Pipeline Reports: Apply transformation and update (fix, reshape, facelift)

jesusitd commented 4 years ago

Added new attribute to TV 2.0 Is Stuck

Is Stuck =
IF (
    Leads[Callable] = "Yes"
        && ( Leads[status]
        IN {
        "Intake_Started",
        "Intake_ESig_Complete_Pending_VerificationQC",
        "Intake_Interview_Complete_Complete_Pending_ESignature",
        "Intake_Interview_Complete_Pending_Retainer_Wet_Sig",
        "Intake_Interview_Complete_Pending_Wet_Sig_Retainer_VerificationQC",
        "Intake_Interview_Incomplete_Pending_Follow_Up"
    }
        || Leads[current_dialer_disposition_c]
        IN {
        "call back",
        "Call Back Hold",
        "CALLBACK",
        "cb hold",
        "CBHOLD",
        " Call Back Hold"
    }
        || Leads[Retainer Status] IN { "Sending", "Sent", "Viewed", "Pending" } ),
    "Yes",
    "No"
)

jesusitd commented 4 years ago

Working on new "Stuck" criteria to revive the Intake/Pending/CB tabs of Pipeline Reports.

jesusitd commented 4 years ago

Released new tab Leads Stuck - Intake/Pending/CB to Pipeline Reports, with email to HK, RS and BR.

Done.

CC @CesarITD

intakedesk / PowerBI-General

Pipeline Reports: Apply transformation and update (fix, reshape, facelift) #395