Merged PR 5322: First version of Stay Disrupt conversion funnel
# Description First version of Stay Disrupt conversion funnel. It's a simple monthly compute of: Active accounts -> Accounts that offered SD in GJ started in month -> Accounts that have had payments paid of SD in month Total Guest Journeys Started -> GJ that offered SD in month-> Payments paid of SD in month Some details: * It also includes CIH, and data starts on 1st Jan 2025. This is to create report. This needs to be changed once the report is created. * Note that Accounts that offered SD in GJ started in month and GJ that offered SD in month is equal to 0 as no data flows through the new flow. The rest has data. * I consider all users, not only New Dash, knowing that I don't know if someone knows which users will have a certain Guest Product enabled. Model is "agnostic" to the GP if we want, though the name still aims to be only for SD. # Checklist - [X] The edited models and dependants run properly with production data. - [X] The edited models are sufficiently documented. - [X] The edited models contain PK tests, and I've ran and passed them. - [X] I have checked for DRY opportunities with other models and docs. - [X] I've picked the right materialization for the affected models. **View to start with** # Other - [ ] Check if a full-refresh is required after this PR is merged. Related work items: #30277
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Oriol Roqué Paniagua
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models/intermediate/cross/int_stay_disrupt_conversion_funnel.sql
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models/intermediate/cross/int_stay_disrupt_conversion_funnel.sql
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@ -0,0 +1,164 @@
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{% set stay_disrupt_launch_date = "'2025-01-07'" %} -- Switch to '2025-06-07'
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{% set stay_disrupt_guest_product_names = "('CHECKINCOVER','STAYDISRUPT')" %} -- Switch to Stay Disrupt only
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with
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int_dates as (select * from {{ ref("int_dates") }}),
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int_core__user_host as (select * from {{ ref("int_core__user_host") }}),
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int_hubspot__deal as (select * from {{ ref("int_hubspot__deal") }}),
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int_core__verification_requests as (
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select * from {{ ref("int_core__verification_requests") }}
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),
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stg_core__verification_request_to_guest_product as (
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select * from {{ ref("stg_core__verification_request_to_guest_product") }}
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),
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int_core__guest_journey_payments as (
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select * from {{ ref("int_core__guest_journey_payments") }}
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),
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int_core__guest_products as (select * from {{ ref("int_core__guest_products") }}),
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relevant_months as (
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select distinct month_start_date
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from int_dates
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where date_day between {{ stay_disrupt_launch_date }} and current_date - 1
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),
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relevant_guest_products as (
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select id_guest_product, guest_product_name, guest_product_latest_display_name
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from int_core__guest_products
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where guest_product_name in {{ stay_disrupt_guest_product_names }}
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),
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users as (
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select
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uh.id_user_host,
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uh.id_deal,
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date_trunc('month', uh.created_date_utc)::date
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as active_from_month_start_date,
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date_trunc(
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'month', coalesce(d.cancellation_date_utc, {{ var("end_of_time") }})
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)::date as active_to_month_start_date
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from int_core__user_host uh
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-- Includes HubSpot cancellation date to determine active users in range
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inner join int_hubspot__deal d on uh.id_deal = d.id_deal
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where
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-- Ensure deal has gone live
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d.live_date_utc is not null
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),
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-- Below serves as a skeleton for following measurements
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active_users_per_guest_product_per_month as (
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select
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m.month_start_date,
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u.id_user_host,
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u.id_deal,
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gp.id_guest_product,
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gp.guest_product_name,
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gp.guest_product_latest_display_name
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from relevant_months m
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inner join
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users u
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on m.month_start_date
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between u.active_from_month_start_date and u.active_to_month_start_date
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cross join relevant_guest_products gp
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),
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-- How many active accounts do we have per month?
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active_accounts_per_month as (
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select
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ske.month_start_date,
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ske.guest_product_name,
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ske.guest_product_latest_display_name,
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count(distinct ske.id_deal) as count_active_accounts
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from active_users_per_guest_product_per_month ske
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group by 1, 2, 3
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),
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-- How many Guest Journeys started per month? How many of them offered the Guest
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-- Product? How many active accounts had the Guest Product offered?
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guest_product_offered_at_guest_journey_level_per_month as (
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select
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ske.month_start_date,
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ske.guest_product_name,
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count(
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distinct icvr.id_verification_request
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) as count_guest_journeys_started,
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count(
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distinct vrtgp.id_verification_request
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) as count_guest_journeys_started_with_guest_product_offered,
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count(
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distinct case
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when vrtgp.id_verification_request is not null
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then ske.id_deal
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else null
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end
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) as count_active_accounts_with_guest_product_offered
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from active_users_per_guest_product_per_month ske
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-- Retrieve all Guest Journeys from users
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inner join
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int_core__verification_requests icvr
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on ske.id_user_host = icvr.id_user_host
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and ske.month_start_date
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= date_trunc('month', icvr.verification_estimated_started_date_utc)::date
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-- Check which ones offered Stay Disrupt
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left join
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stg_core__verification_request_to_guest_product vrtgp
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on icvr.id_verification_request = vrtgp.id_verification_request
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and ske.id_guest_product = vrtgp.id_guest_product
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group by 1, 2
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),
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-- How many Guest Journeys had payments for these Guest Products? How many active
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-- accounts had payments for these Guest Products? How much was paid?
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guest_product_at_payment_level_per_month as (
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select
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ske.month_start_date,
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ske.guest_product_name,
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count(
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distinct ske.id_deal
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) as count_active_accounts_with_guest_product_payments,
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count(id_guest_journey_payment) as count_guest_product_payments,
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sum(amount_without_taxes_in_gbp) as sum_amount_paid_without_taxes_in_gbp
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from active_users_per_guest_product_per_month ske
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-- Retrieve all Guest Journeys from users
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inner join
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int_core__guest_journey_payments icgjp
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on ske.id_user_host = icgjp.id_user_host
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and ske.month_start_date
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= date_trunc('month', icgjp.payment_paid_date_utc)::date
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and ske.guest_product_name = icgjp.product_name
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and icgjp.is_paid_status = true
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group by 1, 2
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)
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select
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active_accounts.month_start_date,
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active_accounts.guest_product_name,
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active_accounts.guest_product_latest_display_name,
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-- Host Funnel --
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coalesce(active_accounts.count_active_accounts, 0) as count_active_accounts,
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coalesce(
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guest_journey_level.count_active_accounts_with_guest_product_offered, 0
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) as count_active_accounts_with_guest_product_offered,
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coalesce(
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payment_level.count_active_accounts_with_guest_product_payments, 0
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) as count_active_accounts_with_guest_product_payments,
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-- Guest Journey Funnel --
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coalesce(
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guest_journey_level.count_guest_journeys_started, 0
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) as count_guest_journeys_started,
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coalesce(
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guest_journey_level.count_guest_journeys_started_with_guest_product_offered, 0
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) as count_guest_journeys_started_with_guest_product_offered,
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coalesce(
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payment_level.count_guest_product_payments, 0
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) as count_guest_product_payments,
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-- Amount Paid --
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coalesce(
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payment_level.sum_amount_paid_without_taxes_in_gbp, 0
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) as sum_amount_paid_without_taxes_in_gbp
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from active_accounts_per_month active_accounts
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left join
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guest_product_offered_at_guest_journey_level_per_month guest_journey_level
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on active_accounts.month_start_date = guest_journey_level.month_start_date
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and active_accounts.guest_product_name = guest_journey_level.guest_product_name
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left join
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guest_product_at_payment_level_per_month payment_level
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on active_accounts.month_start_date = payment_level.month_start_date
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and active_accounts.guest_product_name = payment_level.guest_product_name
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@ -3277,3 +3277,129 @@ models:
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teams to act upon, although it's also possible that the account
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teams to act upon, although it's also possible that the account
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has added new services that where not expressed as interest
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has added new services that where not expressed as interest
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during onboarding.
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during onboarding.
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- name: int_stay_disrupt_conversion_funnel
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description: |
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This model tracks the conversion funnel of the Stay Disrupt product.
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Data is aggregated in a monthly basis, up to yesterday.
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There's 2 funnels tracked:
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- At Account level
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- At Guest Journey level
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data_tests:
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- dbt_utils.unique_combination_of_columns:
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combination_of_columns:
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- month_start_date
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- guest_product_name
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- dbt_utils.unique_combination_of_columns:
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combination_of_columns:
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- month_start_date
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- guest_product_latest_display_name
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columns:
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- name: month_start_date
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data_type: date
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description: |
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Start date of the month for which the funnel is computed.
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Corresponds to the first day of the month.
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data_tests:
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- not_null
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- name: guest_product_name
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data_type: string
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description: |
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Internal name of the guest product, ex: STAYDISRUPT. Use this for filtering.
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It cannot be null.
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data_tests:
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- not_null
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- name: guest_product_latest_display_name
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data_type: string
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description: |
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Latest display name of the guest product. This is the name that
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should be used for display purposes, ex: Confident Stay.
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data_tests:
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- not_null
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- name: count_active_accounts
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data_type: integer
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description: |
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Count of accounts that have been active in the month. It doesn't
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necessarily mean that these offer the guest product.
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data_tests:
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- not_null
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- dbt_expectations.expect_column_values_to_be_between:
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min_value: 0
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strictly: true
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- name: count_active_accounts_with_guest_product_offered
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data_type: integer
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description: |
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Count of accounts that have been active in the month and that offered
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the guest product via Guest Journey that month.
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data_tests:
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- not_null
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- dbt_expectations.expect_column_values_to_be_between:
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min_value: 0
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max_value: count_active_accounts
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strictly: false
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- name: count_active_accounts_with_guest_product_payments
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data_type: integer
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description: |
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Count of accounts that have been active in the month and that had at
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least one payment for the guest product via Guest Journey that month.
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data_tests:
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- not_null
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- dbt_expectations.expect_column_values_to_be_between:
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min_value: 0
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max_value: count_active_accounts
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strictly: false
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- name: count_guest_journeys_started
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data_type: integer
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description: |
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Count of Guest Journeys that have been started in the month.
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It cannot be null.
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data_tests:
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- not_null
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- dbt_expectations.expect_column_values_to_be_between:
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min_value: 0
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strictly: false
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- name: count_guest_journeys_started_with_guest_product_offered
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data_type: integer
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description: |
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Count of Guest Journeys that have been started in the month and that
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offered the guest product via Guest Journey that month.
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It cannot be null.
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data_tests:
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- not_null
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- dbt_expectations.expect_column_values_to_be_between:
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min_value: 0
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max_value: count_guest_journeys_started
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strictly: false
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- name: count_guest_product_payments
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data_type: integer
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description: |
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Count of Guest Journeys that have been started in the month and that
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had at least one payment for the guest product via Guest Journey that month.
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It cannot be null.
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data_tests:
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- not_null
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- dbt_expectations.expect_column_values_to_be_between:
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min_value: 0
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max_value: count_guest_journeys_started
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strictly: false
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- name: sum_amount_paid_without_taxes_in_gbp
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data_type: decimal
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description: |
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Sum of the amount paid for the guest product via Guest Journey in GBP,
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without taxes.
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It cannot be null.
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data_tests:
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- not_null
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- dbt_expectations.expect_column_values_to_be_between:
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min_value: 0
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strictly: false
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