Everyday Board

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Reports

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  1. Remittance Advice
  2. Sales performance
  3. The Compass
  4. Revenue Analysis
  5. Tableau opportunities
  6. Tableau maintenance

    These are the bubbles that Chris Love made

Sales & Account Management

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  1. ISS Account Map

Travel

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  1. On Business
  2. British Airways reward flights
  3. Transfer AMEX points

Key Accounts (TB)

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  1. ISS Shipping
  2. Jones Lang LaSalle
  3. Deloitte

Finance

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  1. HSBC Bank UK
  2. Freeagent
  3. American Express
  4. Virgin Credit Card
  5. Echosign
  6. Natwest

PAYE Planning

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Bookmarks / Bookmarks bar / Documents / PAYE Planning

  1. Salary and Pension details
  2. Bonus schedule
  3. Paye Diary

Online Tools

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  1. Mailchimp
  2. Freshdesk

Bonus documents

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Bookmarks / Bookmarks bar / Documents / PAYE Planning / Bonus documents

  1. Andrew Pick
  2. Jonathan Macdonald
  3. Luke Stoughton
  4. Paul Houghton
  5. Emanuele Farotti
  6. Emma Whyte

Daily Tools

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  1. Tableau Online
  2. Todoist
  3. Inbox
  4. Calendar
  5. Meeting scheudule
  6. Server add on pricing

Sales Kick Off

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  1. Sales Agenda
  2. Session ideas
  3. Registration

Accounting

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  1. Company Details

Uncategorised

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  1. Events

Client facing content

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  1. The Data School - Consultant Availability
  2. The Data School - What it's all about
  3. The Data School - What it's all about

Data Collection

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  1. Use case data
  2. Use case collection
  3. Conference schedule 2017
  4. List of Centre of Excellence Users
  5. Breakfast Meetings
  6. Client Data

Google Tools

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  1. Slides
  2. Drive
  3. Sheets
  4. Docs
  5. Keep
  6. Forms

Vendor Links

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  1. Register LEad
  2. Tableau Partner Portal

Event Checklists

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  1. Company Meeting

Planning Tools

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  1. Meeting Schedule
  2. Todoist
  3. Calendar

Data School

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  1. Placement planning
  2. Client facing deck
  3. Data School Vs Contractors
  4. 16 week plan

Training and ETP

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  1. Tableau 101
  2. Alteryx designer trial ETP
  3. Alteryx 101
  4. Tableau desktop trial ETP

Accounting

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  1. Accounting Checklist
  2. Alteryx accounting issues

Use case collection

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  1. Add use case
  2. Use Cases
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