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2 commits

Author SHA1 Message Date
Oriol Roqué Paniagua
55f8b47faa Merged PR 4959: Exclude data from model to improve performance
# Description

Small changes to exclude "irrelevant" data. All data is relevant I guess but this is less.
* Exclude churned accounts after 3 months.
* Exclude any data after 24 months.

# 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.

Related work items: #28998
2025-04-09 08:13:44 +00:00
Oriol Roqué Paniagua
a67e3f46ba Merged PR 4948: Reporting model for mtd aggregated metrics by deal
# Description

Creates a new model for reporting. It includes any relevant metric at Deal level in a similar format as we do for `mtd_aggregated_metrics`. Additionally, there's few Deal attributes - from Hubspot, segmentations, lifecycles, etc.

In order to dynamically choose which metrics are relevant on a Deal level, I modified the configuration in `int_mtd_aggregated_metrics` so the extraction is under control.

# 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. **Worth discussing the possibilities to include indexes in the future**

# Other

- [ ] Check if a full-refresh is required after this PR is merged.

Related work items: #28998
2025-04-08 10:04:11 +00:00