Merged PR 4198: Update Onboarding MRR and Deal Lifecycle
# Description Changed the name to `Expected Onboarding MRR per New Account` and removed deals lifecycle `Frist Booked` # 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. - [ ] I have checked for DRY opportunities with other models and docs. - [ ] I've picked the right materialization for the affected models. # Other - [ ] Check if a full-refresh is required after this PR is merged. Related work items: #26820
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4ed59ffd15
3 changed files with 7 additions and 19 deletions
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@ -307,7 +307,7 @@
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},
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},
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{
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{
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"order_by": 203,
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"order_by": 203,
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"metric": "Expected Onboarding MRR",
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"metric": "Expected Onboarding MRR per New Account",
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"value": "expected_mrr",
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"value": "expected_mrr",
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"previous_year_value": "previous_year_expected_mrr",
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"previous_year_value": "previous_year_expected_mrr",
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"relative_increment": "relative_increment_expected_mrr",
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"relative_increment": "relative_increment_expected_mrr",
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@ -142,11 +142,10 @@ select
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second_to_last_time_booked_date_utc,
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second_to_last_time_booked_date_utc,
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cancellation_date_utc,
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cancellation_date_utc,
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case
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case
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-- 01-New: The deal has been created this month and has not had any booking.
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-- 01-New: The deal has been created this month.
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-- Additionally, the deal has not been offboarded in hubspot.
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-- Additionally, the deal has not been offboarded in hubspot.
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when
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when
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not deal_has_at_least_one_booking
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deal_was_created_this_month
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and deal_was_created_this_month
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and not deal_has_been_offboarded
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and not deal_has_been_offboarded
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then '01-New'
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then '01-New'
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-- 02-Never Booked: The deal has been created before this month and has not
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-- 02-Never Booked: The deal has been created before this month and has not
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@ -156,19 +155,12 @@ select
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and not deal_was_created_this_month
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and not deal_was_created_this_month
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and not deal_has_been_offboarded
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and not deal_has_been_offboarded
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then '02-Never Booked'
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then '02-Never Booked'
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-- 03-First Time Booked: The deal has been booked for the first time and it
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-- has been created this month. Additionally, the deal has not been offboarded
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-- in hubspot.
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when
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deal_has_first_booking
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and has_been_booked_within_current_month
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and not deal_has_been_offboarded
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then '03-First Time Booked'
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-- 04-Active: The deal has had at least 1 booking in its history and it's
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-- 04-Active: The deal has had at least 1 booking in its history and it's
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-- been less than 12 months since the last booking and has not been offboarded
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-- been less than 12 months since the last booking and has not been offboarded
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-- in hubspot and is not reactivated and is not FTB
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-- in hubspot and is not reactivated and is not FTB
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when
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when
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deal_has_at_least_one_booking
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deal_has_at_least_one_booking
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and not deal_was_created_this_month
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and has_been_booked_within_last_12_months
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and has_been_booked_within_last_12_months
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and not deal_has_been_offboarded
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and not deal_has_been_offboarded
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-- not reactivated
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-- not reactivated
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@ -176,8 +168,6 @@ select
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had_previous_booking_more_than_12_months_before_the_last
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had_previous_booking_more_than_12_months_before_the_last
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and has_been_booked_within_current_month
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and has_been_booked_within_current_month
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)
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)
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-- not FTB
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and not (deal_has_first_booking and has_been_booked_within_current_month)
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then '04-Active'
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then '04-Active'
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-- 05-Churning: The deal has been offboarded this month. Alternatively, The
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-- 05-Churning: The deal has been offboarded this month. Alternatively, The
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-- deal has been booked at least once and it's been 12 months since the last
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-- deal has been booked at least once and it's been 12 months since the last
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@ -309,10 +309,9 @@ models:
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deal regarding its activity. This information is encapsulated in the following columns:
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deal regarding its activity. This information is encapsulated in the following columns:
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deal_lifecycle_state: contains one of the following states
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deal_lifecycle_state: contains one of the following states
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- 01-New: Deals that have been created in the current month, without bookings, that are not offboarded.
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- 01-New: Deals that have been created in the current month, that are not offboarded.
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- 02-Never Booked: Deals that have been created before the current month, without bookings, that are not offboarded.
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- 02-Never Booked: Deals that have been created before the current month, without bookings, that are not offboarded.
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- 03-First Time Booked: Deals that have been booked for the first time in the current month, that are not offboarded.
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- 04-Active: Deals that have booking activity in the past 12 months (not reactivated), that are not offboarded.
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- 04-Active: Deals that have booking activity in the past 12 months (that are not FTB nor reactivated), that are not offboarded.
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- 05-Churning: Either Deals that are offboarded in that month or Deals that are becoming inactive because of lack of bookings in the past 12 months
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- 05-Churning: Either Deals that are offboarded in that month or Deals that are becoming inactive because of lack of bookings in the past 12 months
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- 06-Inactive: Either Deals that have been previously offboarded or Deals that have not had a booking for more than 12 months.
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- 06-Inactive: Either Deals that have been previously offboarded or Deals that have not had a booking for more than 12 months.
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- 07-Reactivated: Deals that have had a booking in the current month that were inactive or churning before, that are not offboarded.
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- 07-Reactivated: Deals that have had a booking in the current month that were inactive or churning before, that are not offboarded.
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@ -387,7 +386,7 @@ models:
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data_type: character varying
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data_type: character varying
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description: |
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description: |
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Contains the lifecycle state of a deal. The accepted values are:
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Contains the lifecycle state of a deal. The accepted values are:
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01-New, 02-Never Booked, 03-First Time Booked, 04-Active, 05-Churning, 06-Inactive,
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01-New, 02-Never Booked, 04-Active, 05-Churning, 06-Inactive,
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07-Reactivated. Failing to implement the logic will result in alert.
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07-Reactivated. Failing to implement the logic will result in alert.
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data_tests:
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data_tests:
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- not_null
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- not_null
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@ -395,7 +394,6 @@ models:
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values:
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values:
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- 01-New
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- 01-New
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- 02-Never Booked
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- 02-Never Booked
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- 03-First Time Booked
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- 04-Active
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- 04-Active
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- 05-Churning
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- 05-Churning
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- 06-Inactive
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- 06-Inactive
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