MEETING 8000 8/28/20 - Leads Details test report

[jesusitd]

8000

for internal version of 8000 hover over talc light version and get LEADS BY STATUS

    EG MEETING:
    V1: A drill through page for Leads Details with masked contact information
        Should be accessible from Ads
        lead form
        status
        current dialer dispo
        calls
        date, etc...
        state
        device
        platform
        placement
        demographics (gender, age, if available)
        ad id
        CRM Lead ID Link ??????

        propose a chart

    ALSO a tooltip with historical trend

    5 CONVERSIONS FROM TOP HERNIA AUGUST NO AD ID
    WHERE ARE THESE AD IDS

[jesusitd]

A test report was published to Providers Reports workspace, called "TEST - 8000 - Leads Details Drillthrough" here https://app.powerbi.com/groups/d16a33f1-6ba1-4e8f-8dc9-3de1fb7e8610/reports/4276f86e-7465-40ff-b8f9-115450320231/ReportSectionb6c5e6a56a86fd154a53 .

@fedegarza you can test it by:

• Going to ANY tab with Campaign Name, Ad Set Name, Ad Name or Ad ID field
• Right click on the target
• Select Drillthrough -> Talcum Leads Drillthrough

The report will be filtered for your selection.

DO use the back button to go back to your original report.

[jesusitd]

Please @fedegarza let me know your thoughts so we can show it to HK

[jesusitd]

EG Comments:

OK - Take Out Campaign from Ads Details OK - Change Ad Hierachy for a table

IMPORTED BOTH OK - Calls!!!!!!! Before last dispo OK - Last Call Date Next to Calls

OK - Qualifying Column (next to Ad Id?) OK - No Lead Type OK - IMPORTED - Lead Form Notes ??

OK - Landing Page ?? No URL??

OK - lead url before lead id

OK - Leads status table visual header tooltip

NO NEED - Qualifying Filter -> REGULAR

Charts: OK - Callable Donut OK - Calls 0, 1-3, 4-10, 10+ OK - IMPORTED - Calls Groups column

OK - CHANGED - Declined to Y/N

[jesusitd]

We need to show this to HK - PID Leads Details https://app.powerbi.com/groups/d16a33f1-6ba1-4e8f-8dc9-3de1fb7e8610/reports/4276f86e-7465-40ff-b8f9-115450320231/ReportSectionb6c5e6a56a86fd154a53 .

[jesusitd]

This is in production already as x - PID Drillthrough https://app.powerbi.com/groups/d16a33f1-6ba1-4e8f-8dc9-3de1fb7e8610/reports/7e6ce521-e296-45a9-b044-ee30741325f3