Commit graph

7 commits

Author SHA1 Message Date
Oriol Roqué Paniagua
f426825c47 Merged PR 3286: Rename of categories for top losers/winners
# 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
2024-10-22 13:06:58 +00:00
Oriol Roqué Paniagua
f230eb3af5 Merged PR 3247: Enriches monthly_growth_by_deal model for top losers reporting
# 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
2024-10-18 13:17:52 +00:00
Oriol Roqué Paniagua
61339a7d58 Merged PR 3171: Improvements on monthly growth score by deal
# 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
2024-10-15 12:31:39 +00:00
Oriol Roqué Paniagua
eb213acb9e Merged PR 3137: Growth score to reporting
# 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
2024-10-14 12:26:01 +00:00
Joaquin Ossa
c5cc2e2167 new features dates 2024-10-02 10:11:48 +02:00
Joaquin Ossa
5ac1a65e90 Financial rate metrics 2024-09-20 14:53:43 +02:00
Pablo Martin
df16cdb00c reporting schema 2024-09-12 15:39:49 +02:00
Renamed from models/reporting/general/schema.yaml (Browse further)