pms data for Account Managers Overview
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2 changed files with 21 additions and 0 deletions
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@ -12,6 +12,8 @@ with
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date_trunc('month', date)::date as first_day_month,
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date_trunc('month', date)::date as first_day_month,
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id_deal,
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id_deal,
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main_deal_name,
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main_deal_name,
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has_active_pms,
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active_pms_list,
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main_billing_country_iso_3_per_deal,
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main_billing_country_iso_3_per_deal,
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deal_lifecycle_state,
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deal_lifecycle_state,
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coalesce(total_revenue_in_gbp, 0) as revenue_in_gbp,
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coalesce(total_revenue_in_gbp, 0) as revenue_in_gbp,
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@ -91,6 +93,8 @@ with
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-- Deal Attributes
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-- Deal Attributes
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given_month.main_deal_name,
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given_month.main_deal_name,
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given_month.has_active_pms,
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given_month.active_pms_list,
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given_month.main_billing_country_iso_3_per_deal,
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given_month.main_billing_country_iso_3_per_deal,
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given_month.deal_lifecycle_state,
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given_month.deal_lifecycle_state,
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@ -242,6 +246,8 @@ with
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m.id_deal,
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m.id_deal,
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m.main_deal_name,
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m.main_deal_name,
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m.has_active_pms,
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m.active_pms_list,
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m.main_billing_country_iso_3_per_deal,
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m.main_billing_country_iso_3_per_deal,
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m.deal_lifecycle_state,
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m.deal_lifecycle_state,
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@ -346,6 +352,8 @@ select
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gsc.id_deal,
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gsc.id_deal,
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gsc.main_deal_name,
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gsc.main_deal_name,
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gsc.has_active_pms,
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gsc.active_pms_list,
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gsc.main_billing_country_iso_3_per_deal,
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gsc.main_billing_country_iso_3_per_deal,
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gsc.deal_lifecycle_state,
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gsc.deal_lifecycle_state,
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d.deal_hubspot_stage,
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d.deal_hubspot_stage,
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@ -446,6 +446,19 @@ models:
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tests:
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tests:
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- not_null
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- not_null
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- name: has_active_pms
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data_type: boolean
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description: |
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Does the deal have an active associated PMS.
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tests:
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- not_null
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- name: active_pms_list
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data_type: string
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description: |
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Name of the active PMS associated with the deal. It can have more than
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one PMS associated with it. It can be null if it doesn't have any PMS associated.
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- name: main_billing_country_iso_3_per_deal
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- name: main_billing_country_iso_3_per_deal
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data_type: string
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data_type: string
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description: |
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description: |
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