950 ⇒ 00:04:12.019 Demilade Agboola: So there’s a list of customers.
56 00:04:13.010 ⇒ 00:04:13.740 Mustafa Raja: Okay.
57 00:04:13.740 ⇒ 00:04:19.350 Demilade Agboola: We can see… Brainforge… Do we… do they have my boss?
58 00:04:34.390 ⇒ 00:04:36.200 Demilade Agboola: I had to just show an example.
59 00:04:37.070 ⇒ 00:04:37.770 Mustafa Raja: Hmm.
60 00:04:43.510 ⇒ 00:04:44.100 Demilade Agboola: Okay.
61 00:04:44.760 ⇒ 00:04:45.590 Demilade Agboola: So…
62 00:04:48.730 ⇒ 00:04:53.970 Demilade Agboola: You can kind of just see what’s going on with… Cherry, for instance.
63 00:04:54.930 ⇒ 00:04:55.780 Mustafa Raja: Yep.
64 00:05:01.450 ⇒ 00:05:09.750 Mustafa Raja: And this is for the, ARR dash, and this AR dash, is it the, GTM dash or the finance dash?
65 00:05:10.480 ⇒ 00:05:11.499 Demilade Agboola: This is GTM.
66 00:05:11.890 ⇒ 00:05:12.630 Mustafa Raja: Okay.
67 00:05:12.630 ⇒ 00:05:13.370 Demilade Agboola: This is GTM.
68 00:05:13.370 ⇒ 00:05:15.339 Mustafa Raja: And this is our priority, right?
69 00:05:15.530 ⇒ 00:05:18.329 Mustafa Raja: Yes, sir.
70 00:05:18.400 ⇒ 00:05:20.160 Demilade Agboola: Oh, yeah, this one wants to finish today.
71 00:05:20.810 ⇒ 00:05:21.520 Mustafa Raja: Okay.
72 00:05:22.870 ⇒ 00:05:25.210 Mustafa Raja: Can we go back to the.
73 00:05:25.590 ⇒ 00:05:27.959 Demilade Agboola: To our… our version of it?
74 00:05:28.640 ⇒ 00:05:30.440 Demilade Agboola: Okay, our version…
75 00:05:31.570 ⇒ 00:05:35.920 Mustafa Raja: Do we have all of the tiles that we need here, or do we need to add more charts?
76 00:05:36.490 ⇒ 00:05:39.089 Demilade Agboola: Yes, so we have all that is in that dash.
77 00:05:39.490 ⇒ 00:05:44.010 Demilade Agboola: But Laura asked us to add some more tiles, so it is…
78 00:05:45.070 ⇒ 00:05:53.810 Demilade Agboola: That’s why I said I would have another call with you later on today, so I would actually give you, like, the full list. But, like, now we can start some of the things that we have.
79 00:05:54.190 ⇒ 00:05:55.230 Mustafa Raja: Yeah.
80 00:05:55.590 ⇒ 00:05:59.560 Demilade Agboola: And then… I can sync with you on the full list.
81 00:06:08.730 ⇒ 00:06:12.839 Demilade Agboola: Alright, yeah, so… I mean, what did I write? I know I wrote this thing down.
82 00:06:13.210 ⇒ 00:06:16.680 Demilade Agboola: This is… Okay, yes.
83 00:06:17.180 ⇒ 00:06:22.789 Demilade Agboola: So… We have new customers here, but we also want to add trend customers here.
84 00:06:23.870 ⇒ 00:06:30.319 Demilade Agboola: We want to add a total A&R, like, End of month error here.
85 00:06:30.320 ⇒ 00:06:32.180 Mustafa Raja: And you have that in the model, right?
86 00:06:32.180 ⇒ 00:06:34.799 Demilade Agboola: Yes, that is in the model as well.
87 00:06:35.190 ⇒ 00:06:35.920 Mustafa Raja: Okay.
88 00:06:36.280 ⇒ 00:06:40.389 Demilade Agboola: Then, same way we have this change, customer changes.
89 00:06:40.510 ⇒ 00:06:44.779 Demilade Agboola: We want to be able to have a list of the customer churn.
90 00:06:45.030 ⇒ 00:06:46.960 Demilade Agboola: Over the last 30 days.
91 00:06:47.950 ⇒ 00:06:48.670 Mustafa Raja: Okay.
92 00:06:49.440 ⇒ 00:06:49.880 Demilade Agboola: So.
93 00:06:49.880 ⇒ 00:06:55.349 Mustafa Raja: So, all of the… all of the… just all of the names of the customers that you earned over the last 30 days, right?
94 00:06:55.350 ⇒ 00:06:56.459 Demilade Agboola: And the amount, yes.
95 00:06:57.080 ⇒ 00:07:00.750 Mustafa Raja: Okay, and the amount that they, okay, were paying us.
96 00:07:01.080 ⇒ 00:07:02.740 Demilade Agboola: Okay, so I will…
97 00:07:03.430 ⇒ 00:07:08.940 Demilade Agboola: So this is top… so, like, another thing you can do here is, this, I limited it to 10,
98 00:07:09.270 ⇒ 00:07:14.530 Demilade Agboola: But you might decide to not limit it to 10, maybe make it a bit bigger so that people can look at it.
99 00:07:17.220 ⇒ 00:07:18.280 Demilade Agboola: Did you get what I mean?
100 00:07:19.210 ⇒ 00:07:22.720 Mustafa Raja: Yeah, so we just don’t want, only the top 10, right?
101 00:07:22.720 ⇒ 00:07:26.830 Demilade Agboola: Yeah, so it’s a fuller list, so they can see the full, like, maybe the full list.
102 00:07:27.000 ⇒ 00:07:32.180 Demilade Agboola: Maybe up to, like, 20 or 30, maybe, so it’s a bigger list, yeah.
103 00:07:32.180 ⇒ 00:07:35.170 Mustafa Raja: I think 30 would be nice.
104 00:07:37.040 ⇒ 00:07:42.990 Demilade Agboola: And then, so we have another table for the churn, so top customer churn over the last… Okay.
105 00:07:42.990 ⇒ 00:07:44.800 Mustafa Raja: And that’s also a model, right?
106 00:07:46.810 ⇒ 00:07:51.990 Demilade Agboola: So this, it should be here, but, like, what you now filter is where the chain type is churned.
107 00:07:52.750 ⇒ 00:07:56.289 Demilade Agboola: The same model that powers this, just make sure that the type across the arrow.
108 00:07:56.290 ⇒ 00:08:05.849 Mustafa Raja: So, change type must contain the keyword churn, and if it is there, then the customer has churned.
109 00:08:06.560 ⇒ 00:08:07.170 Demilade Agboola: Yes.
110 00:08:08.100 ⇒ 00:08:08.810 Mustafa Raja: Okay.
111 00:08:10.420 ⇒ 00:08:14.229 Mustafa Raja: So I’ll just copy, duplicate this, and add a filter there.
112 00:08:14.230 ⇒ 00:08:17.079 Demilade Agboola: Alright, sounds good then. Alright, so I will let you…
113 00:08:18.900 ⇒ 00:08:27.489 Demilade Agboola: I will let you know… So I’ll book some time on your calendar, like, later today, and we’ll just, like, try and sync on this so we can… Close this out for today.
114 00:08:27.490 ⇒ 00:08:29.490 Mustafa Raja: Okay, yeah, that works.
115 00:08:30.190 ⇒ 00:08:31.539 Demilade Agboola: Alright, thanks a lot, Mustafa.
116 00:08:32.070 ⇒ 00:08:33.370 Mustafa Raja: Thank you, have a good day.
117 00:08:33.370 ⇒ 00:08:34.460 Demilade Agboola: You too, bye.
118 00:08:34.700 ⇒ 00:08:35.260 Mustafa Raja: Bye.