wip fixing deals from hubspot
This commit is contained in:
Joaquin Ossa
parent
cf024f7b71
commit
26898322e7
6 changed files with 136 additions and 213 deletions
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@ -1,63 +0,0 @@
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with
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deal_attributes as (
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select
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id_deal,
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coalesce(
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main_billing_country_iso_3_per_deal, 'UNSET'
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) as main_billing_country_iso_3_per_deal,
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effective_deal_start_month,
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hubspot_deal_cancellation_month,
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coalesce(
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hubspot_listing_segmentation, 'UNSET'
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) as hubspot_listing_segmentation
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from {{ ref("int_kpis__dimension_deals") }}
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-- Exclude deals without live dates
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where effective_deal_start_date_utc is not null
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),
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monthly_revenue_per_number_of_properties as (
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select
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m.date,
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coalesce(
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d.main_billing_country_iso_3_per_deal, 'global'
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) as main_billing_country_iso_3,
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coalesce(
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d.hubspot_listing_segmentation, 'global'
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) as hubspot_listing_segmentation,
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count(*) as deals_active_in_month,
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sum(coalesce(m.total_revenue_in_gbp, 0)) as total_revenue_in_gbp
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from {{ ref("int_monthly_aggregated_metrics_history_by_deal") }} m
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inner join
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deal_attributes d
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on m.id_deal = d.id_deal
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and date_trunc('month', m.date)
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>= date_trunc('month', d.effective_deal_start_month)
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and date_trunc('month', m.date)
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<= coalesce(d.hubspot_deal_cancellation_month, '2099-01-01')
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and date_trunc('month', m.date)::date <> date_trunc('month', now())::date
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where d.hubspot_listing_segmentation <> 'UNSET'
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group by
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cube (
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m.date,
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d.hubspot_listing_segmentation,
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d.main_billing_country_iso_3_per_deal
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)
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-- Exclude total date aggregation
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having m.date is not null
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)
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select
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r.date,
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r.main_billing_country_iso_3,
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r.hubspot_listing_segmentation,
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sum(coalesce(m.total_revenue_in_gbp, 0)) as total_revenue_in_gbp,
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sum(m.deals_active_in_month) as total_active_months,
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sum(coalesce(m.total_revenue_in_gbp, 0))
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/ sum(m.deals_active_in_month) as expected_mrr
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from monthly_revenue_per_number_of_properties m
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inner join
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monthly_revenue_per_number_of_properties r
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on r.date >= m.date
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and r.date < m.date + interval '12 months'
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and r.hubspot_listing_segmentation = m.hubspot_listing_segmentation
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and r.main_billing_country_iso_3 = m.main_billing_country_iso_3
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where r.main_billing_country_iso_3 <> 'UNSET'
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group by r.date, r.hubspot_listing_segmentation, r.main_billing_country_iso_3
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@ -0,0 +1,67 @@
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with
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int_monthly_aggregated_metrics_history_by_deal as (
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select * from {{ ref("int_monthly_aggregated_metrics_history_by_deal") }}
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),
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deal_attributes as (
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select
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id_deal,
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coalesce(
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main_billing_country_iso_3_per_deal, 'UNSET'
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) as main_billing_country_iso_3_per_deal,
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effective_deal_start_month,
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hubspot_deal_cancellation_month,
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coalesce(
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hubspot_listing_segmentation, 'UNSET'
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) as hubspot_listing_segmentation
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from {{ ref("int_kpis__dimension_deals") }}
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-- Exclude deals without live dates
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where effective_deal_start_date_utc is not null
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)
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-- Calculate expected MRR per deal by each dimension
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select
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m.date,
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'by_number_of_listings' as dimension,
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d.hubspot_listing_segmentation as dimension_value,
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sum(coalesce(m.total_revenue_in_gbp, 0)) / count(*) as expected_mrr_per_deal
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from int_monthly_aggregated_metrics_history_by_deal m
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inner join
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deal_attributes d
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on m.id_deal = d.id_deal
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and date_trunc('month', m.date) >= date_trunc('month', d.effective_deal_start_month)
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and date_trunc('month', m.date)
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<= coalesce(d.hubspot_deal_cancellation_month, '2099-01-01')
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and date_trunc('month', m.date)::date <> date_trunc('month', now())::date
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where d.hubspot_listing_segmentation <> 'UNSET'
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group by 1, 2, 3
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union all
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select
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m.date,
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'by_billing_country' as dimension,
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d.main_billing_country_iso_3_per_deal as dimension_value,
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sum(coalesce(m.total_revenue_in_gbp, 0)) / count(*) as expected_mrr_per_deal
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from int_monthly_aggregated_metrics_history_by_deal m
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inner join
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deal_attributes d
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on m.id_deal = d.id_deal
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and date_trunc('month', m.date) >= date_trunc('month', d.effective_deal_start_month)
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and date_trunc('month', m.date)
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<= coalesce(d.hubspot_deal_cancellation_month, '2099-01-01')
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and date_trunc('month', m.date)::date <> date_trunc('month', now())::date
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where d.hubspot_listing_segmentation <> 'UNSET'
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group by 1, 2, 3
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union all
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select
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m.date,
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'global' as dimension,
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'global' as dimension_value,
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sum(coalesce(m.total_revenue_in_gbp, 0)) / count(*) as expected_mrr_per_deal
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from int_monthly_aggregated_metrics_history_by_deal m
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inner join
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deal_attributes d
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on m.id_deal = d.id_deal
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and date_trunc('month', m.date) >= date_trunc('month', d.effective_deal_start_month)
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and date_trunc('month', m.date)
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<= coalesce(d.hubspot_deal_cancellation_month, '2099-01-01')
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and date_trunc('month', m.date)::date <> date_trunc('month', now())::date
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where d.hubspot_listing_segmentation <> 'UNSET'
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group by 1, 2, 3
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@ -1,67 +0,0 @@
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with
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int_kpis__agg_daily_deals as (
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select date, dimension_value as hubspot_listing_segmentation, new_deals
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from {{ ref("int_kpis__agg_daily_deals") }}
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where dimension = 'by_number_of_listings'
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),
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onboarding_mrr_metrics as (
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select
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mom.date,
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'by_number_of_listings' as dimension,
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mom.hubspot_listing_segmentation as dimension_value,
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ad.number_of_new_deals,
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mom.expected_mrr as expected_mrr_per_deal,
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mom.expected_mrr * ad.number_of_new_deals as expected_mrr
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from {{ ref("int_monthly_onboarding_mrr_metrics") }} mom
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left join
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int_kpis__agg_daily_deals ad
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on mom.date = ad.date
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and mom.hubspot_listing_segmentation = ad.hubspot_listing_segmentation
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where
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mom.main_billing_country_iso_3 = 'global'
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and mom.hubspot_listing_segmentation <> 'global'
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union all
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select
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date,
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'by_billing_country' as dimension,
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main_billing_country_iso_3 as dimension_value,
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null as number_of_new_deals,
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expected_mrr as expected_mrr_per_deal,
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null as expected_mrr
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from {{ ref("int_monthly_onboarding_mrr_metrics") }}
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where
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hubspot_listing_segmentation = 'global'
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and main_billing_country_iso_3 <> 'global'
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union all
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select
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date,
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'global' as dimension,
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'global' as dimension_value,
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null as number_of_new_deals,
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expected_mrr as expected_mrr_per_deal,
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null as expected_mrr
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from {{ ref("int_monthly_onboarding_mrr_metrics") }}
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where
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hubspot_listing_segmentation = 'global'
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and main_billing_country_iso_3 = 'global'
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),
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global_expected_mrr as (
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select
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omm.date,
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'global' as dimension,
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sum(omm.number_of_new_deals) as number_of_new_deals,
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sum(omm.number_of_new_deals * omm.expected_mrr_per_deal) as expected_mrr
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from onboarding_mrr_metrics omm
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where omm.dimension = 'by_number_of_listings'
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group by 1, 2
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)
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select
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omm.date,
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omm.dimension,
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omm.dimension_value,
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coalesce(gem.number_of_new_deals, omm.number_of_new_deals) as number_of_new_deals,
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omm.expected_mrr_per_deal,
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coalesce(gem.expected_mrr, omm.expected_mrr) as expected_mrr
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from onboarding_mrr_metrics omm
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left join
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global_expected_mrr gem on omm.date = gem.date and omm.dimension = gem.dimension
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@ -0,0 +1,31 @@
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with
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int_kpis__agg_daily_deals as (
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select date, dimension_value as hubspot_listing_segmentation, new_deals
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from {{ ref("int_kpis__agg_daily_deals") }}
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where dimension = 'by_number_of_listings'
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),
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number_of_listing_expected_mrr as (
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select
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mom.date,
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mom.dimension,
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mom.dimension_value,
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ad.new_deals as number_of_new_deals,
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mom.expected_mrr_per_deal * ad.new_deals as expected_mrr
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from {{ ref("int_monthly_onboarding_mrr_per_deal") }} mom
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left join
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int_kpis__agg_daily_deals ad
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on mom.date = ad.date
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and mom.dimension_value = ad.hubspot_listing_segmentation
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where mom.dimension = 'by_number_of_listings'
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)
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select *
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from number_of_listing_expected_mrr
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union all
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select
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date,
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'global' as dimension,
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'global' as dimension_value,
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sum(number_of_new_deals) as number_of_new_deals,
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sum(expected_mrr) as expected_mrr
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from number_of_listing_expected_mrr
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group by date
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@ -171,8 +171,11 @@ with
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dimension in ('global', 'by_number_of_listings', 'by_billing_country')
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and dimension_value <> 'UNSET'
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),
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int_mtd_agg_onboarding_mrr_metrics as (
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select * from {{ ref("int_mtd_agg_onboarding_mrr_metrics") }}
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int_monthly_onboarding_mrr_per_deal as (
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select * from {{ ref("int_monthly_onboarding_mrr_per_deal") }}
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),
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int_mtd_agg_onboarding_mrr_revenue as (
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select * from {{ ref("int_mtd_agg_onboarding_mrr_revenue") }}
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),
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plain_kpi_combination as (
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@ -266,10 +269,9 @@ with
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as host_resolution_amount_paid_per_created_booking,
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{{
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return_capped_value(
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"cast(host_resolutions.xero_host_resolution_payment_count as decimal)
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/ created_bookings.created_bookings",
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"cast(host_resolutions.xero_host_resolution_payment_count as decimal) / created_bookings.created_bookings",
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-1,
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1
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1,
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)
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}}
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as host_resolution_payment_per_created_booking_ratio,
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@ -347,21 +349,12 @@ with
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) as revenue_retained_in_gbp,
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{{
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return_capped_value(
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"nullif(
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coalesce(guest_payments.total_guest_payments_in_gbp, 0)
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+ coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)
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+ coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0)
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+ coalesce(invoiced_revenue.xero_waiver_paid_back_to_host_in_gbp, 0),
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0
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) / nullif(
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coalesce(guest_payments.total_guest_payments_in_gbp, 0)
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+ coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)
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+ coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0),
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0
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)",
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"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 ) / 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 )",
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-1,
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1
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)}} as revenue_retained_ratio,
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1,
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)
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}}
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as revenue_retained_ratio,
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-- INCOME RETAINED POST RESOLUTIONS--
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nullif(
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@ -374,27 +367,16 @@ with
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) as revenue_retained_post_resolutions_in_gbp,
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{{
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return_capped_value(
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"nullif(
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coalesce(guest_payments.total_guest_payments_in_gbp, 0)
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+ coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)
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+ coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0)
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+ coalesce(invoiced_revenue.xero_waiver_paid_back_to_host_in_gbp, 0)
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+ coalesce(host_resolutions.xero_host_resolution_amount_paid_in_gbp, 0),
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0
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) / nullif(
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coalesce(guest_payments.total_guest_payments_in_gbp, 0)
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+ coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)
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+ coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0),
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0
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)",
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"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 ) / 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 )",
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-1,
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1
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1,
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)
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}} as revenue_retained_post_resolutions_ratio,
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}}
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as revenue_retained_post_resolutions_ratio,
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-- ONBOARDING MRR METRIC --
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onboarding_mrr.expected_mrr_per_deal,
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onboarding_mrr.expected_mrr
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onboarding_mrr_revenue.expected_mrr
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from int_kpis__agg_dates_main_kpis d
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left join
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@ -468,10 +450,15 @@ with
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and d.dimension = churn.dimension
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and d.dimension_value = churn.dimension_value
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left join
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int_mtd_agg_onboarding_mrr_metrics onboarding_mrr
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int_monthly_onboarding_mrr_per_deal onboarding_mrr
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on d.date = onboarding_mrr.date
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and d.dimension = onboarding_mrr.dimension
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and d.dimension_value = onboarding_mrr.dimension_value
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left join
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int_mtd_agg_onboarding_mrr_revenue onboarding_mrr_revenue
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on d.date = onboarding_mrr_revenue.date
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and d.dimension = onboarding_mrr_revenue.dimension
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and d.dimension_value = onboarding_mrr_revenue.dimension_value
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)
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select
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@ -1707,7 +1707,7 @@ models:
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data_type: boolean
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description: "Flag to indicate if the deal is in Xero."
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- name: int_monthly_onboarding_mrr_metrics
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- name: int_monthly_onboarding_mrr_per_deal
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description: |
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"This table provides data on the Onboarding Monthly Recurring Revenue (MRR).
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The Onboarding MRR is an estimate of the expected monthly revenue generated by
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@ -1719,68 +1719,40 @@ models:
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- dbt_utils.unique_combination_of_columns:
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combination_of_columns:
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- date
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- main_billing_country_iso_3
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- hubspot_listing_segmentation
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- dimension
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- dimension_value
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columns:
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- name: date
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data_type: date
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description: |
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"Date representing the last day of the month. The metrics are calculated using data
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from the 12 months leading up to and including this date. Along with
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`main_billing_country_iso_3` and `hubspot_listing_segmentation`, this field serves
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as part of the primary key for the model."
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data_tests:
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- not_null
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- is_last_day_of_month
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- name: main_billing_country_iso_3
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data_type: text
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description: |
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"Main billing country code from ISO 3166"
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description: The date for the month-to-date metrics.
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data_tests:
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- not_null
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- name: hubspot_listing_segmentation
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data_type: text
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description: |
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"Segmentation based on the number of properties specified by each deal
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in HubSpot."
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- name: dimension
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data_type: string
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description: The dimension or granularity of the metrics.
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data_tests:
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- not_null
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- accepted_values:
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values:
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- "01-05"
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- "06-20"
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- "21-60"
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- "61+"
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- "global"
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- global
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- by_number_of_listings
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- by_billing_country
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||||
|
||||
- name: total_revenue_in_gbp
|
||||
data_type: numeric
|
||||
description: |
|
||||
"Total revenue accumulated by all active accounts over the last 12 months."
|
||||
- name: dimension_value
|
||||
data_type: string
|
||||
description: The value or segment available for the selected dimension.
|
||||
data_tests:
|
||||
- not_null
|
||||
|
||||
- name: total_active_months
|
||||
data_type: numeric
|
||||
description: |
|
||||
"Total number of active months for all accounts over the last 12 months."
|
||||
data_tests:
|
||||
- not_null
|
||||
- dbt_expectations.expect_column_values_to_be_between:
|
||||
min_value: 0
|
||||
strictly: false
|
||||
|
||||
- name: expected_mrr
|
||||
- name: expected_mrr_per_deal
|
||||
data_type: numeric
|
||||
description: |
|
||||
"Expected MRR for each new deal."
|
||||
data_tests:
|
||||
- not_null
|
||||
|
||||
- name: int_mtd_agg_onboarding_mrr_metrics
|
||||
- name: int_mtd_agg_onboarding_mrr_revenue
|
||||
description: |
|
||||
This model contains the month-to-date aggregated metrics for the onboarding MRR.
|
||||
It includes the expected MRR per deal and the total expected MRR, which is obtained
|
||||
|
|
@ -1820,10 +1792,6 @@ models:
|
|||
data_type: numeric
|
||||
description: Number of new deals in the month.
|
||||
|
||||
- name: expected_mrr_per_deal
|
||||
data_type: numeric
|
||||
description: Expected Onboarding MRR per new deal.
|
||||
|
||||
- name: expected_mrr
|
||||
data_type: numeric
|
||||
description: |
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue