Meeting Title: Sezim <> Casie: Scorecard Walkthrough Date: 2025-12-18 Meeting participants: Casie Aviles, Sezim Zhenishbekova
WEBVTT
1 00:02:49.590 ⇒ 00:02:51.180 Sezim Zhenishbekova: Hi, Kissy!
2 00:02:51.660 ⇒ 00:02:52.850 Casie Aviles: I says.
3 00:02:53.320 ⇒ 00:02:54.179 Sezim Zhenishbekova: How are you?
4 00:02:54.940 ⇒ 00:02:56.349 Casie Aviles: Yeah, doing good.
5 00:02:56.690 ⇒ 00:02:59.550 Casie Aviles: Thank you for taking on the scorecard work.
6 00:03:00.430 ⇒ 00:03:02.670 Sezim Zhenishbekova: Of course, of course.
7 00:03:03.410 ⇒ 00:03:07.329 Sezim Zhenishbekova: I’ll walk you through, how do you feel, were you sick?
8 00:03:08.770 ⇒ 00:03:15.170 Casie Aviles: Oh, yeah, yesterday, but before that, I was just on… I was just traveling, so…
9 00:03:15.170 ⇒ 00:03:29.309 Sezim Zhenishbekova: I see, yeah. Okay, so anyways, did you have a chance to look at it, or do you want me to go through it from scratch, and then… or how do you want to structure this call?
10 00:03:29.600 ⇒ 00:03:37.669 Casie Aviles: Sure, yeah, I think… Yeah, you could walk through it. I’m looking at it right now, but…
11 00:03:38.020 ⇒ 00:03:40.470 Casie Aviles: Yeah, you could show me how it works.
12 00:03:40.830 ⇒ 00:03:51.309 Sezim Zhenishbekova: Yes. So basically, logic is basically exactly the same. I didn’t change any of the formulas. Right now, I’m working on the instruction, SOP, that
13 00:03:51.490 ⇒ 00:04:04.690 Sezim Zhenishbekova: would be more… even more helpful with updated screenshots and the fields, but, mostly, I have changed the view from, this… this view to…
14 00:04:05.620 ⇒ 00:04:12.519 Sezim Zhenishbekova: a regular, like, one-sheet type of view, so we can go back and forth and see, for example.
15 00:04:12.560 ⇒ 00:04:13.860 Casie Aviles: Wait, sorry.
16 00:04:13.960 ⇒ 00:04:15.559 Sezim Zhenishbekova: Can you see my screen?
17 00:04:16.019 ⇒ 00:04:22.139 Casie Aviles: No, it says you’re sharing, but I don’t see anything right now.
18 00:04:23.940 ⇒ 00:04:24.740 Sezim Zhenishbekova: Right.
19 00:04:30.070 ⇒ 00:04:31.210 Sezim Zhenishbekova: Sure.
20 00:04:31.430 ⇒ 00:04:32.609 Sezim Zhenishbekova: Is your room?
21 00:04:32.830 ⇒ 00:04:34.470 Sezim Zhenishbekova: Okay, how about now?
22 00:04:36.060 ⇒ 00:04:38.059 Casie Aviles: Okay, there you go. Yeah, I can see it now.
23 00:04:38.580 ⇒ 00:04:42.199 Sezim Zhenishbekova: Is it… can you see when I’m moving it, too?
24 00:04:44.380 ⇒ 00:04:46.530 Casie Aviles: Are you moving it right now?
25 00:04:46.530 ⇒ 00:04:47.350 Sezim Zhenishbekova: Yes.
26 00:04:48.850 ⇒ 00:04:56.340 Casie Aviles: Oh, it’s… I can see just the… this one, note Monday, November 3. Yeah, it’s not moving.
27 00:04:59.720 ⇒ 00:05:01.810 Sezim Zhenishbekova: Okay, can you see now?
28 00:05:02.620 ⇒ 00:05:03.789 Casie Aviles: Yes, yes, now I can…
29 00:05:03.790 ⇒ 00:05:13.650 Sezim Zhenishbekova: Okay, yes, perfect. So, before you were working off the sheet, right, I just changed it a little bit, and then made it,
30 00:05:13.890 ⇒ 00:05:18.110 Sezim Zhenishbekova: Made it completely… Looked like this.
31 00:05:18.920 ⇒ 00:05:19.380 Casie Aviles: I see.
32 00:05:19.380 ⇒ 00:05:37.670 Sezim Zhenishbekova: For example, instead of, like, having a good view like this, it’s, like, just up, like, a column view. For example, it’s today’s date is 11.4s, but the, like, I was a bit confused. I wanted to ask you, what does comp date is the comparison date of today, right?
33 00:05:39.370 ⇒ 00:05:44.529 Casie Aviles: Yes, I believe it has to be, like, one day after, you know, so…
34 00:05:44.530 ⇒ 00:05:49.180 Sezim Zhenishbekova: day after. So December 1st is the day before, last day.
35 00:05:49.430 ⇒ 00:05:50.370 Sezim Zhenishbekova: Right?
36 00:05:50.370 ⇒ 00:05:56.210 Casie Aviles: Yes, and… The comp date would be… The day right now.
37 00:05:56.590 ⇒ 00:05:58.400 Casie Aviles: For example, yeah.
38 00:05:58.400 ⇒ 00:06:06.819 Sezim Zhenishbekova: Yeah, perfect. So, when I was making it, I was changing a bit of a logic by saying today is the 114th, for example.
39 00:06:06.940 ⇒ 00:06:09.549 Sezim Zhenishbekova: And we’re comparing to the last yesterday.
40 00:06:09.720 ⇒ 00:06:12.670 Sezim Zhenishbekova: Or do you want me to call it CompD here?
41 00:06:14.350 ⇒ 00:06:25.030 Casie Aviles: I think, yeah, that’s… that’s fine, comparison dates. Oh, I’m actually not sure what… what comp means. I’m not sure if it’s computation or comparison, but yeah, I think that’s fine, that’s fine, yeah.
42 00:06:25.610 ⇒ 00:06:31.689 Sezim Zhenishbekova: I’ll just… let me change it. So, I was putting it like this, actual day, and then comp day.
43 00:06:32.250 ⇒ 00:06:38.529 Sezim Zhenishbekova: But then, I just saw the instruction, it was different. Which one would you prefer most, like, to be less confusing?
44 00:06:40.800 ⇒ 00:06:45.240 Casie Aviles: Yeah, I think, yeah, just… mirrored the same one, yeah, I think.
45 00:06:45.240 ⇒ 00:07:04.089 Sezim Zhenishbekova: Okay, so the comp date will be okay. So, basically, comp date is, you just pick the date, week start is calculated automatically, because I want to track the weekly views, and it’s just pulled down, and it just counts 7 days that goes into this week. So, in the past, you had,
46 00:07:04.200 ⇒ 00:07:18.459 Sezim Zhenishbekova: you had a different logic where all the impact scorecard totals were listed in the bottom, so I brought it up, because it’s, like, one of the big indicators, so I think it should be up here.
47 00:07:18.470 ⇒ 00:07:29.260 Sezim Zhenishbekova: The regular view is just, like, impact scorecard is separated in current year cost, current year revenue, last year cost, and last year revenue.
48 00:07:29.570 ⇒ 00:07:30.240 Casie Aviles: Okay.
49 00:07:30.240 ⇒ 00:07:42.359 Sezim Zhenishbekova: So everything is just, like, in one line, based on the date. For example, here, this current year cost, current year… current year cost for impact score guys 30K.
50 00:07:43.570 ⇒ 00:07:51.729 Sezim Zhenishbekova: And then did the same here. So, you, like, in order to… I think for you, it would be better just to take one date and see where it’s matching.
51 00:07:51.970 ⇒ 00:07:53.010 Sezim Zhenishbekova: like.
52 00:07:53.010 ⇒ 00:07:53.410 Casie Aviles: Hmm.
53 00:07:53.410 ⇒ 00:07:59.789 Sezim Zhenishbekova: Better understand what’s current year cost, current year revenue, last year cost, and it’s all calculated based on
54 00:08:00.030 ⇒ 00:08:10.910 Sezim Zhenishbekova: all this number on the top. Then we go to total year-over-year DSF, so it’s the same logic, it’s all listed below with its own names.
55 00:08:11.510 ⇒ 00:08:16.589 Sezim Zhenishbekova: And then the key calculations percentages are percentages over here.
56 00:08:18.190 ⇒ 00:08:18.740 Casie Aviles: Okay.
57 00:08:18.740 ⇒ 00:08:20.940 Sezim Zhenishbekova: Key calculations are these ones.
58 00:08:23.390 ⇒ 00:08:47.659 Sezim Zhenishbekova: all the formulas are attached. I will also update the instructions so it’s easier for you, but it’s basically it. And then, and then in the bottom, since this one is automatically calculated and it needs information from… summarized from below, so for paid media, we have specific sections for Google and Meta separately for a day, and after you fill it out.
59 00:08:47.660 ⇒ 00:08:50.590 Sezim Zhenishbekova: The totals are calculated, for example, in the
60 00:08:50.590 ⇒ 00:08:56.110 Sezim Zhenishbekova: Last order, you’ll have it listed right away in this line.
61 00:08:56.620 ⇒ 00:09:04.839 Sezim Zhenishbekova: But instead, it’s calculating after summarizing, like, Google Meta, it automatically gets you the totals.
62 00:09:05.120 ⇒ 00:09:06.280 Sezim Zhenishbekova: Over here.
63 00:09:07.120 ⇒ 00:09:08.890 Casie Aviles: Oh, okay, okay, yeah.
64 00:09:08.890 ⇒ 00:09:11.630 Sezim Zhenishbekova: Oh, I don’t know why it’s smoking.
65 00:09:12.830 ⇒ 00:09:19.330 Casie Aviles: Yeah, so, so I’ll be, like, pasting it here now, right? This sheet, daily summary. Yes, yes. Okay.
66 00:09:19.480 ⇒ 00:09:24.929 Sezim Zhenishbekova: Yes. My screen is not responding for some reason.
67 00:09:26.620 ⇒ 00:09:29.230 Sezim Zhenishbekova: We’ll try it out.
68 00:09:37.960 ⇒ 00:09:40.589 Sezim Zhenishbekova: Yeah, the SharePoint is not…
69 00:09:41.300 ⇒ 00:09:42.310 Casie Aviles: Oh…
70 00:09:42.310 ⇒ 00:09:48.619 Sezim Zhenishbekova: It’s not working. I think it’s loading now. Can you share a screen by any chance?
71 00:09:48.620 ⇒ 00:09:50.930 Casie Aviles: Yeah, I’ll share my screen. It’s good.
72 00:09:57.760 ⇒ 00:09:59.379 Casie Aviles: Are you seeing the screen?
73 00:09:59.380 ⇒ 00:10:00.120 Sezim Zhenishbekova: Yes.
74 00:10:00.260 ⇒ 00:10:01.240 Sezim Zhenishbekova: Perfect.
75 00:10:01.740 ⇒ 00:10:09.490 Sezim Zhenishbekova: So right after you go down, you have the promotional pack, and then, you have…
76 00:10:12.150 ⇒ 00:10:13.750 Sezim Zhenishbekova: If you go up…
77 00:10:14.380 ⇒ 00:10:15.330 Casie Aviles: Okay.
78 00:10:15.620 ⇒ 00:10:18.280 Casie Aviles: Yeah, this one, FDA Promotions.
79 00:10:20.700 ⇒ 00:10:23.600 Casie Aviles: And then owned marketing would be here.
80 00:10:26.170 ⇒ 00:10:26.710 Casie Aviles: Okay.
81 00:10:27.490 ⇒ 00:10:43.020 Sezim Zhenishbekova: Yes. So the only logic I changed was for the promotions. If you go up, we had a different structure, because, like, once… day to day, promotions change, right? So… and it… before it was just listed in the bottom, but now.
82 00:10:43.020 ⇒ 00:10:51.489 Sezim Zhenishbekova: every day has their own promotions, separated into specific categories of four that we have for LTO contribution.
83 00:10:52.030 ⇒ 00:10:52.760 Casie Aviles: SEO, she’.
84 00:10:52.760 ⇒ 00:11:00.090 Sezim Zhenishbekova: So, for example, instead of getting into the rows, it’s in the columns on top of it, and then everything is dragged from there.
85 00:11:01.440 ⇒ 00:11:02.110 Casie Aviles: Okay.
86 00:11:02.830 ⇒ 00:11:04.159 Sezim Zhenishbekova: Yeah, this one…
87 00:11:04.270 ⇒ 00:11:10.170 Casie Aviles: Yeah, I didn’t really… I don’t really touch this part, but yeah, this is good, we can see it now.
88 00:11:13.090 ⇒ 00:11:13.870 Casie Aviles: Alright.
89 00:11:14.990 ⇒ 00:11:15.339 Sezim Zhenishbekova: Fair enough.
90 00:11:15.340 ⇒ 00:11:20.409 Casie Aviles: I believe we had, like, missing data, right, for some of the dates.
91 00:11:20.410 ⇒ 00:11:33.569 Sezim Zhenishbekova: So I had a chance to fill it out only until December 6th or 7th, I think, because that was the time when I finished TechScore Card, but then still November, I didn’t have filled
92 00:11:33.910 ⇒ 00:11:42.360 Sezim Zhenishbekova: rows, because detailed day by November sheet wasn’t filled, so I just copied everything over there.
93 00:11:42.810 ⇒ 00:11:43.500 Casie Aviles: Okay.
94 00:11:44.000 ⇒ 00:11:49.130 Casie Aviles: Yeah. Let me… Where is… that should be, like, the…
95 00:11:49.540 ⇒ 00:11:54.109 Casie Aviles: the non… I think from the daily sales flash, right? The data there.
96 00:11:57.050 ⇒ 00:12:02.210 Casie Aviles: This one. Okay. Yeah, so I’ll backfill this then.
97 00:12:06.040 ⇒ 00:12:10.210 Sezim Zhenishbekova: And some of the places still don’t have a lot of data as well.
98 00:12:12.270 ⇒ 00:12:12.860 Casie Aviles: I see.
99 00:12:14.770 ⇒ 00:12:24.159 Sezim Zhenishbekova: And some of the deltas were calculated wrong in the, in the sheet itself. I think someone manually changed the dates.
100 00:12:24.390 ⇒ 00:12:31.029 Sezim Zhenishbekova: So I wasn’t showing it, so I highlighted in yellow, just to look into it, why it has different numbers.
101 00:12:31.210 ⇒ 00:12:39.679 Sezim Zhenishbekova: Because here we have the formula, but in the November sheet that you used in the past has different numbers in it.
102 00:12:41.220 ⇒ 00:12:42.120 Casie Aviles: Okay.
103 00:12:44.520 ⇒ 00:12:53.469 Sezim Zhenishbekova: So yeah, and basically, just fill it in, and then every time there’s new months, just create new, and then just drag all the formulas.
104 00:12:55.410 ⇒ 00:12:57.530 Sezim Zhenishbekova: And for now, it’s all dragged.
105 00:12:59.670 ⇒ 00:13:01.270 Casie Aviles: I see, I see, okay.
106 00:13:04.090 ⇒ 00:13:12.300 Casie Aviles: So, yeah… like, for example, for January… oh, it’s here, right? Okay, and we just drag everything else.
107 00:13:12.770 ⇒ 00:13:13.520 Sezim Zhenishbekova: Yes.
108 00:13:14.540 ⇒ 00:13:15.789 Casie Aviles: Okay, that’s good.
109 00:13:16.700 ⇒ 00:13:17.839 Casie Aviles: Nice, okay.
110 00:13:19.050 ⇒ 00:13:28.500 Sezim Zhenishbekova: Until the end. And then, so this is the daily data that you input on a daily basis. You don’t need to create any sheets.
111 00:13:28.500 ⇒ 00:13:44.660 Sezim Zhenishbekova: just fill it in by making sure that all the formulas from the columns are pasted properly, and then, and then there are, like, additional 3 views that I have created. There is, if you look into the sheet, there is executive summary sheet.
112 00:13:45.370 ⇒ 00:13:47.399 Casie Aviles: Okay, this one… okay.
113 00:13:47.400 ⇒ 00:13:57.950 Sezim Zhenishbekova: So, here, you can choose any of the week start dates, just if you want to see in some analytics, you just change the date in the select week start.
114 00:13:58.130 ⇒ 00:14:01.530 Sezim Zhenishbekova: For example, selected week starting, the above one, yes.
115 00:14:01.860 ⇒ 00:14:09.070 Sezim Zhenishbekova: Starting from Mondays only, because it starts with Mondays, and then everything, all the data about the paid.
116 00:14:10.230 ⇒ 00:14:16.709 Sezim Zhenishbekova: marketing and the recent changes. So, for example, for this month, we don’t have a lot of information, because we don’t have data.
117 00:14:16.920 ⇒ 00:14:21.149 Sezim Zhenishbekova: And then charts on the side are updated automatically as well.
118 00:14:23.490 ⇒ 00:14:25.010 Casie Aviles: Okay, that’s nice, yeah.
119 00:14:25.010 ⇒ 00:14:33.959 Sezim Zhenishbekova: And then, after this, this is the executive summary, and there’s, like, weekly view and quarterly view down below, another sheet.
120 00:14:35.630 ⇒ 00:14:43.920 Sezim Zhenishbekova: So this is the current category view. It also automatically drags it. If you change the dates, it can do it for you.
121 00:14:44.350 ⇒ 00:14:47.519 Sezim Zhenishbekova: Start your quarter, and then when the quarter ends.
122 00:14:47.750 ⇒ 00:14:57.160 Sezim Zhenishbekova: you just change it and it adapts, but because we don’t have all the data in this format, we can’t really do it now, but I think
123 00:14:57.540 ⇒ 00:15:03.550 Sezim Zhenishbekova: The more we fill it in, more analytics we’ll have.
124 00:15:05.190 ⇒ 00:15:06.320 Casie Aviles: Alright, then. Okay.
125 00:15:06.320 ⇒ 00:15:14.260 Sezim Zhenishbekova: And then if you go to weekly, so this one is also dragged automatically, but you need to create, like, weeks.
126 00:15:14.660 ⇒ 00:15:22.649 Sezim Zhenishbekova: onwards, so if you want to have a better view of the week, you just create it. For example, here I created, till…
127 00:15:23.130 ⇒ 00:15:26.600 Sezim Zhenishbekova: September, yeah, it’s February 9th, so you can.
128 00:15:26.600 ⇒ 00:15:26.950 Casie Aviles: Just…
129 00:15:26.950 ⇒ 00:15:41.719 Sezim Zhenishbekova: create additional column on top, like, create insert row above, just keep it in that way. I just set it up like this, I was thinking that it will be better, for the view, so you don’t need to go scroll down.
130 00:15:42.670 ⇒ 00:15:44.390 Sezim Zhenishbekova: Okay. Yeah.
131 00:15:46.770 ⇒ 00:15:48.599 Sezim Zhenishbekova: And paste all the formulas.
132 00:15:50.500 ⇒ 00:15:51.260 Sezim Zhenishbekova: Yep.
133 00:15:51.760 ⇒ 00:15:58.460 Sezim Zhenishbekova: And same here, this one is broken down by weeks as well. If you… yeah, there is a week start.
134 00:15:58.790 ⇒ 00:16:03.219 Sezim Zhenishbekova: Yeah, I think there’s more rows, you need to scroll to the left.
135 00:16:03.580 ⇒ 00:16:04.960 Casie Aviles: Oh, okay.
136 00:16:04.960 ⇒ 00:16:14.770 Sezim Zhenishbekova: So this is the week start from 12-22, and then if you want to create another week view, you can just create additional columns and paste everything.
137 00:16:15.530 ⇒ 00:16:17.380 Sezim Zhenishbekova: And by changing the date.
138 00:16:19.620 ⇒ 00:16:20.740 Casie Aviles: Okay, got you.
139 00:16:22.800 ⇒ 00:16:31.780 Sezim Zhenishbekova: But I think the main, the main changes will be just made in the daily. If you make it daily, everything is automatically will be updated.
140 00:16:32.660 ⇒ 00:16:39.010 Casie Aviles: Yeah, I think this, yeah, this will definitely… this sheet will definitely be the one that I’ll be using most. Yeah.
141 00:16:40.000 ⇒ 00:16:42.989 Casie Aviles: Alright, yeah, I think, yeah, that was helpful.
142 00:16:44.000 ⇒ 00:16:49.469 Casie Aviles: I think if, yeah, if I have any other questions, yeah, I’ll just let you know.
143 00:16:49.470 ⇒ 00:16:50.240 Sezim Zhenishbekova: Yeah.
144 00:16:50.470 ⇒ 00:16:52.850 Sezim Zhenishbekova: Yeah, and then if you see any, like.
145 00:16:52.990 ⇒ 00:17:09.520 Sezim Zhenishbekova: things that might not be… might not be… not correct and stuff, just let me know, because we’re still, like, filling it in, and I backfilled it for November ones, just to test if all the formulas are right, but if you see some… something different, just let me know, yeah.
146 00:17:10.150 ⇒ 00:17:17.410 Casie Aviles: Okay, great. I think… One… I guess one last question that I have, so…
147 00:17:17.520 ⇒ 00:17:20.450 Casie Aviles: Do we know if we’re still going to…
148 00:17:20.640 ⇒ 00:17:23.849 Casie Aviles: Continue filling the old one out, or…
149 00:17:24.109 ⇒ 00:17:26.980 Casie Aviles: Do we transfer everything to the… to this one?
150 00:17:26.980 ⇒ 00:17:30.780 Sezim Zhenishbekova: I think for the December, probably just work with this.
151 00:17:31.510 ⇒ 00:17:35.399 Sezim Zhenishbekova: But I think it’s better to ask Robert, too, right?
152 00:17:35.620 ⇒ 00:17:37.140 Casie Aviles: Just to confirm. I see.
153 00:17:37.340 ⇒ 00:17:43.560 Sezim Zhenishbekova: But yeah, like, I feel like this has to be the, go-to table.
154 00:17:44.600 ⇒ 00:17:45.600 Casie Aviles: Okay, great.
155 00:17:46.200 ⇒ 00:17:47.250 Sezim Zhenishbekova: Alright.
156 00:17:47.530 ⇒ 00:17:49.690 Casie Aviles: I think that’s all for me.
157 00:17:49.690 ⇒ 00:17:51.139 Sezim Zhenishbekova: Okay, awesome.
158 00:17:51.550 ⇒ 00:17:53.909 Sezim Zhenishbekova: Okay, thank you. Okay, yes.
159 00:17:54.360 ⇒ 00:17:55.520 Sezim Zhenishbekova: Bye.
160 00:17:55.520 ⇒ 00:17:56.380 Casie Aviles: Bye-bye.