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data-dwh-dbt-project/models/intermediate/kpis
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Oriol Roqué Paniagua 0d7b5ac88a Merged PR 3914: Include Hubspot deals for KPIs 
# Description

Context: I'm intending to work on Account Managers reporting, that mostly will include reporting at Deal level the Resolutions Payouts as well as the new Retained metrics. While checking the great increase on Resolutions Payouts for October 2024:

![image (2).png](https://guardhog.visualstudio.com/4148d95f-4b6d-4205-bcff-e9c8e0d2ca65/_apis/git/repositories/54ac356f-aad7-46d2-b62c-e8c5b3bb8ebf/pullRequests/3914/attachments/image%20%282%29.png)

I decided to take a quick look into the main players... and surprise surprise we have Guesty:

![image.png](https://guardhog.visualstudio.com/4148d95f-4b6d-4205-bcff-e9c8e0d2ca65/_apis/git/repositories/54ac356f-aad7-46d2-b62c-e8c5b3bb8ebf/pullRequests/3914/attachments/image.png)

So Guesty represents 37k over the 73K of October. 50%. Not bad.

The main issue is that we've been aware for months now (since Churn efforts, mostly) that we're not reporting in KPIs those deals that are NOT created in Core. Most notably, API deals which includes... well, Guesty. So creating this kind of in-depth Account Managers improvement without reporting Guesty I think it would be very misleading. Note that the overall figures (Global dimension) are still accurate, though.

What's new:
* A new model named `int_kpis__dimension_deals` that basically retrieves Deals from both Core (as before) and Hubspot. It combines information from both and mostly assumes Hubspot as a better source of information than Core - although we do not have the Main Billing Country there afaik.
* Propagates changes, mostly in the monthly by deal view of Main KPIs. Here I confirm that now Guesty appears, and it only has metrics that come from Xero (APIs Revenue, Total Revenue, Resolutions, etc)

# 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: #25829
2024-12-31 15:12:38 +00:00
..
_kpis_readme.md Merged PR 3329: First version of KPIs refactored - created bookings 2024-10-30 08:55:19 +00:00
int_kpis__agg_daily_deals.sql Merged PR 3451: Adds Deal Daily Lifecycle and metrics 2024-11-07 10:49:06 +00:00
int_kpis__agg_daily_listings.sql Merged PR 3461: Creates models for listing metrics 2024-11-07 16:56:43 +00:00
int_kpis__agg_daily_new_dash_chargeable_services.sql Merged PR 3676: Hotfix - Chargeable Services - Daily Agg 2024-11-26 16:52:48 +00:00
int_kpis__agg_daily_new_dash_created_services.sql Merged PR 3654: New Dash KPIs - Chargeable Services (Revenue) 2024-11-26 10:14:37 +00:00
int_kpis__agg_dates_main_kpis.sql Merged PR 3914: Include Hubspot deals for KPIs 2024-12-31 15:12:38 +00:00
int_kpis__agg_monthly_billable_bookings.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_monthly_cancelled_bookings.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_monthly_check_out_bookings.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_monthly_completed_guest_journeys.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_monthly_created_bookings.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_monthly_created_guest_journeys.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_monthly_guest_journeys_with_payment.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_monthly_guest_payments.sql renamed test entity 2024-11-07 12:56:49 +01:00
int_kpis__agg_monthly_host_resolutions.sql Merged PR 3419: Adds Host Resolutions metrics in new KPIs 2024-11-05 07:45:41 +00:00
int_kpis__agg_monthly_invoiced_revenue.sql Merged PR 3431: Adds Invoicing metrics 2024-11-05 16:57:23 +00:00
int_kpis__agg_monthly_new_dash_chargeable_services.sql Merged PR 3667: Creates Chargeable metrics for New Dash KPIs 2024-11-26 14:19:41 +00:00
int_kpis__agg_monthly_new_dash_created_services.sql Merged PR 3599: New Dash KPIs skeleton with Created Services 2024-11-20 09:43:30 +00:00
int_kpis__agg_monthly_started_guest_journeys.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_mtd_billable_bookings.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_mtd_cancelled_bookings.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_mtd_check_out_bookings.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_mtd_completed_guest_journeys.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_mtd_created_bookings.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_mtd_created_guest_journeys.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_mtd_guest_journeys_with_payment.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_mtd_guest_payments.sql renamed test entity 2024-11-07 12:56:49 +01:00
int_kpis__agg_mtd_host_resolutions.sql Merged PR 3419: Adds Host Resolutions metrics in new KPIs 2024-11-05 07:45:41 +00:00
int_kpis__agg_mtd_invoiced_revenue.sql Merged PR 3431: Adds Invoicing metrics 2024-11-05 16:57:23 +00:00
int_kpis__agg_mtd_started_guest_journeys.sql aggregated to agg 2024-11-05 12:17:26 +01:00
int_kpis__agg_weekly_guest_payments.sql renamed test entity 2024-11-07 12:56:49 +01:00
int_kpis__agg_weekly_new_dash_chargeable_services.sql Merged PR 3667: Creates Chargeable metrics for New Dash KPIs 2024-11-26 14:19:41 +00:00
int_kpis__agg_weekly_new_dash_created_services.sql Merged PR 3616: Compute weekly new dash created services 2024-11-21 11:30:36 +00:00
int_kpis__dimension_daily_accommodation.sql Merged PR 3329: First version of KPIs refactored - created bookings 2024-10-30 08:55:19 +00:00
int_kpis__dimension_date_product_guest.sql Added billing_country 2024-11-26 12:36:54 +01:00
int_kpis__dimension_dates.sql Merged PR 3810: Adds is_end_of_month_or_yesterday for Main KPIs 2024-12-09 16:13:52 +00:00
int_kpis__dimension_deals.sql Merged PR 3914: Include Hubspot deals for KPIs 2024-12-31 15:12:38 +00:00
int_kpis__lifecycle_daily_accommodation.sql Merged PR 3433: Change lifecycle daily to just handle last available day 2024-11-06 11:10:31 +00:00
int_kpis__lifecycle_daily_deal.sql Merged PR 3909: Fixes created_date_utc and updated_date_utc in SH User and its dependencies 2024-12-31 08:04:03 +00:00
int_kpis__metric_daily_billable_bookings.sql Merged PR 3391: Adds Check-Out, Cancelled and Billable Bookings 2024-10-31 14:31:19 +00:00
int_kpis__metric_daily_cancelled_bookings.sql Merged PR 3391: Adds Check-Out, Cancelled and Billable Bookings 2024-10-31 14:31:19 +00:00
int_kpis__metric_daily_check_in_attributed_guest_journeys.sql Changed to updated_at_utc 2024-11-19 09:23:28 +01:00
int_kpis__metric_daily_check_out_bookings.sql Merged PR 3391: Adds Check-Out, Cancelled and Billable Bookings 2024-10-31 14:31:19 +00:00
int_kpis__metric_daily_completed_guest_journeys.sql Merged PR 3379: Fixes null on dates 2024-10-30 13:33:11 +00:00
int_kpis__metric_daily_created_bookings.sql Merged PR 3329: First version of KPIs refactored - created bookings 2024-10-30 08:55:19 +00:00
int_kpis__metric_daily_created_guest_journeys.sql Merged PR 3377: Adds GJ Created, Started and Completed in new KPIs flow 2024-10-30 11:45:45 +00:00
int_kpis__metric_daily_deals.sql Merged PR 3461: Creates models for listing metrics 2024-11-07 16:56:43 +00:00
int_kpis__metric_daily_guest_journeys_with_payment.sql Merged PR 3385: Adds Guest Journey with Payment metric 2024-10-30 16:43:50 +00:00
int_kpis__metric_daily_guest_payments.sql Commit saved model 2024-11-09 15:21:20 +01:00
int_kpis__metric_daily_host_resolutions.sql Merged PR 3419: Adds Host Resolutions metrics in new KPIs 2024-11-05 07:45:41 +00:00
int_kpis__metric_daily_invoiced_revenue.sql Merged PR 3431: Adds Invoicing metrics 2024-11-05 16:57:23 +00:00
int_kpis__metric_daily_listings.sql Merged PR 3461: Creates models for listing metrics 2024-11-07 16:56:43 +00:00
int_kpis__metric_daily_new_dash_chargeable_services.sql Updated all PK in created and chargeable services models 2024-12-02 12:42:47 +01:00
int_kpis__metric_daily_new_dash_created_services.sql Updated all PK in created and chargeable services models 2024-12-02 12:42:47 +01:00
int_kpis__metric_daily_started_guest_journeys.sql Merged PR 3379: Fixes null on dates 2024-10-30 13:33:11 +00:00
int_kpis__metric_monthly_billable_bookings.sql Merged PR 3391: Adds Check-Out, Cancelled and Billable Bookings 2024-10-31 14:31:19 +00:00
int_kpis__metric_monthly_cancelled_bookings.sql Merged PR 3391: Adds Check-Out, Cancelled and Billable Bookings 2024-10-31 14:31:19 +00:00
int_kpis__metric_monthly_check_out_bookings.sql Merged PR 3391: Adds Check-Out, Cancelled and Billable Bookings 2024-10-31 14:31:19 +00:00
int_kpis__metric_monthly_completed_guest_journeys.sql Merged PR 3377: Adds GJ Created, Started and Completed in new KPIs flow 2024-10-30 11:45:45 +00:00
int_kpis__metric_monthly_created_bookings.sql Merged PR 3329: First version of KPIs refactored - created bookings 2024-10-30 08:55:19 +00:00
int_kpis__metric_monthly_created_guest_journeys.sql Merged PR 3377: Adds GJ Created, Started and Completed in new KPIs flow 2024-10-30 11:45:45 +00:00
int_kpis__metric_monthly_guest_journeys_with_payment.sql Merged PR 3385: Adds Guest Journey with Payment metric 2024-10-30 16:43:50 +00:00
int_kpis__metric_monthly_guest_payments.sql monthly and weekly metric models 2024-11-07 12:06:37 +01:00
int_kpis__metric_monthly_host_resolutions.sql Merged PR 3419: Adds Host Resolutions metrics in new KPIs 2024-11-05 07:45:41 +00:00
int_kpis__metric_monthly_invoiced_revenue.sql Merged PR 3431: Adds Invoicing metrics 2024-11-05 16:57:23 +00:00
int_kpis__metric_monthly_new_dash_chargeable_services.sql Updated all PK in created and chargeable services models 2024-12-02 12:42:47 +01:00
int_kpis__metric_monthly_new_dash_created_services.sql Updated all PK in created and chargeable services models 2024-12-02 12:42:47 +01:00
int_kpis__metric_monthly_started_guest_journeys.sql Merged PR 3377: Adds GJ Created, Started and Completed in new KPIs flow 2024-10-30 11:45:45 +00:00
int_kpis__metric_mtd_billable_bookings.sql Merged PR 3391: Adds Check-Out, Cancelled and Billable Bookings 2024-10-31 14:31:19 +00:00
int_kpis__metric_mtd_cancelled_bookings.sql Merged PR 3391: Adds Check-Out, Cancelled and Billable Bookings 2024-10-31 14:31:19 +00:00
int_kpis__metric_mtd_check_out_bookings.sql Merged PR 3391: Adds Check-Out, Cancelled and Billable Bookings 2024-10-31 14:31:19 +00:00
int_kpis__metric_mtd_completed_guest_journeys.sql Merged PR 3377: Adds GJ Created, Started and Completed in new KPIs flow 2024-10-30 11:45:45 +00:00
int_kpis__metric_mtd_created_bookings.sql Merged PR 3329: First version of KPIs refactored - created bookings 2024-10-30 08:55:19 +00:00
int_kpis__metric_mtd_created_guest_journeys.sql Merged PR 3377: Adds GJ Created, Started and Completed in new KPIs flow 2024-10-30 11:45:45 +00:00
int_kpis__metric_mtd_guest_journeys_with_payment.sql Merged PR 3385: Adds Guest Journey with Payment metric 2024-10-30 16:43:50 +00:00
int_kpis__metric_mtd_guest_payments.sql monthly and weekly metric models 2024-11-07 12:06:37 +01:00
int_kpis__metric_mtd_host_resolutions.sql Merged PR 3419: Adds Host Resolutions metrics in new KPIs 2024-11-05 07:45:41 +00:00
int_kpis__metric_mtd_invoiced_revenue.sql Merged PR 3431: Adds Invoicing metrics 2024-11-05 16:57:23 +00:00
int_kpis__metric_mtd_started_guest_journeys.sql Merged PR 3377: Adds GJ Created, Started and Completed in new KPIs flow 2024-10-30 11:45:45 +00:00
int_kpis__metric_weekly_guest_payments.sql monthly and weekly metric models 2024-11-07 12:06:37 +01:00
int_kpis__metric_weekly_new_dash_chargeable_services.sql Updated all PK in created and chargeable services models 2024-12-02 12:42:47 +01:00
int_kpis__metric_weekly_new_dash_created_services.sql Updated all PK in created and chargeable services models 2024-12-02 12:42:47 +01:00
int_kpis__product_guest_agg_metrics.sql Modified mtd filter 2024-11-27 09:52:05 +01:00
int_kpis__product_guest_daily_metrics.sql fixed model copy paste 2024-11-26 12:36:54 +01:00
int_kpis__product_new_dash_agg_metrics.sql Merged PR 3667: Creates Chargeable metrics for New Dash KPIs 2024-11-26 14:19:41 +00:00
schema.yml Merged PR 3914: Include Hubspot deals for KPIs 2024-12-31 15:12:38 +00:00