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Merged PR 4395: Propagates business scope into Deal/Listing metrics

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# Description

Changes:
* Propagates business scope, based on deal, for Deal and Listing metrics. This already handles the daily metric and the daily aggregation.
* Modifies lifecycle_daily_deal to depend on dimension_deals and compute API segmentation.
* Creates new metric: Live Deals, that includes New, Active and Reactivated. This will be needed for YTD/MTD overview.

# 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: #27356
This commit is contained in:
Oriol Roqué Paniagua 2025-02-13 16:34:14 +00:00
parent 5382a9b32b
commit d8a0bb07d3
6 changed files with 159 additions and 46 deletions
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88
models/intermediate/kpis/int_kpis__lifecycle_daily_deal.sql
View file

@ -8,7 +8,7 @@ with
int_core__bookings as (select * from {{ ref("int_core__bookings") }}),
int_core__user_host as (select * from {{ ref("int_core__user_host") }}),
int_kpis__dimension_dates as (select * from {{ ref("int_kpis__dimension_dates") }}),
int_hubspot__deal as (select * from {{ ref("int_hubspot__deal") }}),
int_kpis__dimension_deals as (select * from {{ ref("int_kpis__dimension_deals") }}),
hubspot_deal_offboardings as (
-- At the moment it's not possible to account for deal reactivation within
@ -21,9 +21,9 @@ with
-- discussing with our colleagues from sales / am teams. In this discussion
-- period, the stage could be different than cancelled, but still not
-- reactivated.
select id_deal, cancellation_date_utc
from int_hubspot__deal
where cancellation_date_utc is not null
select id_deal, hubspot_deal_cancellation_date_utc as cancellation_date_utc
from int_kpis__dimension_deals
where hubspot_deal_cancellation_date_utc is not null
),
booked_days_per_deal as (
select
@ -34,37 +34,37 @@ with
) as previous_booked_date
from int_core__bookings icb
inner join int_core__user_host icuh on icb.id_user_host = icuh.id_user_host
-- Ensure only Platform deals are considered (exclude API deals)
inner join
int_kpis__dimension_deals ikdd
on icuh.id_deal = ikdd.id_deal
and ikdd.client_type = 'PLATFORM'
where icuh.id_deal is not null
group by icuh.id_deal, icb.created_date_utc
),
deals as (
select
coalesce(hd.id_deal, h.id_deal) as id_deal,
min(coalesce(hd.live_date_utc, h.created_date_utc)) as created_date_utc
from int_hubspot__deal hd
full outer join
int_core__user_host h
on hd.id_deal = h.id_deal
where hd.id_deal is not null
and h.id_deal is not null
group by 1
ikdd.id_deal,
ikdd.client_type,
ikdd.effective_deal_start_date_utc as created_date_utc
from int_kpis__dimension_deals ikdd
),
deal_historic_booking_dates as (
select
d.date,
h.id_deal,
min(h.created_date_utc) as creation_date_utc,
ikdd.id_deal,
min(ikdd.client_type) as client_type,
min(ikdd.created_date_utc) as creation_date_utc,
min(b.created_date_utc) as first_time_booked_date_utc,
max(b.created_date_utc) as last_time_booked_date_utc,
max(b.previous_booked_date) as second_to_last_time_booked_date_utc
from int_kpis__dimension_dates d
inner join deals h on d.date >= h.created_date_utc
inner join deals ikdd on d.date >= ikdd.created_date_utc
left join
booked_days_per_deal b
on h.id_deal = b.id_deal
on ikdd.id_deal = b.id_deal
and d.date >= b.created_date_utc
where h.id_deal is not null
group by d.date, h.id_deal
group by d.date, ikdd.id_deal
),
deal_historic_features as (
select
@ -75,6 +75,7 @@ with
hhbf.last_time_booked_date_utc,
hhbf.second_to_last_time_booked_date_utc,
hdo.cancellation_date_utc,
case when hhbf.client_type = 'API' then true else false end as is_api_deal,
case
when hhbf.date >= hdo.cancellation_date_utc then true else false
end as deal_has_been_offboarded,
@ -158,40 +159,56 @@ select
-- Additionally, the deal has not been offboarded in hubspot.
when 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
-- had any booking. Additionally, the deal has not been offboarded in hubspot.
-- 02-Never Booked: The deal is not API, has been created before this month
-- and has not had any booking. Additionally, the deal has not been offboarded
-- in hubspot.
when
not deal_has_at_least_one_booking
and not deal_was_created_this_month
and not deal_has_been_offboarded
and not is_api_deal
then '02-Never Booked'
-- 04-Active: The deal has had at least 1 booking in its history and it's
-- 04-Active:
-- The deal is API, is not New and has not been offboarded
-- The deal is not API and 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
-- API deals --
is_api_deal
and not deal_was_created_this_month
and has_been_booked_within_last_12_months
and not deal_has_been_offboarded
-- not reactivated
and not (
had_previous_booking_more_than_12_months_before_the_last
and has_been_booked_within_current_month
-- Platform deals --
or (
not is_api_deal
and 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
and not (
had_previous_booking_more_than_12_months_before_the_last
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
-- 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
-- booking
when
(
deal_has_at_least_one_booking
and last_booking_was_12_months_ago
and not deal_has_been_offboarded
and not is_api_deal
)
or deal_was_offboarded_this_month
then '05-Churning'
-- 06-Inactive: The deal has been offboarded in the past but not this month.
-- Alternatively, the deal is not offboarded and the deal has been booked at
-- 06-Inactive: The deal has been offboarded in the past but not this
-- month.
-- Alternatively, the deal is not offboarded and the deal has been
-- booked at
-- least once and it's been more than 12 months since the last booking.
when
(
@ -199,15 +216,18 @@ select
and not has_been_booked_within_last_12_months
and not last_booking_was_12_months_ago
and not deal_has_been_offboarded
and not is_api_deal
)
or (deal_has_been_offboarded and not deal_was_offboarded_this_month)
then '06-Inactive'
-- 07-Reactivated: The deal is not offboarded but was churned/inactive, and
-- 07-Reactivated: The deal is not offboarded but was
-- churned/inactive, and
-- now has had a new booking this month
when
had_previous_booking_more_than_12_months_before_the_last
and has_been_booked_within_current_month
and not deal_has_been_offboarded
and not is_api_deal
then '07-Reactivated'
else null
end as deal_lifecycle_state,