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Removed deal lifecycle First-Booked

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This commit is contained in:
Joaquin Ossa 2025-01-27 14:55:53 +01:00
parent 5186cd2cac
commit d7f454b326
2 changed files with 6 additions and 18 deletions
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16
models/intermediate/kpis/int_kpis__lifecycle_daily_deal.sql
View file

@ -142,11 +142,10 @@ select
second_to_last_time_booked_date_utc,
cancellation_date_utc,
case
-- 01-New: The deal has been created this month and has not had any booking.
-- 01-New: The deal has been created this month.
-- Additionally, the deal has not been offboarded in hubspot.
when
not deal_has_at_least_one_booking
and deal_was_created_this_month
deal_was_created_this_month
and not deal_has_been_offboarded
then '01-New'
-- 02-Never Booked: The deal has been created before this month and has not
@ -156,19 +155,12 @@ select
and not deal_was_created_this_month
and not deal_has_been_offboarded
then '02-Never Booked'
-- 03-First Time Booked: The deal has been booked for the first time and it
-- has been created this month. Additionally, the deal has not been offboarded
-- in hubspot.
when
deal_has_first_booking
and has_been_booked_within_current_month
and not deal_has_been_offboarded
then '03-First Time Booked'
-- 04-Active: The deal has had at least 1 booking in its history and it's
-- been less than 12 months since the last booking and has not been offboarded
-- in hubspot and is not reactivated and is not FTB
when
deal_has_at_least_one_booking
and not deal_was_created_this_month
and has_been_booked_within_last_12_months
and not deal_has_been_offboarded
-- not reactivated
@ -176,8 +168,6 @@ select
had_previous_booking_more_than_12_months_before_the_last
and has_been_booked_within_current_month
)
-- not FTB
and not (deal_has_first_booking and has_been_booked_within_current_month)
then '04-Active'
-- 05-Churning: The deal has been offboarded this month. Alternatively, The
-- deal has been booked at least once and it's been 12 months since the last

8
models/intermediate/kpis/schema.yml
View file

@ -309,10 +309,9 @@ models:
deal regarding its activity. This information is encapsulated in the following columns:
deal_lifecycle_state: contains one of the following states
- 01-New: Deals that have been created in the current month, without bookings, that are not offboarded.
- 01-New: Deals that have been created in the current month, that are not offboarded.
- 02-Never Booked: Deals that have been created before the current month, without bookings, that are not offboarded.
- 03-First Time Booked: Deals that have been booked for the first time in the current month, that are not offboarded.
- 04-Active: Deals that have booking activity in the past 12 months (that are not FTB nor reactivated), that are not offboarded.
- 04-Active: Deals that have booking activity in the past 12 months (not reactivated), that are not offboarded.
- 05-Churning: Either Deals that are offboarded in that month or Deals that are becoming inactive because of lack of bookings in the past 12 months
- 06-Inactive: Either Deals that have been previously offboarded or Deals that have not had a booking for more than 12 months.
- 07-Reactivated: Deals that have had a booking in the current month that were inactive or churning before, that are not offboarded.
@ -387,7 +386,7 @@ models:
data_type: character varying
description: |
Contains the lifecycle state of a deal. The accepted values are:
01-New, 02-Never Booked, 03-First Time Booked, 04-Active, 05-Churning, 06-Inactive,
01-New, 02-Never Booked, 04-Active, 05-Churning, 06-Inactive,
07-Reactivated. Failing to implement the logic will result in alert.
data_tests:
- not_null
@ -395,7 +394,6 @@ models:
values:
- 01-New
- 02-Never Booked
- 03-First Time Booked
- 04-Active
- 05-Churning
- 06-Inactive