Meeting Title: Pharmacy Adjustments Requirements Discussion Date: 2025-08-12 Meeting participants: Annie Yu, Robert Tseng
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1 00:00:31.870 ⇒ 00:00:33.370 Robert Tseng: Yeah, me? Can you hear me?
2 00:00:33.570 ⇒ 00:00:35.230 Annie Yu: Yes. Hi, Robert.
3 00:00:36.900 ⇒ 00:00:39.620 Robert Tseng: Hey, sorry, a bit late. …
4 00:00:40.080 ⇒ 00:00:44.039 Robert Tseng: Hope my Wi-Fi is good enough. I didn’t make it to a…
5 00:00:44.760 ⇒ 00:00:50.040 Robert Tseng: make it to my destination, so I had to kind of just pull out my phone and take this call.
6 00:00:50.730 ⇒ 00:00:53.009 Annie Yu: Yeah, yeah, I can hear you okay now.
7 00:00:53.010 ⇒ 00:00:54.360 Robert Tseng: Okay, both.
8 00:00:55.730 ⇒ 00:01:06.059 Robert Tseng: All right, yeah, I’m sorry, I didn’t really do much free work before this fall. I am aware that we’re trying to talk through just the requirements for pharmacy adjustments, …
9 00:01:06.290 ⇒ 00:01:09.750 Robert Tseng: Do you want to pull it up, and we can just kind of talk through and go further.
10 00:01:09.880 ⇒ 00:01:11.009 Robert Tseng: We’ll clear on that.
11 00:01:11.340 ⇒ 00:01:21.350 Annie Yu: I can do that. Let me see, is there, … I’m not sure if there is a… farm…
12 00:01:21.450 ⇒ 00:01:24.869 Annie Yu: Ops… could it be this one?
13 00:01:28.510 ⇒ 00:01:30.019 Annie Yu: Can you see my screen?
14 00:01:30.950 ⇒ 00:01:32.080 Robert Tseng: I can, yep.
15 00:01:32.540 ⇒ 00:01:34.739 Robert Tseng: Yep, I think that’s… I think that’s the difference.
16 00:01:34.920 ⇒ 00:01:35.590 Annie Yu: Okay.
17 00:01:37.000 ⇒ 00:01:42.569 Robert Tseng: Okay, yeah, so… Oh, thanks for weaning it.
18 00:01:42.800 ⇒ 00:01:50.479 Robert Tseng: I… Yeah, I mean, I’m also pulling up Rebecca and Danny’s message for today, just to make sure…
19 00:01:55.420 ⇒ 00:01:56.620 Robert Tseng: It’s amazing.
20 00:02:00.870 ⇒ 00:02:05.650 Annie Yu: So this is different than what Josh… what we are building for Josh.
21 00:02:05.960 ⇒ 00:02:12.060 Robert Tseng: Yeah, we can talk about both. But, … I will…
22 00:02:13.290 ⇒ 00:02:14.629 Robert Tseng: I’ll take a number of that.
23 00:02:16.540 ⇒ 00:02:16.910 Annie Yu: ….
24 00:02:19.840 ⇒ 00:02:26.820 Robert Tseng: Okay, … Oh, someone already pasted the video. Okay, cool. Nevermind. …
25 00:02:27.420 ⇒ 00:02:34.429 Robert Tseng: Yeah, I guess, this can just… I don’t think this is the biggest priority, that this by end of week is fine, but…
26 00:02:34.570 ⇒ 00:02:38.569 Robert Tseng: … Yeah, I guess.
27 00:02:40.890 ⇒ 00:02:43.530 Robert Tseng: I decided I don’t know if that I was coming.
28 00:02:43.720 ⇒ 00:02:49.679 Robert Tseng: Policy… And what adjustments are we actually need to make here?
29 00:02:51.530 ⇒ 00:02:52.780 Robert Tseng: So…
30 00:02:54.410 ⇒ 00:03:08.470 Robert Tseng: Yeah, I mean, obviously we’re missing something. Like, we have orders submitted to pharmacy right now. I don’t think that’s exactly the different written, but it’s, like, this intermediate… there’s, like, this stage between order and sent to pharmacy that we’re missing.
31 00:03:10.940 ⇒ 00:03:13.479 Annie Yu: You’re talking about a second point?
32 00:03:15.090 ⇒ 00:03:19.320 Robert Tseng: Oh, I’m talking about the first and second, right? Like, the whole idea of, like.
33 00:03:19.590 ⇒ 00:03:24.400 Robert Tseng: It’s order to submit it, or order submitted to prescription, and prescription to pharmacy.
34 00:03:24.620 ⇒ 00:03:30.159 Robert Tseng: Like, there’s… yeah, we’re just, like, missing that step, in our… in our midpoint float now.
35 00:03:30.380 ⇒ 00:03:37.419 Robert Tseng: So… I don’t know, we either have to go grab it out, have to go and see if it’s in the web post, or let’s…
36 00:03:38.320 ⇒ 00:03:43.370 Robert Tseng: Or, or, yeah, I think that’s… at least I have not seen that in the sporting before.
37 00:03:43.840 ⇒ 00:03:49.570 Annie Yu: Yeah. Can we assume the… these ones are the ones that got sent to pharmacy?
38 00:03:50.240 ⇒ 00:03:51.830 Annie Yu: Is that the same thing?
39 00:03:55.100 ⇒ 00:03:57.930 Robert Tseng: Yeah, maybe you should just assume that.
40 00:03:59.100 ⇒ 00:04:01.409 Robert Tseng: Well, we should just ask.
41 00:04:04.220 ⇒ 00:04:09.660 Robert Tseng: Can we assume… fancy pharmacy.
42 00:04:11.090 ⇒ 00:04:13.890 Robert Tseng: Anything else. It’s the same.
43 00:04:15.800 ⇒ 00:04:16.579 Annie Yu: Yeah, I think we.
44 00:04:16.589 ⇒ 00:04:17.099 Robert Tseng: That’s problem.
45 00:04:17.100 ⇒ 00:04:20.580 Annie Yu: don’t have visibility of these ones, but I’m…
46 00:04:23.560 ⇒ 00:04:26.640 Annie Yu: We can definitely show the percentage of
47 00:04:27.850 ⇒ 00:04:32.649 Annie Yu: Out of all the orders completed, how many were sent to pharmacy?
48 00:04:46.370 ⇒ 00:04:50.229 Robert Tseng: Okay, so let’s to be that when we asked that question, fine.
49 00:04:50.590 ⇒ 00:04:58.260 Robert Tseng: Post-shipment, experience, refund rate… yeah, I mean, refunds, we’re not really reporting enough on that, right? And then…
50 00:04:58.910 ⇒ 00:05:01.200 Robert Tseng: There are orders and customer complaints.
51 00:05:01.800 ⇒ 00:05:03.020 Robert Tseng: …
52 00:05:03.380 ⇒ 00:05:11.770 Robert Tseng: I mean, we know when there are tickets that come in, so we should be able to answer the share of orders and customer complaints.
53 00:05:12.160 ⇒ 00:05:18.550 Robert Tseng: But refunds… because refunds can happen in a wide range.
54 00:05:19.260 ⇒ 00:05:28.620 Robert Tseng: … So, I’m wondering if we should be doing… like…
55 00:05:36.970 ⇒ 00:05:41.440 Robert Tseng: Considering refunds, we had….
56 00:05:49.800 ⇒ 00:05:58.160 Annie Yu: Yeah, we do have a, a model that shows order number, product, And then, refund amount.
57 00:06:00.170 ⇒ 00:06:01.770 Robert Tseng: resolution now.
58 00:06:02.730 ⇒ 00:06:06.869 Robert Tseng: Yeah, okay, I remember the order refunds very well.
59 00:06:11.550 ⇒ 00:06:17.720 Robert Tseng: I’m just thinking of how to report on it, like, yeah, we can have a global refund rate over a period of time with this…
60 00:06:18.060 ⇒ 00:06:25.450 Robert Tseng: Find for tracking backward events, select … Maybe we should ask… …
61 00:06:29.590 ⇒ 00:06:33.460 Robert Tseng: So, That’s nice.
62 00:06:34.220 ⇒ 00:06:36.220 Robert Tseng: people, ….
63 00:06:40.040 ⇒ 00:06:41.630 Annie Yu: Shipped….
64 00:06:41.820 ⇒ 00:06:45.790 Robert Tseng: I don’t follow… defunding.
65 00:06:48.790 ⇒ 00:06:49.570 Robert Tseng: Oops.
66 00:06:51.410 ⇒ 00:06:56.760 Robert Tseng: Builders, above… Are we?
67 00:06:56.980 ⇒ 00:07:00.840 Robert Tseng: Although, I want to… Oh my goodness.
68 00:07:01.820 ⇒ 00:07:03.650 Robert Tseng: And, anyways.
69 00:07:06.770 ⇒ 00:07:10.560 Robert Tseng: Hold on, and then you can also have it segmented.
70 00:07:11.610 ⇒ 00:07:15.819 Robert Tseng: 5G… It’s brought up.
71 00:07:18.500 ⇒ 00:07:22.710 Robert Tseng: My dad’s… Wow.
72 00:07:33.590 ⇒ 00:07:36.070 Robert Tseng: This time is… I don’t know.
73 00:07:55.040 ⇒ 00:08:00.920 Robert Tseng: Okay, so… I sent through follow-up.
74 00:08:01.340 ⇒ 00:08:02.230 Robert Tseng: the best.
75 00:08:02.610 ⇒ 00:08:03.450 Robert Tseng: Stop.
76 00:08:10.530 ⇒ 00:08:18.140 Robert Tseng: Yeah, so visually, we… I don’t know if you have a… Maybe it’s just, like, another…
77 00:08:18.640 ⇒ 00:08:21.090 Robert Tseng: If you already have a chart of…
78 00:08:22.710 ⇒ 00:08:31.339 Robert Tseng: like, it’s just another line that, like, … another curve that’s, like, the refund rate over time. That’s the global refund rate, and then we limit it to, like.
79 00:08:31.480 ⇒ 00:08:35.770 Robert Tseng: Orders that are refunded within the same month, or something like that, or, like, within a month.
80 00:08:35.890 ⇒ 00:08:42.460 Robert Tseng: when you’re not seeing much, I would say maybe, okay, yeah, but it’s fine. Unless you’re changing the depth system. I think one month is pretty typical.
81 00:08:42.850 ⇒ 00:08:48.640 Robert Tseng: And then, … Yeah, I think….
82 00:08:48.750 ⇒ 00:08:49.610 Annie Yu: the….
83 00:08:52.060 ⇒ 00:08:53.190 Robert Tseng: I….
84 00:08:55.020 ⇒ 00:09:08.749 Annie Yu: … yeah, I’m thinking now, with some of these, I will use the order summary, and with that one, there could be multiple rows for each order, because we are tracking all the
85 00:09:08.780 ⇒ 00:09:16.470 Annie Yu: delivery status, all that. And then for refund, probably the best way with what we have now, I will use
86 00:09:16.740 ⇒ 00:09:20.039 Annie Yu: FAC transaction, and then join them
87 00:09:20.440 ⇒ 00:09:25.200 Annie Yu: With this refund table on the… Order number.
88 00:09:27.260 ⇒ 00:09:33.030 Robert Tseng: Yeah, so refund, we only recognize from Transactions?
89 00:09:33.480 ⇒ 00:09:40.150 Robert Tseng: When an order summary will show a status… well, like, what’s… what’s the… what’s the status? Well, like, what… how would you see a refund in an order summary?
90 00:09:41.750 ⇒ 00:09:42.540 Annie Yu: I…
91 00:09:42.960 ⇒ 00:09:50.959 Annie Yu: I don’t really trust that order summary status, just because some of the orders were actually delivered, but they are
92 00:09:51.480 ⇒ 00:09:54.009 Annie Yu: Like, sent to pharmacy for some reason.
93 00:09:54.330 ⇒ 00:09:54.930 Robert Tseng: Yeah.
94 00:09:56.440 ⇒ 00:10:02.750 Robert Tseng: So then, like, how, how are we determinate with, like, reduce offense transactions?
95 00:10:04.900 ⇒ 00:10:14.389 Annie Yu: Yeah, I was thinking for this part, I could still leverage order summary, but for this part, I would use fact transaction join with… Okay.
96 00:10:14.510 ⇒ 00:10:20.420 Annie Yu: Refund, because there’s order number and then the order date from fact transaction.
97 00:10:21.060 ⇒ 00:10:21.710 Robert Tseng: Okay.
98 00:10:23.080 ⇒ 00:10:23.860 Robert Tseng: Sure.
99 00:10:24.960 ⇒ 00:10:26.060 Annie Yu: Mmm…
100 00:10:32.310 ⇒ 00:10:39.060 Annie Yu: Yeah, I think I don’t have a way to have them all in, like, using one model now.
101 00:10:41.450 ⇒ 00:10:43.010 Robert Tseng: Yeah, I think that’s fine.
102 00:10:46.030 ⇒ 00:10:53.450 Annie Yu: But this one… okay, wait, so… this pharmacy to order is shipped, now they are…
103 00:10:54.100 ⇒ 00:10:59.400 Annie Yu: saying the SLA is under 5 business days, for this use case.
104 00:10:59.570 ⇒ 00:11:01.560 Annie Yu: So not 3 days anymore.
105 00:11:01.870 ⇒ 00:11:03.910 Robert Tseng: Yeah, I guess I changed that, yeah.
106 00:11:04.730 ⇒ 00:11:05.400 Annie Yu: Okay.
107 00:11:06.830 ⇒ 00:11:08.770 Robert Tseng: Yeah, and they just want clearer buckets.
108 00:11:08.910 ⇒ 00:11:22.879 Robert Tseng: I think just knowing that they were within SLA, not enough. They wanted to know, like, was it… were they at 1 to 3 days, 4 to 6 days? I don’t think… I don’t think you should, by default, use those buckets. You should use what makes sense. I think, …
109 00:11:23.090 ⇒ 00:11:23.960 Robert Tseng: like…
110 00:11:24.140 ⇒ 00:11:30.200 Robert Tseng: If we’re… if SLA is under 5 days, I don’t think I would buck with it for a sale. That would… that would hide
111 00:11:30.420 ⇒ 00:11:36.569 Robert Tseng: … like, that’s… that’s just a bit of a conflating metric. If you’re going under 5,
112 00:11:36.690 ⇒ 00:11:42.189 Robert Tseng: But then your bucket includes 4 boost sales. So, like, I don’t really have to adjust the buckets a bit.
113 00:11:43.050 ⇒ 00:11:44.490 Annie Yu: Oh, can you repeat that?
114 00:11:45.500 ⇒ 00:11:51.630 Robert Tseng: Right, because if the… if the SLA is under 5 business days, but your buckets are 1 to 3s and 4 to 6,
115 00:11:51.920 ⇒ 00:11:59.669 Robert Tseng: then you’re hiding some that are under SLA because it’s going to be in the 4-6 bucket. So, I think we just need different buckets.
116 00:12:00.940 ⇒ 00:12:04.079 Robert Tseng: And it’s like… Ridiculous.
117 00:12:04.080 ⇒ 00:12:07.139 Annie Yu: Because what Danny says, ….
118 00:12:08.120 ⇒ 00:12:08.660 Robert Tseng: I think….
119 00:12:08.660 ⇒ 00:12:09.360 Annie Yu: Oh, yes.
120 00:12:09.360 ⇒ 00:12:12.789 Robert Tseng: 2 days… one to two days, maybe to four days.
121 00:12:14.620 ⇒ 00:12:20.709 Robert Tseng: 5… 5 plus days, like, right? Like, that’s… that would make more sense, because that’s…
122 00:12:21.310 ⇒ 00:12:28.169 Robert Tseng: in the SLA, like, if the SLA is under 5 days, and we want, like, the buckets to be distinct outside of
123 00:12:30.080 ⇒ 00:12:31.830 Robert Tseng: Bye. Yeah, bye.
124 00:12:32.370 ⇒ 00:12:33.180 Robert Tseng: Okay.
125 00:12:33.350 ⇒ 00:12:41.689 Annie Yu: Yeah, one logic I haven’t applied anywhere in our dashboard so far is the business day. So, right now, we are just
126 00:12:42.030 ⇒ 00:12:48.250 Annie Yu: counting every day as a day. And I think I’ve noticed that they want
127 00:12:49.500 ⇒ 00:12:52.460 Annie Yu: To only account for business days here.
128 00:12:53.300 ⇒ 00:12:58.939 Annie Yu: So that’s something I will have to look into how to, set up the logic.
129 00:13:01.450 ⇒ 00:13:02.250 Robert Tseng: Yeah.
130 00:13:14.090 ⇒ 00:13:19.980 Robert Tseng: Oh, that’s gonna be… Let me just, like, run another question.
131 00:13:20.380 ⇒ 00:13:26.130 Robert Tseng: Or… regarding… Personal space.
132 00:13:26.830 ⇒ 00:13:35.279 Robert Tseng: Okay, that’s a 9… opens by… Eventually, or about yesterday’s time?
133 00:13:47.910 ⇒ 00:13:50.210 Robert Tseng: Darn if you’ve just got an email real estate.
134 00:14:02.590 ⇒ 00:14:03.270 Robert Tseng: Okay.
135 00:14:03.460 ⇒ 00:14:05.339 Robert Tseng: I have to participate in there.
136 00:14:05.930 ⇒ 00:14:13.330 Robert Tseng: Yeah, I mean, I think for stuff like that, if you have to make assumptions, I would just, you know, ask the question to see who they are.
137 00:14:13.820 ⇒ 00:14:14.770 Annie Yu: Yeah.
138 00:14:17.300 ⇒ 00:14:19.769 Robert Tseng: We talked about the Josh thing, and everything else here?
139 00:14:19.770 ⇒ 00:14:27.030 Annie Yu: Oh yeah, it’s… I feel like there’s also overlap in this one, but…
140 00:14:27.370 ⇒ 00:14:33.170 Annie Yu: Yeah, I… we finished that first… Four core charts.
141 00:14:33.530 ⇒ 00:14:39.960 Annie Yu: And one big problem now with that chart is the pending orders.
142 00:14:40.350 ⇒ 00:14:56.300 Annie Yu: So we just don’t have a logic to show the pending orders, because ideally, we would filter on the orders that were sent to pharmacy, but not yet shipped. And I talk about this with them a lot, we now don’t have a… for some reason, there’s no…
143 00:14:56.630 ⇒ 00:14:57.620 Annie Yu: Orders.
144 00:14:58.060 ⇒ 00:15:03.140 Annie Yu: qualify for this condition. And I think it’s a BASC issue.
145 00:15:03.410 ⇒ 00:15:12.119 Annie Yu: But the model is gonna look for if there’s any good proxy, which I… I don’t know if we can have one.
146 00:15:12.120 ⇒ 00:15:18.379 Robert Tseng: We’re basically recreating order statuses, because their pending status doesn’t make sense, so we’re trying to recreate it using timestamps.
147 00:15:19.060 ⇒ 00:15:32.089 Annie Yu: Yeah, yeah, that’s what we are trying to do. So, I have set up the logic there, but even in BigQuery, I’m filtering on orders that has a sent to pharmacy date.
148 00:15:32.260 ⇒ 00:15:35.389 Annie Yu: But doesn’t have a ship date, yet.
149 00:15:35.520 ⇒ 00:15:38.319 Annie Yu: And we don’t have any rows returned.
150 00:15:39.450 ⇒ 00:15:40.090 Annie Yu: That’s….
151 00:15:40.090 ⇒ 00:15:41.770 Robert Tseng: Is this the way he asked you to define it?
152 00:15:42.340 ⇒ 00:15:50.299 Annie Yu: … I would think so, because field, for them means Pharmacy filled and shipped, right?
153 00:15:51.050 ⇒ 00:15:57.220 Annie Yu: And these pending ones are the ones that were sent to pharmacy, But not yet shipped.
154 00:16:06.450 ⇒ 00:16:07.100 Robert Tseng: Oops.
155 00:16:08.570 ⇒ 00:16:17.989 Robert Tseng: I’m gonna… Log into Bath, and it’ll just… speed. That would spell it.
156 00:16:18.230 ⇒ 00:16:21.330 Annie Yu: Yeah, because this is from their, mock.
157 00:16:22.780 ⇒ 00:16:32.189 Annie Yu: And all of these, roll up into this. So these ones are sent to pharmacy, and then they ship within 3 days.
158 00:16:32.440 ⇒ 00:16:34.929 Annie Yu: And these ones were the ones that shipped
159 00:16:36.170 ⇒ 00:16:38.910 Annie Yu: I guess, after 3 days.
160 00:16:39.250 ⇒ 00:16:43.659 Annie Yu: And these ones are still in pharmacy, but within 3 days.
161 00:16:44.100 ⇒ 00:16:51.709 Annie Yu: And these ones are still in pharmacies and not yet shipped, and that’s been 3 days. That’s how I understood it.
162 00:16:57.920 ⇒ 00:16:58.620 Robert Tseng: Oh, dear.
163 00:17:01.640 ⇒ 00:17:03.910 Robert Tseng: process, boom.
164 00:17:04.970 ⇒ 00:17:06.419 Robert Tseng: I mean, this is from….
165 00:17:08.290 ⇒ 00:17:11.060 Annie Yu: That’s from their… their… they’re….
166 00:17:11.069 ⇒ 00:17:13.349 Robert Tseng: It was like an Excel thing, right, they were using before.
167 00:17:13.920 ⇒ 00:17:18.390 Annie Yu: Yeah, I… I don’t know, I’m… I’m… I was looking at these ones, I’m…
168 00:17:18.599 ⇒ 00:17:22.609 Annie Yu: Because they recently hired someone, right? I’m suspecting this is from…
169 00:17:22.800 ⇒ 00:17:27.340 Annie Yu: probably, like, a previous role, another company or so, because I don’t think….
170 00:17:27.349 ⇒ 00:17:29.589 Robert Tseng: This is, like, Urano’s thing, or whatever.
171 00:17:30.240 ⇒ 00:17:39.300 Annie Yu: I don’t know who shared this, I think, but Josh walked through this with, Dan Milade and Amber.
172 00:17:40.410 ⇒ 00:17:41.170 Robert Tseng: Thank you.
173 00:17:46.380 ⇒ 00:18:01.899 Annie Yu: Yeah, so we got it pretty close, but that’s one issue that we have now, is the pending orders that we can’t… we don’t have a way to surface. The logic is set up there in dashboard, but with the data, we… we just don’t have a way to show.
174 00:18:04.290 ⇒ 00:18:05.180 Annie Yu: Hmm….
175 00:18:05.180 ⇒ 00:18:09.170 Robert Tseng: Yeah, okay, but I’m just saying, like, did he give you the definitions of what you should be statistically should be?
176 00:18:10.450 ⇒ 00:18:15.810 Annie Yu: Yeah, those are the ones that he shared with Demolade and Amber, and they shared… Okay.
177 00:18:17.180 ⇒ 00:18:19.670 Robert Tseng: So, yes, those are the mouth that I had friends.
178 00:18:20.860 ⇒ 00:18:26.249 Robert Tseng: Well, yeah, I mean, there are not… so, pending is supposed to be ones that are in the pharmacy, but they haven’t…
179 00:18:27.670 ⇒ 00:18:32.879 Robert Tseng: Oh, I see, I see. Okay. Yeah, this is, like, all statuses within the pharmacy already, so….
180 00:18:32.880 ⇒ 00:18:34.100 Annie Yu: Yeah. ….
181 00:18:34.100 ⇒ 00:18:36.720 Robert Tseng: Order’s process had already been sent to pharmacy.
182 00:18:36.880 ⇒ 00:18:43.189 Robert Tseng: filled within SLA sites when it already, like, has the shipping outside of the pharmacy.
183 00:18:43.410 ⇒ 00:18:43.980 Annie Yu: Yes.
184 00:18:44.460 ⇒ 00:18:52.470 Robert Tseng: … Yeah. You’re saying there’s nothing that has… And sent to the pharmacy.
185 00:18:58.050 ⇒ 00:19:05.199 Annie Yu: Yeah, I also added this note when, you guys met with Basque, Two weeks ago.
186 00:19:06.260 ⇒ 00:19:08.610 Annie Yu: I think for some reason.
187 00:19:09.010 ⇒ 00:19:14.459 Annie Yu: We don’t get the sent to pharmacy date until they send us the ship date.
188 00:19:15.580 ⇒ 00:19:16.160 Robert Tseng: Yeah.
189 00:19:17.140 ⇒ 00:19:22.010 Annie Yu: Yeah, and that’s… that’s a problem, because we can’t surface those
190 00:19:22.680 ⇒ 00:19:25.979 Annie Yu: Orders that are still in pharmacies, but not yet shipped.
191 00:19:34.330 ⇒ 00:19:34.990 Robert Tseng: Okay.
192 00:19:35.800 ⇒ 00:19:39.099 Annie Yu: Yeah, that’s… that’s one problem, but I think…
193 00:19:39.410 ⇒ 00:19:44.160 Annie Yu: Like, everyone else, the model is looking for some proxy
194 00:19:44.340 ⇒ 00:19:53.749 Annie Yu: which we’re not sure if we can find something, and Ember knows, and I think she flacked that with, Josh, for now.
195 00:19:55.290 ⇒ 00:19:55.909 Robert Tseng: We’ll call.
196 00:19:56.660 ⇒ 00:20:04.229 Annie Yu: And then… I think we’re gonna have to build this other one for Josh.
197 00:20:06.230 ⇒ 00:20:15.620 Annie Yu: Which I’m still looking through the ticket, I haven’t… I haven’t… Spend much time on the… details here.
198 00:20:19.750 ⇒ 00:20:24.119 Annie Yu: I think that means we want to surface the…
199 00:20:25.640 ⇒ 00:20:31.560 Annie Yu: So the re… the future refills, and the… quantity.
200 00:20:32.240 ⇒ 00:20:33.320 Annie Yu: of those.
201 00:20:35.330 ⇒ 00:20:36.050 Robert Tseng: Yeah.
202 00:20:36.920 ⇒ 00:20:45.349 Annie Yu: Yeah, for this part, I would imagine I would need probably a model, but I’m trying to figure out, what fields and
203 00:20:45.520 ⇒ 00:20:50.699 Annie Yu: there’s some recommendations here, so I’m gonna figure out… What to provide, too.
204 00:20:50.840 ⇒ 00:20:52.280 Annie Yu: Engineers.
205 00:20:53.190 ⇒ 00:20:53.780 Robert Tseng: Okay.
206 00:20:57.280 ⇒ 00:21:00.360 Annie Yu: Yeah, and you’re, you’re still working on the suite.
207 00:21:00.580 ⇒ 00:21:02.100 Annie Yu: thing, right?
208 00:21:05.600 ⇒ 00:21:08.860 Robert Tseng: … Sorry, which phone?
209 00:21:09.090 ⇒ 00:21:10.340 Annie Yu: I think it’s also.
210 00:21:10.340 ⇒ 00:21:11.510 Robert Tseng: Of a sweet thing?
211 00:21:11.510 ⇒ 00:21:12.160 Annie Yu: Yeah.
212 00:21:12.620 ⇒ 00:21:16.590 Robert Tseng: Well, I mean, I sent it to Josh, I don’t know if he ever responded, so….
213 00:21:16.590 ⇒ 00:21:23.369 Annie Yu: I’m using the product name as a placeholder. I think that’s the closest thing, so we can….
214 00:21:23.370 ⇒ 00:21:23.730 Robert Tseng: Yeah.
215 00:21:23.920 ⇒ 00:21:25.570 Annie Yu: Once that’s defined.
216 00:21:29.790 ⇒ 00:21:33.400 Robert Tseng: I mean, I guess I could literally just… I don’t need Josh’s approval, I could just…
217 00:21:33.870 ⇒ 00:21:36.780 Robert Tseng: You know, right now, you can just look at it together and just see.
218 00:21:37.390 ⇒ 00:21:38.790 Robert Tseng: Apologies.
219 00:21:42.650 ⇒ 00:21:44.320 Robert Tseng: release the lens.
220 00:22:06.410 ⇒ 00:22:16.100 Annie Yu: One question you might… have a clearer mind for that, is this one, and…
221 00:22:16.910 ⇒ 00:22:27.209 Annie Yu: I’m thinking for this x-axis, The date would be… Would that be… like, order date?
222 00:22:28.300 ⇒ 00:22:36.550 Annie Yu: Or… I guess, or instead, it should be, like, expected refill date.
223 00:22:40.610 ⇒ 00:22:41.190 Robert Tseng: Yeah.
224 00:22:42.830 ⇒ 00:22:44.619 Robert Tseng: Yes, these are all projections.
225 00:22:44.900 ⇒ 00:22:50.100 Annie Yu: Yeah, so, okay, so that would be the, okay, the scheduled refill date.
226 00:22:51.730 ⇒ 00:22:53.200 Annie Yu: …
227 00:23:17.080 ⇒ 00:23:18.170 Annie Yu: Fulfillment.
228 00:23:19.200 ⇒ 00:23:20.959 Annie Yu: And the fulfillments
229 00:23:26.900 ⇒ 00:23:34.120 Annie Yu: fulfillment just means the refill. Like, one refill order means one fulfillment.
230 00:23:39.130 ⇒ 00:23:40.210 Robert Tseng: Be well.
231 00:23:52.180 ⇒ 00:23:56.489 Robert Tseng: I mean, it’s not gonna look like this. We don’t do any one-time sales. I mean, they’re all quarterly or whatever, so…
232 00:23:56.740 ⇒ 00:24:00.910 Robert Tseng: Fulfillment pipe, yeah, it’s either first order or it’s scheduled repo.
233 00:24:03.350 ⇒ 00:24:08.059 Annie Yu: But we would just use our membership plan, right? Yeah. For this.
234 00:24:09.110 ⇒ 00:24:09.920 Annie Yu: Yeah.
235 00:24:11.980 ⇒ 00:24:14.230 Annie Yu: New sales, okay.
236 00:24:15.390 ⇒ 00:24:16.220 Annie Yu: Yeah.
237 00:24:23.370 ⇒ 00:24:30.830 Annie Yu: Yeah, I guess then for the very first new sale, like a first order of someone, we…
238 00:24:35.220 ⇒ 00:24:40.030 Annie Yu: Okay, yeah, that doesn’t matter. It’s still… Depends on their plan.
239 00:24:47.730 ⇒ 00:24:49.500 Annie Yu: Okay, yeah.
240 00:24:50.980 ⇒ 00:24:55.449 Annie Yu: I’m gonna list out, what’s missing, and…
241 00:24:55.780 ⇒ 00:25:00.879 Annie Yu: ask for a model about… for this, but then for the other ones, I think I have a…
242 00:25:01.210 ⇒ 00:25:05.070 Annie Yu: idea of, … What to use.
243 00:25:06.130 ⇒ 00:25:07.409 Annie Yu: I want to show.
244 00:25:09.520 ⇒ 00:25:10.030 Annie Yu: Mmm.
245 00:25:10.030 ⇒ 00:25:10.520 Robert Tseng: Fantastic.
246 00:25:12.290 ⇒ 00:25:22.889 Annie Yu: Okay, one more question. So this part, they just want the percentage, right? We don’t have to have each order in each row, so just the aggregation.
247 00:25:24.400 ⇒ 00:25:25.610 Annie Yu: percentage.
248 00:25:25.970 ⇒ 00:25:27.579 Annie Yu: Like, by month, week.
249 00:25:32.990 ⇒ 00:25:34.400 Robert Tseng: Yeah.
250 00:25:34.870 ⇒ 00:25:35.260 Annie Yu: Okay.
251 00:25:35.260 ⇒ 00:25:36.479 Robert Tseng: This super excited to apply.
252 00:25:36.760 ⇒ 00:25:38.450 Annie Yu: Yeah, that sounds good.
253 00:25:40.110 ⇒ 00:25:43.320 Robert Tseng: Yeah, I’m gonna… like, the sweets thing…
254 00:25:44.760 ⇒ 00:25:48.249 Robert Tseng: I mean, I could go there… I mean, I don’t really… I…
255 00:25:49.160 ⇒ 00:25:55.049 Robert Tseng: this is all I could fill in. Like, I don’t know of the other ones. I don’t really know what the products are. So I just sent them to you.
256 00:25:55.460 ⇒ 00:26:03.509 Robert Tseng: So what I said to Josh, I asked him to fill it in, he didn’t fill it in, so… I mean, some of the stuff I could probably guess is, like, hair.
257 00:26:03.680 ⇒ 00:26:08.539 Robert Tseng: HRT kits, whatever, but all the suite names are in the third column. I slack it to you.
258 00:26:08.710 ⇒ 00:26:16.400 Robert Tseng: And, yeah, there’s 32 products. They all… not all of them are categorized. I…
259 00:26:16.910 ⇒ 00:26:23.160 Robert Tseng: I don’t know how to categorize them otherwise. I… Yeah, I just….
260 00:26:24.760 ⇒ 00:26:27.239 Annie Yu: Wait, you’re talking about the SWIT, right?
261 00:26:27.430 ⇒ 00:26:28.170 Robert Tseng: Yeah.
262 00:26:28.400 ⇒ 00:26:38.260 Annie Yu: … Okay, and… Yeah, that’s something… if that’s something we would be reusing across dashboards, which I…
263 00:26:38.450 ⇒ 00:26:42.639 Annie Yu: Guess we will… we can… probably add…
264 00:26:43.540 ⇒ 00:26:47.359 Annie Yu: Like, I asked Molly to add a macro.
265 00:26:54.580 ⇒ 00:26:56.910 Robert Tseng: Oh, I’ll… All apps.
266 00:27:02.560 ⇒ 00:27:04.839 Robert Tseng: Okay, so I don’t see that earlier.
267 00:27:39.790 ⇒ 00:27:42.119 Robert Tseng: Okay, there was activist now.
268 00:27:46.100 ⇒ 00:27:48.759 Robert Tseng: Yeah, okay. Anything else?
269 00:27:49.160 ⇒ 00:27:57.560 Annie Yu: Okay, one more thing. I think we have a couple of different tickets that require
270 00:27:58.500 ⇒ 00:28:06.429 Annie Yu: Bringing in channel-level information to that key model product sales summary by transaction.
271 00:28:06.660 ⇒ 00:28:07.430 Robert Tseng: Okay.
272 00:28:08.280 ⇒ 00:28:16.870 Annie Yu: And… Yeah, I’ll bring this up to Ember tomorrow, because we have two different things that depend on that.
273 00:28:17.210 ⇒ 00:28:21.150 Annie Yu: And while we can still deliver, but maybe that’s a good idea.
274 00:28:22.300 ⇒ 00:28:24.029 Annie Yu: Yeah. To do it.
275 00:28:24.440 ⇒ 00:28:27.419 Annie Yu: Okay, yeah, one’s for Jonah, and one’s for…
276 00:28:27.540 ⇒ 00:28:29.969 Annie Yu: I forgot Cutter or Josh.
277 00:28:30.950 ⇒ 00:28:31.570 Robert Tseng: Okay.
278 00:28:32.250 ⇒ 00:28:39.239 Robert Tseng: and you got the feedback that I sent you from Jonah? I know it’s all over the place, there’s just tickets, wherever I can find the ticket, but….
279 00:28:39.420 ⇒ 00:28:44.730 Annie Yu: Yes, I do have one… I do have one question for you about that. The…
280 00:28:44.940 ⇒ 00:28:47.380 Annie Yu: Wait, where is that?
281 00:28:51.170 ⇒ 00:28:52.130 Annie Yu: This one.
282 00:28:52.400 ⇒ 00:29:02.029 Annie Yu: So what… what does this mean? The… I see you say… This… we… this part.
283 00:29:03.590 ⇒ 00:29:06.690 Robert Tseng: I’m just saying, I don’t think we will have payroll data.
284 00:29:06.870 ⇒ 00:29:08.359 Robert Tseng: So we can just leave that out.
285 00:29:08.750 ⇒ 00:29:12.890 Annie Yu: But what do you mean by make it exportable for Jonah?
286 00:29:13.150 ⇒ 00:29:19.420 Robert Tseng: Oh, like, well, I think he… probably, if you scroll down into his comment, light.
287 00:29:19.720 ⇒ 00:29:22.920 Robert Tseng: He’s… I mean, yeah, I think he wants to clear… he wants to…
288 00:29:23.810 ⇒ 00:29:26.949 Robert Tseng: He’s changing a bit of the ordering of the sections here.
289 00:29:27.340 ⇒ 00:29:33.940 Robert Tseng: Okay. … I mean, I assume that he would want to have export, be able to export everything
290 00:29:34.090 ⇒ 00:29:39.159 Robert Tseng: Into a table, and he can go and add in the over, like, the payroll himself.
291 00:29:39.550 ⇒ 00:29:43.839 Robert Tseng: That’s what I meant. But, … Because right now, like, the…
292 00:29:44.220 ⇒ 00:29:48.409 Robert Tseng: The dashboard is broken up into multiple charts that you can’t export.
293 00:29:49.840 ⇒ 00:30:00.059 Annie Yu: We can make it exportable, but that’s only when we have data, right? That’s… To my knowledge, that’s…
294 00:30:00.470 ⇒ 00:30:02.410 Annie Yu: What it is.
295 00:30:02.960 ⇒ 00:30:06.899 Robert Tseng: Yeah, yeah, I’m just saying, like, the table itself, not just that particular field.
296 00:30:10.310 ⇒ 00:30:13.279 Annie Yu: Okay, and that’s for everything. We’re not… Yeah.
297 00:30:13.280 ⇒ 00:30:26.980 Robert Tseng: Yeah, it’s like for the… you know, that’s… I think, yes, he wants to be able to make some adjustments to filters or whatever in the chart, but then at the end, he’s probably going to want to export it into Excel so you could add the remaining fields that are not in there, like….
298 00:30:28.370 ⇒ 00:30:36.100 Annie Yu: Okay, and, okay, we can make that work, but, so when we export it, everything is…
299 00:30:36.530 ⇒ 00:30:40.470 Annie Yu: on, like, a row level, that… is that okay? Or….
300 00:30:40.810 ⇒ 00:30:42.839 Robert Tseng: Oh, it won’t be an aggregated export?
301 00:30:42.840 ⇒ 00:30:45.249 Annie Yu: Not to my knowledge.
302 00:30:45.940 ⇒ 00:30:52.029 Annie Yu: I… I know that usually… You can export the… how the raw data looks like.
303 00:30:52.860 ⇒ 00:30:55.540 Annie Yu: Behind… behind the scene.
304 00:30:55.750 ⇒ 00:31:03.399 Annie Yu: And if we do want an aggregation, like, exportable thing, we probably have to have, like, a…
305 00:31:03.550 ⇒ 00:31:05.740 Annie Yu: Aggregation model to make it.
306 00:31:05.740 ⇒ 00:31:06.400 Robert Tseng: Oh.
307 00:31:07.910 ⇒ 00:31:09.180 Robert Tseng: ….
308 00:31:11.380 ⇒ 00:31:11.920 Annie Yu: Yeah.
309 00:31:12.340 ⇒ 00:31:13.240 Robert Tseng: That’s fine.
310 00:31:14.410 ⇒ 00:31:21.459 Annie Yu: Wait, so find with, just order levels, or whatever, like, how the original model looks like, right?
311 00:31:22.320 ⇒ 00:31:24.740 Robert Tseng: Yeah, we don’t have to add them to the model, yeah.
312 00:31:24.740 ⇒ 00:31:26.170 Annie Yu: Okay, yeah.
313 00:31:26.290 ⇒ 00:31:29.120 Annie Yu: Yeah, I can make that. Okay. Okay. Cool.
314 00:31:29.120 ⇒ 00:31:31.810 Robert Tseng: Cool, I gotta jump, but alright, thanks.
315 00:31:31.810 ⇒ 00:31:33.020 Annie Yu: Okay, thanks, Barbara. Bye.
316 00:31:33.020 ⇒ 00:31:33.340 Robert Tseng: Bye.