data-dwh-dbt-project/models/intermediate/cross/int_stay_disrupt_conversion_funnel.sql

{% set stay_disrupt_launch_date = "'2025-01-07'" %}  -- Switch to '2025-06-07'
{% set stay_disrupt_guest_product_names = "('CHECKINCOVER','STAYDISRUPT')" %}  -- Switch to Stay Disrupt only

with
    int_dates as (select * from {{ ref("int_dates") }}),
    int_core__user_host as (select * from {{ ref("int_core__user_host") }}),
    int_hubspot__deal as (select * from {{ ref("int_hubspot__deal") }}),
    int_core__verification_requests as (
        select * from {{ ref("int_core__verification_requests") }}
    ),
    stg_core__verification_request_to_guest_product as (
        select * from {{ ref("stg_core__verification_request_to_guest_product") }}
    ),
    int_core__guest_journey_payments as (
        select * from {{ ref("int_core__guest_journey_payments") }}
    ),
    int_core__guest_products as (select * from {{ ref("int_core__guest_products") }}),
    relevant_months as (
        select distinct month_start_date
        from int_dates
        where date_day between {{ stay_disrupt_launch_date }} and current_date - 1
    ),
    relevant_guest_products as (
        select id_guest_product, guest_product_name, guest_product_latest_display_name
        from int_core__guest_products
        where guest_product_name in {{ stay_disrupt_guest_product_names }}
    ),
    users as (
        select
            uh.id_user_host,
            uh.id_deal,
            date_trunc('month', uh.created_date_utc)::date
            as active_from_month_start_date,
            date_trunc(
                'month', coalesce(d.cancellation_date_utc, {{ var("end_of_time") }})
            )::date as active_to_month_start_date
        from int_core__user_host uh
        -- Includes HubSpot cancellation date to determine active users in range
        inner join int_hubspot__deal d on uh.id_deal = d.id_deal
        where
            -- Ensure deal has gone live
            d.live_date_utc is not null
    ),
    -- Below serves as a skeleton for following measurements
    active_users_per_guest_product_per_month as (
        select
            m.month_start_date,
            u.id_user_host,
            u.id_deal,
            gp.id_guest_product,
            gp.guest_product_name,
            gp.guest_product_latest_display_name
        from relevant_months m
        inner join
            users u
            on m.month_start_date
            between u.active_from_month_start_date and u.active_to_month_start_date
        cross join relevant_guest_products gp
    ),
    -- How many active accounts do we have per month?
    active_accounts_per_month as (
        select
            ske.month_start_date,
            ske.guest_product_name,
            ske.guest_product_latest_display_name,
            count(distinct ske.id_deal) as count_active_accounts
        from active_users_per_guest_product_per_month ske
        group by 1, 2, 3
    ),
    -- How many Guest Journeys started per month? How many of them offered the Guest
    -- Product? How many active accounts had the Guest Product offered?
    guest_product_offered_at_guest_journey_level_per_month as (
        select
            ske.month_start_date,
            ske.guest_product_name,
            count(
                distinct icvr.id_verification_request
            ) as count_guest_journeys_started,
            count(
                distinct vrtgp.id_verification_request
            ) as count_guest_journeys_started_with_guest_product_offered,
            count(
                distinct case
                    when vrtgp.id_verification_request is not null
                    then ske.id_deal
                    else null
                end
            ) as count_active_accounts_with_guest_product_offered
        from active_users_per_guest_product_per_month ske
        -- Retrieve all Guest Journeys from users
        inner join
            int_core__verification_requests icvr
            on ske.id_user_host = icvr.id_user_host
            and ske.month_start_date
            = date_trunc('month', icvr.verification_estimated_started_date_utc)::date
        -- Check which ones offered Stay Disrupt
        left join
            stg_core__verification_request_to_guest_product vrtgp
            on icvr.id_verification_request = vrtgp.id_verification_request
            and ske.id_guest_product = vrtgp.id_guest_product
        group by 1, 2
    ),
    -- How many Guest Journeys had payments for these Guest Products? How many active
    -- accounts had payments for these Guest Products? How much was paid?
    guest_product_at_payment_level_per_month as (
        select
            ske.month_start_date,
            ske.guest_product_name,
            count(
                distinct ske.id_deal
            ) as count_active_accounts_with_guest_product_payments,
            count(id_guest_journey_payment) as count_guest_product_payments,
            sum(amount_without_taxes_in_gbp) as sum_amount_paid_without_taxes_in_gbp
        from active_users_per_guest_product_per_month ske
        -- Retrieve all Guest Journeys from users
        inner join
            int_core__guest_journey_payments icgjp
            on ske.id_user_host = icgjp.id_user_host
            and ske.month_start_date
            = date_trunc('month', icgjp.payment_paid_date_utc)::date
            and ske.guest_product_name = icgjp.product_name
            and icgjp.is_paid_status = true
        group by 1, 2
    )

select
    active_accounts.month_start_date,
    active_accounts.guest_product_name,
    active_accounts.guest_product_latest_display_name,

    -- Host Funnel --
    coalesce(active_accounts.count_active_accounts, 0) as count_active_accounts,
    coalesce(
        guest_journey_level.count_active_accounts_with_guest_product_offered, 0
    ) as count_active_accounts_with_guest_product_offered,
    coalesce(
        payment_level.count_active_accounts_with_guest_product_payments, 0
    ) as count_active_accounts_with_guest_product_payments,

    -- Guest Journey Funnel --
    coalesce(
        guest_journey_level.count_guest_journeys_started, 0
    ) as count_guest_journeys_started,
    coalesce(
        guest_journey_level.count_guest_journeys_started_with_guest_product_offered, 0
    ) as count_guest_journeys_started_with_guest_product_offered,
    coalesce(
        payment_level.count_guest_product_payments, 0
    ) as count_guest_product_payments,

    -- Amount Paid --
    coalesce(
        payment_level.sum_amount_paid_without_taxes_in_gbp, 0
    ) as sum_amount_paid_without_taxes_in_gbp

from active_accounts_per_month active_accounts
left join
    guest_product_offered_at_guest_journey_level_per_month guest_journey_level
    on active_accounts.month_start_date = guest_journey_level.month_start_date
    and active_accounts.guest_product_name = guest_journey_level.guest_product_name
left join
    guest_product_at_payment_level_per_month payment_level
    on active_accounts.month_start_date = payment_level.month_start_date
    and active_accounts.guest_product_name = payment_level.guest_product_name