Updated existing model with some new fields for churning report

models/intermediate/cross/int_monthly_aggregated_metrics_history_by_deal.sql

@@ -13,6 +13,9 @@ with
             and is_end_of_month = true
     ),
     daily_deal_lifecycle as (select * from {{ ref("int_kpis__lifecycle_daily_deal") }}),
+    int_kpis__dimension_daily_accommodation as (
+        select * from {{ ref("int_kpis__dimension_daily_accommodation") }}
+    ),
     listings as (
         select *
         from {{ ref("int_kpis__agg_daily_listings") }}
@@ -83,6 +86,9 @@ select
     ikdd.main_deal_name,
     ikdd.has_active_pms,
     ikdd.active_pms_list,
+    coalesce(
+        dda.active_accommodations_per_deal_segmentation, 'UNSET'
+    ) as active_accommodations_per_deal_segmentation,
     ikdd.main_billing_country_iso_3_per_deal,
 
     -- DEAL LIFECYCLE --
@@ -160,8 +166,7 @@ select
     as host_resolution_amount_paid_per_created_booking,
     {{
         return_capped_value(
-            "cast(host_resolutions.xero_host_resolution_payment_count as decimal)
+            "cast(host_resolutions.xero_host_resolution_payment_count as decimal)             / created_bookings.created_bookings",
-            / created_bookings.created_bookings",
             -1,
             1,
         )
@@ -228,17 +233,7 @@ select
     ) as revenue_retained_in_gbp,
     {{
         return_capped_value(
-            "nullif(
+            "nullif(                 coalesce(guest_payments.total_guest_payments_in_gbp, 0)                 + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)                 + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0)                 + coalesce(invoiced_revenue.xero_waiver_paid_back_to_host_in_gbp, 0),                  0) /               nullif(                 coalesce(guest_payments.total_guest_payments_in_gbp, 0)                 + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)                 + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0),                 0)",
-                coalesce(guest_payments.total_guest_payments_in_gbp, 0)
-                + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)
-                + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0)
-                + coalesce(invoiced_revenue.xero_waiver_paid_back_to_host_in_gbp, 0), 
-                0) / 
-             nullif(
-                coalesce(guest_payments.total_guest_payments_in_gbp, 0)
-                + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)
-                + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0),
-                0)",
             -1,
             1,
         )
@@ -256,17 +251,7 @@ select
     ) as revenue_retained_post_resolutions_in_gbp,
     {{
         return_capped_value(
-            "nullif(                 
+            "nullif(                                  coalesce(guest_payments.total_guest_payments_in_gbp, 0)                                  + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)                                  + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0)                                  + coalesce(invoiced_revenue.xero_waiver_paid_back_to_host_in_gbp, 0)                                 + coalesce(host_resolutions.xero_host_resolution_amount_paid_in_gbp, 0),                                  0) /               nullif(coalesce(guest_payments.total_guest_payments_in_gbp, 0)                 + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)                 + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0),                 0)",
-                coalesce(guest_payments.total_guest_payments_in_gbp, 0)                 
-                + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)                 
-                + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0)                 
-                + coalesce(invoiced_revenue.xero_waiver_paid_back_to_host_in_gbp, 0)                
-                + coalesce(host_resolutions.xero_host_resolution_amount_paid_in_gbp, 0),                 
-                0) / 
-             nullif(coalesce(guest_payments.total_guest_payments_in_gbp, 0)
-                + coalesce(invoiced_revenue.xero_operator_net_fees_in_gbp, 0)
-                + coalesce(invoiced_revenue.xero_apis_net_fees_in_gbp, 0),
-                0)",
             -1,
             1,
         )
@@ -279,6 +264,10 @@ left join
     daily_deal_lifecycle
     on d.date = daily_deal_lifecycle.date
     and d.dimension_value = daily_deal_lifecycle.id_deal
+left join
+    int_kpis__dimension_daily_accommodation as dda
+    on d.date = dda.date
+    and d.dimension_value = dda.id_deal
 left join
     created_bookings
     on d.date = created_bookings.end_date

models/intermediate/cross/int_monthly_aggregated_metrics_history_by_deal_by_time_window.sql

@@ -12,6 +12,7 @@ with
             main_deal_name,
             has_active_pms,
             active_pms_list,
+            active_accommodations_per_deal_segmentation,
             main_billing_country_iso_3_per_deal,
             deal_lifecycle_state,
             'All History' as time_window,
@@ -126,6 +127,7 @@ with
             main_deal_name,
             has_active_pms,
             active_pms_list,
+            active_accommodations_per_deal_segmentation,
             main_billing_country_iso_3_per_deal,
             deal_lifecycle_state,
             'Previous 12 months' as time_window,
@@ -225,6 +227,7 @@ with
             main_deal_name,
             has_active_pms,
             active_pms_list,
+            active_accommodations_per_deal_segmentation,
             main_billing_country_iso_3_per_deal,
             deal_lifecycle_state,
             'Previous 6 months' as time_window,
@@ -324,6 +327,7 @@ with
             main_deal_name,
             has_active_pms,
             active_pms_list,
+            active_accommodations_per_deal_segmentation,
             main_billing_country_iso_3_per_deal,
             deal_lifecycle_state,
             'Previous 3 months' as time_window,
@@ -423,6 +427,7 @@ with
             main_deal_name,
             has_active_pms,
             active_pms_list,
+            active_accommodations_per_deal_segmentation,
             main_billing_country_iso_3_per_deal,
             deal_lifecycle_state,
             'Previous month' as time_window,
@@ -545,12 +550,14 @@ select
     mabd.main_deal_name,
     mabd.has_active_pms,
     mabd.active_pms_list,
+    mabd.active_accommodations_per_deal_segmentation,
     mabd.main_billing_country_iso_3_per_deal,
     mabd.deal_lifecycle_state,
     d.deal_hubspot_stage,
     d.account_manager,
     d.live_date_utc,
     d.cancellation_date_utc,
+    d.cancellation_category,
 
     -- Windowed metrics
     coalesce(mabd.sum_created_bookings, 0) as created_bookings,

models/intermediate/cross/int_monthly_churned_deals.sql

@@ -1,110 +0,0 @@
--- HubSpot id_stage for live deals
-{% set live_stage = "Live" %}
-
-with
-    int_hubspot__deal as (select * from {{ ref("int_hubspot__deal") }}),
-    int_monthly_aggregated_metrics_history_by_deal_by_time_window as (
-        select *
-        from {{ ref("int_monthly_aggregated_metrics_history_by_deal_by_time_window") }}
-    ),
-    int_core__user_host as (select * from {{ ref("int_core__user_host") }}),
-    int_core__accommodation as (select * from {{ ref("int_core__accommodation") }})
-select
-    d.id_deal,
-    extract(year from d.cancellation_date_utc) as cancellation_year,
-    extract(month from d.cancellation_date_utc) as cancellation_month,
-    d.cancellation_date_utc,
-    d.live_date_utc,
-    case
-        when d.deal_hubspot_stage = '{{ live_stage }}' then true else false
-    end as is_currently_active,
-    mam.main_deal_name,
-    mam.client_type,
-    mam.has_active_pms,
-    mam.active_pms_list,
-    mam.main_billing_country_iso_3_per_deal,
-    sum(
-        case
-            when mam.time_window = 'Previous 12 months'
-            then mam.total_revenue_in_gbp
-            else 0
-        end
-    ) as total_revenue_in_gbp_previous_12_months,
-    sum(
-        case
-            when mam.time_window = 'Previous 6 months'
-            then mam.total_revenue_in_gbp
-            else 0
-        end
-    ) as total_revenue_in_gbp_previous_6_months,
-    sum(
-        case
-            when mam.time_window = 'Previous 3 months'
-            then mam.total_revenue_in_gbp
-            else 0
-        end
-    ) as total_revenue_in_gbp_previous_3_months,
-    sum(
-        case
-            when mam.time_window = 'Previous month' then mam.total_revenue_in_gbp else 0
-        end
-    ) as total_revenue_in_gbp_previous_month,
-    sum(
-        case
-            when mam.time_window = 'Previous 12 month'
-            then mam.revenue_retained_post_resolutions_in_gbp
-            else 0
-        end
-    ) as revenue_retained_post_resolutions_in_gbp_previous_12_months,
-    sum(
-        case
-            when mam.time_window = 'Previous 6 month'
-            then mam.revenue_retained_post_resolutions_in_gbp
-            else 0
-        end
-    ) as revenue_retained_post_resolutions_in_gbp_previous_6_months,
-    sum(
-        case
-            when mam.time_window = 'Previous 3 month'
-            then mam.revenue_retained_post_resolutions_in_gbp
-            else 0
-        end
-    ) as revenue_retained_post_resolutions_in_gbp_previous_3_months,
-    sum(
-        case
-            when mam.time_window = 'Previous month'
-            then mam.revenue_retained_post_resolutions_in_gbp
-            else 0
-        end
-    ) as revenue_retained_post_resolutions_in_gbp_previous_month,
-    sum(
-        case
-            when mam.time_window = 'Previous 12 month' then mam.created_bookings else 0
-        end
-    ) as created_bookings_previous_12_months,
-    sum(
-        case
-            when mam.time_window = 'Previous 6 month' then mam.created_bookings else 0
-        end
-    ) as created_bookings_previous_6_months,
-    sum(
-        case
-            when mam.time_window = 'Previous 3 month' then mam.created_bookings else 0
-        end
-    ) as created_bookings_previous_3_months,
-    sum(
-        case
-            when mam.time_window = 'Previous month' then mam.created_bookings else 0
-        end
-    ) as created_bookings_previous_month,
-    count(distinct a.id_accommodation) as number_of_accommodations
-from int_hubspot__deal d
-inner join
-    int_monthly_aggregated_metrics_history_by_deal_by_time_window mam
-    on d.id_deal = mam.id_deal
-    and date_trunc('month', d.cancellation_date_utc) = date_trunc('month', mam.date)
-inner join
-    int_core__user_host uh on d.id_deal = uh.id_deal and uh.is_test_account = false
-left join int_core__accommodation a on uh.id_user_host = a.id_user_host
-where d.cancellation_date_utc is not null
-group by 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11

models/intermediate/cross/schema.yml

@@ -385,6 +385,22 @@ models:
           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: active_accommodations_per_deal_segmentation
+        data_type: string
+        description: |
+          Segment value based on the number of listings booked in 12 months 
+          for a given deal and date.
+        data_tests:
+          - not_null
+          - accepted_values:
+              values:
+                - "0"
+                - "01-05"
+                - "06-20"
+                - "21-60"
+                - "61+"
+                - "UNSET"
+
       - name: main_billing_country_iso_3_per_deal
         data_type: string
         description: |
@@ -1568,6 +1584,22 @@ models:
           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: active_accommodations_per_deal_segmentation
+        data_type: string
+        description: |
+          Segment value based on the number of listings booked in 12 months 
+          for a given deal and date.
+        data_tests:
+          - not_null
+          - accepted_values:
+              values:
+                - "0"
+                - "01-05"
+                - "06-20"
+                - "21-60"
+                - "61+"
+                - "UNSET"
+
       - name: main_billing_country_iso_3_per_deal
         data_type: string
         description: |
@@ -2745,180 +2777,3 @@ models:
           Relative difference between the current year YTD and the YTD target, 
           with a sign to represent if the relative difference is good (positive) or bad 
           (negative) for our business.
-
-  - name: int_monthly_churned_deals
-    description: |
-      "Model containing deals that have churned according to our data in HubSpot.
-      It contains the main metrics of revenue for different time windows from 
-      the cancellation month.
-      There might be some cases where the churned deal is reactivated, this will
-      be reflected in the field 'is_currently_active'."
-    columns:
-      - name: id_deal
-        data_type: character varying
-        description:
-          "Main identifier of the B2B clients. A Deal can have multiple Hosts.
-          A Host can have only 1 Deal or no Deal at all. This field can be null."
-        data_tests:
-          - not_null
-
-      - name: cancellation_year
-        data_type: integer
-        description: "Year when the deal was offboarded according to
-          Hubspot."
-        data_tests:
-          - not_null
-
-      - name: cancellation_month
-        data_type: integer
-        description: "Month when the deal was offboarded according to
-          Hubspot."
-        data_tests:
-          - not_null
-
-      - name: cancellation_date_utc
-        data_type: date
-        description: "Date when the deal was offboarded according to
-          Hubspot."
-        data_tests:
-          - not_null
-
-      - name: live_date_utc
-        data_type: date
-        description: "Date when the deal went live according to
-          Hubspot. It can be null"
-
-      - name: is_currently_active
-        data_type: boolean
-        description: "Flag indicating if the deal has reactivated
-          after the churn."
-
-      - name: main_deal_name
-        data_type: string
-        description: |
-          Main name for this ID deal.
-        data_tests:
-          - not_null
-
-      - name: client_type
-        data_type: string
-        description: |
-          Type of client. It can be either PLATFORM or API.
-        data_tests:
-          - not_null
-          - accepted_values:
-              values:
-                - PLATFORM
-                - API
-
-      - name: has_active_pms
-        data_type: boolean
-        description: |
-          Does the deal have an active associated PMS.
-        data_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: |
-          ISO 3166-1 alpha-3 main country code in which the Deal is billed.
-          In some cases it's null.
-
-      - name: total_revenue_in_gbp_previous_12_months
-        data_type: numeric
-        description: |
-          "Total revenue in GBP generated by the deal for the 12 months preceding 
-          the cancellation month. This considers the revenue from the full 12-month 
-          period before the month in which the cancellation occurs."
-
-      - name: total_revenue_in_gbp_previous_6_months
-        data_type: numeric
-        description: |
-          "Total revenue in GBP generated by the deal for the 6 months preceding 
-          the cancellation month. This considers the revenue from the full 6-month 
-          period before the month in which the cancellation occurs."
-
-      - name: total_revenue_in_gbp_previous_3_months
-        data_type: numeric
-        description: |
-          "Total revenue in GBP generated by the deal for the 3 months preceding 
-          the cancellation month. This considers the revenue from the full 3-month 
-          period before the month in which the cancellation occurs."
-
-      - name: total_revenue_in_gbp_previous_month
-        data_type: numeric
-        description: |
-          "Total revenue in GBP generated by the deal for the month preceding 
-          the cancellation month. This considers the revenue from the full month 
-          before the month in which the cancellation occurs."
-
-      - name: revenue_retained_post_resolutions_in_gbp_previous_12_months
-        data_type: numeric
-        description: |
-          "Total amount of revenue in GBP retained by the deal 
-          post waiver payouts and resolution payouts in GBP for the 12 months preceding 
-          the cancellation month. This considers the revenue from the full 12-month 
-          period before the month in which the cancellation occurs."
-
-      - name: revenue_retained_post_resolutions_in_gbp_previous_6_months
-        data_type: numeric
-        description: |
-          "Total amount of revenue in GBP retained by the deal 
-          post waiver payouts and resolution payouts in GBP for the 6 months preceding 
-          the cancellation month. This considers the revenue from the full 6-month 
-          period before the month in which the cancellation occurs."
-
-      - name: revenue_retained_post_resolutions_in_gbp_previous_3_months
-        data_type: numeric
-        description: |
-          "Total amount of revenue in GBP retained by the deal 
-          post waiver payouts and resolution payouts in GBP for the 3 months preceding 
-          the cancellation month. This considers the revenue from the full 3-month 
-          period before the month in which the cancellation occurs."
-
-      - name: revenue_retained_post_resolutions_in_gbp_previous_month
-        data_type: numeric
-        description: |
-          "Total amount of revenue in GBP retained by the deal 
-          post waiver payouts and resolution payouts in GBP for the month preceding 
-          the cancellation month. This considers the revenue from the full month 
-          before the month in which the cancellation occurs."
-
-      - name: created_bookings_previous_12_months
-        data_type: numeric
-        description: |
-          "Total number of bookings created by the deal for the 12 months preceding
-          the cancellation month. This considers the bookings from the full 12-month
-          period before the month in which the cancellation occurs."
-
-      - name: created_bookings_previous_6_months
-        data_type: numeric
-        description: |
-          "Total number of bookings created by the deal for the 6 months preceding
-          the cancellation month. This considers the bookings from the full 6-month
-          period before the month in which the cancellation occurs."
-
-      - name: created_bookings_previous_3_months
-        data_type: numeric
-        description: |
-          "Total number of bookings created by the deal for the 3 months preceding
-          the cancellation month. This considers the bookings from the full 3-month
-          period before the month in which the cancellation occurs."
-
-      - name: created_bookings_previous_month
-        data_type: numeric
-        description: |
-          "Total number of bookings created by the deal for the month preceding
-          the cancellation month. This considers the bookings from the full month
-          before the month in which the cancellation occurs."
-
-      - name: number_of_accommodations
-        data_type: bigint
-        description: |
-          "Total number of accommodations associated with the deal."33