# Description
Adds `is_end_of_month_or_yesterday` for Main KPIs.
Apparently, the fact that we do not show the ongoing value of the month on some tabs of Main KPIs is the main blocker for Ben C to consistently use Main KPIs, which he actually retrieves from the SH legacy reporting. Since I'm sceptical about the data shown there, I want to remove this blocker.
It will require a small PR on PBI as well.
# 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.
- [X] 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: #25342
# Description
Fix missing test :)
# Checklist
- [ ] The edited models and dependants run properly with production data.
- [ ] The edited models are sufficiently documented.
- [ ] 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.
Related work items: #23763
# Description
New model:
* int_kpis__agg_dates_main_kpis - Serves as the skeleton of dates and dimensions for Main KPIs. It's aggregated since it follows a similar aggregation strategy. It's a single model to feed both Main KPIs visualisations. Note boolean fields are real booleans (true/false) while before these were integers (1/0). This also affects downstream models.
Main KPIs flow adaptations to new skeleton model:
* int_monthly_aggregated_metrics_history_by_deal
* int_monthly_churn_metrics - additionally, calls usual KPIs macro instead of old one
* int_mtd_vs_previous_year_metrics
Reporting changes to ensure report is not down:
* mtd_aggregated_metrics - adaptations on booleans (true-1, false-0)
Cleaning:
* get_kpi_dimensions macro is no longer used
* int_dates_by_deal model and schema entry
* int_dates_mtd_by_dimension model and schema entry
* int_dates_mtd model and schema entry
# 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.
- [X] I have checked for DRY opportunities with other models and docs.
- [X] 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: #23763
# Description
Re-aligned namings with Matt and Alex. This PR just changes the top losers, losers, winners and top winners to major decline, decline, gain and major gain respectively
# 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.
Rename of categories for top losers/winners
Related work items: #23170
# Description
Exposes Churn Rates into Main KPIs, specifically Revenue Churn Rate, Bookings Churn Rate and Listings Churn Rate. This is based on the average approach.
Additionally, it adds these 3 metrics in the kpis_additive_metrics_per_dimension_are_consistent test.
Additionally, it removes from int_mtd_vs_previous_year_metrics the computation of the additive Churn Rates. The removal of further unused code will be handled in a separated PR.
# 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: #22691
# 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
# Description
Main changes:
* Includes 4 new fields to take into account 12 month created bookings. Specifically:
`deal_created_bookings_12_months_window`
`global_created_bookings_12_months_window`
`deal_contribution_share_to_global_created_bookings`
`deal_contribution_rank_to_global_created_bookings`
This also renames a CTE, that was previously stating it was revenue. Same for inline comments. Also includes documentation of this fields.
* Score range modification: Now, growth scores are multiplied by 100 and weighted score by 1000. This makes it easier to display and understand (Growth cannot be less than -100, threshold value is now -1, 0 and 1).
I checked that the content already in production has not change (ex: we still have the same 15 top losers for September).
# 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: #22635
# Description
Copies intermediate to reporting for growth score by deal. Schema is copy-paste from intermediate changing the model's name.
# 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.
- [X] 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: #22635
# Description
Main changes:
* Guest revenue is now guest payments. PBI uses Guest revenue, so alias is changed at reporting level, while it uses guest_payments_in_gbp field.
* Removal of Waiver Amount Paid back to Host to Guest revenue and Total revenue.
# Checklist
- [X] The edited models and dependants run properly with production data.
- [NA] 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: #22688
# Description
Adapts revenue figures in Main KPIs - MTD scope or global view. This includes MTD, Monthly Overview, Global Evolution over Time, Detail by Category. In essence, everything that is not by deal.
The changes are mainly 2:
* Remove the line that deducts the `Waiver Amount Paid Back to Hosts` in all metrics except the `Waiver Net Fees`. This effectively means that the previous `Guest Revenue` = `Guest Payments`, thus I dropped all 3 `Guest Payments` metrics.
* Do a renaming at metric display level, but not in the code. This means that I remove the computation of `guest_revenue_in_gbp` for instance and keep `guest_payments_in_gbp`, and apply the renaming later on, since the modelisation already accounts for defining metric names differently from those of the fields. For the rest of metrics, I revised all metrics name and did changes based on the [whiteboard](https://whiteboard.office.com/me/whiteboards/p/c3BvOmh0dHBzOi8vZ3VhcmRob2ctbXkuc2hhcmVwb2ludC5jb20vcGVyc29uYWwvcGFibG9fbWFydGluX3N1cGVyaG9nX2NvbQ%3d%3d/b!T2D3opQuBECSDnhuFZrUacFu3TxvSvdIsnI4Dxsh2IuaB1AigbciRqkqte61I4wz/01H5SI4J4L7HTPJGUT7JGYKTOSQYYWACXU). I also changed the dedicated data tests in Main KPIs to ensure it's working. I also changed the exclusion logic in reporting based on the name of the metric to not display metrics that depend on the invoicing cycle unless it's 2 months ago or before.
To keep in mind:
* Merging this will automatically display the new figures/naming in production. Might be wise to communicate to stakeholders since some key metrics (namely, Guest Revenue / Total Revenue) will change the meaning.
* We also need to do these changes in the metrics by deal part of the computation. I'd do first the removal of these fields in the PBI report (and take the opportunity to change the Data Catalogue) and then do the PR in DWH to change the logic. Before that though let's check that the names included in this PR are the correct ones :)
# Checklist
- [X] The edited models and dependants run properly with production data.
- [NA] 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: #22688
# Description
Exposes Billable Bookings metric for KPIs, both in the "global+dimension" view and in the "deal" view.
Metrics have already been created for a while. Exposing them now after the changes carried out in the model `int_core__booking_charge_events`. Based on the current quality of the data, I opted for "Est. Billable Bookings" to account for the fact that this is an estimation. If you don't feel comfortable with it, let's remove the "Est. ".
# 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.
- [X] I have checked for DRY opportunities with other models and docs.
- [X] 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: #18111
# Description
Changes:
* Separate 1) the internal naming of dimensions available within DWH vs. 2) the display of the dimensions in the reporting. Mainly it changes the "by_number_of_listings" to display "By # of Listings Booked in 12 Months". I edited the production macro since to me it's linked to when things are available for display.
* Add preceding zeros on the segmentation so it's ordered correctly. Before, the segment 21-60 was displayed before the 6-20.
* Also added some capital letters to the schema config of the reporting model :)
I attach a screenshot of how it looks in PBI in my local development branch to exemplify why this is "Beautification". Be aware that merging this also puts in production the dimensions.
# 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.
- [X] I have checked for DRY opportunities with other models and docs.
- [X] 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: #19325
# Description
This PR ensures the propagation of the dimensions for KPIs across the key aggregating and exposing models. Additionally, provides these 2 new fields in reporting while **not affecting the current data display**, thus it's safe to work in the PBI report without needing to work in 2 PRs in parallel.
**Changes:**
**1 - Intermediate, `int_mtd_vs_previous_year_metrics`:**
* Removes the temporary filter on `where dimension in ({{ production_dimensions }})`. This will be applied directly to reporting later. This ensures that the new dimension on customer segmentation is fully available only within intermediate.
* Adds `dimension` and `dimension_value` granularity. This includes: 1) adding these fields, 2) joining by these fields with all the source CTEs containing the source models with metrics - which in turn needs the change of the dates model - and 3) joining by these fields in the self-join to compute the incremental vs. previous year.
* Changes on the schema file
**2 - Intermediate, `int_mtd_aggregated_metrics`:**
* Adds `dimension` and `dimension_value` granularity. This includes only adding these fields.
* Changes on the schema file
**3 - Reporting, `mtd_aggregated_metrics`:**
* Adds the filter removed on `int_mtd_vs_previous_year_metrics`. This ensures that only the Global dimension is available for the reporting, thus **no changes from user POV**.
* Adds `dimension` and `dimension_value` granularity. This includes only adding these fields
* Changes on the schema file
# 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.
- [X] I have checked for DRY opportunities with other models and docs.
- [X] 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: #19325
# Description
_Describe your motivation and changes here._
# Checklist
- [ ] The edited models and dependants run properly with production data.
- [ ] The edited models are sufficiently documented.
- [ ] 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.
# Description
Modified mtd_aggregated_metrics to reporting
# 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.
- [X] I have checked for DRY opportunities with other models and docs.
- [X] I've picked the right materialization for the affected models.
# Other
- [ ] Check if a full-refresh is required after this PR is merged.
Modified mtd_aggregated_metrics to reporting
Reverts !2525
Related work items: #19559
Exposes the following metrics on the "by deal" view of business kpis:
1. Invoiced Booking Fees
1. Invoiced Listing Fees
1. Invoiced Verification Fees
1. Invoiced Guesty Fees
1. Invoiced E-Deposit Fees
1. Deposit Fees
1. Waiver Amount Paid by Guests
1. Waiver Amount Paid back to Hosts
1. Waiver Net Fees
1. Check-In Hero Amount Paid by Guests
This PR does not impact the visualisation in the dashboard, meaning, metrics won't automatically appear for users and needs an additional change in the PBI reporting.
Related work items: #18914
Exposes the following metrics:
1. Invoiced Booking Fees
1. Invoiced Listing Fees
1. Invoiced Verification Fees
1. Invoiced Guesty Fees
1. Invoiced E-Deposit Fees
1. Deposit Fees
1. Waiver Amount Paid by Guests
1. Waiver Amount Paid back to Hosts
1. Check-In Hero Amount Paid by Guests
This PR is only for Global metrics, the one by deal id will follow separately.
Keep in mind that merging this PR will make the data appear in the report.
Related work items: #18914
This PR exposes the following metrics to the Main KPIs business overview report, for both Global + By Deal view:
- Total Revenue
- Total Revenue per Booking Created
- Total Revenue per Guest Journey Created
- Total Revenue per Deals Booked in Month (does not apply on the by deal view)
- Total Revenue per Listings Booked in Month
- Invoiced Operator Revenue
- Host Resolution Payment Count
- Host Resolution Amount Paid
Keep in mind Global view will be displaying these metrics once this is merged. I also changed a bit the order of the metric display.
Note that Billable Bookings are not included.
I recommend to review by 1) checking the first commit. This is almost the same as the previous abandoned PR that @<Joaquin Ossa> you already checked on Tuesday. I added a second commit, to be checked later, which basically fixes some stupid issues that if one of the source of revenue is null, then total revenue is null. This is specially critical for the view by deal, since most of them do not have revenue from APIs - thus all total revenue figures were null...
Related work items: #18108, #18109, #18110, #18719
This PR aims to expose the new metrics to the business KPIs report.
The new metrics exposed are, for the global and the by deal view:
- Guest Revenue
- Guest Revenue per Guest Journey Completed
- Guest Revenue per Guest Journey with Payment
- Guest Payments
- Guest Payments per Guest Journey Completed
- Guest Payments per Guest Journey with Payment
- Guest Journey with Payment
- Guest Journey Payment Rate
Changes:
- Silly change on the naming in the by deal view of `payment_rate_guest_journey` to be consistent with the global view.
- Silly change that I miss some GJ payment metric for the view by deal id.
- Added a new number format called `currency_gbp` - only for monetary metrics, available in the schema files
- Usual procedure to publish metrics: for global metrics, add them in the `int_mtd_aggregated_metrics`. I also changed the order of display.
- **Important**: to avoid displaying revenue figures until Xero invoicing is handled, I created a macro called `is_date_before_previous_month` that is called in the reporting equivalent models: `mtd_aggregated_metrics` in the where section and in the `monthly_aggregated_metrics_history_by_deal` as a case-when.
This should allow to expose all new metrics, and enable the publishing of a new update of the business kpis!
Related work items: #18107
Changing naming to follow convention.
This PR has the following changes:
- the model `int_core__mtd_aggregated_metrics` has been moved to cross and changed the name to `int_mtd_aggregated_metrics`
- the model `int_core__monthly_aggregated_metrics_history_by_deal` has been moved to cross and changed the name to `int_monthly_aggregated_metrics_history_by_deal`
- the reporting models `core__mtd_aggregated_metrics` and `core__monthly_aggregated_metrics_history_by_deal` now source the `int_mtd_aggregated_metrics` and `int_monthly_aggregated_metrics_history_by_deal` to avoid breaking the production dashboard
- the reporting models have been duplicated from core into general with the correct names, i.e., `mtd_aggregated_metrics` and `monthly_aggregated_metrics_history_by_deal`
- Documentation has been moved in intermediate and replicated in reporting, adding comments on the currently in use models that are going to die soon.
This will allow for a transition of the PBI dashboard from one source to another. Exposures file still not touched since technically the report is still sourcing the 'legacy' models. Documentation of the refactor here: https://www.notion.so/knowyourguest-superhog/Refactoring-Business-KPIs-5deb6aadddb34884ae90339402ac16e3
Related work items: #18202
