Merged PR 4483: Adding targets (to be revised). Allows multi-year last-date computation
# Description Changes: * Adds template for targets -> These need to be revised * Adds comparison of values vs. targets * Allows for multi-year last date computation (allowing multiple years to be selected, not just the last one) # 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: #27609, #27805
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Oriol Roqué Paniagua
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6 changed files with 332 additions and 40 deletions
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@ -319,3 +319,57 @@ seeds:
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- 214-Basic Damage Deposit
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- 215-Resolution Process for Deposit Management Services
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- 511-Damage Host-Waiver Payments
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- name: stg_seed__main_metrics_targets
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description: |
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A list of financial year targets for the main metrics that we track in the company.
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data_tests:
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- dbt_utils.unique_combination_of_columns:
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combination_of_columns:
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- id_metric
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- target_date
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columns:
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- name: id_metric
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data_type: bigint
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description: The id of the metric used for joining with other tables.
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data_tests:
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- not_null
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- name: metric_name
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data_type: character varying
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description: The name of the metric for human consumption
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data_tests:
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- not_null
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- name: target_date
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data_type: date
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description: |
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The date when this target is expected to be achieved.
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data_tests:
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- not_null
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- name: target_eom_value
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data_type: numeric
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description: |
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The EOM target value for this metric. This is the value that we aim to
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achieve by the end of the month.
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data_tests:
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- not_null
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- name: target_ytd_value
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data_type: numeric
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description: |
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The YTD target value for this metric. This is the cummulative value that we
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aim to achieve by the end of each month with respect to the beginning of the
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financial year, that will put us to reach the EOFY target.
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data_tests:
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- not_null
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- name: target_eofy_value
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data_type: numeric
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description: |
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The EOFY target value for this metric. This is the value that we aim to
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achieve by the end of the financial year.
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data_tests:
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- not_null
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76
seeds/stg_seed__main_metrics_targets.csv
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76
seeds/stg_seed__main_metrics_targets.csv
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@ -0,0 +1,76 @@
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id_metric,metric_name,target_date,target_eom_value,target_ytd_value,target_eofy_value
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1,Total Revenue,2025-01-31,600000,4510000,5700000
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1,Total Revenue,2025-02-28,520000,5030000,5700000
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1,Total Revenue,2025-03-31,670000,5700000,5700000
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1,Total Revenue,2025-04-30,501094,501094,9000000
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1,Total Revenue,2025-05-31,565137,1066231,9000000
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1,Total Revenue,2025-06-30,626024,1692255,9000000
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1,Total Revenue,2025-07-31,748998,2441252,9000000
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1,Total Revenue,2025-08-31,779353,3220605,9000000
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1,Total Revenue,2025-09-30,665206,3885811,9000000
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1,Total Revenue,2025-10-31,728266,4614078,9000000
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1,Total Revenue,2025-11-30,664032,5278109,9000000
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1,Total Revenue,2025-12-31,766894,6045003,9000000
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1,Total Revenue,2026-01-31,862453,6907456,9000000
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1,Total Revenue,2026-02-28,943922,7851378,9000000
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1,Total Revenue,2026-03-31,1148622,9000000,9000000
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2,Revenue Retained Post-Resolutions,2025-01-31,350000,2210000,2800000
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2,Revenue Retained Post-Resolutions,2025-02-28,257815,2467815,2800000
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2,Revenue Retained Post-Resolutions,2025-03-31,332185,2800000,2800000
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2,Revenue Retained Post-Resolutions,2025-04-30,249512,249512,3800000
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2,Revenue Retained Post-Resolutions,2025-05-31,264000,513512,3800000
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2,Revenue Retained Post-Resolutions,2025-06-30,293928,807440,3800000
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2,Revenue Retained Post-Resolutions,2025-07-31,311830,1119270,3800000
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2,Revenue Retained Post-Resolutions,2025-08-31,359278,1478547,3800000
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2,Revenue Retained Post-Resolutions,2025-09-30,275513,1754060,3800000
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2,Revenue Retained Post-Resolutions,2025-10-31,301654,2055714,3800000
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2,Revenue Retained Post-Resolutions,2025-11-30,254674,2310388,3800000
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2,Revenue Retained Post-Resolutions,2025-12-31,324301,2634689,3800000
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2,Revenue Retained Post-Resolutions,2026-01-31,354507,2989197,3800000
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2,Revenue Retained Post-Resolutions,2026-02-28,367995,3357192,3800000
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2,Revenue Retained Post-Resolutions,2026-03-31,442809,3800000,3800000
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6,Billable Bookings,2025-01-31,26756,226841,308000
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6,Billable Bookings,2025-02-28,36445,263285,308000
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6,Billable Bookings,2025-03-31,44715,308000,308000
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6,Billable Bookings,2025-04-30,19096,19096,450000
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6,Billable Bookings,2025-05-31,20558,39654,450000
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6,Billable Bookings,2025-06-30,21879,61533,450000
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6,Billable Bookings,2025-07-31,44239,105771,450000
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6,Billable Bookings,2025-08-31,43567,149338,450000
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6,Billable Bookings,2025-09-30,36885,186223,450000
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6,Billable Bookings,2025-10-31,37935,224158,450000
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6,Billable Bookings,2025-11-30,35388,259546,450000
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6,Billable Bookings,2025-12-31,36991,296537,450000
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6,Billable Bookings,2026-01-31,39541,336078,450000
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6,Billable Bookings,2026-02-28,50904,386982,450000
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6,Billable Bookings,2026-03-31,63018,450000,450000
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10,Damage Waiver Payout Rate,2025-01-31,0.65,0.65,0.65
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10,Damage Waiver Payout Rate,2025-02-28,0.65,0.65,0.65
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10,Damage Waiver Payout Rate,2025-03-31,0.65,0.65,0.65
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10,Damage Waiver Payout Rate,2025-04-30,0.58,0.58,0.58
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10,Damage Waiver Payout Rate,2025-05-31,0.58,0.58,0.58
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10,Damage Waiver Payout Rate,2025-06-30,0.58,0.58,0.58
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10,Damage Waiver Payout Rate,2025-07-31,0.58,0.58,0.58
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10,Damage Waiver Payout Rate,2025-08-31,0.58,0.58,0.58
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10,Damage Waiver Payout Rate,2025-09-30,0.58,0.58,0.58
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10,Damage Waiver Payout Rate,2025-10-31,0.58,0.58,0.58
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10,Damage Waiver Payout Rate,2025-11-30,0.58,0.58,0.58
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10,Damage Waiver Payout Rate,2025-12-31,0.58,0.58,0.58
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10,Damage Waiver Payout Rate,2026-01-31,0.58,0.58,0.58
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10,Damage Waiver Payout Rate,2026-02-28,0.58,0.58,0.58
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10,Damage Waiver Payout Rate,2026-03-31,0.58,0.58,0.58
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11,Host Resolutions Payout Rate,2025-01-31,0.11,0.11,0.11
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11,Host Resolutions Payout Rate,2025-02-28,0.11,0.11,0.11
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11,Host Resolutions Payout Rate,2025-03-31,0.11,0.11,0.11
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11,Host Resolutions Payout Rate,2025-04-30,0.10,0.10,0.10
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11,Host Resolutions Payout Rate,2025-05-31,0.10,0.10,0.10
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11,Host Resolutions Payout Rate,2025-06-30,0.10,0.10,0.10
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11,Host Resolutions Payout Rate,2025-07-31,0.10,0.10,0.10
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11,Host Resolutions Payout Rate,2025-08-31,0.10,0.10,0.10
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11,Host Resolutions Payout Rate,2025-09-30,0.10,0.10,0.10
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11,Host Resolutions Payout Rate,2025-10-31,0.10,0.10,0.10
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11,Host Resolutions Payout Rate,2025-11-30,0.10,0.10,0.10
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11,Host Resolutions Payout Rate,2025-12-31,0.10,0.10,0.10
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11,Host Resolutions Payout Rate,2026-01-31,0.10,0.10,0.10
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11,Host Resolutions Payout Rate,2026-02-28,0.10,0.10,0.10
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11,Host Resolutions Payout Rate,2026-03-31,0.10,0.10,0.10
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