Merged PR 4017: PMS data for Account Managers Overview

# Description

PMS data added to `int_monthly_growth_score_by_deal` for Account Managers 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.

pms data for Account Managers Overview

Related work items: #26082
This commit is contained in:
Joaquin Ossa 2025-01-10 08:45:19 +00:00
commit f8a1742dd7
2 changed files with 21 additions and 0 deletions

View file

@ -12,6 +12,8 @@ with
date_trunc('month', date)::date as first_day_month,
id_deal,
main_deal_name,
has_active_pms,
active_pms_list,
main_billing_country_iso_3_per_deal,
deal_lifecycle_state,
coalesce(total_revenue_in_gbp, 0) as revenue_in_gbp,
@ -91,6 +93,8 @@ with
-- Deal Attributes
given_month.main_deal_name,
given_month.has_active_pms,
given_month.active_pms_list,
given_month.main_billing_country_iso_3_per_deal,
given_month.deal_lifecycle_state,
@ -242,6 +246,8 @@ with
m.id_deal,
m.main_deal_name,
m.has_active_pms,
m.active_pms_list,
m.main_billing_country_iso_3_per_deal,
m.deal_lifecycle_state,
@ -346,6 +352,8 @@ select
gsc.id_deal,
gsc.main_deal_name,
gsc.has_active_pms,
gsc.active_pms_list,
gsc.main_billing_country_iso_3_per_deal,
gsc.deal_lifecycle_state,
d.deal_hubspot_stage,

View file

@ -446,6 +446,19 @@ models:
tests:
- not_null
- name: has_active_pms
data_type: boolean
description: |
Does the deal have an active associated PMS.
tests:
- not_null
- name: active_pms_list
data_type: string
description: |
Name of the active PMS associated with the deal. It can have more than
one PMS associated with it. It can be null if it doesn't have any PMS associated.
- name: main_billing_country_iso_3_per_deal
data_type: string
description: |