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Purpose of this page is to begin to define what data we will want to track in the new app, and in the interrium, the current CCH app, leverage the current CCH as a starting point.

Hubspot Dashboard with reports

Dev: https://app.hubspot.com/reports-dashboard/7228818/view/11403824

Questions to Answer

  1. AD usage by company industry by AD release availability

    1. of active accounts

    2. Of demo accounts

  2. AD usage by # of accounts w/lists by AD release availability

    1. # of active accounts

    2. # of demo accounts

  3. AD usage by # of lists by AD release availability

    1. # of active lists

      1. # of published lists

      2. # of shared lists

      3. # of published and tracked lists

  4. AD usage by # of builds

    1. by industry

    2. by build type

  5. AD usage by # of accounts w/ builds

    1. by industry

    2. by build type

Hubspot action items

  • Add list active status info to property - Currently shows only as no value
  • Add AD release availability
  • Add AD live status
  • Investigate why the # of CCH accounts doesn’t appear to be aligned with the data in the DB.
  • Investigate why only one industry shows up in CCH accounts (currently only computer_software)

Fields of interest

CCH DB fields of interest

Data Values

Why

ch_accounts.Account_Status

  1. active = Paid

  2. demo = Free

  3. frozen = Payment overdue

  4. deleted = Deleted

  5. merged = Merged

  6. po-create = PO-created, not paid

Indicates who has paid us, who hasn’t, who owes us, etc.

Can help onboarding, retention, etc.

authority_documents.AD_live_status

  1. 1 = Live

  2. 0 = Deprecated

Indicates what ADs are live.

Can help filter AD, List, Build usage.

May only care about Live ADs.

authority_documents.AD_Release_availability

  1. For Subscribers = available for paid accounts

  2. Private = available to owning CCH account (client mapped or mapping services)

  3. Free = available to all cch accounts

  4. For purchase = available for an additional fee (only a handful exist and only 1 has sold a few copies - payments handled outside the CCH system)

  5. Null = Not Mapped OR Legacy document (mapped before release availability types existed)

Indicates who has access to use the AD mapping in the current CCH.

Can help filter AD, List, Build usage.

authority_documents.AD_Release_availability

  1. Released = available in CCH

  2. Restricted = available in the CCH to limited accounts
    ------ values we may not need to track----

  3. Redacted = deprecated (NOT available in CCH)

  4. In Edit = in mapping, in a Mapper Tool project (NOT available in CCH)

  5. Re-Queued = needs to be mapped (NOT available in CCH)

  6. Recommended = cataloged, not mapped (NOT available in CCH)

  7. Not Applicable = will not map
    ---possible legacy values----

  8. On Hold = needs to be mapped (NOT available in CCH)

  9. In Review = in mapping, (NOT available in CCH)

  10. Queued = Mapping Project

Indicates if the AD is available in the CCH.

Can help filter AD, List, Build usage.

May only care about Released, Restricted ADs.

ch_authdoc_list.list_active_status

  1. A = Active

  2. D = Deleted

  3. R = Archived

Indicates if the list is current or not.

ch_build_archive.build_type

  1. xlsdoc

  2. xls

  3. xlsdoc+

  4. xls+

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