Removed deal lifecycle First-Booked

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

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