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
This commit is contained in:
Joaquin Ossa 2025-01-27 14:10:44 +00:00
commit 4ed59ffd15
3 changed files with 7 additions and 19 deletions

View file

@ -307,7 +307,7 @@
},
{
"order_by": 203,
"metric": "Expected Onboarding MRR",
"metric": "Expected Onboarding MRR per New Account",
"value": "expected_mrr",
"previous_year_value": "previous_year_expected_mrr",
"relative_increment": "relative_increment_expected_mrr",

View file

@ -142,11 +142,10 @@ select
second_to_last_time_booked_date_utc,
cancellation_date_utc,
case
-- 01-New: The deal has been created this month and has not had any booking.
-- 01-New: The deal has been created this month.
-- Additionally, the deal has not been offboarded in hubspot.
when
not deal_has_at_least_one_booking
and deal_was_created_this_month
deal_was_created_this_month
and not deal_has_been_offboarded
then '01-New'
-- 02-Never Booked: The deal has been created before this month and has not
@ -156,19 +155,12 @@ select
and not deal_was_created_this_month
and not deal_has_been_offboarded
then '02-Never Booked'
-- 03-First Time Booked: The deal has been booked for the first time and it
-- has been created this month. Additionally, the deal has not been offboarded
-- in hubspot.
when
deal_has_first_booking
and has_been_booked_within_current_month
and not deal_has_been_offboarded
then '03-First Time Booked'
-- 04-Active: The deal has had at least 1 booking in its history and it's
-- been less than 12 months since the last booking and has not been offboarded
-- in hubspot and is not reactivated and is not FTB
when
deal_has_at_least_one_booking
and not deal_was_created_this_month
and has_been_booked_within_last_12_months
and not deal_has_been_offboarded
-- not reactivated
@ -176,8 +168,6 @@ select
had_previous_booking_more_than_12_months_before_the_last
and has_been_booked_within_current_month
)
-- not FTB
and not (deal_has_first_booking and has_been_booked_within_current_month)
then '04-Active'
-- 05-Churning: The deal has been offboarded this month. Alternatively, The
-- deal has been booked at least once and it's been 12 months since the last

View file

@ -309,10 +309,9 @@ models:
deal regarding its activity. This information is encapsulated in the following columns:
deal_lifecycle_state: contains one of the following states
- 01-New: Deals that have been created in the current month, without bookings, that are not offboarded.
- 01-New: Deals that have been created in the current month, that are not offboarded.
- 02-Never Booked: Deals that have been created before the current month, without bookings, that are not offboarded.
- 03-First Time Booked: Deals that have been booked for the first time in the current month, that are not offboarded.
- 04-Active: Deals that have booking activity in the past 12 months (that are not FTB nor reactivated), that are not offboarded.
- 04-Active: Deals that have booking activity in the past 12 months (not reactivated), that are not offboarded.
- 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
- 06-Inactive: Either Deals that have been previously offboarded or Deals that have not had a booking for more than 12 months.
- 07-Reactivated: Deals that have had a booking in the current month that were inactive or churning before, that are not offboarded.
@ -387,7 +386,7 @@ models:
data_type: character varying
description: |
Contains the lifecycle state of a deal. The accepted values are:
01-New, 02-Never Booked, 03-First Time Booked, 04-Active, 05-Churning, 06-Inactive,
01-New, 02-Never Booked, 04-Active, 05-Churning, 06-Inactive,
07-Reactivated. Failing to implement the logic will result in alert.
data_tests:
- not_null
@ -395,7 +394,6 @@ models:
values:
- 01-New
- 02-Never Booked
- 03-First Time Booked
- 04-Active
- 05-Churning
- 06-Inactive