Summary

Ran a read-only live Salesforce review for Nathaniel Hatfield (0055e000005xgfEAAQ). Checked reports and dashboards by creator, last modifier, Nate folders, dashboard components, report records, and Analytics report totals.

Scope Checked

• Nathaniel-created or modified reports: 803.
• Nathaniel-created or modified dashboards: 57.
• Dashboards by Nate: 22 dashboards.
• Reports by Nate / Nate Reports: 80 named reports found by folder/name search.
• Dashboard-component reports in Dashboards by Nate: 116 unique report ids.

Main Findings

Nathaniel's strongest dashboard/report areas are:

• Marketing and source: MVA Rolling 12mo, Lead Funnel Dashboard, Acquisition Dashboard, Marketing Dashboard 2.0, Marketing Recap.
• Attorney performance: Attorney Performance, Attorney Performance (90 Day).
• Demand pace: Demands Recap with ready-to-write, demands drafted, demands sent, and moved-to-waiting reports.
• Litigation operations: Litigation Dashboard, with depositions, service, discovery, subpoenas.
• High-value and ROI: High Value Insights with high-value cases, settled by week, and ROI last quarter.
• Data cleanup and communication: unlinked RingCentral calls, matter economics completeness, demand prep with no drafted demands, counsel blank answer date, older matters with $0 billing.

Live Totals Sampled

• High Value Cases: 92 rows, with high aggregate values shown by the report.
• ROI - Last Quarter / ROI Report: $781,919.86 revenue, $274,600 spend, 149, 35.12%.
• No Spend Attributed: 1,160.