Dashboard Data Feed & Website Hosting Handoff

February 27, 2026 at 10:01 AM|19 min|JD Busfield, Garret Blutter, Devin Stokes

Positive

Bottom Line

A solution was agreed upon to provide Speaker A with a raw data feed for their dashboard, and the decision was made to transfer website hosting responsibilities to Jay. The call focused on technical requirements and process handoffs.

Key Takeaways

Dashboard Data Feed:: Speaker A needs a raw data file with a creation date stamp for each quote's first version to track daily inbound customer activity.

Technical Solution:: Devin (Speaker B) will modify the existing process to email a copy of the full raw data file every 10 minutes, avoiding VPN access.

Website Hosting Transfer:: The HDR website hosting and analytics setup will be transferred from Devin to Jay to centralize management and remove it from Devin's unofficial scope.

Action Items

Modify the data query/process to send the full raw quote data file (with creation date and all versions) via scheduled email every 10 minutes. — Devin Stokes

Confirm that the 'creation date' field exists in the master raw data file. — Devin Stokes

Initiate the transfer of HDR website hosting credentials and management from Devin to Jay. — JD Bu

Set up a meeting/email introduction between Devin and Jay to facilitate the website hosting handoff. — JD Bu

Decisions

Devin will set up a scheduled email to send Speaker A a copy of the full raw quote data file (including creation date and all versions) every 10 minutes. — Speaker B (Devin)

The HDR website hosting and future analytics setup will be transferred from Devin to Jay for centralized management. — Speaker A

Topics

Dashboard Data Requirements Quote Data Feed Process Website Hosting Transfer Google Analytics Setup

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