Merged PR 5256: Reporting version of New Dash Onboarding
# Description Reporting version of New Dash Onboarding It also adds a missing description of a field. It also adapts the logic for Hubspot Onboarding Owner, after a discussion with Alex. It still does not cover 100% of the cases but he's investigating the rest. # 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: #30249
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models/reporting/general/new_dash_deal_onboarding.sql
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models/reporting/general/new_dash_deal_onboarding.sql
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with
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int_new_dash_deal_onboarding as (
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select * from {{ ref("int_new_dash_deal_onboarding") }}
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)
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select
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id_deal,
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deal_name,
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id_deal || '-' || coalesce(deal_name, '') as deal,
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onboarding_owner,
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account_manager,
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platform_company_name,
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count_platform_accounts,
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count_listings,
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count_active_listings,
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count_listings_with_upgraded_programs,
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count_active_listings_with_active_upgraded_programs,
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count_bookings,
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count_bookings_with_paid_service,
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count_programs_at_deal_level,
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count_upgraded_programs_at_deal_level,
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count_upgraded_programs_at_listing_level,
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count_active_upgraded_programs_at_active_listing_level,
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contract_signed_date_utc,
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live_date_utc,
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cancellation_date_utc,
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backend_account_creation_utc,
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first_listing_created_at_utc,
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first_booking_created_at_utc,
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first_program_created_at_utc,
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first_upgraded_program_created_at_utc,
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first_upgraded_program_applied_to_listing_at_utc,
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first_booking_with_paid_services_created_at_utc,
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first_invoice_at_utc,
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expressed_service_interest,
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services_in_programs_at_deal_level,
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services_in_programs_applied_to_listings,
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active_services_in_programs_applied_to_listings,
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has_churned,
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has_listings,
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has_active_listings,
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has_bookings,
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has_been_invoiced,
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are_all_bookings_free,
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is_account_no_longer_generating_paid_bookings,
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has_account_changed_services_applied_in_listings,
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are_active_services_different_from_expressed_interest
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from int_new_dash_deal_onboarding
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