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Changes in deals lifecycle

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Joaquin 2025-03-14 10:39:01 +01:00
parent e827c0f9d5
commit 525720ea0a
2 changed files with 19 additions and 24 deletions
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38
models/intermediate/kpis/int_kpis__lifecycle_daily_deal.sql
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@ -158,25 +158,22 @@ select
second_to_last_time_booked_date_utc,
cancellation_date_utc,
case
-- 01-New: The deal has been created this month according to the data in
-- hubspot.
-- 01-New: The deal has been created this month.
-- Additionally, the deal has not been offboarded in hubspot.
when
deal_was_created_this_month
and not deal_has_been_offboarded
and is_deal_in_hubspot
then '01-New'
-- 02-Never Booked: The deal is not API, has been created before this month, or
-- it doesn't exist in hubspot, and has not had any booking.
-- Additionally, the deal has not been offboarded in hubspot.
-- 02-Never Booked: The deal is not API, has been created before this month
-- and has not had any booking. Additionally, the deal has not been offboarded
-- in hubspot.
when
not deal_has_at_least_one_booking
and (
not deal_was_created_this_month
or (deal_was_created_this_month and not is_deal_in_hubspot)
)
and not deal_was_created_this_month
and not deal_has_been_offboarded
and not is_api_deal
and is_deal_in_hubspot
then '02-Never Booked'
-- 04-Active:
-- The deal is API, is not New and has not been offboarded
@ -184,22 +181,15 @@ select
-- been less than 12 months since the last booking and has not been offboarded
when
-- API deals --
(
is_api_deal
and (
not deal_was_created_this_month
or (deal_was_created_this_month and not is_deal_in_hubspot)
)
and not deal_has_been_offboarded
)
is_api_deal
and not deal_was_created_this_month
and not deal_has_been_offboarded
and is_deal_in_hubspot
-- Platform deals --
or (
not is_api_deal
and deal_has_at_least_one_booking
and (
not deal_was_created_this_month
or (deal_was_created_this_month and not is_deal_in_hubspot)
)
and not deal_was_created_this_month
and has_been_booked_within_last_12_months
and not deal_has_been_offboarded
-- not reactivated
@ -207,6 +197,7 @@ select
had_previous_booking_more_than_12_months_before_the_last
and has_been_booked_within_current_month
)
and is_deal_in_hubspot
)
then '04-Active'
-- 05-Churning: The deal has been offboarded this month.
@ -222,6 +213,7 @@ select
and not is_api_deal
)
or deal_was_offboarded_this_month
and is_deal_in_hubspot
then '05-Churning'
-- 06-Inactive: The deal has been offboarded in the past but not this
-- month.
@ -237,6 +229,7 @@ select
and not is_api_deal
)
or (deal_has_been_offboarded and not deal_was_offboarded_this_month)
and is_deal_in_hubspot
then '06-Inactive'
-- 07-Reactivated: The deal is not offboarded but was
-- churned/inactive, and
@ -246,8 +239,9 @@ select
and has_been_booked_within_current_month
and not deal_has_been_offboarded
and not is_api_deal
and is_deal_in_hubspot
then '07-Reactivated'
else null
else '99-Not in HubSpot'
end as deal_lifecycle_state,
has_been_booked_within_current_month,
has_been_booked_within_last_6_months,