Merged PR 4833: Added current deal lifecycle to new dash overview

# Description

Added current deal lifecycle to new dash 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.
- [ ] I have checked for DRY opportunities with other models and docs.
- [ ] I've picked the right materialization for the affected models.

# Other

- [ ] Check if a full-refresh is required after this PR is merged.

Added current deal lifecycle to new dash overview

Related work items: #28873
This commit is contained in:
Joaquin Ossa 2025-03-28 08:20:58 +00:00
commit e4fb1af349
5 changed files with 50 additions and 1 deletions

View file

@ -8,6 +8,7 @@ select
has_user_moved_from_old_dash as has_user_moved_from_old_dash,
user_migration_phase as user_migration_phase,
user_estimated_migration_date_utc as user_estimated_migration_date_utc,
deal_lifecycle_state as deal_lifecycle_state,
has_active_pms as has_active_pms,
active_pms_list as active_pms_list,
company_name as company_name,

View file

@ -1158,6 +1158,24 @@ models:
data_tests:
- not_null
- name: deal_lifecycle_state
data_type: character varying
description: |
Contains the lifecycle state of a deal. The accepted values are:
01-New, 02-Never Booked, 04-Active, 05-Churning, 06-Inactive,
07-Reactivated, 99-Not in Husbpot.
data_tests:
- not_null
- accepted_values:
values:
- 01-New
- 02-Never Booked
- 04-Active
- 05-Churning
- 06-Inactive
- 07-Reactivated
- 99-Not in HubSpot
- name: has_active_pms
data_type: boolean
description: |