29a005297a
# Description It adds 2 new metrics in Main KPIs, both for Global/per Dimension and By Deal. If merged, metrics will NOT appear automatically in the Global/per Dimension nor in the By Deal. These two new metrics are: * Income Retained: Total Revenue - Waiver Paid Back to Host * Income Retained Post Resolutions: Total Revenue - Waiver Paid Back to Host - Host Resolutions Amount Paid Why these are important:  Even though we grow considerably in terms of Revenue, the gap of Waivers that we pay back to host is also increasing. Thus the "real" increment is actually lower. However, what I find more interesting is the heavy decrease in Income Retained Post Resolutions. Here's the Year-by-Year comparison:  In November 2024, we're back to the figures of 2023 (-0.4%) and this should be alarming considering we're growing in Total Revenue by 27% and in Retained Income by 41% vs. Nov 23. In terms of business impact, I'd opt for having these 2 metrics computed as these capture a reality that otherwise we keep hidden. Happy to discuss renames and how/if we move forward with this. # 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. Attached working excel with the extraction [20241227_retained_revenue_global.xlsx](https://guardhog.visualstudio.com/4148d95f-4b6d-4205-bcff-e9c8e0d2ca65/_apis/git/repositories/54ac356f-aad7-46d2-b62c-e8c5b3bb8ebf/pullRequests/3906/attachments/20241227_retained_revenue_global.xlsx) Related work items: #25804
495 lines
20 KiB
SQL
495 lines
20 KiB
SQL
{% set metrics = [
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{
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"order_by": 1,
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"metric": "Created Bookings",
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"value": "created_bookings",
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"previous_year_value": "previous_year_created_bookings",
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"relative_increment": "relative_increment_created_bookings",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 2,
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"metric": "Cancelled Bookings",
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"value": "cancelled_bookings",
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"previous_year_value": "previous_year_cancelled_bookings",
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"relative_increment": "relative_increment_cancelled_bookings",
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"number_format": "integer",
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"increment_sign_format": "negative",
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},
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{
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"order_by": 3,
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"metric": "Checkout Bookings",
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"value": "check_out_bookings",
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"previous_year_value": "previous_year_check_out_bookings",
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"relative_increment": "relative_increment_check_out_bookings",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 4,
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"metric": "Est. Billable Bookings",
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"value": "billable_bookings",
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"previous_year_value": "previous_year_billable_bookings",
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"relative_increment": "relative_increment_billable_bookings",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 10,
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"metric": "Guest Journey Created",
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"value": "created_guest_journeys",
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"previous_year_value": "previous_year_created_guest_journeys",
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"relative_increment": "relative_increment_created_guest_journeys",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 11,
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"metric": "Guest Journey Started",
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"value": "started_guest_journeys",
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"previous_year_value": "previous_year_started_guest_journeys",
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"relative_increment": "relative_increment_started_guest_journeys",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 12,
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"metric": "Guest Journey Completed",
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"value": "completed_guest_journeys",
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"previous_year_value": "previous_year_completed_guest_journeys",
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"relative_increment": "relative_increment_completed_guest_journeys",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 13,
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"metric": "Guest Journey with Payment",
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"value": "paid_guest_journeys",
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"previous_year_value": "previous_year_paid_guest_journeys",
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"relative_increment": "relative_increment_paid_guest_journeys",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 20,
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"metric": "New Deals",
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"value": "new_deals",
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"previous_year_value": "previous_year_new_deals",
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"relative_increment": "relative_increment_new_deals",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 21,
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"metric": "First Time Booked Deals",
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"value": "first_time_booked_deals",
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"previous_year_value": "previous_year_first_time_booked_deals",
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"relative_increment": "relative_increment_first_time_booked_deals",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 22,
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"metric": "Deals Booked in Month",
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"value": "deals_booked_in_month",
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"previous_year_value": "previous_year_deals_booked_in_month",
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"relative_increment": "relative_increment_deals_booked_in_month",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 23,
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"metric": "Deals Booked in 6 Months",
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"value": "deals_booked_in_6_months",
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"previous_year_value": "previous_year_deals_booked_in_6_months",
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"relative_increment": "relative_increment_deals_booked_in_6_months",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 24,
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"metric": "Deals Booked in 12 Months",
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"value": "deals_booked_in_12_months",
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"previous_year_value": "previous_year_deals_booked_in_12_months",
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"relative_increment": "relative_increment_deals_booked_in_12_months",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 25,
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"metric": "Churning Deals",
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"value": "churning_deals",
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"previous_year_value": "previous_year_churning_deals",
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"relative_increment": "relative_increment_churning_deals",
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"number_format": "integer",
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"increment_sign_format": "negative",
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},
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{
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"order_by": 30,
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"metric": "New Listings",
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"value": "new_listings",
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"previous_year_value": "previous_year_new_listings",
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"relative_increment": "relative_increment_new_listings",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 31,
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"metric": "First Time Booked Listings",
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"value": "first_time_booked_listings",
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"previous_year_value": "previous_year_first_time_booked_listings",
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"relative_increment": "relative_increment_first_time_booked_listings",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 32,
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"metric": "Listings Booked in Month",
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"value": "listings_booked_in_month",
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"previous_year_value": "previous_year_listings_booked_in_month",
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"relative_increment": "relative_increment_listings_booked_in_month",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 33,
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"metric": "Listings Booked in 6 Months",
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"value": "listings_booked_in_6_months",
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"previous_year_value": "previous_year_listings_booked_in_6_months",
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"relative_increment": "relative_increment_listings_booked_in_6_months",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 34,
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"metric": "Listings Booked in 12 Months",
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"value": "listings_booked_in_12_months",
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"previous_year_value": "previous_year_listings_booked_in_12_months",
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"relative_increment": "relative_increment_listings_booked_in_12_months",
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"number_format": "integer",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 35,
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"metric": "Churning Listings",
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"value": "churning_listings",
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"previous_year_value": "previous_year_churning_listings",
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"relative_increment": "relative_increment_churning_listings",
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"number_format": "integer",
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"increment_sign_format": "negative",
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},
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{
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"order_by": 40,
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"metric": "Host Resolutions Payment Count",
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"value": "xero_host_resolution_payment_count",
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"previous_year_value": "previous_year_xero_host_resolution_payment_count",
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"relative_increment": "relative_increment_xero_host_resolution_payment_count",
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"number_format": "integer",
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"increment_sign_format": "negative",
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},
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{
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"order_by": 100,
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"metric": "Guest Journey Start Rate",
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"value": "start_rate_guest_journey",
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"previous_year_value": "previous_year_start_rate_guest_journey",
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"relative_increment": "relative_increment_start_rate_guest_journey",
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"number_format": "percentage",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 101,
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"metric": "Guest Journey Completion Rate",
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"value": "completion_rate_guest_journey",
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"previous_year_value": "previous_year_completion_rate_guest_journey",
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"relative_increment": "relative_increment_completion_rate_guest_journey",
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"number_format": "percentage",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 102,
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"metric": "Guest Journey Incompletion Rate",
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"value": "incompletion_rate_guest_journey",
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"previous_year_value": "previous_year_incompletion_rate_guest_journey",
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"relative_increment": "relative_increment_incompletion_rate_guest_journey",
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"number_format": "percentage",
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"increment_sign_format": "negative",
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},
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{
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"order_by": 103,
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"metric": "Guest Journey Payment Rate",
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"value": "payment_rate_guest_journey",
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"previous_year_value": "previous_year_payment_rate_guest_journey",
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"relative_increment": "relative_increment_payment_rate_guest_journey",
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"number_format": "percentage",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 120,
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"metric": "Revenue Churn Rate",
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"value": "total_revenue_churn_average_contribution",
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"previous_year_value": "previous_year_total_revenue_churn_average_contribution",
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"relative_increment": "relative_increment_total_revenue_churn_average_contribution",
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"number_format": "percentage",
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"increment_sign_format": "negative",
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},
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{
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"order_by": 121,
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"metric": "Bookings Churn Rate",
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"value": "created_bookings_churn_average_contribution",
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"previous_year_value": "previous_year_created_bookings_churn_average_contribution",
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"relative_increment": "relative_increment_created_bookings_churn_average_contribution",
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"number_format": "percentage",
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"increment_sign_format": "negative",
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},
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{
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"order_by": 122,
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"metric": "Listings Churn Rate",
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"value": "listings_booked_in_month_churn_average_contribution",
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"previous_year_value": "previous_year_listings_booked_in_month_churn_average_contribution",
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"relative_increment": "relative_increment_listings_booked_in_month_churn_average_contribution",
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"number_format": "percentage",
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"increment_sign_format": "negative",
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},
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{
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"order_by": 200,
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"metric": "Total Revenue",
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"value": "total_revenue_in_gbp",
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"previous_year_value": "previous_year_total_revenue_in_gbp",
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"relative_increment": "relative_increment_total_revenue_in_gbp",
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"number_format": "currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 201,
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"metric": "Revenue Retained",
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"value": "revenue_retained_in_gbp",
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"previous_year_value": "previous_year_revenue_retained_in_gbp",
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"relative_increment": "relative_increment_revenue_retained_in_gbp",
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"number_format": "currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 202,
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"metric": "Revenue Retained Post Resolutions",
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"value": "revenue_retained_post_resolutions_in_gbp",
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"previous_year_value": "previous_year_revenue_retained_post_resolutions_in_gbp",
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"relative_increment": "relative_increment_revenue_retained_post_resolutions_in_gbp",
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"number_format": "currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 211,
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"metric": "Total Revenue per Booking Created",
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"value": "total_revenue_per_created_booking",
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"previous_year_value": "previous_year_total_revenue_per_created_booking",
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"relative_increment": "relative_increment_total_revenue_per_created_booking",
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"number_format": "converted_metric_currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 212,
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"metric": "Total Revenue per Guest Journey Created",
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"value": "total_revenue_per_created_guest_journey",
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"previous_year_value": "previous_year_total_revenue_per_created_guest_journey",
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"relative_increment": "relative_increment_total_revenue_per_created_guest_journey",
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"number_format": "converted_metric_currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 213,
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"metric": "Total Revenue per Deals Booked in Month",
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"value": "total_revenue_per_deals_booked_in_month",
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"previous_year_value": "previous_year_total_revenue_per_deals_booked_in_month",
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"relative_increment": "relative_increment_total_revenue_per_deals_booked_in_month",
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"number_format": "converted_metric_currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 214,
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"metric": "Total Revenue per Listings Booked in Month",
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"value": "total_revenue_per_listings_booked_in_month",
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"previous_year_value": "previous_year_total_revenue_per_listings_booked_in_month",
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"relative_increment": "relative_increment_total_revenue_per_listings_booked_in_month",
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"number_format": "converted_metric_currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 220,
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"metric": "Invoiced Operator Revenue",
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"value": "xero_operator_net_fees_in_gbp",
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"previous_year_value": "previous_year_xero_operator_net_fees_in_gbp",
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"relative_increment": "relative_increment_xero_operator_net_fees_in_gbp",
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"number_format": "currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 225,
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"metric": "Invoiced Booking Fees Revenue",
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"value": "xero_booking_net_fees_in_gbp",
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"previous_year_value": "previous_year_xero_booking_net_fees_in_gbp",
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"relative_increment": "relative_increment_xero_booking_net_fees_in_gbp",
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"number_format": "currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 226,
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"metric": "Invoiced Listing Fees Revenue",
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"value": "xero_listing_net_fees_in_gbp",
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"previous_year_value": "previous_year_xero_listing_net_fees_in_gbp",
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"relative_increment": "relative_increment_xero_listing_net_fees_in_gbp",
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"number_format": "currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 227,
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"metric": "Invoiced Verification Fees Revenue",
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"value": "xero_verification_net_fees_in_gbp",
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"previous_year_value": "previous_year_xero_verification_net_fees_in_gbp",
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"relative_increment": "relative_increment_xero_verification_net_fees_in_gbp",
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"number_format": "currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 230,
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"metric": "Invoiced APIs Revenue",
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"value": "xero_apis_net_fees_in_gbp",
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"previous_year_value": "previous_year_xero_apis_net_fees_in_gbp",
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"relative_increment": "relative_increment_xero_apis_net_fees_in_gbp",
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"number_format": "currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 235,
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"metric": "Invoiced Athena Revenue",
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"value": "xero_guesty_net_fees_in_gbp",
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"previous_year_value": "previous_year_xero_guesty_net_fees_in_gbp",
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"relative_increment": "relative_increment_xero_guesty_net_fees_in_gbp",
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"number_format": "currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 236,
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"metric": "Invoiced E-Deposit Revenue",
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"value": "xero_e_deposit_net_fees_in_gbp",
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"previous_year_value": "previous_year_xero_e_deposit_net_fees_in_gbp",
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"relative_increment": "relative_increment_xero_e_deposit_net_fees_in_gbp",
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"number_format": "currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 250,
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"metric": "Guest Revenue",
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"value": "total_guest_payments_in_gbp",
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"previous_year_value": "previous_year_total_guest_payments_in_gbp",
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"relative_increment": "relative_increment_total_guest_payments_in_gbp",
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"number_format": "currency_gbp",
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"increment_sign_format": "positive",
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},
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{
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"order_by": 251,
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"metric": "Guest Revenue per Guest Journey Completed",
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"value": "guest_payments_per_completed_guest_journey",
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"previous_year_value": "previous_year_guest_payments_per_completed_guest_journey",
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"relative_increment": "relative_increment_guest_payments_per_completed_guest_journey",
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"number_format": "converted_metric_currency_gbp",
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"increment_sign_format": "positive",
|
|
},
|
|
{
|
|
"order_by": 252,
|
|
"metric": "Guest Revenue per Guest Journey with Payment",
|
|
"value": "guest_payments_per_paid_guest_journey",
|
|
"previous_year_value": "previous_year_guest_payments_per_paid_guest_journey",
|
|
"relative_increment": "relative_increment_guest_payments_per_paid_guest_journey",
|
|
"number_format": "converted_metric_currency_gbp",
|
|
"increment_sign_format": "positive",
|
|
},
|
|
{
|
|
"order_by": 260,
|
|
"metric": "Deposit Fees Revenue",
|
|
"value": "deposit_fees_in_gbp",
|
|
"previous_year_value": "previous_year_deposit_fees_in_gbp",
|
|
"relative_increment": "relative_increment_deposit_fees_in_gbp",
|
|
"number_format": "currency_gbp",
|
|
"increment_sign_format": "positive",
|
|
},
|
|
{
|
|
"order_by": 262,
|
|
"metric": "Waiver Revenue",
|
|
"value": "waiver_payments_in_gbp",
|
|
"previous_year_value": "previous_year_waiver_payments_in_gbp",
|
|
"relative_increment": "relative_increment_waiver_payments_in_gbp",
|
|
"number_format": "currency_gbp",
|
|
"increment_sign_format": "positive",
|
|
},
|
|
{
|
|
"order_by": 263,
|
|
"metric": "Damage Host-Waiver Payments",
|
|
"value": "xero_waiver_paid_back_to_host_in_gbp",
|
|
"previous_year_value": "previous_year_xero_waiver_paid_back_to_host_in_gbp",
|
|
"relative_increment": "relative_increment_xero_waiver_paid_back_to_host_in_gbp",
|
|
"number_format": "currency_gbp",
|
|
"increment_sign_format": "negative",
|
|
},
|
|
{
|
|
"order_by": 264,
|
|
"metric": "Waiver Retained",
|
|
"value": "waiver_net_fees_in_gbp",
|
|
"previous_year_value": "previous_year_waiver_net_fees_in_gbp",
|
|
"relative_increment": "relative_increment_waiver_net_fees_in_gbp",
|
|
"number_format": "currency_gbp",
|
|
"increment_sign_format": "positive",
|
|
},
|
|
{
|
|
"order_by": 265,
|
|
"metric": "Check-In Hero Revenue",
|
|
"value": "checkin_cover_fees_in_gbp",
|
|
"previous_year_value": "previous_year_checkin_cover_fees_in_gbp",
|
|
"relative_increment": "relative_increment_checkin_cover_fees_in_gbp",
|
|
"number_format": "currency_gbp",
|
|
"increment_sign_format": "positive",
|
|
},
|
|
{
|
|
"order_by": 270,
|
|
"metric": "Host Resolutions Amount Paid",
|
|
"value": "xero_host_resolution_amount_paid_in_gbp",
|
|
"previous_year_value": "previous_year_xero_host_resolution_amount_paid_in_gbp",
|
|
"relative_increment": "relative_increment_xero_host_resolution_amount_paid_in_gbp",
|
|
"number_format": "currency_gbp",
|
|
"increment_sign_format": "negative",
|
|
},
|
|
] %}
|
|
with
|
|
int_mtd_vs_previous_year_metrics as (
|
|
select * from {{ ref("int_mtd_vs_previous_year_metrics") }}
|
|
)
|
|
{% for metric in metrics %}
|
|
select
|
|
year,
|
|
month,
|
|
day,
|
|
is_end_of_month,
|
|
is_current_month,
|
|
is_end_of_month_or_yesterday,
|
|
first_day_month,
|
|
date,
|
|
dimension,
|
|
dimension_value,
|
|
previous_year_date,
|
|
{{ metric.order_by }} as order_by,
|
|
-- quotation marks added because text format
|
|
'{{ metric.number_format }}' as number_format,
|
|
'{{ metric.metric }}' as metric,
|
|
{{ metric.value }} as value,
|
|
{{ metric.previous_year_value }} as previous_year_value,
|
|
{{ metric.relative_increment }} as relative_increment,
|
|
case
|
|
when '{{ metric.increment_sign_format }}' = 'negative'
|
|
then {{ metric.relative_increment }} * -1
|
|
else {{ metric.relative_increment }}
|
|
end as relative_increment_with_sign_format
|
|
from int_mtd_vs_previous_year_metrics
|
|
{% if not loop.last %}
|
|
union all
|
|
{% endif %}
|
|
{% endfor %}
|