Merged PR 3247: Enriches monthly_growth_by_deal model for top losers reporting
# Description Changes: * Explicit selection of fields in the last part of the query, rather than select *. * Adding a few more Hubspot attributes, namely: AM, Hubspot Stage, Live Date and Cancellation Date. The main idea is to enrich the reporting with these. * Adding the listings over 12 months. Here it's a bit more tricky than for Revenue or Bookings, since to me the main indicator is the amount of listings that are being booked in a month, over a period of 12 months (rather than unique count of listings that have been booked in the past 12 months). However, doing a sum of the listings booked in month will be very tricky for AMs and other users. I opted for averaging, and can be considered as, in average, a certain account has X amount of listings with bookings created, and this average considers the past 12 months. So I'd say it's a good estimate of the "real" size of a client in terms of potential for Superhog. # 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. - [NA] I have checked for DRY opportunities with other models and docs. - [NA] 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: #22883
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4 changed files with 279 additions and 9 deletions
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@ -670,6 +670,28 @@ models:
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Identifier of the lifecycle state of a given deal
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in a given month.
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- name: deal_hubspot_stage
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data_type: string
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description: |
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Current hubspot stage for a given deal.
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- name: account_manager
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data_type: string
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description: |
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Current Account Manager in charge of a given deal, according
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to Hubspot.
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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 in which the account has gone live, according to Hubspot.
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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 in which the account has been offboarded, according to
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Hubspot.
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- name: given_month_first_day_month
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data_type: date
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description: |
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@ -1061,7 +1083,7 @@ models:
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- name: global_created_bookings_12_months_window
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data_type: integer
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description: |
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Total created bookings generated by a deal
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Total created bookings generated by any deal
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in the months from the period ranging from the
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aggregated_revenue_from_first_day_month to
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aggregated_revenue_to_first_day_month.
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@ -1097,6 +1119,61 @@ models:
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tests:
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- not_null
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- name: deal_avg_listings_booked_in_month_12_months_window
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data_type: decimal
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description: |
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Average listings booked in month by a deal
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in the months from the period ranging from the
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aggregated_revenue_from_first_day_month to
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aggregated_revenue_to_first_day_month.
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It cannot be null.
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tests:
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- not_null
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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: global_avg_listings_booked_in_month_12_months_window
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data_type: decimal
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description: |
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Sum of the average listings booked in month by
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any deal in the months from the period ranging from the
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aggregated_revenue_from_first_day_month to
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aggregated_revenue_to_first_day_month.
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It is used for the deal contribution share with respect
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to the global average listings booked in month.
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It cannot be null.
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tests:
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- not_null
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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: deal_contribution_share_to_global_avg_listings_booked_in_month
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data_type: decimal
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description: |
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Represents the size of the deal in terms of average listings
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booked in month.
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In other words, what's the percentage of the global average listings
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booked in month that can be attributed to this deal.
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It cannot be null.
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tests:
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- not_null
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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: deal_contribution_rank_to_global_avg_listings_booked_in_month
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data_type: decimal
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description: |
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Represents the ordered list of deals by descending size
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in terms of average listings booked in month.
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If more than one deal have the same share, the order is
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not under control.
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It cannot be null.
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tests:
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- not_null
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- name: avg_mom_growth_score
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data_type: decimal
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description: |
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