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Merged PR 3247: Enriches monthly_growth_by_deal model for top losers reporting

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# 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
This commit is contained in:
Oriol Roqué Paniagua 2024-10-18 13:17:52 +00:00
parent 5735251c67
commit f230eb3af5
4 changed files with 279 additions and 9 deletions
Download patch file Download diff file Expand all files Collapse all files

13
models/reporting/general/monthly_growth_score_by_deal.sql
View file

@ -9,6 +9,10 @@ select
main_deal_name as main_deal_name,
main_billing_country_iso_3_per_deal as main_billing_country_iso_3_per_deal,
deal_lifecycle_state as deal_lifecycle_state,
deal_hubspot_stage as deal_hubspot_stage,
account_manager as account_manager,
live_date_utc as live_date_utc,
cancellation_date_utc as cancellation_date_utc,
given_month_first_day_month as given_month_first_day_month,
previous_1_month_first_day_month as previous_1_month_first_day_month,
@ -50,6 +54,15 @@ select
deal_contribution_rank_to_global_created_bookings
as deal_contribution_rank_to_global_created_bookings,
deal_avg_listings_booked_in_month_12_months_window
as deal_avg_listings_booked_in_month_12_months_window,
global_avg_listings_booked_in_month_12_months_window
as global_avg_listings_booked_in_month_12_months_window,
deal_contribution_share_to_global_avg_listings_booked_in_month
as deal_contribution_share_to_global_avg_listings_booked_in_month,
deal_contribution_rank_to_global_avg_listings_booked_in_month
as deal_contribution_rank_to_global_avg_listings_booked_in_month,
deal_revenue_12_months_window as deal_revenue_12_months_window,
effective_deal_revenue_12_months_window as effective_deal_revenue_12_months_window,
effective_global_revenue_12_months_window

79
models/reporting/general/schema.yml
View file

@ -595,6 +595,28 @@ models:
Identifier of the lifecycle state of a given deal
in a given month.
- name: deal_hubspot_stage
data_type: string
description: |
Current hubspot stage for a given deal.
- name: account_manager
data_type: string
description: |
Current Account Manager in charge of a given deal, according
to Hubspot.
- name: live_date_utc
data_type: date
description: |
Date in which the account has gone live, according to Hubspot.
- name: cancellation_date_utc
data_type: date
description: |
Date in which the account has been offboarded, according to
Hubspot.
- name: given_month_first_day_month
data_type: date
description: |
@ -986,7 +1008,7 @@ models:
- name: global_created_bookings_12_months_window
data_type: integer
description: |
Total created bookings generated by a deal
Total created bookings generated by any deal
in the months from the period ranging from the
aggregated_revenue_from_first_day_month to
aggregated_revenue_to_first_day_month.
@ -1022,6 +1044,61 @@ models:
tests:
- not_null
- name: deal_avg_listings_booked_in_month_12_months_window
data_type: decimal
description: |
Average listings booked in month by a deal
in the months from the period ranging from the
aggregated_revenue_from_first_day_month to
aggregated_revenue_to_first_day_month.
It cannot be null.
tests:
- not_null
- dbt_expectations.expect_column_values_to_be_between:
min_value: 0
strictly: false
- name: global_avg_listings_booked_in_month_12_months_window
data_type: decimal
description: |
Sum of the average listings booked in month by
any deal in the months from the period ranging from the
aggregated_revenue_from_first_day_month to
aggregated_revenue_to_first_day_month.
It is used for the deal contribution share with respect
to the global average listings booked in month.
It cannot be null.
tests:
- not_null
- dbt_expectations.expect_column_values_to_be_between:
min_value: 0
strictly: false
- name: deal_contribution_share_to_global_avg_listings_booked_in_month
data_type: decimal
description: |
Represents the size of the deal in terms of average listings
booked in month.
In other words, what's the percentage of the global average listings
booked in month that can be attributed to this deal.
It cannot be null.
tests:
- not_null
- dbt_expectations.expect_column_values_to_be_between:
min_value: 0
strictly: false
- name: deal_contribution_rank_to_global_avg_listings_booked_in_month
data_type: decimal
description: |
Represents the ordered list of deals by descending size
in terms of average listings booked in month.
If more than one deal have the same share, the order is
not under control.
It cannot be null.
tests:
- not_null
- name: avg_mom_growth_score
data_type: decimal
description: |