Meeting Title: Robert Tseng’s Personal Meeting Room Date: 2025-06-06 Meeting participants: Fireflies.ai Notetaker Joshua, Annie Yu, Robert Tseng


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1 00:01:56.400 00:01:57.300 Robert Tseng: Panic.

2 00:01:58.980 00:02:00.180 Annie Yu: Hello, Robert!

3 00:02:02.080 00:02:04.190 Robert Tseng: Saw that you tagged me in some stuff.

4 00:02:05.490 00:02:06.210 Annie Yu: What’s that?

5 00:02:06.930 00:02:09.470 Robert Tseng: Yeah, that’s yeah.

6 00:02:13.290 00:02:20.999 Annie Yu: Yeah, because there are a couple follow up items that we still have to go through with the refund. So just giving you the context.

7 00:02:21.780 00:02:22.470 Robert Tseng: Okay?

8 00:03:09.520 00:03:14.269 Robert Tseng: So I mean, I guess I saw what you did like with the query

9 00:03:14.590 00:03:18.660 Robert Tseng: he deduped refunds, you know. I think the 1st refund

10 00:03:19.940 00:03:25.950 Robert Tseng: does that makes like, I guess it’s May. Maybe this is more of like when the refund is recognized.

11 00:03:26.420 00:03:31.700 Robert Tseng: Is it recognized for the original transaction? Or are you looking at the refund transaction amount.

12 00:03:31.810 00:03:33.830 Robert Tseng: or like the refund transaction date.

13 00:03:36.640 00:03:39.329 Annie Yu: I don’t know what that means.

14 00:03:39.940 00:03:45.289 Annie Yu: but I just know that in the Basque table we were using.

15 00:03:45.500 00:04:01.350 Annie Yu: So each order number can have multiple roles. If there are multiple updates. So like, cancel would be one role sent to pharmacy will be one role. That’s why we kind of double counted some of the order number refund

16 00:04:01.898 00:04:12.740 Annie Yu: and I was able to dedupe on the kind of the order level. So for the yesterday data in tableau. But when we aggregate I I don’t have the ability to do that.

17 00:04:15.250 00:04:15.720 Robert Tseng: Okay.

18 00:04:18.810 00:04:24.519 Robert Tseng: But even after you do, the dedupe like May still is lower. That’s that’s like Rebecca’s problem with it. Right? So.

19 00:04:24.520 00:04:27.499 Annie Yu: Yeah, yeah, that’s a separate one. Yeah.

20 00:04:36.540 00:04:42.280 Robert Tseng: I mean, it looks like the event, timestamp that you’re using is the refund. So like, I was saying.

21 00:04:42.540 00:04:48.980 Robert Tseng: when a refund is processed, does. It is the is the when we’re aggregating it by month. Is it by

22 00:04:49.230 00:04:53.950 Robert Tseng: the original transaction date, or is it by the refund date.

23 00:04:54.400 00:05:09.049 Annie Yu: Okay, I think we had this talk, and just off the top of my head, I think it was the latter. So it was the transaction refund timestamp, but but the can probably confirm that better than I do.

24 00:05:09.680 00:05:16.019 Robert Tseng: Okay, where is this guy? Oh, he’s out of office.

25 00:05:16.490 00:05:17.360 Robert Tseng: Okay.

26 00:05:17.570 00:05:20.030 Annie Yu: Yeah, I think until until.

27 00:05:20.030 00:05:21.070 Robert Tseng: Didn’t realize that.

28 00:05:33.260 00:05:36.479 Robert Tseng: okay, that’s fine.

29 00:05:37.380 00:05:42.800 Robert Tseng: yeah. Why don’t we just go through the rest of your stuff? Then, like, I, I was grooming earlier today, and then.

30 00:05:43.600 00:05:46.659 Robert Tseng: I know, wish is out right now and then. Bin Laud is out. So

31 00:05:49.920 00:05:51.310 Robert Tseng: it was still going to buy.

32 00:05:57.140 00:06:02.889 Robert Tseng: Okay? So, yeah, I mean, I think.

33 00:06:02.890 00:06:03.400 Annie Yu: No.

34 00:06:03.400 00:06:04.010 Robert Tseng: Go ahead!

35 00:06:04.280 00:06:09.259 Annie Yu: No, I was just gonna ask about the the pending client feedback like any updates.

36 00:06:10.010 00:06:13.200 Robert Tseng: Oh, yeah, I’ll go. I’ll go through that. Yeah. I mean, I think, just

37 00:06:14.000 00:06:20.649 Robert Tseng: yeah, this week has not been ideal. I will be back in my actual office next week. So I think

38 00:06:21.270 00:06:24.379 Robert Tseng: a lot of these updates should be happening Async. But since we’re.

39 00:06:24.580 00:06:28.750 Robert Tseng: it’s on a call, anyway, I’ll just go through it. 5

40 00:06:29.630 00:06:31.769 Robert Tseng: I don’t think, Mattesh responded. On this.

41 00:06:32.360 00:06:37.190 Annie Yu: Yeah, I don’t think he did. We actually got a chance to meet last week.

42 00:06:37.724 00:06:50.060 Annie Yu: But we didn’t touch on like everything. I think we we talked for like 10 min, and he said he’s got like a call. He was waiting on for for a while, so he had to drop

43 00:06:50.786 00:06:55.050 Annie Yu: but he yeah. But he’s aware that this is there.

44 00:06:55.990 00:07:03.050 Annie Yu: And and the numbers were, gonna be update updated.

45 00:07:04.410 00:07:05.050 Robert Tseng: Okay?

46 00:07:06.310 00:07:11.480 Robert Tseng: Well, I mean, what’s what’s the outstanding issue with the Ltv Cac thing? Right? It was like.

47 00:07:11.720 00:07:18.139 Robert Tseng: the the question was more on the product side cutter and Joanna looking at it, and they don’t think that it’s right for smaller.

48 00:07:18.140 00:07:37.880 Annie Yu: Yeah, yeah, with the map, it should be all matched. So when we 1st look at it, even the Ncac and distinct customers here were different than the rows and Ltv dashboard. He was looking at the table on the on the top from that dashboard, and then compared to this one. But now they’re aligned.

49 00:07:38.450 00:07:41.179 Robert Tseng: Okay, so yeah, I don’t think you should have an issue anymore. There.

50 00:07:41.810 00:07:43.549 Robert Tseng: But yeah, well, I’ll just leave it there.

51 00:07:45.550 00:07:47.830 Robert Tseng: Yeah, the whole Colorado thing.

52 00:07:55.890 00:08:03.860 Robert Tseng: I forgot what my takeaway was from here. I thought I I think I mentioned this yesterday, but I don’t remember what what I said.

53 00:08:04.210 00:08:09.259 Annie Yu: You would take it from here. But I forgot, like who you’re gonna talk to

54 00:08:10.690 00:08:13.890 Annie Yu: about this. But so the thing.

55 00:08:14.640 00:08:17.289 Annie Yu: Yeah, we can see this person.

56 00:08:17.290 00:08:21.679 Robert Tseng: Yeah, I said I was, gonna go look at the transactions and see if they were valid. Okay?

57 00:08:24.140 00:08:28.240 Robert Tseng: Yeah. Well, I mean, so I know you use.

58 00:08:28.640 00:08:49.429 Robert Tseng: You use our models whenever, like something like this kind of I I just didn’t end up writing the query. I think I would. I would go into bigquery, I would go and look at the original like vast web hook model, the 1st intermediary table where that data is coming in whatever matches like order details. And then I would go, and I would look at the orders from there.

59 00:08:50.157 00:08:54.739 Robert Tseng: Which is fine. I can still do that. And I, yeah, I just.

60 00:08:55.440 00:08:58.180 Robert Tseng: it’s not really pending client feedback. Then this is more.

61 00:09:01.850 00:09:07.250 Annie Yu: So are those ones you just mentioned are like raw tables.

62 00:09:09.155 00:09:10.330 Robert Tseng: Yeah, let’s take a look.

63 00:09:28.300 00:09:29.030 Robert Tseng: But

64 00:10:10.420 00:10:15.890 Robert Tseng: I don’t necessarily think that this is the source of truth. But this is what Rob would have used so.

65 00:10:16.250 00:10:21.275 Robert Tseng: and I do think that our models are kind of built upon this to some extent.

66 00:10:22.440 00:10:31.519 Robert Tseng: this was him trying to just like bring together all the different web basketball folks and putting it into 1 1 model originally where we came in and did any of this Dbt stuff.

67 00:10:32.080 00:10:39.110 Robert Tseng: So it really is just like a really wide table of like all the details of a particular order.

68 00:10:42.090 00:10:51.279 Robert Tseng: yeah. So I probably would. I was, I was just gonna check your query against this, this against this model, and see if I see it. I see anything different.

69 00:10:52.010 00:10:52.810 Annie Yu: Okay.

70 00:10:53.560 00:10:54.140 Robert Tseng: Yeah.

71 00:10:55.070 00:11:01.360 Annie Yu: So does this one also have like the address details.

72 00:11:03.810 00:11:05.409 Robert Tseng: Yeah, I think so.

73 00:11:08.920 00:11:12.669 Robert Tseng: Zip State City. Maybe not for all of them.

74 00:11:13.870 00:11:16.499 Robert Tseng: Only when order status is delivered, they

75 00:11:34.180 00:11:34.890 Robert Tseng: what?

76 00:11:47.590 00:11:53.000 Robert Tseng: Yeah? So I mean there is some delivery data here for one week when there is a delivery status.

77 00:11:59.540 00:12:02.660 Robert Tseng: Yeah, anyway. So

78 00:12:06.330 00:12:07.810 Robert Tseng: I think.

79 00:12:08.130 00:12:12.480 Annie Yu: This is not you’re not a hundred percent sure. If this is the

80 00:12:14.800 00:12:17.409 Annie Yu: like, the single source of truth.

81 00:12:18.760 00:12:26.749 Robert Tseng: Well, it was before. Our rob doesn’t use our model. So whenever he, because we’re comparing like

82 00:12:28.340 00:12:37.090 Robert Tseng: people, are anchored, Jonah is anchored to whatever number he got, because Rob gave that to him, and Rob only ever queries this model.

83 00:12:38.180 00:12:47.509 Robert Tseng: I understand. To some extent the Dbt stuff is confusing, like I honestly would just prefer one wide, flat table with everything that I need, and I can go sort through it myself.

84 00:12:49.050 00:12:53.730 Robert Tseng: So I understand why he never switched to our Ddt models. But like

85 00:12:53.970 00:13:06.700 Robert Tseng: they don’t line up, there’s like some logic that’s hidden away in our models that like by the time we use our model for a query like, sometimes there’s a discrepancy with what order details has. And like.

86 00:13:07.330 00:13:17.520 Robert Tseng: yeah, I feel like, this is just like the common thing where we don’t get the same number as what Rob has. And I always like looking for an explanation as to why and

87 00:13:18.390 00:13:24.949 Robert Tseng: yeah, in most cases we’ve been able to prove that our model is more accurate.

88 00:13:26.490 00:13:30.869 Robert Tseng: And so I generally assume that’s the case, but I still need to prove it by like

89 00:13:31.510 00:13:41.950 Robert Tseng: running it the way that Rob would have run it. Try to understand, like the difference between like your answer and his answer, and then figuring out like, Okay, well, what is the difference? So

90 00:13:42.260 00:13:48.099 Robert Tseng: yeah, that’s what this reviews would have entailed. I just I just didn’t. I just didn’t do it.

91 00:13:48.400 00:13:49.460 Annie Yu: Okay. Okay.

92 00:13:49.460 00:13:50.010 Robert Tseng: Yeah.

93 00:13:55.620 00:14:06.840 Annie Yu: And one question about this. I I remember, like when writing the update in that ticket, I think this is more so around like Pii, like the screenshot that I share was like

94 00:14:07.710 00:14:15.330 Annie Yu: one person’s name and email. And I, I’m just not sure if that’s the best practice, or if we have any like.

95 00:14:16.050 00:14:16.950 Robert Tseng: Yeah.

96 00:14:16.950 00:14:18.319 Annie Yu: Around that.

97 00:14:20.960 00:14:26.310 Robert Tseng: It’s it’s not ideal. But I think it’s okay.

98 00:14:27.240 00:14:27.940 Annie Yu: Okay.

99 00:14:28.370 00:14:32.420 Robert Tseng: Yeah, because

100 00:14:32.710 00:14:39.360 Robert Tseng: otherwise, like, if there are like customer ids or user ids, you can use instead. Like, I think that’d be fine.

101 00:14:39.630 00:14:41.546 Robert Tseng: Yeah, that’d probably be better.

102 00:14:42.100 00:14:47.260 Robert Tseng: yeah, let’s just say that. Let’s use. Let’s use ids instead of names moving forward.

103 00:14:48.040 00:14:48.550 Annie Yu: Okay.

104 00:14:49.300 00:14:50.829 Robert Tseng: Yeah, I don’t want to get into trouble.

105 00:14:51.090 00:14:52.140 Annie Yu: Yeah, yeah.

106 00:14:53.460 00:15:02.260 Robert Tseng: Okay, cool. So am I actually gonna do this today. I don’t know. Sorry, like, if I feel like.

107 00:15:02.679 00:15:14.420 Annie Yu: Well, I can run this the query I can like, edit my query and then run that order, detail details table, and then give you an update on

108 00:15:14.820 00:15:26.340 Annie Yu: like, if like, I’ll just use the same person. If I did find him in that table, then that means there’s some some discrepancy, right, and I’ll I can give you an update. I can run that.

109 00:15:26.340 00:15:32.290 Robert Tseng: Yeah, or well, let’s see if we just look at it now.

110 00:15:37.540 00:15:38.340 Robert Tseng: Oh.

111 00:15:39.540 00:15:43.550 Annie Yu: So the user id is just gonna be our customer. Id.

112 00:15:44.560 00:15:45.429 Robert Tseng: I think so.

113 00:15:45.590 00:15:49.520 Robert Tseng: Yeah. So he exists, and it looks like he had 6 orders.

114 00:15:49.830 00:15:51.930 Robert Tseng: Looks like the 5 of them were delivered.

115 00:15:54.350 00:15:58.350 Annie Yu: And I think I saw the Colorado tied to.

116 00:15:58.350 00:16:00.029 Robert Tseng: Yeah, these were in Colorado. Yeah.

117 00:16:00.030 00:16:03.430 Annie Yu: Yeah, that’s why we don’t have in our damn shipment.

118 00:16:08.930 00:16:12.919 Robert Tseng: Yeah, so well, hey, it’s it’s here.

119 00:16:18.120 00:16:22.790 Annie Yu: But yeah, the next question is like, force is right.

120 00:16:27.710 00:16:30.200 Robert Tseng: Yeah, I mean, I would put the Sunday model. Okay,

121 00:17:44.840 00:17:51.950 Robert Tseng: so we did this. But this person doesn’t exist. And then shipments, whatever

122 00:17:54.700 00:17:56.200 Robert Tseng: right? Is that what we’re saying.

123 00:17:58.116 00:18:02.590 Annie Yu: Yeah. And then is there a customer? Id? Let me see.

124 00:18:02.920 00:18:05.890 Robert Tseng: This user, id or like, what is it? What’s possible.

125 00:18:08.960 00:18:09.770 Annie Yu: See?

126 00:18:12.320 00:18:15.520 Annie Yu: Yeah, no, there’s no customer id. So I went.

127 00:18:16.336 00:18:17.549 Annie Yu: I had.

128 00:18:17.550 00:18:19.529 Robert Tseng: Are you joining to them customers.

129 00:18:19.530 00:18:26.550 Annie Yu: Yeah, I have to go into fact transactions to find that person’s order numbers and then use those order numbers.

130 00:18:28.100 00:18:30.100 Annie Yu: and then tim shipment.

131 00:18:32.380 00:18:36.849 Robert Tseng: Okay. So he is in here. He is in them customers, but he’s just not in them shipments.

132 00:18:36.850 00:18:42.399 Annie Yu: Yeah. Yeah. And he’s in back transactions, too. So we can find order numbers

133 00:18:42.800 00:18:50.979 Annie Yu: for him, in fact, transactions. But when I run this order number, and them shipments. I can find them.

134 00:18:52.540 00:18:53.200 Robert Tseng: Okay.

135 00:19:30.390 00:19:32.640 Robert Tseng: But the difference was off by 300.

136 00:19:33.800 00:19:44.170 Annie Yu: Yeah, I think mine is nearly 300, and the one he had was 600. Something.

137 00:19:58.620 00:20:00.050 Robert Tseng: Alright. Gonna

138 00:20:22.530 00:20:23.260 Robert Tseng: okay.

139 00:20:26.950 00:20:29.009 Robert Tseng: that’s that. And then

140 00:20:35.180 00:20:37.650 Robert Tseng: think you’re done here. So I think.

141 00:20:37.960 00:20:48.010 Annie Yu: But yeah, but I I know that we are still trying to build the the vial size thing. Or is that something we wouldn’t necessarily bring to the dashboard.

142 00:20:49.698 00:20:52.579 Robert Tseng: Does she ask for it for the dashboard? I think.

143 00:20:52.855 00:20:55.609 Annie Yu: No, I don’t think so. I think. That was

144 00:20:56.940 00:20:58.859 Annie Yu: kind of the feedback from you.

145 00:21:00.370 00:21:01.180 Robert Tseng: I see?

146 00:21:08.730 00:21:13.629 Robert Tseng: yeah, I mean, if they don’t ask for the dashboard, they don’t need it. But isn’t it? It needs to be in the forecast model.

147 00:21:14.210 00:21:14.960 Annie Yu: Hmm.

148 00:21:15.160 00:21:19.779 Robert Tseng: Which I also have not had time to build this forecast model, so

149 00:21:23.240 00:21:27.880 Robert Tseng: did I even assign it to myself. Oh, my goodness! Such a hot mess.

150 00:21:29.910 00:21:35.439 Annie Yu: I thought it was still on Demoda’s plate, because he’s gonna do some.

151 00:21:37.080 00:21:44.659 Robert Tseng: Yeah, well, I don’t really know. What is this taking him so long on some of the stuff like, I’m just getting pinged like

152 00:21:45.390 00:21:51.520 Robert Tseng: by everybody. So I I’m gonna have to just like work around and do something a little over the weekend. I guess

153 00:21:52.210 00:21:52.870 Robert Tseng: you know.

154 00:22:21.800 00:22:26.650 Annie Yu: Okay, does that mean we can? So does that mean that ticket can.

155 00:22:27.650 00:22:28.779 Robert Tseng: Yeah, let’s close this one.

156 00:22:29.370 00:22:34.809 Annie Yu: Okay, and I met with Sarah yesterday. Walked through that dashboard.

157 00:22:35.520 00:22:36.930 Robert Tseng: Great. Thank you. I saw that.

158 00:22:36.930 00:22:42.100 Annie Yu: Recorded, but I think it was on her note taker.

159 00:22:43.400 00:22:43.980 Robert Tseng: Okay.

160 00:22:47.070 00:22:55.519 Robert Tseng: Yeah. Well, I guess if somebody else gets stopped on her team, I’m just gonna tell her to do it with her. Yeah, she she can teach like we don’t have to do that.

161 00:22:55.900 00:23:00.069 Robert Tseng: I was just trying to save us from having to do more than one of those calls. But

162 00:23:00.780 00:23:02.390 Robert Tseng: there’s new meetings all the time.

163 00:23:03.533 00:23:07.270 Robert Tseng: Okay, so that’s that product. Drill down.

164 00:23:07.450 00:23:08.930 Robert Tseng: What are you waiting on here?

165 00:23:09.987 00:23:14.550 Annie Yu: Here I met with the model yesterday, so he’ll

166 00:23:14.820 00:23:24.740 Annie Yu: move forward with the product sequence model. He’ll build that model. But I also show him the the current cross sale table, which

167 00:23:24.990 00:23:33.989 Annie Yu: I I think we don’t necessarily need to keep that once we have the product sequence because they overlap. In. In some cases.

168 00:23:34.470 00:23:34.960 Robert Tseng: Okay.

169 00:23:36.791 00:23:39.249 Annie Yu: But yeah, he’ll he’ll build that model.

170 00:23:40.960 00:23:41.610 Robert Tseng: Okay.

171 00:23:44.550 00:23:48.780 Annie Yu: And then there’s also product category for that ticket.

172 00:23:50.192 00:23:53.510 Annie Yu: I think that’s also on Demote.

173 00:23:54.090 00:24:00.590 Robert Tseng: I think we’re gonna need to figure out like which categories as.

174 00:24:00.590 00:24:15.539 Annie Yu: In the meantime, if we are just gonna let’s say like cause, there is a product category field in that model. And if we are just state that one. I think I can start building something using your current category. But just know that.

175 00:24:15.540 00:24:23.450 Robert Tseng: Yeah, let’s just let’s just do that. I just feel like that. If whatever we can use as a proxy is fine, we can always change it later on.

176 00:24:23.450 00:24:24.550 Annie Yu: Yeah, yeah.

177 00:24:24.550 00:24:25.070 Robert Tseng: Yeah.

178 00:24:25.070 00:24:27.379 Annie Yu: Okay, then I’ll I’ll start with that.

179 00:24:28.190 00:24:28.800 Robert Tseng: Okay.

180 00:24:37.160 00:24:38.000 Robert Tseng: Okay.

181 00:24:46.090 00:24:46.999 Annie Yu: Yeah, that one.

182 00:24:47.000 00:24:49.409 Robert Tseng: You’re waiting on a lot of models, or they’ve allotted.

183 00:24:50.318 00:24:52.150 Annie Yu: Yeah, I feel like he’s got a lot.

184 00:24:54.080 00:24:59.219 Annie Yu: But this one, yeah. But this this feedback that I shared earlier in that thread was

185 00:24:59.670 00:25:03.039 Annie Yu: just. We just got those feedback this morning, so.

186 00:25:03.040 00:25:03.670 Robert Tseng: Yeah.

187 00:25:04.040 00:25:04.770 Robert Tseng: Okay.

188 00:25:09.330 00:25:10.060 Robert Tseng: okay.

189 00:25:17.280 00:25:21.020 Robert Tseng: so this will be cleared after the cohort heat mapping is pushed through.

190 00:25:21.400 00:25:27.170 Annie Yu: Yeah. But then for the Ros dashboard, we just

191 00:25:28.270 00:25:31.609 Annie Yu: are not gonna swap out that yet.

192 00:25:32.520 00:25:33.070 Robert Tseng: Yeah.

193 00:26:23.520 00:26:26.169 Annie Yu: So the profits bar chart.

194 00:26:26.320 00:26:28.929 Robert Tseng: We just want a same one as.

195 00:26:29.120 00:26:35.290 Annie Yu: Like the new versus returning revenue.

196 00:26:35.590 00:26:39.959 Annie Yu: an order, and we want the same one for profit. Is that correct?

197 00:26:41.460 00:26:43.449 Robert Tseng: For the what’s over? The which one sorry.

198 00:26:43.450 00:26:45.979 Annie Yu: 3, 47.

199 00:26:51.940 00:26:59.370 Robert Tseng: Yeah, this is just splitting out the profit from the other charts and other bars, and just making its own chart.

200 00:27:01.260 00:27:02.180 Annie Yu: Okay.

201 00:27:02.860 00:27:03.820 Annie Yu: Oh.

202 00:27:03.820 00:27:07.389 Robert Tseng: I’m trying to like, there was this

203 00:27:10.600 00:27:22.000 Robert Tseng: upload Dev work email, email model email model, are you

204 00:27:28.590 00:27:40.080 Robert Tseng: email model, the email model email address, my brain is fried cheese.

205 00:27:41.320 00:27:45.740 Robert Tseng: So I

206 00:27:46.300 00:27:54.869 Robert Tseng: I’m like a bit confused at where this email, dashboard and tableau like, did it just disappear like

207 00:27:57.780 00:27:58.889 Annie Yu: We have one.

208 00:27:59.760 00:28:00.620 Robert Tseng: We do?

209 00:28:02.460 00:28:05.839 Annie Yu: For real. I don’t think I’ve ever seen.

210 00:28:06.670 00:28:10.140 Robert Tseng: No, no, I’m saying that like this was a request. It’s like.

211 00:28:10.690 00:28:11.380 Robert Tseng: It’s

212 00:28:11.890 00:28:20.670 Robert Tseng: in slack. We were been chatting about it for 2 weeks, and like I promise it, tomorrow or end of week today.

213 00:28:20.850 00:28:26.770 Robert Tseng: and I don’t see anything about it like, I’m typing an email.

214 00:28:27.060 00:28:29.239 Robert Tseng: And I don’t see anything.

215 00:28:30.202 00:28:32.930 Annie Yu: Think Awaii had built.

216 00:28:32.930 00:28:43.100 Robert Tseng: Yeah, I I saw something. A wish was working on a model there, but I don’t see anything.

217 00:28:49.780 00:28:55.589 Annie Yu: Oh, yeah, I’m looking at the Pr. And he requested me to review.

218 00:29:05.140 00:29:14.520 Robert Tseng: Yeah, is there a way that you could take that on like I? This is like very high priority for them. And like, I promised it today, and it just seemed like it got dropped.

219 00:29:18.300 00:29:20.602 Annie Yu: Wait so. But

220 00:29:21.980 00:29:23.180 Annie Yu: How would that look like.

221 00:29:23.180 00:29:29.580 Robert Tseng: I thought the model was done on Wednesday, and that we were just working. We had 2 days to build this report like I don’t know what happened.

222 00:29:35.990 00:29:40.950 Robert Tseng: This is just like some email open stuff.

223 00:29:41.790 00:29:45.369 Annie Yu: So what they want is just like a table, right?

224 00:29:45.370 00:29:46.759 Robert Tseng: Yeah, they just want a team.

225 00:29:48.190 00:29:51.170 Robert Tseng: I thought Oasia’s model was like enough.

226 00:29:53.220 00:29:59.740 Annie Yu: No, but there is no like a ticket for me, so I I guess I never really knew I had to work on it.

227 00:29:59.740 00:30:01.760 Robert Tseng: Yeah, I I don’t know.

228 00:30:01.980 00:30:09.139 Robert Tseng: Yeah, sorry I yeah. It’s probably just things just didn’t get over long. So.

229 00:30:09.430 00:30:10.440 Annie Yu: Okay. Okay.

230 00:30:13.570 00:30:18.569 Robert Tseng: Like we had talked about this. He had some revenue numbers in here as well.

231 00:30:23.900 00:30:31.520 Annie Yu: It looks like there are 2 tables that I could use 4 months.

232 00:30:36.910 00:30:39.830 Annie Yu: Can you send me that? Is that figma?

233 00:30:40.810 00:30:42.469 Robert Tseng: No, this is a Monday Board.

234 00:30:42.700 00:30:45.960 Annie Yu: Oh, okay, or I guess.

235 00:30:45.960 00:30:46.980 Robert Tseng: Email.

236 00:30:47.300 00:30:48.250 Annie Yu: Where to.

237 00:30:56.190 00:30:58.880 Robert Tseng: You know I’m talking about this for 2 weeks.

238 00:31:08.280 00:31:14.599 Robert Tseng: I mean, it’s as far as my, I guess I just hallucinated. I did. I just lost track of it. I don’t know what what happened here like.

239 00:31:14.600 00:31:20.949 Annie Yu: I I thought that was a new request that demolodic got last week. That’s why that’s what I thought.

240 00:31:21.310 00:31:25.895 Robert Tseng: Yeah, I came last week like it came on Monday of last week, and it’s been 2 weeks.

241 00:31:31.520 00:31:38.130 Robert Tseng: updates are in the ticket, are they? I don’t see any updates

242 00:31:44.040 00:31:45.290 Robert Tseng: we’re at.

243 00:31:51.400 00:31:51.990 Robert Tseng: Meaning.

244 00:32:09.630 00:32:11.970 Robert Tseng: who’s the right department? 7.

245 00:32:19.050 00:32:24.710 Robert Tseng: Okay? Sorry. I just like totally panicked. Because I thought we just like completely dropped the ball on this.

246 00:32:24.890 00:32:32.240 Robert Tseng: I you don’t need to build anything, Annie. I I did actually send this message. I just don’t think the top ticket was updated.

247 00:32:32.920 00:32:38.710 Annie Yu: Okay, wait. Okay, so what’s the next step? But okay, I will eventually still need to build that. But just.

248 00:32:38.710 00:32:44.369 Robert Tseng: Yeah, eventually, we’ll still need to build it. I basically pass this along. I like kind of.

249 00:32:46.110 00:32:49.500 Robert Tseng: They were waiting on them to review something here.

250 00:33:02.620 00:33:06.329 Robert Tseng: I mean, I can give you this ticket as well. You can just take a look.

251 00:33:08.170 00:33:08.830 Annie Yu: Okay.

252 00:33:21.010 00:33:22.090 Robert Tseng: So

253 00:33:27.090 00:33:42.039 Robert Tseng: yeah, basically like this was like all the email data that we get from customer I/O in terms of opening emails and also clicking emails and then being trying to figure out which orders came because of the emails that were open

254 00:33:42.713 00:33:47.409 Robert Tseng: but we didn’t have all the data. There were some assumptions we had to make around

255 00:33:47.610 00:33:56.059 Robert Tseng: what was actually a valid order. And so we’re just like we’re just making some assumptions there. We don’t actually have a way to link emails to

256 00:33:56.520 00:33:57.690 Robert Tseng: 2 orders.

257 00:33:58.070 00:33:58.530 Annie Yu: Yeah.

258 00:33:58.530 00:34:02.220 Robert Tseng: And so I’m asking. I’ve run our logic by

259 00:34:02.480 00:34:07.689 Robert Tseng: the Eden team and ask them to confirm if this is fine

260 00:34:10.330 00:34:16.030 Robert Tseng: but otherwise everything in that model does meet the requirements of

261 00:34:16.620 00:34:22.569 Robert Tseng: that are listed here. So I think, yeah, we’re just like waiting on them at this point.

262 00:34:23.288 00:34:28.840 Robert Tseng: But yeah, once we get their approval, then we’ll need to turn it into a copy.

263 00:34:29.139 00:34:31.839 Robert Tseng: a dashboard in tableau, probably. So

264 00:34:32.670 00:34:37.710 Robert Tseng: yeah, there’s no action item for you yet. But this is something to kind of just yeah

265 00:34:38.270 00:34:48.239 Robert Tseng: at all that’s coming. Sorry. I think that was just like that’s I. Just my brain just glitched like I I shouldn’t have gone down that tangent. I think that just kind of waste of time.

266 00:34:50.960 00:34:58.569 Robert Tseng: yeah, I I wanted to just tee up a few things that are coming. There’s like a type form questionnaire thing that I want, that I’m hoping that you can

267 00:34:58.910 00:35:00.470 Robert Tseng: rip pretty quickly.

268 00:35:01.028 00:35:05.641 Robert Tseng: So if you have capacity. I mean, this is, I just assigned it for Monday. But

269 00:35:07.640 00:35:09.890 Robert Tseng: yeah, there’s a booker studio report.

270 00:35:09.890 00:35:12.720 Annie Yu: You know, and we’re just replicating.

271 00:35:13.030 00:35:13.790 Robert Tseng: Go ahead!

272 00:35:14.080 00:35:18.280 Annie Yu: Do we have these? The-, the data in.

273 00:35:18.970 00:35:20.190 Robert Tseng: Yeah, we should.

274 00:35:20.190 00:35:21.030 Annie Yu: Smart.

275 00:35:23.040 00:35:23.720 Annie Yu: Okay.

276 00:35:23.720 00:35:26.249 Robert Tseng: I believe it’s type form.

277 00:35:33.910 00:35:38.110 Robert Tseng: You can ask a wish which model it is, but he’s modeled this before.

278 00:35:40.720 00:35:47.050 Annie Yu: Okay, and even if it’s not in prop, Mars, should should I use it.

279 00:35:48.430 00:35:50.420 Robert Tseng: Yeah, even if it’s not, we should be.

280 00:35:51.660 00:35:52.360 Annie Yu: Okay.

281 00:36:00.830 00:36:01.620 Robert Tseng: Okay.

282 00:36:11.910 00:36:14.209 Robert Tseng: yeah. So that’s that. And then.

283 00:36:14.500 00:36:20.788 Robert Tseng: yeah, I mean, this whole Ltv projections project. They got dropped like I would, I would like to see, be able to work on it.

284 00:36:22.840 00:36:23.710 Robert Tseng: so

285 00:36:25.020 00:36:31.769 Robert Tseng: yeah, I’m assuming, like the cohort based heat map stuff is almost done. So I think this is, this would be.

286 00:36:34.150 00:36:42.839 Robert Tseng: This is like the important but not urgent project that we’ve been talking about for a while. So 1 1 you should be able to work on that next week.

287 00:36:46.930 00:36:52.209 Robert Tseng: There are other. Yeah, there will be other reports. Report requests that come in

288 00:36:53.235 00:36:58.510 Robert Tseng: but they’re just not tickets yet, because they’re not ready so.

289 00:37:00.360 00:37:06.790 Robert Tseng: But you can see here like this is the board that I get from the Eden team. Of all the requests that they have.

290 00:37:07.200 00:37:10.549 Robert Tseng: So just add a bunch of stuff here, and like I have to.

291 00:37:11.110 00:37:16.250 Robert Tseng: I have to work with them to make it some real request before I bring it into linear. So

292 00:37:16.910 00:37:22.196 Robert Tseng: I mean, I don’t think you monitor this backlog. But I’m just saying that, like 9 of these

293 00:37:23.010 00:37:29.520 Robert Tseng: are all potential things that we would end up taking on but yeah.

294 00:37:32.350 00:37:32.950 Annie Yu: Okay.

295 00:37:34.914 00:37:40.999 Annie Yu: I remember seeing one other message from Rebecca about the order to deliver it.

296 00:37:42.190 00:37:49.470 Robert Tseng: Yeah, she was saying that it’s just inconsistent across platforms. I don’t know how to answer her on that. So.

297 00:37:49.470 00:38:04.370 Annie Yu: One thing I know, though, is. And I I remember telling her this, I think just couple of days ago. So this order, delivered in tableau is what I manually calculated, and that might be overstated just because

298 00:38:04.510 00:38:26.689 Annie Yu: other things like order to shipped order, to pharmacy, pharmacy to shipped were all pre-calculated in the model, and I know that when they did the calculation they did. Is it based on time stamps? But then, in this table we don’t have order, date, Timestamps, we only have the date. So when I manually calculated this.

299 00:38:26.820 00:38:29.519 Annie Yu: the system just assumed that everything was

300 00:38:30.400 00:38:43.520 Annie Yu: place on like 12 am. Of each day. That’s why that might be overstated. And I remember it created. I think I created like a ticket cause that would need aes help

301 00:38:43.830 00:38:48.340 Annie Yu: to bring it back. Column. To have a more accurate one.

302 00:38:51.720 00:38:53.730 Robert Tseng: Do you remember what ticket that was?

303 00:38:54.054 00:38:58.640 Annie Yu: Or you can find like something created by me, can filter.

304 00:38:58.640 00:38:59.170 Robert Tseng: Nice.

305 00:39:04.940 00:39:05.890 Annie Yu: Hello.

306 00:39:12.640 00:39:13.130 Annie Yu: Yeah.

307 00:39:13.130 00:39:14.050 Robert Tseng: This one.

308 00:39:15.070 00:39:18.240 Annie Yu: Now assign this to you to, so you can assign.

309 00:39:18.550 00:39:19.769 Robert Tseng: I see.

310 00:40:07.520 00:40:11.549 Robert Tseng: Okay, thank you for reminding that.

311 00:40:17.200 00:40:25.670 Annie Yu: Yeah. But once that’s updated, if it’s still not matching the bask, I think that’d be another thing.

312 00:40:26.460 00:40:27.120 Robert Tseng: Okay.

313 00:40:34.690 00:40:37.070 Robert Tseng: okay, so we.

314 00:41:14.560 00:41:16.730 Robert Tseng: okay, wow.

315 00:41:17.990 00:41:22.990 Robert Tseng: sorry. I know that was long. But I think we just kind of need to catch up on a lot of this stuff.

316 00:41:26.840 00:41:37.619 Robert Tseng: yeah, do you have a sense of how long you’re spending on Eden? Like this week? Did it feel like it was more or less. Now that Rob is not pretty much we’re absorbing. More requests.

317 00:41:37.920 00:41:44.590 Annie Yu: I think I am definitely spending more time, but I feel like I have been spending like

318 00:41:44.710 00:41:48.299 Annie Yu: quite a long time on Eden for the past few weeks

319 00:41:49.075 00:42:01.949 Annie Yu: but it it felt manageable this week, but I think that was also because things were like slowing down on matter more for this week, but, like last week, was.

320 00:42:01.950 00:42:02.269 Robert Tseng: That’s it.

321 00:42:02.270 00:42:03.950 Annie Yu: Really difficult, because

322 00:42:04.190 00:42:15.470 Annie Yu: I also like spent much time there last week. But this week I think I’m just like lighter on other projects this week, but then, going forward, I I like I don’t know how that will look like.

323 00:42:16.250 00:42:19.770 Robert Tseng: Okay, yeah. I mean, we’ll keep recalibrating week to week. I don’t.

324 00:42:20.040 00:42:30.560 Robert Tseng: Yeah, like this week. I think I was more absent minded on Eden honestly. So I think I will be able to come and step in and help drive more stuff specifically.

325 00:42:31.311 00:42:33.020 Robert Tseng: Next week as well. So

326 00:42:35.320 00:42:40.910 Robert Tseng: yeah, I know you’re the only analyst on this on this one other than me, I guess so we’ll we’ll just have to.

327 00:42:42.020 00:42:51.140 Robert Tseng: Between the 2 of us. We’ll have to try to figure it out if you if you feel planned. If you’re if you’re slammed and you need to send some stuff back towards me like you. Just you just have, you know. You’ll just have to do that

328 00:42:51.360 00:42:57.440 Robert Tseng: on the Ae side. Yeah, I mean away. Should have a lot of should handle everything same day or within within one day.

329 00:42:57.986 00:43:02.830 Robert Tseng: While they’re also working on some other like things. But yeah, if there’s ever

330 00:43:03.150 00:43:13.519 Robert Tseng: a modeling request that’s blocking you. That’s that’s highest priority. And so I want them to be able to handle handle anything like that for you faster than what they’re working on

331 00:43:13.830 00:43:17.438 Robert Tseng: with me or with the other side with, Yeah,

332 00:43:18.360 00:43:22.380 Robert Tseng: yeah, I think like unblocking. The analyst work is is the base priority. Yeah.

333 00:43:23.280 00:43:23.940 Annie Yu: Okay.

334 00:43:24.150 00:43:26.080 Annie Yu: Sounds good. Well.

335 00:43:26.080 00:43:31.510 Robert Tseng: So if you ever, if you ever feel like you’re not getting what you need from them like, tag them or tag me like whatever

336 00:43:31.800 00:43:39.760 Robert Tseng: like you being blocked by them. Not updating models is like that’s that should not happen for that. We’re that that should not drag on.

337 00:43:40.930 00:43:43.350 Annie Yu: Yeah, yeah, okay.

338 00:43:44.030 00:43:44.710 Robert Tseng: Yeah.

339 00:43:49.307 00:43:57.242 Robert Tseng: Okay. Well, doctor, that. Yeah. I know we have time scheduled. But if you’re okay with it, I’d rather not.

340 00:43:57.620 00:43:58.460 Annie Yu: Oh, yeah. No.

341 00:43:58.460 00:44:00.890 Robert Tseng: We’ll go and catch, we’ll go catch a flight, and so.

342 00:44:01.350 00:44:02.100 Annie Yu: It works.

343 00:44:03.365 00:44:03.609 Annie Yu: Yeah.

344 00:44:03.740 00:44:07.879 Robert Tseng: But I can stay on for a few more minutes. If you had anything you were. We wanted to talk about.

345 00:44:08.718 00:44:15.820 Annie Yu: I I don’t have anything in mind right now. Yeah, that’s definitely

346 00:44:16.630 00:44:28.819 Annie Yu: one thing. One thing is that when I met with Renea. We talk about Josh Johnson and he. He’s coming to Portland. But then, at the time he was sold out.

347 00:44:28.930 00:44:34.477 Annie Yu: and then he just added another show. So I I got the ticket. And I also like email.

348 00:44:34.770 00:44:35.840 Robert Tseng: The Comedian.

349 00:44:35.840 00:44:36.535 Annie Yu: Yeah.

350 00:44:37.230 00:44:38.110 Robert Tseng: Oh, nice!

351 00:44:38.450 00:44:39.050 Annie Yu: He’s.

352 00:44:39.050 00:44:41.849 Robert Tseng: We go to show together. Okay, no way. That’s fun.

353 00:44:41.850 00:44:46.264 Annie Yu: No, I don’t think we’re going together, though I like I already. I already got the ticket, so.

354 00:44:46.700 00:44:47.650 Robert Tseng: I got it! Got it!

355 00:44:47.650 00:44:48.970 Annie Yu: Letting her know.

356 00:44:49.480 00:44:55.139 Robert Tseng: So alright. Well, good to hear. And yeah, thanks again. Good. Good job this week.

357 00:44:55.540 00:44:58.159 Annie Yu: Yeah, thank you so much, Robert. Hope you.

358 00:44:58.160 00:44:58.480 Robert Tseng: Yep.

359 00:44:58.480 00:44:59.553 Annie Yu: Restful, weekend.

360 00:45:00.300 00:45:03.399 Robert Tseng: Yeah, sorry. I I don’t think I’m I’m not very.

361 00:45:04.000 00:45:04.500 Robert Tseng: How’s it?

362 00:45:04.500 00:45:11.100 Robert Tseng: Very good this week? So hopefully you don’t see see me like this again. Bye, Eddie.