Summary

Compared the live older private Sam dashboards against Payton's Attorney Hub using Salesforce Dashboard, DashboardComponent, Report, and Analytics report outputs.

Dashboards Compared

• Sam Marketing Dashboard, Private Dashboards, created and last modified 2025-02-07.
• Sam's Dashboard 8.3.22, Private Dashboards, created and last modified 2022-08-03.
• Also checked the current Sam's Dashboard in Company Dashboards for context.

Live Findings

The older private Sam Marketing Dashboard adds marketing/source reporting that Payton does not currently show:

• Source YTD MVA: 513.
• Source Rolling 30 MVA: 121.
• Source Info MTD MVA Intakes: 59.
• Cases over 60 days low damages: 51 matters, $42,537.23 aggregate shown by the report.

The older private Sam's Dashboard 8.3.22 mostly contains firmwide management views that Payton already covers in newer or more focused ways:

• MVA Cases Signed (This Month): 59.
• Offers by Attorney for recap: $2,659,756.82.
• Current Offers: $4,382,621.33 and 140.
• Active Case Load by Stage: 958.
• Waiting Aging: 86 rows, with other aggregate values shown by the report.

Payton Coverage Now

The attorney-action items Sam selected are now represented in the Payton report set: