Media Vines Corp

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Blayne Pacelli

David M. Slater Law Firm

The Coronado Flower Lady

Instructions for Setting Up

Social Media Section – Instructions

  1. Connect Data Source

    Use this Google Sheet: Social Media Tracker

  2. Available Fields

    Field Purpose
    No Row number (used for sorting/chronological order)
    Year Reporting year
    Month Text month (e.g., January, February)
    Posts Numeric month (1–12) for sorting (not a post count)
    Channels Platform (Facebook, Instagram, LinkedIn, etc.)
    Total Posts Number of posts published in the month

  3. Chart Setup

    • Dimension: Month (text)
    • Metric: SUM(Total Posts)
    • Sort By: No (Ascending)

  4. Optional Enhancements

    • Breakdown Dimension: Channels (see distribution by platform)
    • Scorecards:
      • Total Posts (This Month)
      • Total Posts (Year-to-Date)
    • Time Series Chart:
      • X-Axis: No (row order for chronology)
      • Y-Axis: SUM(Total Posts)
      • Breakdown: Channels

Blog Section — Filter, Sort & Totals

📊 Blog Data Source: Open Blog Spreadsheet

  1. Filter for Is Allowed & Sort by No

    • Open your Blog table (the one with Blog Title, Blog URL, Client, Location, etc.).
    • Filter: Add a new filter → Include → is_allowed equals TRUE (or Yes, depending on your data type).
    • Sort: Set Default sort to No (Ascending) to maintain row order.

  2. Add Bottom Sums: Expected vs Actual

    Turn on a summary row and map the correct metrics so the bottom of the table shows totals for expected and actual targets.

    1. Enable Summary Row: With the table selected, go to Style → toggle Show summary row ON.
    2. Add Metrics: Ensure both of these fields are in the table’s Metrics list:
      • blog_expected (Field ID) — label it Expected
      • max_row_allowed (Field ID) — label it Actual
    3. Aggregation: Set both to SUM.
    Summary Label Field (ID) Aggregation Notes
    Expected blog_expected SUM Primary “expected” total; behaves per visible/filtered rows
    Actual max_row_allowed SUM Plan-based capacity total; also respects current filters

  3. Field Reference (for consistency)

    • Months Passed — mths_passed — ((YEAR(CURRENT_DATE()) - start_year) * 12) + (MONTH(CURRENT_DATE()) - start_month)
    • Max Row Allowed — max_row_allowed — mths_passed * plan_rows_multiplier
    • Is Allowed — is_allowed — No <= max_row_allowed
    • Blog Expected — blog_expected — mths_passed * plan_blog_multiplier

    Plan Multipliers:
    Rows → basic:2, foundational:3, growth:4, momentum:5
    Blogs → basic:1, foundational:2, growth:3, momentum:4

Directory Section — Filter, Sort & Totals

📊 Directory Data Source: Open Directory Spreadsheet

  1. Filter for Is Allowed & Sort by No

    • Open your Directory table (with URL, Client, Service, Location, etc.).
    • Filter: Add a new filter → Include → is_allowed equals TRUE (or Yes).
    • Sort: Set Default sort to No (Ascending) to keep order consistent.

  2. Add Bottom Sums: Expected vs Actual

    Enable a summary row to display totals for Expected and Actual values.

    1. Enable Summary Row: With the table selected, go to Style → toggle Show summary row ON.
    2. Add Metrics: Include both fields below:
      • directory_expected (Field ID) — label as Expected
      • max_row_allowed (Field ID) — label as Actual
    3. Aggregation: Set both metrics to SUM.
    Summary Label Field (ID) Aggregation Notes
    Expected directory_expected SUM Total expected directories; respects visible/filtered rows
    Actual max_row_allowed SUM Total directories allowed per plan; also filter-aware

  3. Field Reference (for consistency)

    • Months Passed — mths_passed — ((YEAR(CURRENT_DATE()) - start_year) * 12) + (MONTH(CURRENT_DATE()) - start_month)
    • Max Row Allowed — max_row_allowed — mths_passed * plan_rows_multiplier
    • Is Allowed — is_allowed — No <= max_row_allowed
    • Directory Expected — directory_expected — mths_passed * plan_directory_multiplier

    Plan Multipliers:
    Rows → basic:2, foundational:3, growth:4, momentum:5
    Directories → basic:1, foundational:2, growth:3, momentum:4