Generate report of deal to org mappings for revops to review prior to ORG ID / date range work

[dwhly]

No description provided.

[marcospri]

Organizations that don't have a record in HubSpot

Report in metabase

Looking at this it looks like a lot of testing orgs so probably not that much ones to fix.

Organization that map to multiple HB companies

Report in metabase

Not sure if based on the IDs in that report it's possible to access the records in HS.

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Next steps:

Organization that don't have a record in HubSpot

• Disable organization that should be disabled so the are not present in the report
• Group organizations from our test instances in one record and assign it.
• Get an empty report from this query
• Set up an alert for when new row appear here.

Organization that map to multiple HB companies

• Clarify if this is a legit situation. Can somehow multiple companies point to the same org.
• If it's not create new organizations to split the data.
• Get an empty report from this query
• Set up an alert for when new row appear here.

[mkdir-washington-edu]

Notes from 2024-05-24

marcos questions/needs:

• should all of our organizations in the LMS app should have an ORG in HubSpot?

• • Almost all, but there are some ORGs that hold unused data (mistakes, etc., since Support can't delete ORGs or AIs)
• • Also, we need to evaluate if there are ever scenarios where, for Support, it makes sense to create Child ORGs, but Sales/RevOps does not want child orgs represented in HubSpot. I'm not sure this scenario occurs.

• is it ok if multiple organizations aggregate to the same company

• • yes

• is it possible that multiple HS companies will use the same ORG ID

• • if so this will mess up the calc, we'll generate an error support can see
• • we don't think this is desirable, so Support will work with rev ops to fix this.
• • there are 24 current examples of this, per Marcos' second query linked above.

How the reporting works:

• every night it'll find all the companies in HubSpot and match them by ORG ID, it will look at the dates on the deal, and it'll generate a usage report every month until the deal ends
• • if a HubSpot company doesn't have an ORG ID this won't happen

[mkdir-washington-edu]

@marcospri I've completed removing duplicate ORG IDs from HubSpot using your 2nd metabase report above.

[marcospri]

I made a couple of cards in the board out of this. I reckon we can close this one. Thanks @mkdir-washington-edu