Merged PR 3906: Adds 2 new retained income metrics

# Description

It adds 2 new metrics in Main KPIs, both for Global/per Dimension and By Deal. If merged, metrics will NOT appear automatically in the Global/per Dimension nor in the By Deal.

These two new metrics are:
* Income Retained: Total Revenue - Waiver Paid Back to Host
* Income Retained Post Resolutions: Total Revenue - Waiver Paid Back to Host - Host Resolutions Amount Paid

Why these are important:

![image.png](https://guardhog.visualstudio.com/4148d95f-4b6d-4205-bcff-e9c8e0d2ca65/_apis/git/repositories/54ac356f-aad7-46d2-b62c-e8c5b3bb8ebf/pullRequests/3906/attachments/image.png)

Even though we grow considerably in terms of Revenue, the gap of Waivers that we pay back to host is also increasing. Thus the "real" increment is actually lower. However, what I find more interesting is the heavy decrease in Income Retained Post Resolutions. Here's the Year-by-Year comparison:

![image (2).png](https://guardhog.visualstudio.com/4148d95f-4b6d-4205-bcff-e9c8e0d2ca65/_apis/git/repositories/54ac356f-aad7-46d2-b62c-e8c5b3bb8ebf/pullRequests/3906/attachments/image%20%282%29.png)

In November 2024, we're back to the figures of 2023 (-0.4%) and this should be alarming considering we're growing in Total Revenue by 27% and in Retained Income by 41% vs. Nov 23. In terms of business impact, I'd opt for having these 2 metrics computed as these capture a reality that otherwise we keep hidden. Happy to discuss renames and how/if we move forward with this.

# 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.

# Other

- [ ] Check if a full-refresh is required after this PR is merged.

Attached working excel with the extraction
[20241227_retained_revenue_global.xlsx](https://guardhog.visualstudio.com/4148d95f-4b6d-4205-bcff-e9c8e0d2ca65/_apis/git/repositories/54ac356f-aad7-46d2-b62c-e8c5b3bb8ebf/pullRequests/3906/attachments/20241227_retained_revenue_global.xlsx)

Related work items: #25804
This commit is contained in:
Oriol Roqué Paniagua 2024-12-31 12:10:12 +00:00
parent d26e08bffd
commit 29a005297a
5 changed files with 82 additions and 7 deletions

View file

@ -112,5 +112,15 @@ select
end as waiver_net_fees_in_gbp,
deposit_fees_in_gbp as deposit_fees_in_gbp,
waiver_payments_in_gbp as waiver_payments_in_gbp,
checkin_cover_fees_in_gbp as checkin_cover_fees_in_gbp
checkin_cover_fees_in_gbp as checkin_cover_fees_in_gbp,
case
when {{ is_date_before_previous_month("date") }}
then income_retained_in_gbp
else null
end as income_retained_in_gbp,
case
when {{ is_date_before_previous_month("date") }}
then income_retained_post_resolutions_in_gbp
else null
end as income_retained_post_resolutions_in_gbp
from int_monthly_aggregated_metrics_history_by_deal

View file

@ -84,3 +84,6 @@ where
)
-- If metric is Churn Rate, do not show month in progress
and not (lower(metric) like '%churn rate%' and is_current_month = true)
-- Temporary exclude Income Retained metrics until we have a proper naming
-- convention in place
and not (lower(metric)) like '%revenue retained%'