Audit existing reports from Hubspot

[o-ram]

We have various reports that get auto-sent to a select group of users weekly, like the Payments Pipeline report and AM report. These need to be reviewed and updated accordingly.

[laneymangan]

Report Name	How/where does it live	Purpose	Intended audience
Cal-ITP CS Biweekly Highlights Report (aka Biweekly/2 week Report)	SOP: Cal-ITP CS Biweekly Highlights Report2 week summary drafts	This report is intended to cover Cal-ITP's progress and success in specific regions and districts and can be leveraged to garner support from legislators, inform PR, social media, op-eds, etc	Lev Kushner, Jon Romano, Jeremy Dalton, Gillian Gillett, Hunter Owens, Maya Wallace, Chad Edison, James Allison, Robert Padget
Account Manager Overview	HubspotAutomatically sent every Thursday	Provides an overview of agencies with CRM activity within the last 7 days	Account Managers, Gillian, Jeremy
Payments Pipeline Details	HubspotAutomatically sent every Thursday	Provides an overview of the Payments pipeline–break down of deal stages and agency details
Quarterly CS Report	OUTLINE Cal-ITP Quarterly Report: QX 2024	Provide indepth overview of latest Cal-ITP impact on riders, agencies, partners	DoH, Jim L, Gillian, Hunter, Maya, Chad E., Jeremy Dalton
Cal-ITP Benefits	Metabase	Provides weekly breakdowns of transactions and enrollment numbers	Everyone in #benefits-general Slack channel
Customer Journey Report

[laneymangan]

@o-ram Can I pass this to you to check what I might have missed and add/edit any information?

[o-ram]

Yep, of course!