Personal reports

The datasets would cover our mortgage professional audience. everything below is generic names etc so no data sensitive information.

Our customer accounts – we use Blueconic to hold this information which connects to Evolok when they make an account with us to store account holder information.

Table names
Main account report table: GUID|Created|blueconic_external_id|email_address|first_name|last_name|legacy_uid

If someone fills out the secondary data page, providing more information:
GUID, Created, address1_city, address1_country ,address1_county,address1_line1, address1_line2, address1_postcode, advice_area, advisors, blueconic_external_id, cases_per_month_firm, company_fca, company_name, company_type, email_address, firm_size_staff. first_name, job, last_name, legacy_uid, location

Our newsletter subscribers – we use mailchimp / blueconic to hold this information:

Email Address, First Name, Last Name, Address, Phone Number, Company name, Blueconic ID, Email, Job function, Segments, Company type, Job function, Advice area, Regulatory status, County, Segments, Segments 2, UNTITLED, MEMBER_RATING, OPTIN_TIME, OPTIN_IP, CONFIRM_TIME, CONFIRM_IP, LATITUDE, LONGITUDE, GMTOFF, DSTOFF, TIMEZONE, CC, REGION, LAST_CHANGED, LEID, EUID, NOTES, TAGS (all the ones in capital are irrelevant to us really)

Event registration – most people have to make an account with us to register for an event so all the data would have the same tables as mailchimp data set or Evolok data set

We would like to establish
1) The number progression of our accounts over X amount of years (say we have X thousands now, we had X a few years ago etc, this is constantly growing)
2) The number progress of our newsletter subscribers over X amount of years
3) How many people have an account and subscribe vs how many people don’t have 1 and just the other
4) We want to also determine a bit more information on event attendees – specially the bullet points below / something like How many people attended our events with X job function being from X location with X advice area
How many people have an account / subscribe and if they attend events
Examples of information we want to put in these event reports
• Size of advice firm
• Chosen advice area
• Location
• Job function
• Number of mortgages written (firm)
• Number of mortgages written (individual)
• Number of advisers in firm


Goals – I would like to create visual reports that provide monthly or yearly growth or loss on the accounts, subscribers, event reg and how these interlink with one another

Let me know what else you need from me and I look forward to your response :)