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Merged PR 5044: Switch Projected Created Bookings to Billable Bookings

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# Description

Switches Created Bookings to Billable Bookings in the scope of Projected Bookings. I opted for hard switching (thus removing Projected Created Bookings) altogether to avoid having unused models in production.

This aims to set the ground to include, in the future, APIs Billable Bookings.

Impact in KPIs:
* `int_kpis__agg_daily_created_bookings` now is `int_kpis__agg_daily_billable_bookings`. Aside from the name change, it's reduced to 4 metrics to just one. Schema changes also apply.

Impact in Projected KPIs:
* `int_kpis_projected__agg_daily_created_bookings` now is `int_kpis_projected__agg_daily_billable_bookings`. Fields are also renamed accordingly.
* `int_kpis_projected__agg_monthly_created_bookings` now is `int_kpis_projected__agg_monthly_billable_bookings`. Fields are also renamed accordingly.
* Schema file is also updated accordingly.

Impact on new model for Growth Score:
* `int_created_bookings_growth_score_by_deal` now is `int_billable_bookings_growth_score_by_deal`. Fields are also renamed accordingly.
* Schema is also updated accordingly.

Note that since the end model `int_billable_bookings_growth_score_by_deal` is not used at the moment in reporting, there's no user-facing impact. Also, the rest of modified models are not used for other purposes.

# 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.

Related work items: #29374
This commit is contained in:
Oriol Roqué Paniagua 2025-04-24 12:42:21 +00:00
parent ca2311d935
commit 653666abad
9 changed files with 269 additions and 284 deletions
Download patch file Download diff file Expand all files Collapse all files

115
models/intermediate/cross/int_billable_bookings_growth_score_by_deal.sql Normal file
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@ -0,0 +1,115 @@
{{ config(materialized="table", unique_key=["end_date", "id_deal"]) }}
with
int_kpis_projected__agg_monthly_billable_bookings as (
select *
from {{ ref("int_kpis_projected__agg_monthly_billable_bookings") }}
where dimension = 'by_deal' and dimension_value <> 'UNSET'
),
int_kpis__agg_monthly_billable_bookings as (
select *
from {{ ref("int_kpis__agg_monthly_billable_bookings") }}
where dimension = 'by_deal' and dimension_value <> 'UNSET'
),
billable_bookings_per_month_with_projection as (
select
start_date,
end_date,
dimension_value as id_deal,
current_month_projected_billable_bookings
as current_month_billable_bookings,
current_month_projected_billable_bookings
/ sum(current_month_projected_billable_bookings) over (
partition by end_date order by end_date
) as current_month_share_billable_bookings,
historical_monthly_mean_absolute_error as projection_mean_absolute_error,
historical_monthly_mean_absolute_percentage_error
as projection_mean_absolute_percentage_error,
true as are_billable_bookings_projected
from int_kpis_projected__agg_monthly_billable_bookings
union all
select
start_date,
end_date,
dimension_value as id_deal,
billable_bookings as current_month_billable_bookings,
billable_bookings / sum(billable_bookings) over (
partition by end_date order by end_date
) as current_month_share_billable_bookings,
null as projection_mean_absolute_error,
null as projection_mean_absolute_percentage_error,
false as are_billable_bookings_projected
from int_kpis__agg_monthly_billable_bookings
),
billable_bookings_growth_score as (
select
start_date,
end_date,
id_deal,
-- Billable Bookings (Absolute) --
current_month_billable_bookings,
avg(current_month_billable_bookings) over (
partition by id_deal
order by end_date asc
rows between 3 preceding and 1 preceding
) as prior_3_months_avg_monthly_billable_bookings,
current_month_billable_bookings
/ avg(current_month_billable_bookings) over (
partition by id_deal
order by end_date asc
rows between 3 preceding and 1 preceding
)
- 1 as growth_vs_prior_3_avg_billable_bookings,
-- Share of Billable Bookings per Deal over Total --
current_month_share_billable_bookings,
avg(current_month_share_billable_bookings) over (
partition by id_deal
order by end_date asc
rows between 3 preceding and 1 preceding
) as prior_3_months_avg_monthly_share_billable_bookings,
current_month_share_billable_bookings
/ avg(current_month_share_billable_bookings) over (
partition by id_deal
order by end_date asc
rows between 3 preceding and 1 preceding
)
- 1 as growth_vs_prior_3_avg_share_billable_bookings,
-- Projection Reference --
projection_mean_absolute_error,
projection_mean_absolute_percentage_error,
are_billable_bookings_projected
from billable_bookings_per_month_with_projection
)
select
start_date,
end_date,
id_deal,
-- Billable Bookings (Absolute) --
current_month_billable_bookings,
prior_3_months_avg_monthly_billable_bookings,
-- Share of Billable Bookings per Deal over Total --
current_month_share_billable_bookings,
prior_3_months_avg_monthly_share_billable_bookings,
-- Specific Growth Scores --
growth_vs_prior_3_avg_billable_bookings,
growth_vs_prior_3_avg_share_billable_bookings,
-- Combined Growth Score --
least(
greatest(
coalesce(
(
growth_vs_prior_3_avg_billable_bookings
+ growth_vs_prior_3_avg_share_billable_bookings
)
/ 2,
0
),
-1
),
1
) as growth_score,
-- Projection Reference --
projection_mean_absolute_error,
projection_mean_absolute_percentage_error,
are_billable_bookings_projected
from billable_bookings_growth_score

113
models/intermediate/cross/int_created_bookings_growth_score_by_deal.sql
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@ -1,113 +0,0 @@
{{ config(materialized="table", unique_key=["end_date", "id_deal"]) }}
with
int_kpis_projected__agg_monthly_created_bookings as (
select *
from {{ ref("int_kpis_projected__agg_monthly_created_bookings") }}
where dimension = 'by_deal' and dimension_value <> 'UNSET'
),
int_kpis__agg_monthly_created_bookings as (
select *
from {{ ref("int_kpis__agg_monthly_created_bookings") }}
where dimension = 'by_deal' and dimension_value <> 'UNSET'
),
created_bookings_per_month_with_projection as (
select
start_date,
end_date,
dimension_value as id_deal,
current_month_projected_created_bookings as current_month_created_bookings,
current_month_projected_created_bookings
/ sum(current_month_projected_created_bookings) over (
partition by end_date order by end_date
) as current_month_share_created_bookings,
historical_monthly_mean_absolute_error as projection_mean_absolute_error,
historical_monthly_mean_absolute_percentage_error
as projection_mean_absolute_percentage_error,
true as are_created_bookings_projected
from int_kpis_projected__agg_monthly_created_bookings
union all
select
start_date,
end_date,
dimension_value as id_deal,
created_bookings as current_month_created_bookings,
created_bookings / sum(created_bookings) over (
partition by end_date order by end_date
) as current_month_share_created_bookings,
null as projection_mean_absolute_error,
null as projection_mean_absolute_percentage_error,
false as are_created_bookings_projected
from int_kpis__agg_monthly_created_bookings
),
created_bookings_growth_score as (
select
start_date,
end_date,
id_deal,
-- Created Bookings (Absolute) --
current_month_created_bookings,
avg(current_month_created_bookings) over (
partition by id_deal
order by end_date asc
rows between 3 preceding and 1 preceding
) as prior_3_months_avg_monthly_created_bookings,
current_month_created_bookings / avg(current_month_created_bookings) over (
partition by id_deal
order by end_date asc
rows between 3 preceding and 1 preceding
)
- 1 as growth_vs_prior_3_avg_created_bookings,
-- Share of Created Bookings per Deal over Total --
current_month_share_created_bookings,
avg(current_month_share_created_bookings) over (
partition by id_deal
order by end_date asc
rows between 3 preceding and 1 preceding
) as prior_3_months_avg_monthly_share_created_bookings,
current_month_share_created_bookings
/ avg(current_month_share_created_bookings) over (
partition by id_deal
order by end_date asc
rows between 3 preceding and 1 preceding
)
- 1 as growth_vs_prior_3_avg_share_created_bookings,
-- Projection Reference --
projection_mean_absolute_error,
projection_mean_absolute_percentage_error,
are_created_bookings_projected
from created_bookings_per_month_with_projection
)
select
start_date,
end_date,
id_deal,
-- Created Bookings (Absolute) --
current_month_created_bookings,
prior_3_months_avg_monthly_created_bookings,
-- Share of Created Bookings per Deal over Total --
current_month_share_created_bookings,
prior_3_months_avg_monthly_share_created_bookings,
-- Specific Growth Scores --
growth_vs_prior_3_avg_created_bookings,
growth_vs_prior_3_avg_share_created_bookings,
-- Combined Growth Score --
least(
greatest(
coalesce(
(
growth_vs_prior_3_avg_created_bookings
+ growth_vs_prior_3_avg_share_created_bookings
)
/ 2,
0
),
-1
),
1
) as growth_score,
-- Projection Reference --
projection_mean_absolute_error,
projection_mean_absolute_percentage_error,
are_created_bookings_projected
from created_bookings_growth_score

58
models/intermediate/cross/schema.yml
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@ -3225,18 +3225,18 @@ models:
When precision and recall are far apart, the F2 score will be closer to the When precision and recall are far apart, the F2 score will be closer to the
lower of the two. lower of the two.
- name: int_created_bookings_growth_score_by_deal - name: int_billable_bookings_growth_score_by_deal
description: | description: |
This model computes the growth score of the created bookings for each deal. This model computes the growth score of the billable bookings for each deal.
The growth score is computed as the average between: The growth score is computed as the average between:
- The created bookings of a given month vs. the average of the previous - The billable bookings of a given month vs. the average of the previous
3 months. 3 months.
- The share a deal has in terms of created bookings of a given month - The share a deal has in terms of billable bookings of a given month
if compared to the rest of the deals vs. the average of the previous 3 if compared to the rest of the deals vs. the average of the previous 3
months. months.
The growth score is capped between -1 and 1. The growth score is capped between -1 and 1.
It is important to note that if we check the current month, the count of It is important to note that if we check the current month, the count of
created bookings and the corresponding share will be based on the projection, billable bookings and the corresponding share will be based on the projection,
rather than the actual figure. In this case, the MAE and MAPE of the projected rather than the actual figure. In this case, the MAE and MAPE of the projected
value are indicated in the model. value are indicated in the model.
While the growth score is computed at a monthly basis, the value will update While the growth score is computed at a monthly basis, the value will update
@ -3274,12 +3274,12 @@ models:
data_tests: data_tests:
- not_null - not_null
- name: current_month_created_bookings - name: current_month_billable_bookings
data_type: integer data_type: integer
description: | description: |
Monthly created bookings. If the month is in progress Monthly billable bookings. If the month is in progress
then this value corresponds to the projected figure. then this value corresponds to the projected figure.
This is indicated by "are_created_bookings_projected" This is indicated by "are_billable_bookings_projected"
flag. flag.
data_tests: data_tests:
- not_null - not_null
@ -3287,10 +3287,10 @@ models:
min_value: 0 min_value: 0
strictly: false strictly: false
- name: prior_3_months_avg_monthly_created_bookings - name: prior_3_months_avg_monthly_billable_bookings
data_type: integer data_type: integer
description: | description: |
Average of the created bookings for the previous 3 months. Average of the billable bookings for the previous 3 months.
If the selected range is from 1st April 2025 to 30th April 2025, If the selected range is from 1st April 2025 to 30th April 2025,
then this average will be based between 1st January 2025 to then this average will be based between 1st January 2025 to
31st March 2025. 31st March 2025.
@ -3299,12 +3299,12 @@ models:
min_value: 0 min_value: 0
strictly: false strictly: false
- name: current_month_share_created_bookings - name: current_month_share_billable_bookings
data_type: decimal data_type: decimal
description: | description: |
Share of the created bookings for a given deal in the current month. Share of the billable bookings for a given deal in the current month.
If the month is in progress then this value corresponds to the If the month is in progress then this value corresponds to the
projected figure. This is indicated by "are_created_bookings_projected" projected figure. This is indicated by "are_billable_bookings_projected"
flag. flag.
data_tests: data_tests:
- not_null - not_null
@ -3312,10 +3312,10 @@ models:
min_value: 0 min_value: 0
strictly: false strictly: false
- name: prior_3_months_avg_monthly_share_created_bookings - name: prior_3_months_avg_monthly_share_billable_bookings
data_type: decimal data_type: decimal
description: | description: |
Average of the share of the created bookings for a given deal in the Average of the share of the billable bookings for a given deal in the
previous 3 months. If the selected range is from 1st April 2025 to previous 3 months. If the selected range is from 1st April 2025 to
30th April 2025, then this average will be based between 1st January 30th April 2025, then this average will be based between 1st January
2025 to 31st March 2025. 2025 to 31st March 2025.
@ -3324,21 +3324,21 @@ models:
min_value: 0 min_value: 0
strictly: false strictly: false
- name: growth_vs_prior_3_avg_created_bookings - name: growth_vs_prior_3_avg_billable_bookings
data_type: decimal data_type: decimal
description: | description: |
Growth score of the created bookings based purely on the relative Growth score of the billable bookings based purely on the relative
difference between the current month created bookings vs. the difference between the current month billable bookings vs. the
prior 3 months average. prior 3 months average.
This is a subcomputation of the growth score, for information This is a subcomputation of the growth score, for information
purposes. purposes.
It can be null. It can be null.
- name: growth_vs_prior_3_avg_share_created_bookings - name: growth_vs_prior_3_avg_share_billable_bookings
data_type: decimal data_type: decimal
description: | description: |
Growth score of the created bookings based purely on the relative Growth score of the billable bookings based purely on the relative
difference between the current month share created bookings vs. the difference between the current month share billable bookings vs. the
prior 3 months average. prior 3 months average.
This is a subcomputation of the growth score, for information This is a subcomputation of the growth score, for information
purposes. purposes.
@ -3347,10 +3347,10 @@ models:
- name: growth_score - name: growth_score
data_type: decimal data_type: decimal
description: | description: |
Growth score of the created bookings, based on the average between: Growth score of the billable bookings, based on the average between:
- The created bookings of a given month vs. the average of the previous - The billable bookings of a given month vs. the average of the previous
3 months. 3 months.
- The share a deal has in terms of created bookings of a given month - The share a deal has in terms of billable bookings of a given month
if compared to the rest of the deals vs. the average of the previous 3 if compared to the rest of the deals vs. the average of the previous 3
months. months.
The growth score is capped between -1 and 1. The growth score is capped between -1 and 1.
@ -3365,7 +3365,7 @@ models:
- name: projection_mean_absolute_error - name: projection_mean_absolute_error
data_type: decimal data_type: decimal
description: | description: |
Mean absolute error of the projection of the created bookings. Mean absolute error of the projection of the billable bookings.
It is null if the month is not in progress or value is projected It is null if the month is not in progress or value is projected
but there's no prior data to compare the projection against. but there's no prior data to compare the projection against.
data_tests: data_tests:
@ -3376,7 +3376,7 @@ models:
- name: projection_mean_absolute_percentage_error - name: projection_mean_absolute_percentage_error
data_type: decimal data_type: decimal
description: | description: |
Mean absolute percentage error of the projection of the created bookings. Mean absolute percentage error of the projection of the billable bookings.
It is null if the month is not in progress or value is projected It is null if the month is not in progress or value is projected
but there's no prior data to compare the projection against. but there's no prior data to compare the projection against.
data_tests: data_tests:
@ -3384,12 +3384,12 @@ models:
min_value: 0 min_value: 0
strictly: false strictly: false
- name: are_created_bookings_projected - name: are_billable_bookings_projected
data_type: boolean data_type: boolean
description: | description: |
Flag indicating if the created bookings are projected or not. Flag indicating if the billable bookings are projected or not.
If the month is in progress then this value corresponds to the If the month is in progress then this value corresponds to the
projected figure. This is indicated by "are_created_bookings_projected" projected figure. This is indicated by "are_billable_bookings_projected"
flag. flag.
data_tests: data_tests:
- not_null - not_null

19
models/intermediate/kpis/int_kpis__agg_daily_billable_bookings.sql Normal file
View file

@ -0,0 +1,19 @@
{% set dimensions = get_kpi_dimensions_per_model("BILLABLE_BOOKINGS") %}
{{ config(materialized="table", unique_key=["date", "dimension", "dimension_value"]) }}
{% for dimension in dimensions %}
select
-- Unique Key --
date,
{{ dimension.dimension }} as dimension,
{{ dimension.dimension_value }} as dimension_value,
-- Metrics --
sum(billable_bookings) as billable_bookings
from {{ ref("int_kpis__metric_daily_billable_bookings") }}
group by 1, 2, 3
{% if not loop.last %}
union all
{% endif %}
{% endfor %}

23
models/intermediate/kpis/int_kpis__agg_daily_created_bookings.sql
View file

@ -1,23 +0,0 @@
{% set dimensions = get_kpi_dimensions_per_model("CREATED_BOOKINGS") %}
{{ config(materialized="table", unique_key=["date", "dimension", "dimension_value"]) }}
{% for dimension in dimensions %}
select
-- Unique Key --
date,
{{ dimension.dimension }} as dimension,
{{ dimension.dimension_value }} as dimension_value,
-- Metrics --
sum(created_bookings) as created_bookings,
sum(cancelled_created_bookings) as cancelled_created_bookings,
sum(not_cancelled_created_bookings) as not_cancelled_created_bookings,
sum(cancelled_created_bookings)
/ sum(created_bookings) as cancelled_created_bookings_rate
from {{ ref("int_kpis__metric_daily_created_bookings") }}
group by 1, 2, 3
{% if not loop.last %}
union all
{% endif %}
{% endfor %}

78
models/intermediate/kpis/projected/int_kpis_projected__agg_daily_created_bookings.sql → models/intermediate/kpis/projected/int_kpis_projected__agg_daily_billable_bookings.sql
View file

@ -8,8 +8,8 @@ with
int_kpis_projected__dimension_dates as ( int_kpis_projected__dimension_dates as (
select * from {{ ref("int_kpis_projected__dimension_dates") }} select * from {{ ref("int_kpis_projected__dimension_dates") }}
), ),
int_kpis__agg_daily_created_bookings as ( int_kpis__agg_daily_billable_bookings as (
select * from {{ ref("int_kpis__agg_daily_created_bookings") }} select * from {{ ref("int_kpis__agg_daily_billable_bookings") }}
), ),
same_month_trend as ( same_month_trend as (
-- Computes the daily bookings based on the same month trend. -- Computes the daily bookings based on the same month trend.
@ -24,17 +24,17 @@ with
sum( sum(
case case
when dd.is_available_for_same_month_projection when dd.is_available_for_same_month_projection
then coalesce(mm.created_bookings, 0) then coalesce(mm.billable_bookings, 0)
else 0 else 0
end end
), ),
0 0
) as same_month_trend_total_created_bookings, ) as same_month_trend_total_billable_bookings,
coalesce( coalesce(
1.0 * sum( 1.0 * sum(
case case
when dd.is_available_for_same_month_projection when dd.is_available_for_same_month_projection
then coalesce(mm.created_bookings, 0) then coalesce(mm.billable_bookings, 0)
else 0 else 0
end end
) )
@ -49,7 +49,7 @@ with
0 0
), ),
0 0
) as same_month_trend_daily_created_bookings, ) as same_month_trend_daily_billable_bookings,
max( max(
case case
when dd.is_available_for_same_month_projection when dd.is_available_for_same_month_projection
@ -58,7 +58,7 @@ with
end end
) as same_month_trend_total_available_days ) as same_month_trend_total_available_days
from int_kpis_projected__dimension_dates dd from int_kpis_projected__dimension_dates dd
inner join int_kpis__agg_daily_created_bookings mm on dd.date = mm.date inner join int_kpis__agg_daily_billable_bookings mm on dd.date = mm.date
group by 1, 2, 3 group by 1, 2, 3
), ),
last_7_days_trend as ( last_7_days_trend as (
@ -74,27 +74,27 @@ with
sum( sum(
case case
when dd.is_available_for_same_month_projection when dd.is_available_for_same_month_projection
then coalesce(mm.created_bookings, 0) then coalesce(mm.billable_bookings, 0)
else 0 else 0
end end
), ),
0 0
) as last_7_days_trend_total_created_bookings, ) as last_7_days_trend_total_billable_bookings,
coalesce( coalesce(
1.0 * sum( 1.0 * sum(
case case
when dd.is_available_for_same_month_projection when dd.is_available_for_same_month_projection
then coalesce(mm.created_bookings, 0) then coalesce(mm.billable_bookings, 0)
else 0 else 0
end end
) )
/ 7, / 7,
0 0
) as last_7_days_trend_daily_created_bookings, ) as last_7_days_trend_daily_billable_bookings,
7 as last_7_days_trend_total_available_days 7 as last_7_days_trend_total_available_days
from int_kpis_projected__dimension_dates dd from int_kpis_projected__dimension_dates dd
inner join inner join
int_kpis__agg_daily_created_bookings mm int_kpis__agg_daily_billable_bookings mm
on mm.date between dd.previous_6_days and dd.date on mm.date between dd.previous_6_days and dd.date
where is_available_for_last_7_days_projection = true where is_available_for_last_7_days_projection = true
group by 1, 2, 3 group by 1, 2, 3
@ -107,24 +107,24 @@ with
-- Combination of two sources of trends: same month and last 7 days. -- Combination of two sources of trends: same month and last 7 days.
coalesce( coalesce(
smt.same_month_trend_daily_created_bookings, 0 smt.same_month_trend_daily_billable_bookings, 0
) as same_month_trend_daily_created_bookings, ) as same_month_trend_daily_billable_bookings,
coalesce( coalesce(
l7dt.last_7_days_trend_daily_created_bookings, 0 l7dt.last_7_days_trend_daily_billable_bookings, 0
) as last_7_days_trend_daily_created_bookings, ) as last_7_days_trend_daily_billable_bookings,
round( round(
( (
coalesce(smt.same_month_trend_daily_created_bookings, 0) coalesce(smt.same_month_trend_daily_billable_bookings, 0)
+ coalesce(l7dt.last_7_days_trend_daily_created_bookings, 0) + coalesce(l7dt.last_7_days_trend_daily_billable_bookings, 0)
) )
/ 2, / 2,
0 0
) as projected_daily_created_bookings, ) as projected_daily_billable_bookings,
-- Total created bookings for the same month and last 7 days -- Total billable bookings for the same month and last 7 days
-- for information purposes -- for information purposes
smt.same_month_trend_total_created_bookings, smt.same_month_trend_total_billable_bookings,
l7dt.last_7_days_trend_total_created_bookings, l7dt.last_7_days_trend_total_billable_bookings,
-- Total available days for the same month and last 7 days -- Total available days for the same month and last 7 days
-- for information purposes -- for information purposes
@ -156,12 +156,12 @@ select
-- future. This accounts for all the real historical data. -- future. This accounts for all the real historical data.
case case
when not dd.is_in_the_future then 'ACTUAL' else 'PROJECTED' when not dd.is_in_the_future then 'ACTUAL' else 'PROJECTED'
end as daily_created_bookings_for_reporting_source, end as daily_billable_bookings_for_reporting_source,
case case
when not dd.is_in_the_future when not dd.is_in_the_future
then coalesce(mm.created_bookings, 0) then coalesce(mm.billable_bookings, 0)
else coalesce(cot.projected_daily_created_bookings, 0) else coalesce(cot.projected_daily_billable_bookings, 0)
end as daily_created_bookings_for_reporting, end as daily_billable_bookings_for_reporting,
-- Evaluation source: actual or projected depending on whether the date is -- Evaluation source: actual or projected depending on whether the date is
-- available for the same month projection. This accounts only for the historical -- available for the same month projection. This accounts only for the historical
@ -169,31 +169,31 @@ select
-- the performance of the projection. -- the performance of the projection.
case case
when dd.is_available_for_same_month_projection then 'ACTUAL' else 'PROJECTED' when dd.is_available_for_same_month_projection then 'ACTUAL' else 'PROJECTED'
end as daily_created_bookings_for_evaluation_source, end as daily_billable_bookings_for_evaluation_source,
case case
when dd.is_available_for_same_month_projection when dd.is_available_for_same_month_projection
then coalesce(mm.created_bookings, 0) then coalesce(mm.billable_bookings, 0)
else coalesce(cot.projected_daily_created_bookings, 0) else coalesce(cot.projected_daily_billable_bookings, 0)
end as daily_created_bookings_for_evaluation, end as daily_billable_bookings_for_evaluation,
-- Specific daily created bookings trends -- Specific daily billable bookings trends
coalesce( coalesce(
cot.projected_daily_created_bookings, 0 cot.projected_daily_billable_bookings, 0
) as projected_daily_created_bookings, ) as projected_daily_billable_bookings,
coalesce(mm.created_bookings, 0) as actual_daily_created_bookings, coalesce(mm.billable_bookings, 0) as actual_daily_billable_bookings,
-- For information purposes to debug the trends -- For information purposes to debug the trends
cot.same_month_trend_daily_created_bookings, cot.same_month_trend_daily_billable_bookings,
cot.last_7_days_trend_daily_created_bookings, cot.last_7_days_trend_daily_billable_bookings,
cot.same_month_trend_total_created_bookings, cot.same_month_trend_total_billable_bookings,
cot.last_7_days_trend_total_created_bookings, cot.last_7_days_trend_total_billable_bookings,
cot.same_month_trend_total_available_days, cot.same_month_trend_total_available_days,
cot.last_7_days_trend_total_available_days cot.last_7_days_trend_total_available_days
from int_kpis_projected__dimension_dates dd from int_kpis_projected__dimension_dates dd
left join combination_of_trends cot on dd.last_day_month = cot.last_day_month left join combination_of_trends cot on dd.last_day_month = cot.last_day_month
left join left join
int_kpis__agg_daily_created_bookings mm int_kpis__agg_daily_billable_bookings mm
on dd.date = mm.date on dd.date = mm.date
and cot.dimension = mm.dimension and cot.dimension = mm.dimension
and cot.dimension_value = mm.dimension_value and cot.dimension_value = mm.dimension_value

32
models/intermediate/kpis/projected/int_kpis_projected__agg_monthly_created_bookings.sql → models/intermediate/kpis/projected/int_kpis_projected__agg_monthly_billable_bookings.sql
View file

@ -15,14 +15,14 @@ with
-- Metrics -- -- Metrics --
sum( sum(
daily_created_bookings_for_reporting daily_billable_bookings_for_reporting
) as current_month_projected_created_bookings, ) as current_month_projected_billable_bookings,
sum( sum(
daily_created_bookings_for_evaluation daily_billable_bookings_for_evaluation
) as historical_projected_created_bookings, ) as historical_projected_billable_bookings,
sum(actual_daily_created_bookings) as actual_created_bookings sum(actual_daily_billable_bookings) as actual_billable_bookings
from {{ ref("int_kpis_projected__agg_daily_created_bookings") }} from {{ ref("int_kpis_projected__agg_daily_billable_bookings") }}
group by 1, 2, 3, 4, 5 group by 1, 2, 3, 4, 5
), ),
monthly_error_computation as ( monthly_error_computation as (
@ -31,22 +31,26 @@ with
last_day_month, last_day_month,
dimension, dimension,
dimension_value, dimension_value,
current_month_projected_created_bookings, current_month_projected_billable_bookings,
historical_projected_created_bookings, historical_projected_billable_bookings,
actual_created_bookings, actual_billable_bookings,
case case
when not is_current_month when not is_current_month
then then
abs(historical_projected_created_bookings - actual_created_bookings) abs(
historical_projected_billable_bookings
- actual_billable_bookings
)
else null else null
end as monthly_absolute_error, end as monthly_absolute_error,
case case
when not is_current_month when not is_current_month
then then
1.0 * abs( 1.0 * abs(
historical_projected_created_bookings - actual_created_bookings historical_projected_billable_bookings
- actual_billable_bookings
) )
/ nullif(historical_projected_created_bookings, 0) / nullif(historical_projected_billable_bookings, 0)
else null else null
end as monthly_absolute_percentage_error end as monthly_absolute_percentage_error
@ -73,8 +77,8 @@ select
current_month.dimension, current_month.dimension,
current_month.dimension_value, current_month.dimension_value,
-- Metrics -- -- Metrics --
current_month.current_month_projected_created_bookings, current_month.current_month_projected_billable_bookings,
current_month.actual_created_bookings, current_month.actual_billable_bookings,
-- Error Attribution -- -- Error Attribution --
historical_errors.historical_monthly_mean_absolute_error, historical_errors.historical_monthly_mean_absolute_error,
historical_errors.historical_monthly_mean_absolute_percentage_error historical_errors.historical_monthly_mean_absolute_percentage_error

88
models/intermediate/kpis/projected/schema.yml
View file

@ -100,15 +100,15 @@ models:
data_tests: data_tests:
- not_null - not_null
- name: int_kpis_projected__agg_daily_created_bookings - name: int_kpis_projected__agg_daily_billable_bookings
description: | description: |
This model provides the projected daily created bookings. This model provides the projected daily billable bookings.
It considers 2 computations: It considers 2 computations:
- The daily created bookings for the current month, - The daily billable bookings for the current month,
- The daily created bookings in the past 7 days, - The daily billable bookings in the past 7 days,
and the final value is an arithmetic mean of both. and the final value is an arithmetic mean of both.
This model also retrieves the actual created bookings to be able This model also retrieves the actual billable bookings to be able
to compare the projected values with the actual ones. to compare the projected values with the actual ones.
data_tests: data_tests:
@ -133,7 +133,7 @@ models:
data_tests: data_tests:
- assert_dimension_completeness: - assert_dimension_completeness:
metric_column_names: metric_column_names:
- actual_daily_created_bookings - actual_daily_billable_bookings
- accepted_values: - accepted_values:
values: values:
- global - global
@ -193,12 +193,12 @@ models:
data_tests: data_tests:
- not_null - not_null
- name: daily_created_bookings_for_reporting_source - name: daily_billable_bookings_for_reporting_source
data_type: string data_type: string
description: | description: |
The source of the daily created bookings for reporting. The source of the daily billable bookings for reporting.
This field is used to identify the source of the data displayed This field is used to identify the source of the data displayed
in daily_created_bookings_for_reporting to differentiate between in daily_billable_bookings_for_reporting to differentiate between
the actual and projected values. the actual and projected values.
It's aimed for reforting purposes as any historical month will It's aimed for reforting purposes as any historical month will
contain the actual figures. contain the actual figures.
@ -209,25 +209,25 @@ models:
- ACTUAL - ACTUAL
- PROJECTED - PROJECTED
- name: daily_created_bookings_for_reporting - name: daily_billable_bookings_for_reporting
data_type: integer data_type: integer
description: | description: |
The daily created bookings for reporting purposes. The daily billable bookings for reporting purposes.
This field contains both the actual and projected values. This field contains both the actual and projected values.
Any date in the future will contain projected values, while Any date in the future will contain projected values, while
any date in the past will contain actual values. any date in the past will contain actual values.
data_tests: data_tests:
- not_null - not_null
- name: daily_created_bookings_for_evaluation_source - name: daily_billable_bookings_for_evaluation_source
data_type: string data_type: string
description: | description: |
Important: This field is used to evaluate the performance Important: This field is used to evaluate the performance
of the projections! of the projections!
The source of the daily created bookings for evaluation. The source of the daily billable bookings for evaluation.
This field is used to identify the source of the data displayed This field is used to identify the source of the data displayed
in daily_created_bookings_for_evaluation to differentiate between in daily_billable_bookings_for_evaluation to differentiate between
the actual and projected values. the actual and projected values.
It's aimed for evaluation purposes as any historical month can It's aimed for evaluation purposes as any historical month can
contain projected figures. contain projected figures.
@ -239,13 +239,13 @@ models:
- ACTUAL - ACTUAL
- PROJECTED - PROJECTED
- name: daily_created_bookings_for_evaluation - name: daily_billable_bookings_for_evaluation
data_type: integer data_type: integer
description: | description: |
Important: This field is used to evaluate the performance Important: This field is used to evaluate the performance
of the projections! of the projections!
The daily created bookings for evaluation purposes. The daily billable bookings for evaluation purposes.
This field contains both the actual and projected values. This field contains both the actual and projected values.
Any date in the future will contain projected values. Any date Any date in the future will contain projected values. Any date
in the past which day is after the yesterday day will also contain in the past which day is after the yesterday day will also contain
@ -254,56 +254,56 @@ models:
data_tests: data_tests:
- not_null - not_null
- name: projected_daily_created_bookings - name: projected_daily_billable_bookings
data_type: integer data_type: integer
description: | description: |
The projected daily created bookings. This field is the result The projected daily billable bookings. This field is the result
of the projection of the daily created bookings for the current month of the projection of the daily billable bookings for the current month
and the past 7 days. and the past 7 days.
data_tests: data_tests:
- not_null - not_null
- name: actual_daily_created_bookings - name: actual_daily_billable_bookings
description: | description: |
The actual created bookings for the same period as the projected ones. The actual billable bookings for the same period as the projected ones.
This comes from the standard KPIs. This comes from the standard KPIs.
data_tests: data_tests:
- not_null - not_null
- name: same_month_trend_daily_created_bookings - name: same_month_trend_daily_billable_bookings
data_type: float data_type: float
description: | description: |
The average daily created bookings for the current month. The average daily billable bookings for the current month.
This field is the result of the division of the actual daily created This field is the result of the division of the actual daily billable
bookings to date by the number of days available within the current month bookings to date by the number of days available within the current month
to date, and contains decimals. to date, and contains decimals.
This is just for information purposes. This is just for information purposes.
data_tests: data_tests:
- not_null - not_null
- name: last_7_days_trend_daily_created_bookings - name: last_7_days_trend_daily_billable_bookings
data_type: float data_type: float
description: | description: |
The average daily created bookings for the past 7 days. The average daily billable bookings for the past 7 days.
This field is the result of the division of the actual daily created This field is the result of the division of the actual daily billable
bookings for the past 7 days by 7 days, and contains decimals. bookings for the past 7 days by 7 days, and contains decimals.
This is just for information purposes. This is just for information purposes.
data_tests: data_tests:
- not_null - not_null
- name: same_month_trend_total_created_bookings - name: same_month_trend_total_billable_bookings
data_type: integer data_type: integer
description: | description: |
The total created bookings for the current month. The total billable bookings for the current month.
This field is the result of the sum of the actual daily created This field is the result of the sum of the actual daily billable
bookings to date. bookings to date.
This is just for information purposes. This is just for information purposes.
- name: last_7_days_trend_total_created_bookings - name: last_7_days_trend_total_billable_bookings
data_type: integer data_type: integer
description: | description: |
The total created bookings for the past 7 days. The total billable bookings for the past 7 days.
This field is the result of the sum of the actual daily created This field is the result of the sum of the actual daily billable
bookings for the past 7 days. bookings for the past 7 days.
This is just for information purposes. This is just for information purposes.
@ -323,9 +323,9 @@ models:
past 7 days. past 7 days.
This is just for information purposes. This is just for information purposes.
- name: int_kpis_projected__agg_monthly_created_bookings - name: int_kpis_projected__agg_monthly_billable_bookings
description: | description: |
This model provides the projected monthly created bookings per dimension This model provides the projected monthly billable bookings per dimension
and dimension value. It only considers the current month. and dimension value. It only considers the current month.
Historical data is considered only to assess the performance of the Historical data is considered only to assess the performance of the
projections. projections.
@ -359,7 +359,7 @@ models:
data_tests: data_tests:
- assert_dimension_completeness: - assert_dimension_completeness:
metric_column_names: metric_column_names:
- actual_created_bookings - actual_billable_bookings
- accepted_values: - accepted_values:
values: values:
- global - global
@ -374,12 +374,12 @@ models:
data_tests: data_tests:
- not_null - not_null
- name: current_month_projected_created_bookings - name: current_month_projected_billable_bookings
data_type: integer data_type: integer
description: | description: |
The projected monthly created bookings for the current month. The projected monthly billable bookings for the current month.
This field is the result of the sum of the actual daily created bookings This field is the result of the sum of the actual daily billable bookings
for the current month to date and the projected daily created bookings for the current month to date and the projected daily billable bookings
for the rest of the days in the month that are in the future. for the rest of the days in the month that are in the future.
The closest we are to the end of the month, the more accurate this value will be. The closest we are to the end of the month, the more accurate this value will be.
@ -391,10 +391,10 @@ models:
data_tests: data_tests:
- not_null - not_null
- name: actual_created_bookings - name: actual_billable_bookings
data_type: integer data_type: integer
description: | description: |
The sum of the actual daily created bookings for the current month to date. The sum of the actual daily billable bookings for the current month to date.
This comes from the standard KPIs. This comes from the standard KPIs.
data_tests: data_tests:
- not_null - not_null
@ -407,7 +407,7 @@ models:
This field is used to assess the performance of the projections. This field is used to assess the performance of the projections.
This is based on the absolute differences between the projected This is based on the absolute differences between the projected
monthly created bookings for each previous month vs the actual value. monthly billable bookings for each previous month vs the actual value.
In order to be consistent, it uses the same number of days available In order to be consistent, it uses the same number of days available
for the current month to date as the actual value, and the rest of the days for the current month to date as the actual value, and the rest of the days
are projected. are projected.
@ -425,7 +425,7 @@ models:
This field is used to assess the performance of the projections. This field is used to assess the performance of the projections.
This is based on the absolute percentage differences between the projected This is based on the absolute percentage differences between the projected
monthly created bookings for each previous month vs the actual value. monthly billable bookings for each previous month vs the actual value.
In order to be consistent, it uses the same number of days available In order to be consistent, it uses the same number of days available
for the current month to date as the actual value, and the rest of the days for the current month to date as the actual value, and the rest of the days
are projected. are projected.

27
models/intermediate/kpis/schema.yml
View file

@ -844,10 +844,10 @@ models:
Count of accumulated bookings created in a given month up to the Count of accumulated bookings created in a given month up to the
given date and per specified dimension that have not been cancelled. given date and per specified dimension that have not been cancelled.
- name: int_kpis__agg_daily_created_bookings - name: int_kpis__agg_daily_billable_bookings
description: | description: |
This model computes the dimension aggregation for This model computes the dimension aggregation for
Daily Created Bookings. Daily Billable Bookings.
The primary key of this model is end_date, dimension The primary key of this model is end_date, dimension
and dimension_value. and dimension_value.
@ -874,9 +874,7 @@ models:
data_tests: data_tests:
- assert_dimension_completeness: - assert_dimension_completeness:
metric_column_names: metric_column_names:
- created_bookings - billable_bookings
- cancelled_created_bookings
- not_cancelled_created_bookings
- accepted_values: - accepted_values:
values: values:
- global - global
@ -891,24 +889,9 @@ models:
data_tests: data_tests:
- not_null - not_null
- name: created_bookings - name: billable_bookings
data_type: bigint data_type: bigint
description: The daily created bookings for a given date, dimension and value. description: The daily billable bookings for a given date, dimension and value.
- name: cancelled_created_bookings
data_type: bigint
description: |
The daily cancelled created bookings for a given date, dimension and value.
- name: not_cancelled_created_bookings
data_type: bigint
description: |
The daily not cancelled created bookings for a given date, dimension and value.
- name: cancelled_created_bookings_rate
data_type: decimal
description: |
The daily rate of cancelled created bookings for a given date, dimension and value.
- name: int_kpis__agg_monthly_created_bookings - name: int_kpis__agg_monthly_created_bookings
description: | description: |