Joe,

For reporting, what we gathered from discovery and were planned as part of MVP were these basic reports (all of which would be filterable by time range, salesperson, client):

Deals closed, lost, and won percentages
Product/line item percentages sold versus not sold
A company's / client's buying history with product details

Let me know which data points from that document are relevant to your proposed report (and others your forsee) so we can leverage them when the time comes.

I'll talk with Robert and get you some proposed meeting times first thing tomorrow for the SQL integration call!

-James

On Mon, Apr 13, 2026 at 4:45 PM Joe Dickman <joe.dickman@superiorsteelsupply.net> wrote:

Awesome thanks for that document I will review it soon, but the original context of my email is for the team we also want a general document of what you guys understand we want to report on for executive decisions because I am not sure what’s understood by you guys and we will probably add more information. An example I gave you on the call was how we need to track what quote was used with our deal offer system, we would need somehow to track that. Also I am open most times next week, do you have a suggestion of what time we can meet, and I will see if it works ?

From: James Camp <james@benevolence.group>
Sent: Monday, April 13, 2026 2:37:20 PM
To: Joe Dickman <joe.dickman@superiorsteelsupply.net>
Cc: James Camp <james@bpoz.com>; robert@woodmantech.com <robert@woodmantech.com>; Lex Pitra <Lex.Pitra@superiorsteelsupply.net>; Erica Rice <erica@bpoz.com>; Chris Bennett <chrisb@superiorsteelsupply.net>; Brian Greenwald <brian@bpoz.com>
Subject: Re: Meeting

Caution: This is an external email and please be cautious, if this email seems suspicious, please report it to the IT department.

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Joe,

Thanks for your patience. Here is a document going over the entities we have integrated into the app and various API endpoints we are already working with from Hubspot. Let us know if any of these are particularly relevant for your reporting and we'll try to make sure they are captured in a way that will make that easy down the line.

Also, let's figure out a call in the next week or so where Robert and I can review the SQL Server integration so we can have that figured out and ready to knock out as soon as the MVP is done.

Sincerely,

-James Camp

On Mon, Apr 13, 2026 at 10:50 AM Joe Dickman <joe.dickman@superiorsteelsupply.net> wrote:

Hey James,

I am following up to see if you have that list of data we are collecting to report on that we talked about in our meeting. We need to understand what information you understand we want to report on so we can clarify anything that we need from the website. If you need any more clarifications, please let me know.

Thanks

From: Joe Dickman <joe.dickman@superiorsteelsupply.net>
Sent: Monday, April 6, 2026 11:18 AM
To: James Camp <james@bpoz.com>
Cc: robert@woodmantech.com <robert@woodmantech.com>; Lex Pitra <Lex.Pitra@superiorsteelsupply.net>; Erica Rice <erica@bpoz.com>; Chris Bennett <chrisb@superiorsteelsupply.net>
Subject: Re: Meeting

Yeah that should work.

From: James Camp <james@bpoz.com>
Sent: Monday, April 6, 2026 11:14 AM
To: Joe Dickman <joe.dickman@superiorsteelsupply.net>
Cc: robert@woodmantech.com <robert@woodmantech.com>; Lex Pitra <Lex.Pitra@superiorsteelsupply.net>; Erica Rice <erica@bpoz.com>; Chris Bennett <chrisb@superiorsteelsupply.net>
Subject: Re: Meeting

Caution: This is an external email and please be cautious, if this email seems suspicious, please report it to the IT department.

Joe,

I have time tomorrow at 4pm EST if you are free then!

Sincerely,

-James

On Mon, Apr 6, 2026 at 12:42 PM Joe Dickman <joe.dickman@superiorsteelsupply.net> wrote:

Can we get something scheduled this week, it is really cool the progress you guys made, I think another meeting about possible integrations and issues with how the line items are currently being pulled is needed.

Joe Dickman

IT Manager

Cell: 719-477-2017

1155 Kelly Johnson Blvd, Suite 400

Colorado Springs, CO 80920

Building Lives as Strong as Our Steel.

Re: Meeting

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