Meeting Title: Revenue Discovery 1 | Dean M Date: 2025-07-28 Meeting participants: Gabriel’s Fellow Note Taker, Gabriel Rivera, Amber Lin, Uttam Kumaran, Emily Giant, Dean Mark, Wilder Rodriguez
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1 00:01:20.850 ⇒ 00:01:21.820 Amber Lin: Hello!
2 00:01:21.820 ⇒ 00:01:22.700 Uttam Kumaran: Hello!
3 00:01:29.930 ⇒ 00:01:30.940 Amber Lin: Hey, Millie!
4 00:01:31.160 ⇒ 00:01:33.730 Amber Lin: Back to the fruit, back to the regular spot.
5 00:01:33.930 ⇒ 00:01:39.660 Emily Giant: Yep, I got an external monitor for like travel, and I was trying it out this morning.
6 00:01:40.140 ⇒ 00:01:50.540 Emily Giant: And there’s something with my work computer that it does not want 2 monitors connected. It just doesn’t want it. So my face is just gonna be at all kinds of angles until I figure that out.
7 00:01:51.166 ⇒ 00:01:54.300 Amber Lin: Okay. Hi, Gabriel. Hi Dean.
8 00:01:54.570 ⇒ 00:01:56.850 Gabriel Rivera: Hi! Walder, nice to meet you.
9 00:01:58.540 ⇒ 00:01:59.360 Uttam Kumaran: Everyone.
10 00:02:00.720 ⇒ 00:02:05.269 Amber Lin: Hi! So quick introduction.
11 00:02:05.800 ⇒ 00:02:18.949 Amber Lin: I don’t think everybody has met yet, so my name’s Amber. I’m a project manager. For Brainforge, and this is Uta, who’s our CEO? And he’s gonna be here helping us
12 00:02:19.475 ⇒ 00:02:22.030 Amber Lin: to kick off the revenue mart.
13 00:02:22.150 ⇒ 00:02:22.730 Amber Lin: So.
14 00:02:22.730 ⇒ 00:02:27.249 Uttam Kumaran: Yeah, I think Dean and I met a few months ago. But I think that’s it.
15 00:02:27.740 ⇒ 00:02:28.130 Amber Lin: Okay.
16 00:02:28.130 ⇒ 00:02:29.829 Uttam Kumaran: So yeah, great to meet everyone.
17 00:02:31.040 ⇒ 00:02:31.640 Gabriel Rivera: Good to meet you.
18 00:02:31.640 ⇒ 00:02:33.269 Dean Mark: Nice to see you again. Nice to meet you.
19 00:02:33.270 ⇒ 00:02:34.160 Dean Mark: Yeah, sure.
20 00:02:35.340 ⇒ 00:02:36.290 Wilder Rodriguez: Stop.
21 00:02:36.290 ⇒ 00:03:03.050 Amber Lin: And I think to start us off. We prepared a document, and I’ll point you guys to the right section, I think, to start off. Well, we prepared a few things that we’ll love you to read and give any comments on so sorry purpose of this meeting. We want to see what type of we want to confirm the main type of analysis or questions.
22 00:03:03.110 ⇒ 00:03:25.179 Amber Lin: or how that you want to do with the revenue data mart, and any special wish wish list items that you you would also want. So we can have that in consideration. When we’re developing the new data mart. So because ultimately we’re developing it for you, and we want to capture your request instead of instead of our assumptions.
23 00:03:26.720 ⇒ 00:03:37.750 Uttam Kumaran: Yeah. So if you guys I just sent the link in here in notion, in the zoom, but it’s still linked to notion. And if you scroll down to section
24 00:03:39.790 ⇒ 00:03:55.369 Uttam Kumaran: 5, kind of at the bottom, you’ll see kind of a list of questions. And so one thing that this document does is this is sort of how we’re gonna marry the questions with how we actually design the data models
25 00:03:55.820 ⇒ 00:04:11.370 Uttam Kumaran: in in Dbt, and in the warehouse. So I just wanted to for everyone here to just take maybe a moment to just look through these questions and feel free to even look through the other sections. I just wanna make sure that this
26 00:04:13.290 ⇒ 00:04:18.320 Uttam Kumaran: captures. You know everything that you guys will be yeah. Sorry. Go ahead.
27 00:04:18.779 ⇒ 00:04:21.310 Uttam Kumaran: Yeah. This captures everything that you’ll be.
28 00:04:21.450 ⇒ 00:04:35.504 Uttam Kumaran: You’ll be taking a look at that you’ll be needing. And then, additionally, wish list is really like, what are things that we have not had the either the time or the capabilities, or the data in the right place to to sort of do.
29 00:04:35.910 ⇒ 00:04:44.699 Uttam Kumaran: And that way when we’re sort of working on the next architecture. Which is this week, basically, we’ll make sure that we can address all of these.
30 00:04:46.430 ⇒ 00:04:52.209 Amber Lin: Yeah, did everybody get access? I just added your emails just in case the link didn’t load.
31 00:04:54.460 ⇒ 00:04:56.850 Gabriel Rivera: Yeah, I have it all depending on as well.
32 00:04:57.100 ⇒ 00:04:57.780 Dean Mark: Awesome.
33 00:05:03.110 ⇒ 00:05:07.430 Dean Mark: So the the questions are, there’s just 4 questions.
34 00:05:08.390 ⇒ 00:05:12.230 Dean Mark: It’s like, halfway down file.
35 00:05:12.230 ⇒ 00:05:17.180 Uttam Kumaran: Yeah, well, it’s like, yeah, if you look under finance, there’s like these recurring questions and wish list questions.
36 00:05:17.970 ⇒ 00:05:20.109 Dean Mark: Oh, hold on! I don’t think I’m there.
37 00:05:22.300 ⇒ 00:05:24.189 Dean Mark: Oh, okay, got it?
38 00:05:25.950 ⇒ 00:05:26.940 Dean Mark: Okay?
39 00:05:28.340 ⇒ 00:05:29.790 Dean Mark: These questions.
40 00:05:30.030 ⇒ 00:05:30.405 Uttam Kumaran: Yes.
41 00:05:32.200 ⇒ 00:05:39.450 Dean Mark: alright. So let’s take a look at it also add Wilder in the top. I know this as a like
42 00:05:39.830 ⇒ 00:05:43.420 Dean Mark: as a stakeholder. Sign off person.
43 00:05:43.640 ⇒ 00:05:44.480 Amber Lin: Okay.
44 00:05:45.500 ⇒ 00:05:47.320 Dean Mark: He’s actually he’s actually probably the main person.
45 00:05:47.320 ⇒ 00:05:48.260 Uttam Kumaran: Oh, yeah. Please.
46 00:05:48.260 ⇒ 00:05:49.799 Amber Lin: Okay. I’ll do that.
47 00:05:49.800 ⇒ 00:05:53.369 Dean Mark: Everyone on that list to be honest with you, including myself.
48 00:05:53.910 ⇒ 00:05:59.440 Dean Mark: But alright. So you wanna just go through these questions.
49 00:05:59.440 ⇒ 00:06:00.420 Uttam Kumaran: Sure. Yeah.
50 00:06:00.420 ⇒ 00:06:07.119 Dean Mark: Yeah. So the 1st one is, what is our gap? Compliant monthly revenue?
51 00:06:07.640 ⇒ 00:06:08.880 Dean Mark: Right? That’s the question.
52 00:06:08.880 ⇒ 00:06:09.400 Uttam Kumaran: Yeah.
53 00:06:09.790 ⇒ 00:06:10.940 Dean Mark: So we
54 00:06:11.600 ⇒ 00:06:20.960 Dean Mark: we base our revenue based on gap right, which is based on Asc. 6 0. 6. The revenue guidance.
55 00:06:22.130 ⇒ 00:06:27.949 Dean Mark: So with us that primarily means transfer of ownership
56 00:06:28.170 ⇒ 00:06:35.639 Dean Mark: and liability. And that’s basically the point of when the customer receives the goods.
57 00:06:36.470 ⇒ 00:06:37.050 Uttam Kumaran: Okay.
58 00:06:47.030 ⇒ 00:06:59.070 Uttam Kumaran: Okay, so kind of one thing that I’m just gonna start. I’m just gonna take some notes here. But yeah, I I mean mainly. I just wanted to go through. We don’t have to go through one by one, but just want to make sure that, like all of these, all are valid.
59 00:07:00.620 ⇒ 00:07:10.680 Uttam Kumaran: And I also have notes from when we talked, maybe like a month or 2 ago. And just if there’s anything missing here that’s like really glaring, that you want us to make sure that we are addressed.
60 00:07:11.300 ⇒ 00:07:12.190 Dean Mark: Okay?
61 00:07:12.690 ⇒ 00:07:18.310 Dean Mark: So still on the 1st line. So metrics. Final book revenue. Okay?
62 00:07:19.630 ⇒ 00:07:22.229 Dean Mark: Nitty green and dimensions.
63 00:07:22.870 ⇒ 00:07:27.455 Dean Mark: Month, channel product type under dimensions.
64 00:07:34.480 ⇒ 00:07:43.190 Dean Mark: I guess we need. And maybe this is later on. But we need like gross to net right? So everything that goes in between there. So it’s like
65 00:07:43.330 ⇒ 00:07:46.105 Dean Mark: you saw the gross sales
66 00:07:47.540 ⇒ 00:07:51.860 Dean Mark: broken out by like product types. So that’s like product and shipping.
67 00:07:52.320 ⇒ 00:07:56.280 Dean Mark: And then you net it down with discounts, returns.
68 00:08:04.480 ⇒ 00:08:05.900 Uttam Kumaran: Okay, yeah, that’s fine.
69 00:08:08.310 ⇒ 00:08:12.780 Dean Mark: Yeah, I mean, that’s pretty basic. It’s not like abnormal request.
70 00:08:13.541 ⇒ 00:08:16.510 Dean Mark: Anything else on that, Willard, that I’m missing.
71 00:08:16.510 ⇒ 00:08:22.380 Wilder Rodriguez: Yeah, I guess we need to add categories. Mean all
72 00:08:22.560 ⇒ 00:08:30.329 Wilder Rodriguez: or this detail at the basis level, we need to see it. Order. Number.
73 00:08:30.370 ⇒ 00:08:34.790 Wilder Rodriguez: yeah. Yeah. Categories. Product.
74 00:08:34.960 ⇒ 00:08:36.233 Wilder Rodriguez: Sq, number
75 00:08:37.260 ⇒ 00:08:43.239 Dean Mark: Yeah, we would like dates in there as well. Probably like purchase date and delivery date.
76 00:08:43.240 ⇒ 00:08:44.049 Wilder Rodriguez: They!
77 00:08:44.059 ⇒ 00:08:44.829 Dean Mark: Yeah.
78 00:08:47.675 ⇒ 00:08:47.950 Wilder Rodriguez: Yeah.
79 00:08:47.950 ⇒ 00:08:53.479 Gabriel Rivera: Do you think it’ll be good to see payment capture date like when a specific order had their
80 00:08:54.070 ⇒ 00:08:55.880 Gabriel Rivera: an initial payment captured.
81 00:08:57.370 ⇒ 00:09:08.460 Dean Mark: We can, I mean, if it differs, then the purchase date. I would think the purchase date and the capture date should be the same, but I mean it wouldn’t hurt that.
82 00:09:08.460 ⇒ 00:09:10.730 Wilder Rodriguez: It will change for the subs.
83 00:09:11.250 ⇒ 00:09:13.880 Gabriel Rivera: Yeah, for the subscriptions as well as thinking.
84 00:09:13.880 ⇒ 00:09:19.009 Dean Mark: Okay? So yeah, so that’s good. Then, especially under prepaid ones. Right?
85 00:09:26.480 ⇒ 00:09:35.250 Gabriel Rivera: It also tell us the timing of like month end what’s actually no.
86 00:09:35.250 ⇒ 00:09:41.729 Dean Mark: It will, it will help with the deferred right? So it’ll be. We’ll be able to know
87 00:09:42.320 ⇒ 00:09:44.470 Dean Mark: what was paid for and not
88 00:09:44.640 ⇒ 00:09:47.540 Dean Mark: shipped and delivered and or delivered, basically.
89 00:09:51.220 ⇒ 00:09:52.200 Dean Mark: So, of course.
90 00:09:52.660 ⇒ 00:09:56.819 Gabriel Rivera: Information too tracking information.
91 00:09:57.290 ⇒ 00:09:57.860 Uttam Kumaran: Yeah.
92 00:09:57.960 ⇒ 00:09:58.770 Dean Mark: King.
93 00:09:59.350 ⇒ 00:10:01.209 Gabriel Rivera: Tracking. Yeah, like shipment tracking.
94 00:10:01.820 ⇒ 00:10:03.639 Dean Mark: Yeah, if that’s possible.
95 00:10:05.500 ⇒ 00:10:10.656 Dean Mark: I don’t know. In the old instance, I believe in the old instance of Looker.
96 00:10:11.150 ⇒ 00:10:17.610 Dean Mark: There was like a feed with Fedex potentially that updated the delivery date. So we would want that to.
97 00:10:18.120 ⇒ 00:10:22.210 Dean Mark: So okay, mirror, like the old instance,
98 00:10:25.190 ⇒ 00:10:26.460 Uttam Kumaran: Yeah, okay.
99 00:10:27.590 ⇒ 00:10:33.119 Dean Mark: What about like redeliveries? We want to be able to strip those out right. Those aren’t like sales.
100 00:10:34.730 ⇒ 00:10:42.560 Emily Giant: Yeah, this should already be like, separated out from the inventory mart. So it’s just pulling that like accurate data in to the revenue mart.
101 00:10:42.900 ⇒ 00:10:43.650 Dean Mark: Okay.
102 00:10:53.210 ⇒ 00:10:56.140 Dean Mark: will. Or if you think of anything else, we should move on to the second one.
103 00:10:56.140 ⇒ 00:10:59.939 Wilder Rodriguez: Yeah, I’m thinking about the prepaid tabs, because there is.
104 00:10:59.940 ⇒ 00:11:03.920 Uttam Kumaran: Yeah, if you if you open up potential questions, there’s a little dropdown.
105 00:11:04.220 ⇒ 00:11:09.540 Uttam Kumaran: I took these from the notes from our call a few months ago.
106 00:11:10.010 ⇒ 00:11:19.149 Uttam Kumaran: So you can. These, I think, covered that like prepaid versus non prepaid subs shipments for per subscription.
107 00:11:21.240 ⇒ 00:11:26.919 Uttam Kumaran: I know we did some talking about the revenue recognition timing. I think once we have a model for you.
108 00:11:27.490 ⇒ 00:11:32.889 Uttam Kumaran: we’ll I think it’ll get a little bit easier. But yes, we’ll have all those dates. Basically there.
109 00:11:34.640 ⇒ 00:11:41.820 Uttam Kumaran: so that’s on the subscription. Yeah, we’re gonna basically be tackling all of the subscription related reporting as part of this as well.
110 00:11:42.350 ⇒ 00:11:50.570 Uttam Kumaran: but ideally on our side. What we’re trying to enable is, yeah, just to see existing existing
111 00:11:50.680 ⇒ 00:11:56.900 Uttam Kumaran: subscriptions, and one time prepaid and non prepaid for the subscriptions.
112 00:12:03.290 ⇒ 00:12:04.380 Wilder Rodriguez: Good.
113 00:12:07.690 ⇒ 00:12:09.260 Dean Mark: Alright. Should we move on, then.
114 00:12:09.930 ⇒ 00:12:14.300 Uttam Kumaran: Yeah, is there? Is there anything I know we also talked about the loyalty points.
115 00:12:15.130 ⇒ 00:12:17.009 Uttam Kumaran: Is that still like a
116 00:12:17.450 ⇒ 00:12:21.120 Uttam Kumaran: I know that was something that we talked about. I don’t think we’re going to
117 00:12:22.100 ⇒ 00:12:26.380 Uttam Kumaran: tackle this here, but I it’s in our. It was in our notes from our meeting
118 00:12:26.740 ⇒ 00:12:33.829 Uttam Kumaran: last time. So I just if it’s gotten bigger or it’s still kind of the way it is.
119 00:12:34.170 ⇒ 00:12:38.889 Dean Mark: Yeah, I mean, loyalty points from our perspective. We struggle.
120 00:12:39.210 ⇒ 00:12:44.359 Dean Mark: we always struggle, trying to validate how much of a liability we need on the books right?
121 00:12:44.510 ⇒ 00:12:55.700 Dean Mark: So it’s a combination of total outstanding usable loyalty points right? Because they expire married against
122 00:12:57.100 ⇒ 00:13:02.350 Dean Mark: a redemption rate, which is like an asterisk. Right? Because that’s like the
123 00:13:03.040 ⇒ 00:13:08.160 Dean Mark: yeah, that’s like a management assumption, an estimate which probably changes
124 00:13:09.990 ⇒ 00:13:15.416 Dean Mark: periodically. But if there’s something to the extent that
125 00:13:16.750 ⇒ 00:13:27.049 Dean Mark: might just relate to revenue recognition. I’m not sure why we need to speak about, but that is a pain point for us in an area where we don’t have great reporting.
126 00:13:27.780 ⇒ 00:13:28.350 Uttam Kumaran: Okay.
127 00:13:31.570 ⇒ 00:13:37.209 Wilder Rodriguez: I’m just thinking about other metrics. That we need to see is units by category.
128 00:13:37.420 ⇒ 00:13:45.379 Wilder Rodriguez: So we want to see how many units we sold for floral basis, Adams, because I’m a senior.
129 00:13:45.380 ⇒ 00:13:47.239 Dean Mark: Yeah. Units is that’s good.
130 00:13:50.170 ⇒ 00:14:06.509 Uttam Kumaran: Okay? Great, yeah. And like, in terms of the dimensions, is actually helpful there. These will all cascade through all of this. So I think I’ll I’ll probably make some edits how this table is show, but like these dimensions, unless there is like a rep, unless there’s a grain issue, you’ll have the same dimensions everywhere.
131 00:14:06.840 ⇒ 00:14:08.159 Dean Mark: Yeah, makes sense.
132 00:14:09.100 ⇒ 00:14:14.124 Uttam Kumaran: Okay, cool. Yeah, maybe. Let’s talk about wish list. I know we had
133 00:14:16.185 ⇒ 00:14:20.230 Uttam Kumaran: some stuff on deferred revenue reporting last time.
134 00:14:22.070 ⇒ 00:14:26.549 Uttam Kumaran: We talked about like order, level, profitability, school sku, level profitability.
135 00:14:28.340 ⇒ 00:14:31.549 Uttam Kumaran: But is there or and then, is there anything else that
136 00:14:33.880 ⇒ 00:14:41.039 Uttam Kumaran: want to make sure it gets tracked here. Things that like you haven’t been able to do. Or maybe we’re tried, and we’re kind of left just given. The difficulty.
137 00:14:54.420 ⇒ 00:14:57.359 Dean Mark: I mean, I think those 3 definitely
138 00:14:57.580 ⇒ 00:15:04.919 Dean Mark: areas that we wanna improve shipping like shipping revenue and
139 00:15:07.130 ⇒ 00:15:09.680 Dean Mark: kind of the questions around shipping like
140 00:15:11.347 ⇒ 00:15:25.782 Dean Mark: based on assortment. What we, what items or how many customers we’d be potentially losing or gaining if we adjust the shipping threshold. I’m not sure like through reporting
141 00:15:27.760 ⇒ 00:15:29.109 Uttam Kumaran: Hmm, okay.
142 00:15:30.970 ⇒ 00:15:43.139 Dean Mark: I think we need better reporting around shipping revenue right to help us answer some of those questions. I’m not necessarily sure if we need like a canned report right? Because.
143 00:15:44.830 ⇒ 00:15:49.000 Dean Mark: but just better reporting around shipping and shipping revenue.
144 00:15:53.670 ⇒ 00:15:57.120 Dean Mark: I don’t know Will, or what are your thoughts on that.
145 00:15:57.870 ⇒ 00:16:00.380 Dean Mark: and we struggle with that often. Right? I just don’t know.
146 00:16:01.050 ⇒ 00:16:06.630 Dean Mark: I haven’t thought about like what exactly we need, but.
147 00:16:06.980 ⇒ 00:16:11.289 Wilder Rodriguez: I guess it will be ideal if we can
148 00:16:11.520 ⇒ 00:16:14.880 Wilder Rodriguez: see the career pretty cheap and like
149 00:16:15.620 ⇒ 00:16:18.939 Wilder Rodriguez: mean, we see the revenue, but I would like to see
150 00:16:19.850 ⇒ 00:16:25.090 Wilder Rodriguez: if it goes through Fedex ups wherever that will be. One layer.
151 00:16:25.090 ⇒ 00:16:25.670 Uttam Kumaran: Okay.
152 00:16:25.670 ⇒ 00:16:28.829 Wilder Rodriguez: Will be helpful, because I don’t remember that I saw that previously.
153 00:16:31.880 ⇒ 00:16:33.020 Wilder Rodriguez: Oh.
154 00:16:37.310 ⇒ 00:16:40.089 Wilder Rodriguez: yeah, we have to treat it with shipping.
155 00:16:40.570 ⇒ 00:16:41.680 Wilder Rodriguez: That’s it.
156 00:16:51.800 ⇒ 00:16:53.980 Uttam Kumaran: Yeah. So we’ll be modeling out stuff from loop
157 00:16:54.270 ⇒ 00:16:57.988 Uttam Kumaran: as well. We’re kind of figuring that out right now.
158 00:17:00.260 ⇒ 00:17:07.899 Uttam Kumaran: and then you’ll have like kind of the the baseline things that we’re doing are making sure that we have a really clear understanding of orders.
159 00:17:10.099 ⇒ 00:17:15.429 Uttam Kumaran: We have orders, sub orders, line items, transactions
160 00:17:17.760 ⇒ 00:17:30.700 Uttam Kumaran: and refunds, discounts like the core and then shipping. So the core objects there that affect revenue will will have right now they exist. But we’re cleaning up a lot of the
161 00:17:31.250 ⇒ 00:17:32.979 Uttam Kumaran: a lot a lot of the logic.
162 00:17:36.380 ⇒ 00:17:41.700 Uttam Kumaran: Okay, I mean, if this seems like pretty good, then then we’ll run with this.
163 00:17:42.410 ⇒ 00:17:44.768 Emily Giant: One last question out there.
164 00:17:45.630 ⇒ 00:17:58.909 Emily Giant: if you’re operating largely in a Google sheet, we’d love to like automate that and make it faster. So if there’s anything you’re doing in a Google sheet that you’re like, oh, what if I could just change the date and it updated in Looker, is there anything like that.
165 00:18:00.240 ⇒ 00:18:04.340 Dean Mark: Yeah, I mean, we so wilder every day sends out
166 00:18:04.710 ⇒ 00:18:13.290 Dean Mark: based on for a marketing team, sales based on purchase date.
167 00:18:16.520 ⇒ 00:18:18.500 Dean Mark: So if we get that in Looker, that’d be great.
168 00:18:19.400 ⇒ 00:18:24.310 Wilder Rodriguez: But my question here is, should we see both views in Looker? Now
169 00:18:24.510 ⇒ 00:18:27.220 Wilder Rodriguez: that’s the goal, right like, see portrait and delivery.
170 00:18:27.370 ⇒ 00:18:28.080 Uttam Kumaran: Yes.
171 00:18:28.260 ⇒ 00:18:29.220 Emily Giant: Yep, so.
172 00:18:29.220 ⇒ 00:18:39.699 Wilder Rodriguez: Yeah, then it’s going to be the same. I mean, I’m just doing my work from shopify. But once we integrate shopify looker, I guess it’s going to be.
173 00:18:39.700 ⇒ 00:18:46.050 Uttam Kumaran: Yeah, you should see both. You’ll be able to see both those dates for every order. And then you can basically pick which one you want to run the report on.
174 00:18:46.050 ⇒ 00:18:47.109 Wilder Rodriguez: Yeah, maybe that’s.
175 00:18:47.110 ⇒ 00:18:49.490 Uttam Kumaran: Great one to to try to move over.
176 00:18:49.940 ⇒ 00:18:50.300 Dean Mark: Okay.
177 00:18:50.860 ⇒ 00:18:58.699 Wilder Rodriguez: Once we have, like the initial model, we can start validating against my reports.
178 00:18:58.990 ⇒ 00:18:59.620 Uttam Kumaran: Okay.
179 00:19:00.960 ⇒ 00:19:05.460 Dean Mark: So so around promotions, there’s a lot we have.
180 00:19:06.160 ⇒ 00:19:14.000 Dean Mark: What falls in that line is like 5 different categories. It’s like your site, wide promotions. It’s the welcome flow.
181 00:19:14.914 ⇒ 00:19:19.260 Dean Mark: It could be Crm specific
182 00:19:19.860 ⇒ 00:19:26.290 Dean Mark: promotions. It could be loyalty points. It could be employee discounts.
183 00:19:26.870 ⇒ 00:19:29.486 Dean Mark: So we would like to
184 00:19:31.890 ⇒ 00:19:37.500 Dean Mark: have a report that breaks out discounts or promotions by category.
185 00:19:38.760 ⇒ 00:19:40.090 Uttam Kumaran: Hmm, okay.
186 00:19:42.600 ⇒ 00:19:44.249 Uttam Kumaran: By the product category.
187 00:19:44.610 ⇒ 00:19:53.640 Dean Mark: No, by the discount category like, for instance, looking back
188 00:19:53.890 ⇒ 00:19:56.819 Dean Mark: at Fy. 25, and seeing
189 00:19:57.470 ⇒ 00:20:06.529 Dean Mark: we had 5 million of of discounts, how many of those sales went with. We’re related to welcome flow, how many were at 20% off, 15% off.
190 00:20:07.000 ⇒ 00:20:08.230 Dean Mark: and so on.
191 00:20:09.170 ⇒ 00:20:12.529 Uttam Kumaran: Hmm! So, looking at how much
192 00:20:13.701 ⇒ 00:20:20.530 Uttam Kumaran: like what was the discounted amount, or looking at the number of orders associated with the discount, or probably both.
193 00:20:20.530 ⇒ 00:20:26.440 Dean Mark: Like discount code. Maybe looking at the discounts by discount code.
194 00:20:26.440 ⇒ 00:20:27.620 Uttam Kumaran: I see? Yeah, yeah.
195 00:20:27.620 ⇒ 00:20:33.770 Gabriel Rivera: It, approved the promo that’s currently running that the business is running. There’s certain redemptions or.
196 00:20:35.070 ⇒ 00:20:44.230 Uttam Kumaran: Yeah, yeah, discount or, yeah, promo redemption, like, literally like dollar volume by
197 00:20:45.680 ⇒ 00:20:49.090 Uttam Kumaran: by code or by whatever the discount category.
198 00:20:49.330 ⇒ 00:20:50.020 Dean Mark: Yeah.
199 00:20:51.940 ⇒ 00:20:59.260 Uttam Kumaran: Oh, great, yeah. Okay, yeah. That one. We should be able to enable through transactions.
200 00:21:00.690 ⇒ 00:21:02.150 Uttam Kumaran: Because you’ll have the
201 00:21:05.190 ⇒ 00:21:06.469 Uttam Kumaran: yeah. Okay.
202 00:21:06.580 ⇒ 00:21:07.290 Uttam Kumaran: Great.
203 00:21:09.320 ⇒ 00:21:14.069 Gabriel Rivera: Do you? Do, you guys? Well, do you guys have anything about like tender redemption?
204 00:21:15.490 ⇒ 00:21:16.899 Uttam Kumaran: No! What is that?
205 00:21:16.900 ⇒ 00:21:26.170 Gabriel Rivera: Like, you know, different types of payment tenders that that close out the transaction, whether it be a visa.
206 00:21:26.450 ⇒ 00:21:35.630 Uttam Kumaran: Oh, yeah, so I can get. I can get you the transaction. I forgot whatever the rails are, basically by transaction.
207 00:21:36.190 ⇒ 00:21:40.868 Uttam Kumaran: So oh, so you would look at if it’s visa mastercard like who’s who is
208 00:21:43.760 ⇒ 00:21:47.269 Gabriel Rivera: Even though we we received the funds all from shopify.
209 00:21:47.820 ⇒ 00:21:48.950 Uttam Kumaran: I can see the time.
210 00:21:49.287 ⇒ 00:21:52.322 Gabriel Rivera: Promos, so we will be good to see that.
211 00:21:55.250 ⇒ 00:22:01.680 Gabriel Rivera: There’s some like gift card redemptions that happen there as well. So if we, if we were able to see, like what was redeemed
212 00:22:02.640 ⇒ 00:22:04.280 Gabriel Rivera: basically by tender.
213 00:22:04.910 ⇒ 00:22:06.630 Uttam Kumaran: Yeah, yeah, yeah, yeah.
214 00:22:16.060 ⇒ 00:22:18.860 Dean Mark: I guess, like credits which fall under that as well. Right?
215 00:22:20.230 ⇒ 00:22:22.440 Dean Mark: Yeah, no, that’s that’d be good.
216 00:22:27.500 ⇒ 00:22:28.100 Uttam Kumaran: Okay.
217 00:22:29.420 ⇒ 00:22:40.550 Wilder Rodriguez: I do have a question regarding the channel, the channels, because it’s related with the marketing, maybe marketing already. Request that it’s we can see the channel for
218 00:22:40.850 ⇒ 00:22:42.450 Wilder Rodriguez: each purchase.
219 00:22:43.460 ⇒ 00:22:45.750 Uttam Kumaran: Click, hmm for attribution.
220 00:22:46.740 ⇒ 00:22:52.289 Dean Mark: Yeah, I think there’s something in shopify. I’m not sure.
221 00:22:52.290 ⇒ 00:22:55.669 Uttam Kumaran: There is something. Probably my only
222 00:22:57.120 ⇒ 00:23:06.859 Uttam Kumaran: my only hesitancy is this is like a very common problem. So we’ll have to. Probably when I talk to marketing. We’ll agree on like how they’re going to do attribution.
223 00:23:08.940 ⇒ 00:23:14.009 Uttam Kumaran: Because you can be like multi touch, like just meaning like.
224 00:23:14.010 ⇒ 00:23:15.900 Dean Mark: Exactly. Yeah, it is.
225 00:23:15.900 ⇒ 00:23:16.550 Uttam Kumaran: Yeah.
226 00:23:16.550 ⇒ 00:23:18.569 Dean Mark: By touch, and I know that
227 00:23:18.960 ⇒ 00:23:21.950 Dean Mark: they they use north beam. I’m not sure.
228 00:23:21.950 ⇒ 00:23:22.600 Uttam Kumaran: Yeah, yeah, yeah.
229 00:23:22.600 ⇒ 00:23:24.579 Dean Mark: Yeah, so they would probably want.
230 00:23:26.000 ⇒ 00:23:34.000 Dean Mark: like the attribution in North Beam to be to this. Not the one that shopify has shopify is what last click, or something like that.
231 00:23:34.520 ⇒ 00:23:35.180 Uttam Kumaran: Yes.
232 00:23:35.850 ⇒ 00:23:36.530 Dean Mark: Yeah.
233 00:23:42.990 ⇒ 00:23:45.580 Dean Mark: a sales y channel. That’s your point. Right? Willer.
234 00:23:46.120 ⇒ 00:23:47.030 Uttam Kumaran: Yeah.
235 00:23:47.030 ⇒ 00:23:47.640 Wilder Rodriguez: Yeah.
236 00:23:48.380 ⇒ 00:23:49.020 Dean Mark: Okay.
237 00:23:49.910 ⇒ 00:23:51.099 Uttam Kumaran: I’m not doing this.
238 00:23:51.600 ⇒ 00:23:52.360 Uttam Kumaran: Okay.
239 00:23:56.300 ⇒ 00:23:57.790 Uttam Kumaran: okay, cool.
240 00:23:58.480 ⇒ 00:24:06.990 Uttam Kumaran: Yeah, we’re not dealing with too many models. So I think we’ll update you guys as we sort of start to get these out. And we’ll do. We’ll collaborate with you. Once we
241 00:24:07.220 ⇒ 00:24:09.300 Uttam Kumaran: start to make these available in Looker.
242 00:24:09.760 ⇒ 00:24:10.300 Wilder Rodriguez: Yep.
243 00:24:12.230 ⇒ 00:24:14.779 Uttam Kumaran: Okay, great. Anything else? We can answer.
244 00:24:24.270 ⇒ 00:24:25.690 Dean Mark: no, I think that’s it.
245 00:24:26.780 ⇒ 00:24:35.330 Dean Mark: I mean, the biggest thing with us is going to be able to for me. I feel like
246 00:24:36.430 ⇒ 00:24:41.290 Dean Mark: for the general population sales reporting
247 00:24:41.745 ⇒ 00:24:49.640 Dean Mark: and when you build like reports it’s good enough for them. But for us it needs to be like 100 ticked and tied right.
248 00:24:49.640 ⇒ 00:24:50.000 Uttam Kumaran: Yeah.
249 00:24:50.150 ⇒ 00:24:57.529 Dean Mark: So that like, if we provide it to the auditors, and they, you know, do their sample testing, like everything checks out
250 00:24:57.720 ⇒ 00:24:59.930 Dean Mark: to me that’s going to be
251 00:25:00.797 ⇒ 00:25:12.269 Dean Mark: the biggest win right where, if we could really fine tune this that we could really rely on it that you know, from like a gap standpoint. That would be a huge win.
252 00:25:16.470 ⇒ 00:25:17.340 Uttam Kumaran: Yeah.
253 00:25:22.860 ⇒ 00:25:27.189 Uttam Kumaran: yeah, I mean, like, I think when it comes to this, I think it’s always
254 00:25:28.350 ⇒ 00:25:35.779 Uttam Kumaran: it’s it’s tough, because we’re always going to be improving and finding edge cases. But we want this to
255 00:25:35.930 ⇒ 00:25:40.930 Uttam Kumaran: certainly be able to tie out. I won’t say that this is going to be like the accounting
256 00:25:41.350 ⇒ 00:25:42.650 Uttam Kumaran: source of truth.
257 00:25:44.650 ⇒ 00:25:45.929 Uttam Kumaran: Like. That’s
258 00:25:46.150 ⇒ 00:25:56.169 Uttam Kumaran: that is probably what I you know. That’s probably only caveat I would give. But I hear you in that. Your team is going to be the one, probably the highest constraints on
259 00:25:56.290 ⇒ 00:25:57.670 Uttam Kumaran: on accuracy.
260 00:25:57.800 ⇒ 00:26:00.420 Uttam Kumaran: So that’s what we’ll be gunning for. Of course.
261 00:26:00.700 ⇒ 00:26:01.270 Dean Mark: Yeah.
262 00:26:06.000 ⇒ 00:26:16.350 Uttam Kumaran: Okay, perfect. Well, if nothing else. Yeah, I appreciate the time, everyone. And then, yeah, we’ll catch up again on slack. And then, Emily, I just tagged you in a couple of things in the stock. Get a chance to take a look at.
263 00:26:16.580 ⇒ 00:26:17.840 Emily Giant: Yeah, definitely.
264 00:26:17.840 ⇒ 00:26:18.410 Uttam Kumaran: Perfect.
265 00:26:18.910 ⇒ 00:26:20.960 Uttam Kumaran: Okay, thank you.
266 00:26:20.960 ⇒ 00:26:21.510 Gabriel Rivera: Thanks guys.
267 00:26:22.350 ⇒ 00:26:22.840 Uttam Kumaran: Bye.