Merged PR 3169: Adding Churn metrics to Global KPIs

# Description

Main changes:
- Creation of `int_monthly_churn_metrics` model. This follows a similar approach as for mtd models, with jinja loops to aggregate the metrics at different dimensions. This reads from the previous monthly model, thus creating a dependency on Global KPIs with By Deal KPIs.
- Adds the 6 metrics in the main aggregated model of Global KPIs `int_mtd_vs_previous_year_metrics`. It doesn't necessarily mean that the 6 metrics will be made available in the report.

This does NOT display these metrics in the report, and won't be done until deal lifecycle is enriched to consider hubspot offboarding in the state "05-Churning".

# 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: #22691
This commit is contained in:
Oriol Roqué Paniagua 2024-10-15 10:46:56 +00:00
parent 901be930df
commit 9440e6d624
3 changed files with 238 additions and 1 deletions

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@ -1262,3 +1262,83 @@ models:
min_value: 0
max_value: 1
strictly: false
- name: int_monthly_churn_metrics
description: |
This model is used for global KPIs.
It computes the churn contribution by dimension, dimension value
and date, in a monthly basis. This model is different from the
usual mtd ones since it strictly depends on the monthly computation
of metrics by deal, which is done in a monthly basis rather than mtd.
In essence, it means we won't have data for the current month.
This model retrieves the 12 month contribution to global metrics
by deal and aggregates it to dimension and dimension value for those
deals that are tagged as '05-Churning' in that month. Thus, it provides
a total of 6 churn related metrics, represented as ratios over the total:
- Total Revenue (in GBP)
- Created Bookings
- Listings Booked in Month
In two ways of computing the contribution, Additive and Average. For further
information, please refer to the documentation of the model:
- int_monthly_12m_window_contribution_by_deal
Lastly, when checking data at any dimension distinct from Global, at the
moment these values represent the additive contribution of churn with respect
to the global amount. This means that, for instance, if we have 10% of churn
in a month, it can be divided by 9% USA and 1% GBR since 9%+1% = 10%.
tests:
- dbt_utils.unique_combination_of_columns:
combination_of_columns:
- date
- dimension
- dimension_value
columns:
- name: date
data_type: date
description: The date for the month-to-date metrics.
tests:
- not_null
- name: dimension
data_type: string
description: The dimension or granularity of the metrics.
tests:
- accepted_values:
values:
- global
- by_number_of_listings
- by_billing_country
- name: dimension_value
data_type: string
description: The value or segment available for the selected dimension.
tests:
- not_null
- name: total_revenue_churn_additive_contribution
data_type: numeric
description: Total Revenue churn rate (additive approach).
- name: created_bookings_churn_additive_contribution
data_type: numeric
description: Created Bookings churn rate (additive approach).
- name: listings_booked_in_month_churn_additive_contribution
data_type: numeric
description: Listings Booked in Month churn rate (additive approach).
- name: total_revenue_churn_average_contribution
data_type: numeric
description: Total Revenue churn rate (average approach).
- name: created_bookings_churn_average_contribution
data_type: numeric
description: Created Bookings churn rate (average approach).
- name: listings_booked_in_month_churn_average_contribution
data_type: numeric
description: Listings Booked in Month churn rate (average approach).