Merged PR 3924: First version of time window aggregated metrics by deal
# Description This model aggregates at monthly by deal level different metrics for AM reporting purposes. It also includes revenue retained ratios for client profitability assessment. There's part of the existing AM report that could be simplified, likely, by using the new macro. This will be explored in a separated PR, if it applies. # 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. ** Checked and there might be possibilities to simplify the code. I'll check ones I finish this line of work** - [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: #25829
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Oriol Roqué Paniagua
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4 changed files with 590 additions and 4 deletions
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@ -1400,3 +1400,242 @@ models:
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- name: created_date_utc
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data_type: date
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description: "Date of creation of the verification in the system"
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- name: int_monthly_aggregated_metrics_history_by_deal_by_time_window
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description: |
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This model aggregates monthly historic metrics for deals over different time windows.
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It provides insights into bookings, listings, revenue, retained revenue and
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additional ratios.
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The data is segmented by deal and time window for detailed analysis.
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tests:
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- dbt_utils.unique_combination_of_columns:
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combination_of_columns:
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- date
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- id_deal
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- time_window
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columns:
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- name: date
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data_type: date
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description: |
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The last day of the month or yesterday for historic metrics.
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It's the same date as for KPIs related models.
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tests:
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- not_null
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- name: id_deal
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data_type: character varying
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description: Id of the deal associated to the host.
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tests:
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- not_null
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- name: time_window
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data_type: character varying
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description: |
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Identifier of the time window used for the aggregation of the metrics.
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tests:
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- not_null
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- accepted_values:
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values:
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- Previous 12 months
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- Previous 3 months
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- Previous month
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- name: metric_from_date
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data_type: date
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description: |
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The first day of the month corresponding to the lower bound
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range in which the metric is computed. It can be null if
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there's no previous history for that deal. It can vary from
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deal to deal depending on the number of months the deal has
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been active.
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- name: metric_to_date
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data_type: date
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description: |
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The first day of the month corresponding to the upper bound
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range in which the metric is computed. It can be null if
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there's no previous history for that deal.
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- name: main_deal_name
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data_type: string
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description: |
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Main name for this ID deal.
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tests:
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- not_null
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- name: main_billing_country_iso_3_per_deal
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data_type: string
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description: |
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ISO 3166-1 alpha-3 main country code in which the Deal is billed.
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In some cases it's null.
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- name: main_billing_country_name_per_deal
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data_type: string
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description: |
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Main country name in which the Deal is billed.
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In some cases it's null.
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- name: deal_hubspot_stage
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data_type: string
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description: |
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Hubspot stage of the deal.
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In some cases it's null.
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- name: account_manager
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data_type: string
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description: |
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Account manager of the deal.
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In some cases it's null.
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- name: live_date_utc
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data_type: date
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description: |
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Date when the deal went live according to
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Hubspot. In some cases it's null.
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- name: cancellation_date_utc
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data_type: date
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description: |
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Date when the deal was cancelled according to
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Hubspot. It can be null if the deal has never
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churned.
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- name: created_bookings
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data_type: integer
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description: |
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Total amount of bookings created by the deal
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in the time window. It can be null if no bookings
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were created.
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tests:
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- dbt_expectations.expect_column_values_to_be_between:
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min_value: 0
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strictly: false
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- name: listings_booked_in_month
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data_type: decimal
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description: |
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Average amount of listings booked in month by the deal
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in the time window. It can be null if no listings
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were booked.
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tests:
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- dbt_expectations.expect_column_values_to_be_between:
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min_value: 0
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strictly: false
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- name: total_revenue_in_gbp
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data_type: decimal
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description: |
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Total revenue in GBP generated by the deal in the
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time window. It can be null if no revenue was generated.
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It can be negative.
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- name: revenue_retained_in_gbp
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data_type: decimal
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description: |
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Total revenue in GBP retained by the deal in the
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time window, post host takeaway waivers.
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It can be null if no revenue was retained.
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It can be negative.
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- name: waiver_paid_back_to_host_in_gbp
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data_type: decimal
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description: |
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Total amount of waivers paid back to the host in GBP
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in the time window. It can be null if no waivers were
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paid back. It's displayed as a negative value.
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- name: revenue_retained_ratio
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data_type: decimal
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description: |
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Ratio of the revenue retained by the deal with respect
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to the total revenue generated in the time window.
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It can be null if no revenue was generated. In some
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extreme cases, waiver paid back to host can be higher
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than zero thus this ratio can be higher than 1. In some
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cases the ratio can be lower than 0 if we payout more
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than we retain.
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- name: invoiced_revenue_in_gbp
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data_type: decimal
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description: |
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Total amount of revenue in GBP invoiced to the host
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in the time window. It considers both Operator revenue as
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well as APIs revenue. It can be null if no revenue was
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invoiced to the host. It can be negative.
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- name: guest_payments_in_gbp
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data_type: decimal
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description: |
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Total amount of payments in GBP made by the guest
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in the time window. It can be null if no payments
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were made by the guest. It can be negative.
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tests:
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- dbt_expectations.expect_column_values_to_be_between:
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min_value: 0
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strictly: false
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- name: guest_revenue_retained_in_gbp
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data_type: decimal
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description: |
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Total amount of revenue in GBP retained by the deal
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from the guest in the time window, post host takeaway waivers.
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It can be null if no revenue was retained from the guest.
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It can be negative.
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- name: guest_revenue_retained_ratio
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data_type: decimal
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description: |
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Ratio of the revenue retained by the deal from the guest
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with respect to the total revenue generated in the time window.
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It can be null if no guest revenue was generated. In some
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extreme cases, this ratio can be higher than 1 if waiver paid
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back to host is higher than zero. Additionally, in some cases,
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the ratio can be lower than 0 if we payout more than we retain.
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- name: host_resolution_payment_count
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data_type: integer
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description: |
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Total amount of resolution payments made to the host
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in the time window. It can be null if no resolution
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payments were made by the host.
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tests:
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- dbt_expectations.expect_column_values_to_be_between:
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min_value: 0
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strictly: false
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- name: host_resolution_amount_paid_in_gbp
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data_type: decimal
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description: |
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Total amount of resolution payments made to the host
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in GBP in the time window. It can be null if no resolution
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payments were made by the host. It can be negative.
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It's displayed as a negative value. In some extreme
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cases, it can be higher than 0.
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- name: revenue_retained_post_resolutions_in_gbp
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data_type: decimal
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description: |
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Total amount of revenue in GBP retained by the deal
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post waiver payouts and resolution payouts in the time window.
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It can be null if no revenue was retained post resolution payments.
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It can be negative, thus indicating that we are losing money.
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- name: revenue_retained_post_resolutions_ratio_to_retained_revenue
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data_type: decimal
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description: |
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Ratio of the revenue retained by the deal post resolution
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payments with respect to the revenue retained by the deal
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in the time window. It can be null if no revenue was retained
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post resolution payments. In some extreme cases, this ratio
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can be lower and higher than 0 and 1, respectively.
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- name: revenue_retained_post_resolutions_ratio_to_total_revenue
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data_type: decimal
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description: |
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Ratio of the revenue retained by the deal post resolution
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payments with respect to the total revenue generated by the deal
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in the time window. It can be null if no revenue was generated.
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In some extreme cases, this ratio can be lower and higher than 0 and 1,
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respectively.
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