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

/*
This model pivots the data of the different mtd metrics models to get 
previous year for each line & computing relative increment.  --
*/
{{ config(materialized="table", unique_key=["date", "dimension", "dimension_value"]) }}
with
    created_bookings as (
        select *
        from {{ ref("int_kpis__agg_mtd_created_bookings") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
        union all
        select *
        from {{ ref("int_kpis__agg_monthly_created_bookings") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
    ),
    check_out_bookings as (
        select *
        from {{ ref("int_kpis__agg_mtd_check_out_bookings") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
        union all
        select *
        from {{ ref("int_kpis__agg_monthly_check_out_bookings") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
    ),
    cancelled_bookings as (
        select *
        from {{ ref("int_kpis__agg_mtd_cancelled_bookings") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
        union all
        select *
        from {{ ref("int_kpis__agg_monthly_cancelled_bookings") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
    ),
    billable_bookings as (
        select *
        from {{ ref("int_kpis__agg_mtd_billable_bookings") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
        union all
        select *
        from {{ ref("int_kpis__agg_monthly_billable_bookings") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
    ),
    created_guest_journeys as (
        select *
        from {{ ref("int_kpis__agg_mtd_created_guest_journeys") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
        union all
        select *
        from {{ ref("int_kpis__agg_monthly_created_guest_journeys") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
    ),
    started_guest_journeys as (
        select *
        from {{ ref("int_kpis__agg_mtd_started_guest_journeys") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
        union all
        select *
        from {{ ref("int_kpis__agg_monthly_started_guest_journeys") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
    ),
    completed_guest_journeys as (
        select *
        from {{ ref("int_kpis__agg_mtd_completed_guest_journeys") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
        union all
        select *
        from {{ ref("int_kpis__agg_monthly_completed_guest_journeys") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
    ),
    guest_journeys_with_payment as (
        select *
        from {{ ref("int_kpis__agg_mtd_guest_journeys_with_payment") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
        union all
        select *
        from {{ ref("int_kpis__agg_monthly_guest_journeys_with_payment") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
    ),
    listings as (
        select *
        from {{ ref("int_kpis__agg_daily_listings") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
            and (is_month_to_date = true or is_end_of_month = true)
    ),
    deals as (
        select *
        from {{ ref("int_kpis__agg_daily_deals") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
            and (is_month_to_date = true or is_end_of_month = true)
    ),
    guest_payments as (
        select *
        from {{ ref("int_kpis__agg_mtd_guest_payments") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
        union all
        select *
        from {{ ref("int_kpis__agg_monthly_guest_payments") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
    ),
    invoiced_revenue as (
        select *
        from {{ ref("int_kpis__agg_mtd_invoiced_revenue") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
        union all
        select *
        from {{ ref("int_kpis__agg_monthly_invoiced_revenue") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
    ),
    host_resolutions as (
        select *
        from {{ ref("int_kpis__agg_mtd_host_resolutions") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
        union all
        select *
        from {{ ref("int_kpis__agg_monthly_host_resolutions") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
    ),
    int_monthly_churn_metrics as (select * from {{ ref("int_monthly_churn_metrics") }}),
    int_kpis__agg_dates_main_kpis as (
        select *
        from {{ ref("int_kpis__agg_dates_main_kpis") }}
        where
            dimension in ('global', 'by_number_of_listings', 'by_billing_country')
            and dimension_value <> 'UNSET'
    ),
    int_monthly_onboarding_mrr_metrics as (
        select
            date,
            'by_number_of_listings' as dimension,
            hubspot_listing_segmentation as dimension_value,
            expected_mrr
        from {{ ref("int_monthly_onboarding_mrr_metrics") }}
        where
            main_billing_country_iso_3 = 'global'
            and hubspot_listing_segmentation <> 'global'
        union all
        select
            date,
            'by_billing_country' as dimension,
            main_billing_country_iso_3 as dimension_value,
            expected_mrr
        from {{ ref("int_monthly_onboarding_mrr_metrics") }}
        where
            hubspot_listing_segmentation = 'global'
            and main_billing_country_iso_3 <> 'global'
        union all
        select date, 'global' as dimension, 'global' as dimension_value, expected_mrr
        from {{ ref("int_monthly_onboarding_mrr_metrics") }}
        where
            hubspot_listing_segmentation = 'global'
            and main_billing_country_iso_3 = 'global'
    ),

    plain_kpi_combination as (

        select
            d.year,
            d.month,
            d.day,
            d.is_end_of_month,
            d.is_current_month,
            d.is_end_of_month_or_yesterday,
            d.first_day_month,
            d.date,
            d.dimension,
            d.dimension_value,

            -- BOOKINGS --
            created_bookings.created_bookings,
            check_out_bookings.check_out_bookings,
            cancelled_bookings.cancelled_bookings,
            billable_bookings.billable_bookings,

            -- GUEST JOURNEYS --
            created_guest_journeys.created_guest_journeys,
            started_guest_journeys.started_guest_journeys,
            completed_guest_journeys.completed_guest_journeys,
            guest_journeys_with_payment.guest_journeys_with_payment
            as paid_guest_journeys,
            cast(started_guest_journeys.started_guest_journeys as decimal)
            / created_guest_journeys.created_guest_journeys as start_rate_guest_journey,
            cast(completed_guest_journeys.completed_guest_journeys as decimal)
            / started_guest_journeys.started_guest_journeys
            as completion_rate_guest_journey,
            1
            - cast(completed_guest_journeys.completed_guest_journeys as decimal)
            / started_guest_journeys.started_guest_journeys
            as incompletion_rate_guest_journey,
            cast(guest_journeys_with_payment.guest_journeys_with_payment as decimal)
            / completed_guest_journeys.completed_guest_journeys
            as payment_rate_guest_journey,

            -- DEALS --
            deals.new_deals,
            deals.never_booked_deals,
            deals.first_time_booked_deals,
            deals.active_deals,
            deals.churning_deals,
            deals.inactive_deals,
            deals.reactivated_deals,
            deals.deals_booked_in_month,
            deals.deals_booked_in_6_months,
            deals.deals_booked_in_12_months,

            -- LISTINGS (ACCOMMODATIONS) --
            listings.new_listings,
            listings.never_booked_listings,
            listings.first_time_booked_listings,
            listings.active_listings,
            listings.churning_listings,
            listings.inactive_listings,
            listings.reactivated_listings,
            listings.listings_booked_in_month,
            listings.listings_booked_in_6_months,
            listings.listings_booked_in_12_months,

            -- HOST (OPERATOR) REVENUE --
            invoiced_revenue.xero_booking_net_fees_in_gbp,
            invoiced_revenue.xero_listing_net_fees_in_gbp,
            invoiced_revenue.xero_verification_net_fees_in_gbp,
            invoiced_revenue.xero_operator_net_fees_in_gbp,

            -- APIs REVENUE --
            invoiced_revenue.xero_apis_net_fees_in_gbp,
            invoiced_revenue.xero_e_deposit_net_fees_in_gbp,
            invoiced_revenue.xero_guesty_net_fees_in_gbp,

            -- HOST RESOLUTIONS --
            host_resolutions.xero_host_resolution_amount_paid_in_gbp,
            host_resolutions.xero_host_resolution_payment_count,

            -- GUEST REVENUE AND PAYMENTS --
            guest_payments.deposit_fees_in_gbp,
            guest_payments.waiver_payments_in_gbp,
            invoiced_revenue.xero_waiver_paid_back_to_host_in_gbp,
            nullif(
                coalesce(guest_payments.waiver_payments_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_waiver_paid_back_to_host_in_gbp, 0),
                0
            ) as waiver_net_fees_in_gbp,
            guest_payments.checkin_cover_fees_in_gbp,
            guest_payments.total_guest_payments_in_gbp,

            -- TOTAL REVENUE --
            nullif(
                coalesce(guest_payments.total_guest_payments_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0),
                0
            ) as total_revenue_in_gbp,

            -- GUEST REVENUE AND PAYMENTS WEIGHTED METRICS --
            guest_payments.total_guest_payments_in_gbp / nullif(
                completed_guest_journeys.completed_guest_journeys, 0
            ) as guest_payments_per_completed_guest_journey,
            guest_payments.total_guest_payments_in_gbp / nullif(
                guest_journeys_with_payment.guest_journeys_with_payment, 0
            ) as guest_payments_per_paid_guest_journey,

            -- TOTAL REVENUE WEIGHTED METRICS --
            (
                coalesce(guest_payments.total_guest_payments_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0)
            ) / nullif(
                created_bookings.created_bookings, 0
            ) as total_revenue_per_created_booking,
            (
                coalesce(guest_payments.total_guest_payments_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0)
            ) / nullif(
                created_guest_journeys.created_guest_journeys, 0
            ) as total_revenue_per_created_guest_journey,
            (
                coalesce(guest_payments.total_guest_payments_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0)
            ) / nullif(
                deals.deals_booked_in_month, 0
            ) as total_revenue_per_deals_booked_in_month,
            (
                coalesce(guest_payments.total_guest_payments_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0)
            ) / nullif(
                listings.listings_booked_in_month, 0
            ) as total_revenue_per_listings_booked_in_month,

            -- CHURN --
            churn.total_revenue_churn_average_contribution,
            churn.created_bookings_churn_average_contribution,
            churn.listings_booked_in_month_churn_average_contribution,

            -- INCOME RETAINED --
            nullif(
                coalesce(guest_payments.total_guest_payments_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_waiver_paid_back_to_host_in_gbp, 0),
                0
            ) as revenue_retained_in_gbp,

            -- INCOME RETAINED POST RESOLUTIONS--
            nullif(
                coalesce(guest_payments.total_guest_payments_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0)
                + coalesce(invoiced_revenue.xero_waiver_paid_back_to_host_in_gbp, 0)
                + coalesce(host_resolutions.xero_host_resolution_amount_paid_in_gbp, 0),
                0
            ) as revenue_retained_post_resolutions_in_gbp,

            -- ONBOARDING MRR METRIC --
            onboarding_mrr.expected_mrr as expected_mrr

        from int_kpis__agg_dates_main_kpis d
        left join
            created_bookings
            on d.date = created_bookings.end_date
            and d.dimension = created_bookings.dimension
            and d.dimension_value = created_bookings.dimension_value
        left join
            check_out_bookings
            on d.date = check_out_bookings.end_date
            and d.dimension = check_out_bookings.dimension
            and d.dimension_value = check_out_bookings.dimension_value
        left join
            cancelled_bookings
            on d.date = cancelled_bookings.end_date
            and d.dimension = cancelled_bookings.dimension
            and d.dimension_value = cancelled_bookings.dimension_value
        left join
            billable_bookings
            on d.date = billable_bookings.end_date
            and d.dimension = billable_bookings.dimension
            and d.dimension_value = billable_bookings.dimension_value
        left join
            created_guest_journeys
            on d.date = created_guest_journeys.end_date
            and d.dimension = created_guest_journeys.dimension
            and d.dimension_value = created_guest_journeys.dimension_value
        left join
            started_guest_journeys
            on d.date = started_guest_journeys.end_date
            and d.dimension = started_guest_journeys.dimension
            and d.dimension_value = started_guest_journeys.dimension_value
        left join
            completed_guest_journeys
            on d.date = completed_guest_journeys.end_date
            and d.dimension = completed_guest_journeys.dimension
            and d.dimension_value = completed_guest_journeys.dimension_value
        left join
            guest_journeys_with_payment
            on d.date = guest_journeys_with_payment.end_date
            and d.dimension = guest_journeys_with_payment.dimension
            and d.dimension_value = guest_journeys_with_payment.dimension_value
        left join
            listings
            on d.date = listings.date
            and d.dimension = listings.dimension
            and d.dimension_value = listings.dimension_value
        left join
            deals
            on d.date = deals.date
            and d.dimension = deals.dimension
            and d.dimension_value = deals.dimension_value
        left join
            guest_payments
            on d.date = guest_payments.end_date
            and d.dimension = guest_payments.dimension
            and d.dimension_value = guest_payments.dimension_value
        left join
            invoiced_revenue
            on d.date = invoiced_revenue.end_date
            and d.dimension = invoiced_revenue.dimension
            and d.dimension_value = invoiced_revenue.dimension_value
        left join
            host_resolutions
            on d.date = host_resolutions.end_date
            and d.dimension = host_resolutions.dimension
            and d.dimension_value = host_resolutions.dimension_value
        left join
            int_monthly_churn_metrics churn
            on d.date = churn.date
            and d.dimension = churn.dimension
            and d.dimension_value = churn.dimension_value
        left join
            int_monthly_onboarding_mrr_metrics onboarding_mrr
            on d.date = onboarding_mrr.date
            and d.dimension = onboarding_mrr.dimension
            and d.dimension_value = onboarding_mrr.dimension_value
    )
select
    current.year,
    current.month,
    current.day,
    current.is_end_of_month,
    current.is_current_month,
    current.is_end_of_month_or_yesterday,
    current.first_day_month,
    current.date,
    current.dimension,
    current.dimension_value,
    previous_year.date as previous_year_date,

    -- BOOKINGS --
    {{ calculate_safe_relative_increment("created_bookings") }},
    {{ calculate_safe_relative_increment("check_out_bookings") }},
    {{ calculate_safe_relative_increment("cancelled_bookings") }},
    {{ calculate_safe_relative_increment("billable_bookings") }},

    -- GUEST JOURNEYS --
    {{ calculate_safe_relative_increment("created_guest_journeys") }},
    {{ calculate_safe_relative_increment("started_guest_journeys") }},
    {{ calculate_safe_relative_increment("completed_guest_journeys") }},
    {{ calculate_safe_relative_increment("paid_guest_journeys") }},
    {{ calculate_safe_relative_increment("start_rate_guest_journey") }},
    {{ calculate_safe_relative_increment("completion_rate_guest_journey") }},
    {{ calculate_safe_relative_increment("incompletion_rate_guest_journey") }},
    {{ calculate_safe_relative_increment("payment_rate_guest_journey") }},

    -- DEALS --
    {{ calculate_safe_relative_increment("new_deals") }},
    {{ calculate_safe_relative_increment("never_booked_deals") }},
    {{ calculate_safe_relative_increment("first_time_booked_deals") }},
    {{ calculate_safe_relative_increment("active_deals") }},
    {{ calculate_safe_relative_increment("churning_deals") }},
    {{ calculate_safe_relative_increment("inactive_deals") }},
    {{ calculate_safe_relative_increment("reactivated_deals") }},
    {{ calculate_safe_relative_increment("deals_booked_in_month") }},
    {{ calculate_safe_relative_increment("deals_booked_in_6_months") }},
    {{ calculate_safe_relative_increment("deals_booked_in_12_months") }},

    -- LISTINGS --
    {{ calculate_safe_relative_increment("new_listings") }},
    {{ calculate_safe_relative_increment("never_booked_listings") }},
    {{ calculate_safe_relative_increment("first_time_booked_listings") }},
    {{ calculate_safe_relative_increment("active_listings") }},
    {{ calculate_safe_relative_increment("churning_listings") }},
    {{ calculate_safe_relative_increment("inactive_listings") }},
    {{ calculate_safe_relative_increment("reactivated_listings") }},
    {{ calculate_safe_relative_increment("listings_booked_in_month") }},
    {{ calculate_safe_relative_increment("listings_booked_in_6_months") }},
    {{ calculate_safe_relative_increment("listings_booked_in_12_months") }},

    -- HOST (OPERATOR) REVENUE --
    {{ calculate_safe_relative_increment("xero_booking_net_fees_in_gbp") }},
    {{ calculate_safe_relative_increment("xero_listing_net_fees_in_gbp") }},
    {{ calculate_safe_relative_increment("xero_verification_net_fees_in_gbp") }},
    {{ calculate_safe_relative_increment("xero_operator_net_fees_in_gbp") }},

    -- APIs REVENUE --
    {{ calculate_safe_relative_increment("xero_apis_net_fees_in_gbp") }},
    {{ calculate_safe_relative_increment("xero_e_deposit_net_fees_in_gbp") }},
    {{ calculate_safe_relative_increment("xero_guesty_net_fees_in_gbp") }},

    -- HOST RESOLUTIONS --
    {{ calculate_safe_relative_increment("xero_host_resolution_amount_paid_in_gbp") }},
    {{ calculate_safe_relative_increment("xero_host_resolution_payment_count") }},

    -- GUEST REVENUE --
    {{ calculate_safe_relative_increment("deposit_fees_in_gbp") }},
    {{ calculate_safe_relative_increment("waiver_payments_in_gbp") }},
    {{ calculate_safe_relative_increment("xero_waiver_paid_back_to_host_in_gbp") }},
    {{ calculate_safe_relative_increment("waiver_net_fees_in_gbp") }},
    {{ calculate_safe_relative_increment("checkin_cover_fees_in_gbp") }},
    {{ calculate_safe_relative_increment("total_guest_payments_in_gbp") }},

    -- TOTAL REVENUE --
    {{ calculate_safe_relative_increment("total_revenue_in_gbp") }},

    -- GUEST REVENUE WEIGHTED METRICS --
    {{
        calculate_safe_relative_increment(
            "guest_payments_per_completed_guest_journey"
        )
    }},
    {{ calculate_safe_relative_increment("guest_payments_per_paid_guest_journey") }},

    -- TOTAL REVENUE WEIGHTED METRICS --
    {{ calculate_safe_relative_increment("total_revenue_per_created_booking") }},
    {{ calculate_safe_relative_increment("total_revenue_per_created_guest_journey") }},
    {{ calculate_safe_relative_increment("total_revenue_per_deals_booked_in_month") }},
    {{
        calculate_safe_relative_increment(
            "total_revenue_per_listings_booked_in_month"
        )
    }},

    -- CHURN --
    {{ calculate_safe_relative_increment("total_revenue_churn_average_contribution") }},
    {{
        calculate_safe_relative_increment(
            "created_bookings_churn_average_contribution"
        )
    }},
    {{
        calculate_safe_relative_increment(
            "listings_booked_in_month_churn_average_contribution"
        )
    }},

    -- INCOME RETAINED --
    {{ calculate_safe_relative_increment("revenue_retained_in_gbp") }},

    -- INCOME RETAINED POST RESOLUTIONS--
    {{ calculate_safe_relative_increment("revenue_retained_post_resolutions_in_gbp") }}

    -- ONBOARDING MRR METRIC --
    {{ calculate_safe_relative_increment("expected_mrr") }}

from plain_kpi_combination current
left join
    plain_kpi_combination previous_year
    on current.dimension = previous_year.dimension
    and current.dimension_value = previous_year.dimension_value
    and current.month = previous_year.month
    and current.year = previous_year.year + 1
where
    (
        current.is_end_of_month = true
        or (current.is_current_month = true and current.day = previous_year.day)
    )