Re: Analytics - Care Solutions - October and November

--000000000000a5067405f1e15ef6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable We are working to limit the dashboards to only the people with the correct titles. But in the interim, the reason team members show up is that they have data attached to them. For example, with Stephanie Demers, they currently own this opportunity and did when it was closed: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067= V000024UIrTQAW/view As far as our data would know, Stephanie produced the metric that the Care Solutions team is measured on. Let me know if that helps clarify. On Mon, Jan 9, 2023 at 7:50 PM Angie Markwell wrote: > Hi Ben - can you let Tim and I know please. > > On Mon, Jan 9, 2023 at 12:03 PM Timothy Thomas wrote: > >> Hi Angie, >> >> Do you have updates on this? asking for Joey. No one's tagged in >> clearcare for care solutions. >> >> Thanks, >> Tim >> >> On Thu, Dec 29, 2022 at 11:22 AM Timothy Thomas wrote: >> >>> Ok will look into that. Let me know what Ben says. thanks >>> >>> On Thu, Dec 29, 2022 at 11:08 AM Angie Markwell >> angie.markwell@thekey.com> wrote: >>> >>>> Yes and seeing people tagged in a field as well potentially in CC. >>>> Noticed this in CT. I don't know a lot about CC and do know we have no= ise >>>> in both apps. >>>> >>>> On Thu, Dec 29, 2022 at 9:25 AM Timothy Thomas wrote: >>>> >>>>> In clearcare? My understanding was the care solutions is the >>>>> opportunity owner in salesforce at the time of closed won... >>>>> >>>>> On Wed, Dec 28, 2022 at 11:22 PM Angie Markwell >>>> angie.markwell@thekey.com> wrote: >>>>> >>>>>> I am working with Ben to figure this out - are they tagged accuratel= y >>>>>> in CC. >>>>>> >>>>>> On Wed, Dec 28, 2022 at 1:56 PM Timothy Thomas wrote= : >>>>>> >>>>>>> Hi Angie, >>>>>>> >>>>>>> These are the names appearing in the Care Solutions report. Noted >>>>>>> that many are client success and HCLs covering for PTO, evenings an= d >>>>>>> weekend starts. Do we leave them here? What's recommended? >>>>>>> >>>>>>> ---------- Forwarded message --------- >>>>>>> From: Joey Taylor >>>>>>> Date: Wed, Dec 28, 2022 at 1:44 PM >>>>>>> Subject: Analytics - Care Solutions - October and November >>>>>>> To: Timothy Thomas >>>>>>> >>>>>>> >>>>>>> Good Afternoon, >>>>>>> >>>>>>> As discussed, the following office staff members are listed under >>>>>>> the Care Solutions Bonus Plan for October and November are *not *me= mbers >>>>>>> of Care Solutions. >>>>>>> >>>>>>> *October:* >>>>>>> 1. Nikita Moreau --> Should be allocated to Vanessa Andrade >>>>>>> 2. Beth Sparrow --> Should be allocated to Taylor Cleland >>>>>>> 3. Joseph Taylor --> Should be allocated to Vanessa Andrade >>>>>>> 4. Amanda Ilines --> Should be allocated to Taylor Cleland >>>>>>> 5. Sharon Speirs --> Should be allocated to Dennis Fancy >>>>>>> 6. Poulami Shah --> Should be allocated to Taylor Cleland >>>>>>> 7. Dominique Jacobs --> Should be allocated to Vanessa Andrade >>>>>