--000000000000faf8f70631152479 Content-Type: multipart/alternative; boundary="000000000000faf8f30631152477" --000000000000faf8f30631152477 Content-Type: text/plain; charset="UTF-8" Good Morning, Attached is an updated version of the worksheet we reviewed last week in the RD Meeting. The file contains details of the funnel volumes, Starts and Revenue, and Account assignments for the GMs. Within the different tabs, I have highlighted records that need to be corrected or addressed in some way. It is important these records are addressed to allow for reporting and proper credit to be assigned. Below are the 6 tabs included and a description of the content. The bolded tabs are the ones needing your review/input. - *Funnel Details* - Includes a record for each prospect with funnel volumes (lead, opportunity, assessment) since 3/7 either assigned to a Referral Account owned by a GM or with Marketer Credit to a GM. Records highlighted in yellow are ones where the Marketer Credit is the GM, but the Referral Account is owned by another person or RevOps. The Marketer Credit and Account Ownership should align. If the record is highlighted in orange these are from generic Referral Accounts such as "Google Search", "Word of Mouth" and "Web Lead - Google Paid". These prospects have Marketer Credit assigned to GMs. - Funnel Summary - Summary of Funnel volume by GM. No action needed. - *Revenue Details* - Each row represents a Start in the current month on or after 3/7. The yellow highlighted records are ones where the Referral Account owner does not align with the person receiving the Marketer Credit. The orange highlighted records are the ones with unexpected Referral Account names such as "Employee and CG Referral Program" and "Google Search". - Revenue Summary - Summary of Starts and Revenue by GMs or GM owned accounts in the current month. - Account Ownership - List of all GMs (and 1 Regional Dir of Nursing for Concierge) that own accounts. This summary shows the number of accounts assigned prior to 3/6 and after 3/6 - RD_GM_Account_Number - Summary by RD and GM of the Accounts owned by GMs Please make corrections in Salesforce where needed or send me a description of items which should not change with a reason why. In future reporting we will only be reporting based on Marketer Credit, so we need to make sure this is accurate. Thanks and please let me know if you have any questions. Donny Deshotels VP, Data and Analytics | *TheKey* *Mobile: 225.916.9227* [image: TheKey] --000000000000faf8f30631152477 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning, Attached is an= updated version of the worksheet we reviewed last week in the RD Meeting. = The file contains details of the funnel volumes, Starts and Revenue, and=C2= =A0 Account assignments for the GMs. Within the different tabs, I have high= lighted records that need to be corrected or addressed in some way. It is i= mportant these=C2=A0records are addressed t