Meeting Title: Dashboard Sync Date: 2025-08-22 Meeting participants: Demilade Agboola, Mitesh Patel
WEBVTT
1 00:05:35.790 ⇒ 00:05:36.940 Mitesh Patel: Hello!
2 00:05:37.560 ⇒ 00:05:40.529 Mitesh Patel: Sorry about that. Wrapping up another call.
3 00:05:40.530 ⇒ 00:05:42.669 Demilade Agboola: Oh, okay. How are you?
4 00:05:42.830 ⇒ 00:05:44.160 Mitesh Patel: I’m good, how are you?
5 00:05:44.290 ⇒ 00:05:46.849 Mitesh Patel: I’m doing very well. It’s going from one call to the other.
6 00:05:46.850 ⇒ 00:05:50.520 Demilade Agboola: Yeah, I can imagine, I can imagine. On the bright side, it’s Friday, so….
7 00:05:50.520 ⇒ 00:05:52.349 Mitesh Patel: Yeah, yeah, almost done.
8 00:05:52.350 ⇒ 00:05:57.979 Demilade Agboola: Almost done. This shouldn’t take too long, I’m just trying to…
9 00:05:58.300 ⇒ 00:06:01.769 Demilade Agboola: Understand what your pains are with this dashboard.
10 00:06:02.470 ⇒ 00:06:08.420 Demilade Agboola: So, the idea of this dashboard is because we know that the… Customer account.
11 00:06:08.710 ⇒ 00:06:10.229 Demilade Agboola: is based off…
12 00:06:13.050 ⇒ 00:06:25.989 Demilade Agboola: It’s based off the orders that are not, that includes pending orders, basically, and some of those orders eventually, like, resolve into a state of, like, canceled, or, like.
13 00:06:26.290 ⇒ 00:06:28.469 Demilade Agboola: So they tend to decrease over time.
14 00:06:29.880 ⇒ 00:06:38.150 Mitesh Patel: this report, they’re not supposed to decrease. So, there is another ROAS LTV report snapshot without the dash.
15 00:06:38.250 ⇒ 00:06:44.960 Mitesh Patel: Okay? Okay. That one is the, you know, what we call the source of the truth.
16 00:06:45.040 ⇒ 00:06:55.859 Mitesh Patel: If orders are refunded, then the number will decline, right? But for marketing purposes, like, we’re trying to calculate the customer acquisition cost, right?
17 00:06:55.860 ⇒ 00:07:08.069 Mitesh Patel: We cannot have a moving target for that, right? Because the campaign did acquire those many customers. If there’s refunds due to supply chain issues or whatever, we cannot impact that.
18 00:07:08.380 ⇒ 00:07:09.350 Mitesh Patel: Right? Okay.
19 00:07:09.720 ⇒ 00:07:15.789 Mitesh Patel: So, that’s why we had the team create this dash snapshot report.
20 00:07:16.670 ⇒ 00:07:24.050 Mitesh Patel: Because what that was supposed to do is, you know, once it captures the numbers for the day.
21 00:07:24.140 ⇒ 00:07:26.310 Demilade Agboola: Okay. They shouldn’t change.
22 00:07:27.490 ⇒ 00:07:45.370 Mitesh Patel: Okay? Okay. But, so one of the pains that we have, and I’ll describe a couple of items to you here, is, you know, the way this report is supposed to work. So, set the order date from 1st through the 5th of August, as an example.
23 00:07:48.350 ⇒ 00:07:53.250 Demilade Agboola: Burst to the… 5th.
24 00:07:54.050 ⇒ 00:08:01.050 Mitesh Patel: For some reason, it just, yeah, didn’t take the… yeah. Okay. And make the snapshot date, today.
25 00:08:03.160 ⇒ 00:08:05.049 Demilade Agboola: Not sure what the date… 22nd, okay.
26 00:08:05.050 ⇒ 00:08:05.800 Mitesh Patel: Yep.
27 00:08:07.180 ⇒ 00:08:18.230 Mitesh Patel: Alright, so this looks reasonable, right? I’m looking at the first 5 days of the data. So, first 5 days of August, we got 342 new customers.
28 00:08:18.680 ⇒ 00:08:19.390 Demilade Agboola: Yep.
29 00:08:19.750 ⇒ 00:08:22.570 Mitesh Patel: Change the snapshot date to August 10th.
30 00:08:31.350 ⇒ 00:08:36.749 Mitesh Patel: Right. So, when I did this last week, These numbers were breaking.
31 00:08:38.990 ⇒ 00:08:43.109 Mitesh Patel: like, I was getting, like, Data that didn’t make sense.
32 00:08:43.580 ⇒ 00:08:47.070 Mitesh Patel: You see, even now, did the customer count number change?
33 00:08:47.500 ⇒ 00:08:49.780 Mitesh Patel: 362, was that something different?
34 00:08:49.900 ⇒ 00:08:50.520 Mitesh Patel: Yes.
35 00:08:50.520 ⇒ 00:08:58.640 Demilade Agboola: So that’s part of what I was trying to say. So, because the numbers are, right now, what the dashboard is based off of is, …
36 00:08:58.830 ⇒ 00:09:03.960 Demilade Agboola: all… Like, the new customer accounts includes things like pending orders as well.
37 00:09:04.070 ⇒ 00:09:09.169 Demilade Agboola: So, over time, these pending orders will resolve into a finalized state.
38 00:09:09.170 ⇒ 00:09:15.339 Mitesh Patel: Okay, but that’s exactly what we discussed the purpose of this report is, is they should not change.
39 00:09:15.440 ⇒ 00:09:20.980 Mitesh Patel: So, what Robert’s had Annie or somebody do, you know the daily snapshot report we get?
40 00:09:21.800 ⇒ 00:09:22.690 Demilade Agboola: Yeah.
41 00:09:22.870 ⇒ 00:09:31.919 Mitesh Patel: He had somebody store those, like, actual snapshots, store those, and then said, we will generate this from those, because those don’t change.
42 00:09:32.330 ⇒ 00:09:38.749 Mitesh Patel: See, after July 21st, It’s not supposed to change because of refunds.
43 00:09:39.970 ⇒ 00:09:42.459 Mitesh Patel: Or cancellations, or abandons.
44 00:09:42.760 ⇒ 00:09:43.490 Demilade Agboola: Yeah.
45 00:09:45.000 ⇒ 00:09:54.449 Demilade Agboola: So, yeah, so what’s happening here is it appears there’s been a miscommunication of … Of, like, business needs.
46 00:09:54.970 ⇒ 00:10:01.080 Demilade Agboola: So, so what this is, is just basically just showing what it was on that particular day.
47 00:10:01.270 ⇒ 00:10:05.100 Demilade Agboola: It appears you want to be able to see, …
48 00:10:05.380 ⇒ 00:10:09.770 Demilade Agboola: A structured va- like, a finalized number.
49 00:10:10.140 ⇒ 00:10:18.790 Demilade Agboola: So that means we’ll need to create a snapshot, but that snapshot would exclude on any…
50 00:10:18.910 ⇒ 00:10:20.390 Demilade Agboola: states that is…
51 00:10:20.650 ⇒ 00:10:26.549 Demilade Agboola: pending, or, you know, like, oh, that can’t change, that’s subject to change. It has to be finalized states on that day.
52 00:10:27.250 ⇒ 00:10:28.460 Demilade Agboola: Would that be fine?
53 00:10:29.600 ⇒ 00:10:34.749 Mitesh Patel: Finalized… no, sorry, can you repeat that? I’m trying to keep up with it. Repeat that?
54 00:10:34.990 ⇒ 00:10:38.450 Demilade Agboola: So some, some… so what that would mean is that
55 00:10:38.640 ⇒ 00:10:41.620 Demilade Agboola: The new customer count for each day.
56 00:10:41.780 ⇒ 00:10:48.479 Demilade Agboola: Or only count states that… like, the current state of orders that we consider to be a finalized state.
57 00:10:49.080 ⇒ 00:10:53.230 Demilade Agboola: So, for instance, a pending order, or maybe an abandoned order.
58 00:10:53.870 ⇒ 00:10:56.390 Demilade Agboola: We might need to, like, exclude that.
59 00:10:56.510 ⇒ 00:10:59.350 Demilade Agboola: Because some of them still change over time.
60 00:11:03.860 ⇒ 00:11:14.450 Mitesh Patel: … Okay. … that is exactly the… so that’s what the other snapshot report does, and it’s fine.
61 00:11:14.730 ⇒ 00:11:16.990 Mitesh Patel: The whole purpose of this one
62 00:11:17.040 ⇒ 00:11:34.070 Mitesh Patel: was… and I’m trying to find… you see me looking at the screen over here? What I’m trying to do is find that chat I had with, Robert. So Robert, Adam, Josh, and I had a separate chat that… yeah, look at that dashboard, that these numbers should not change.
63 00:11:34.070 ⇒ 00:11:51.430 Mitesh Patel: Because the state changed. Because, again, from a marketing report perspective, right, that’s all we can do is to say, hey, did the campaign deliver a conversion? If it delivered a conversion, then that’s it. It should get credit for delivering that conversion.
64 00:11:51.540 ⇒ 00:11:55.750 Mitesh Patel: Right? That’s how we make marketing investment decisions.
65 00:11:56.610 ⇒ 00:12:04.180 Mitesh Patel: because our supply chain right now is a mess, we’re getting a lot of refunds. The marketing campaign shouldn’t get…
66 00:12:04.680 ⇒ 00:12:10.130 Mitesh Patel: penalized, if you will, right? Because we have supply chain issues.
67 00:12:11.080 ⇒ 00:12:19.080 Demilade Agboola: Okay, so in that case, what you’re trying to say is, when we get the count, you want that to never change. Like, that value should be static.
68 00:12:19.240 ⇒ 00:12:26.999 Mitesh Patel: That was the purpose of this, and I know Robert understood that. Maybe it wasn’t communicated or relayed correctly internally. Yes.
69 00:12:27.320 ⇒ 00:12:40.619 Demilade Agboola: Yeah, so the… so yeah, I would have to work on this next week, but effectively, what we’re doing is, these snapshot that we’re doing are taking the calculated value as of every single day.
70 00:12:42.060 ⇒ 00:12:42.510 Mitesh Patel: Exactly.
71 00:12:42.510 ⇒ 00:12:46.409 Demilade Agboola: It’s rerunning… it’s rerunning the calculation.
72 00:12:46.790 ⇒ 00:12:52.060 Demilade Agboola: Of, like, which of these orders currently, at this point in time.
73 00:12:52.190 ⇒ 00:13:04.969 Demilade Agboola: count as, new customer orders every single day, and they were taking snapshots of those counts. So, obviously, an order that maybe was in an abandoned state and ended up being canceled.
74 00:13:05.770 ⇒ 00:13:09.249 Demilade Agboola: While it might have counted yesterday or two days ago.
75 00:13:09.870 ⇒ 00:13:21.810 Demilade Agboola: does not, at the moment, count now. And so what this snapshot… what this snapshot is doing right now is it’s just allowing you to be able to go and see, on each individual day, what happened.
76 00:13:23.400 ⇒ 00:13:26.159 Demilade Agboola: So, for instance, if we look at it now.
77 00:13:26.560 ⇒ 00:13:31.050 Demilade Agboola: So let’s look at the example we used initially.
78 00:13:31.540 ⇒ 00:13:34.190 Demilade Agboola: Which is this, so for the first…
79 00:13:35.050 ⇒ 00:13:39.919 Demilade Agboola: So, if we look on the 6th… Control, my bad.
80 00:13:41.890 ⇒ 00:13:50.579 Demilade Agboola: So on the 6th, we can see that over that 5-period… 5-day window, when we looked at it, we have 382 new customers.
81 00:13:50.580 ⇒ 00:13:51.210 Mitesh Patel: Yeah.
82 00:13:51.210 ⇒ 00:14:08.240 Demilade Agboola: over the… over time, some of these orders do not convert completely, which is… which is your point about marketing should not be penalized for that. So, the logic I need to do to build out the numbers that Annie would use for that is different from what this is currently…
83 00:14:08.350 ⇒ 00:14:10.210 Demilade Agboola: Producing for you, basically.
84 00:14:10.210 ⇒ 00:14:24.019 Mitesh Patel: Okay, so whatever miscommunicate… so I have this thread here where we clarified all this with Robert, right? I think… I thought, based on his… you know, Robert gets this stuff, right? Based on his responses, he definitely got it.
85 00:14:24.060 ⇒ 00:14:38.519 Mitesh Patel: But I think then there was an internal, maybe some interpretation, or that, you know, some discussion that maybe confused the issue. What you just repeated to me was the exact goal of this report.
86 00:14:38.810 ⇒ 00:14:39.590 Demilade Agboola: Gotcha.
87 00:14:39.800 ⇒ 00:14:43.379 Demilade Agboola: Okay? And then… so then I have a couple of other things.
88 00:14:43.380 ⇒ 00:15:01.729 Mitesh Patel: Yes, we wanted the total numbers down below, so we have the blended ROAS over… no matter when we look at it, right, these numbers should not change. That’s why it’s called the snapshot. It’s… it’s kind of… instead of… sorry, it shouldn’t be called the snapshot, it should be… this was the data for that range, no matter… that date range, no matter what.
89 00:15:01.940 ⇒ 00:15:12.669 Mitesh Patel: And… Robert and I had this really detailed discussion. Do you want me to just add, with Adam and Josh, do you want me to just add you to that chat?
90 00:15:13.470 ⇒ 00:15:15.470 Mitesh Patel: So you see the entire history?
91 00:15:15.780 ⇒ 00:15:18.160 Demilade Agboola: Sure, if… if that would be easier.
92 00:15:18.380 ⇒ 00:15:21.699 Mitesh Patel: Yeah, I will, because, …
93 00:15:22.020 ⇒ 00:15:30.089 Mitesh Patel: the reason is, you know, again, because things got lost in translation, I don’t want it to get lost again, you know what I mean? That’s all.
94 00:15:30.290 ⇒ 00:15:31.099 Demilade Agboola: Fair enough, fair enough.
95 00:15:31.100 ⇒ 00:15:32.970 Mitesh Patel: And should I add Amber to it?
96 00:15:34.050 ⇒ 00:15:34.980 Demilade Agboola: …
97 00:15:35.110 ⇒ 00:15:44.939 Demilade Agboola: Yeah, sure, I would also, … I don’t know. I think… so she’s the PM, so you can add her, you can just add her, and I would basically have a conversation with her on Monday.
98 00:15:45.150 ⇒ 00:15:48.040 Demilade Agboola: So I’ll just explain what’s going on with this.
99 00:15:48.480 ⇒ 00:15:49.230 Mitesh Patel: Yeah.
100 00:15:53.570 ⇒ 00:15:54.460 Mitesh Patel: Okay.
101 00:16:21.020 ⇒ 00:16:24.690 Mitesh Patel: Okay, so you’ll, you know, Robert had this idea.
102 00:16:25.140 ⇒ 00:16:39.210 Mitesh Patel: that, you know, we would take the daily snapshots and store them, right? And… because they wouldn’t change. We’re not going back to the database, right? The… and then this report would be run off of those daily snapshots.
103 00:16:39.620 ⇒ 00:16:42.899 Mitesh Patel: And I suggested a very different approach.
104 00:16:43.110 ⇒ 00:16:44.769 Mitesh Patel: You know, I’m not a… I’m not a…
105 00:16:44.900 ⇒ 00:16:53.129 Mitesh Patel: data scientists, but, you know, I’ve done these kind of things in other companies before, right? Led the teams.
106 00:16:53.130 ⇒ 00:17:11.049 Mitesh Patel: And so, I submit, you know, I suggested something different. And I think Robert said, okay, he’ll look at it, but during that meeting you were on the call with me, you know, he did say, or with us, he did say, well, you know, they had started down this path already, so they completed it, you know, kind of his approach.
107 00:17:11.190 ⇒ 00:17:22.569 Mitesh Patel: And I don’t really, you know, at the end of the day, Demolade, I don’t care what approach we use, as long as it serves the business need, and the business need here is a marketing need, right?
108 00:17:22.579 ⇒ 00:17:23.299 Demilade Agboola: What the….
109 00:17:25.710 ⇒ 00:17:28.700 Mitesh Patel: And then the other requests, so…
110 00:17:28.720 ⇒ 00:17:46.560 Mitesh Patel: after this was generated, and you won’t see that in this chat I just shared… added you to, after this request, I did ask for total numbers down below with the blended ROAS, that’s perfect, right? And then the other thing we requested is that the ad spend
111 00:17:46.830 ⇒ 00:17:54.499 Mitesh Patel: Include the offline ad spend. Amber has those details, so you can maybe follow up with Amber on those.
112 00:17:54.760 ⇒ 00:18:03.120 Mitesh Patel: Like, we’re not getting all of the offline ad spend in this, so this is, you know, partial costs, if you will. It’s majority of the cost, but not all of the costs.
113 00:18:03.320 ⇒ 00:18:14.610 Demilade Agboola: Yeah, yeah. So I think the offline ad spend has been that part where we’re trying to get the APIs, isn’t that process, but we’re trying to get the APIs so we can add the part… we can add.
114 00:18:14.610 ⇒ 00:18:23.860 Mitesh Patel: So I think the way what would help us is, look, some of these APIs and ads additions are gonna take time. We have some already, right?
115 00:18:23.860 ⇒ 00:18:24.470 Demilade Agboola: Gotcha.
116 00:18:24.470 ⇒ 00:18:30.279 Mitesh Patel: Let’s start adding the ones that we have, and then as we get others, we can add them.
117 00:18:31.770 ⇒ 00:18:32.230 Demilade Agboola: Okay.
118 00:18:32.230 ⇒ 00:18:42.989 Mitesh Patel: Because there’s gonna be new channels, new partners, kind of ongoing, so there’s gonna be more, sort of, spend sources that we’re gonna have to continue to integrate.
119 00:18:45.060 ⇒ 00:18:46.080 Demilade Agboola: Okay, alright.
120 00:18:48.020 ⇒ 00:18:51.020 Demilade Agboola: So, where does this data live right now?
121 00:18:53.590 ⇒ 00:18:55.859 Demilade Agboola: Was it the sheet? Because the sheet only has…
122 00:18:56.020 ⇒ 00:18:58.970 Demilade Agboola: like, the spend, it doesn’t necessarily have…
123 00:18:59.130 ⇒ 00:19:02.289 Demilade Agboola: the product, like, the product name, I’ll share with the spend.
124 00:19:02.290 ⇒ 00:19:10.999 Mitesh Patel: Right, and that’s what we’re trying to add to them. I think what we were… when we get them from the sheet, we assume it’s all for injectable sema, right? And the vast majority of them are.
125 00:19:11.000 ⇒ 00:19:11.940 Demilade Agboola: Yeah. But….
126 00:19:12.030 ⇒ 00:19:17.349 Mitesh Patel: as we get, like, the API data, now we’ll be able to split it out by product.
127 00:19:17.720 ⇒ 00:19:22.280 Demilade Agboola: Alright, so are you trying to say that I should just take that data and assume everything to be injectable serma, and then….
128 00:19:22.280 ⇒ 00:19:35.089 Mitesh Patel: For now, right, and then as we get it off of that sheet and onto the, you know, to more accurately get it from the APIs, including product data, then, you know, like, for example.
129 00:19:35.340 ⇒ 00:19:48.120 Mitesh Patel: once we add the product data to the offer, like, right now, the offer spend is in the sheet, right? 90 plus percent of that is injectable sema.
130 00:19:48.360 ⇒ 00:19:48.760 Demilade Agboola: Okay.
131 00:19:48.760 ⇒ 00:19:51.729 Mitesh Patel: Maybe 5%, if that, is NAD+.
132 00:19:51.990 ⇒ 00:19:52.870 Demilade Agboola: Okay.
133 00:19:52.980 ⇒ 00:20:11.150 Mitesh Patel: Right now, I… just get it into SEMA, but when we get that integration with… because I shared the API, and the API key, and documentation, and the key, once that’s done, then we’re going to stop relying on the sheet and rely on the integration to get it by drug for the offer.
134 00:20:11.490 ⇒ 00:20:12.600 Demilade Agboola: Alright, gotcha.
135 00:20:12.600 ⇒ 00:20:13.520 Mitesh Patel: Okay.
136 00:20:13.810 ⇒ 00:20:27.610 Demilade Agboola: Alright, so I know the two things you basically want, so just to repeat and reiterate so that we’re on the same page, one is you want the numbers to reflect what happened on that day.
137 00:20:27.920 ⇒ 00:20:32.280 Demilade Agboola: And that should be frozen in time, no matter how far back we look.
138 00:20:32.630 ⇒ 00:20:33.470 Demilade Agboola: That’s one.
139 00:20:34.000 ⇒ 00:20:45.520 Demilade Agboola: Two is that you want us to include the offline spend, and right now, since we don’t have a product differentiation, we will just say all offline spend.
140 00:20:45.890 ⇒ 00:20:47.520 Demilade Agboola: Fold on the injectable summer.
141 00:20:47.830 ⇒ 00:20:51.609 Demilade Agboola: And that will form part of the calculations here as well.
142 00:20:52.050 ⇒ 00:20:52.770 Mitesh Patel: Yep.
143 00:20:53.240 ⇒ 00:20:54.130 Demilade Agboola: Gotcha.
144 00:20:54.950 ⇒ 00:21:04.159 Demilade Agboola: So, yeah, that’s all good. I would… I mean, obviously, this would be, like, more next week. I would scope this with Amber, and we’ll… we’ll get… we’ll get to it.
145 00:21:04.790 ⇒ 00:21:07.479 Demilade Agboola: Okay, thank you so much. You’re welcome.
146 00:21:07.480 ⇒ 00:21:09.199 Mitesh Patel: Alright, have a good weekend, bye.
147 00:21:09.200 ⇒ 00:21:10.149 Demilade Agboola: You too, bye.