a6671ee4d0
# Description Changes: * Adds Revenue Churn Rate in YTD/MTD Overview. This has several implications, I finally understood how to properly compute a YTD. The problem is that Revenue Churn Rate is a % of the Total "Churned" Revenue in a 12 m period vs. the Total Revenue in the same 12 m period. This is a bit tricky because it's not really additive, because of the Churn definition. Total Churned Revenue is the Revenue that the churned deals in a month generated on that past 12 months prior to churning. So - in order to aggregate it properly, we need to do the sum of the Total Churned Revenue and retrieve the Total Revenue on these 12 months, and THEN compute the Churn rate. This PR mainly retrieves the necessary input from the Churn models and then follows a similar computation as for the rest of YTD/MTD converted metrics. I'll handle Onboarding MRR in a separated PR as this one is quite dense already. # 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: #27609, #27805
358 lines
19 KiB
SQL
358 lines
19 KiB
SQL
with
|
|
int_mtd_vs_previous_year_metrics as (
|
|
select * from {{ ref("int_mtd_vs_previous_year_metrics") }}
|
|
),
|
|
mtd_main_metrics_overview as (
|
|
select
|
|
-- Time-based attributes --
|
|
year as calendar_year,
|
|
case
|
|
when month >= 4
|
|
then year + 1 -- Financial Year labeled by the next year
|
|
else year -- Financial Year labeled by the current year
|
|
end as financial_year,
|
|
date,
|
|
previous_year_date,
|
|
|
|
-- Dimension/Value --
|
|
dimension,
|
|
dimension_value,
|
|
|
|
-- Current Month, Month To Date Metrics --
|
|
total_revenue_in_gbp as current_month_mtd_total_revenue_in_gbp,
|
|
revenue_retained_post_resolutions_in_gbp
|
|
as current_month_mtd_revenue_retained_post_resolutions_in_gbp,
|
|
total_guest_payments_in_gbp
|
|
as current_month_mtd_total_guest_payments_in_gbp,
|
|
xero_operator_net_fees_in_gbp
|
|
as current_month_mtd_xero_operator_net_fees_in_gbp,
|
|
xero_apis_net_fees_in_gbp as current_month_mtd_xero_apis_net_fees_in_gbp,
|
|
xero_host_resolution_amount_paid_in_gbp
|
|
as current_month_mtd_xero_host_resolution_amount_paid_in_gbp,
|
|
xero_waiver_paid_back_to_host_in_gbp
|
|
as current_month_mtd_xero_waiver_paid_back_to_host_in_gbp,
|
|
billable_bookings as current_month_mtd_billable_bookings,
|
|
new_deals as current_month_mtd_new_deals,
|
|
churning_deals as current_month_mtd_churning_deals,
|
|
live_deals as current_month_mtd_live_deals,
|
|
waiver_payments_in_gbp as current_month_mtd_waiver_payments_in_gbp,
|
|
total_revenue_churn_preceding_12_months
|
|
as current_month_mtd_total_revenue_churn_12m,
|
|
total_revenue_global_preceding_12_months
|
|
as current_month_mtd_total_revenue_global_12m,
|
|
|
|
-- Previous Year (12 months ago), Month To Date Metrics --
|
|
previous_year_total_revenue_in_gbp
|
|
as previous_year_mtd_total_revenue_in_gbp,
|
|
previous_year_revenue_retained_post_resolutions_in_gbp
|
|
as previous_year_mtd_revenue_retained_post_resolutions_in_gbp,
|
|
previous_year_total_guest_payments_in_gbp
|
|
as previous_year_mtd_total_guest_payments_in_gbp,
|
|
previous_year_xero_operator_net_fees_in_gbp
|
|
as previous_year_mtd_xero_operator_net_fees_in_gbp,
|
|
previous_year_xero_apis_net_fees_in_gbp
|
|
as previous_year_mtd_xero_apis_net_fees_in_gbp,
|
|
previous_year_xero_host_resolution_amount_paid_in_gbp
|
|
as previous_year_mtd_xero_host_resolution_amount_paid_in_gbp,
|
|
previous_year_xero_waiver_paid_back_to_host_in_gbp
|
|
as previous_year_mtd_xero_waiver_paid_back_to_host_in_gbp,
|
|
previous_year_billable_bookings as previous_year_mtd_billable_bookings,
|
|
previous_year_new_deals as previous_year_mtd_new_deals,
|
|
previous_year_churning_deals as previous_year_mtd_churning_deals,
|
|
previous_year_live_deals as previous_year_mtd_live_deals,
|
|
previous_year_waiver_payments_in_gbp
|
|
as previous_year_mtd_waiver_payments_in_gbp,
|
|
previous_year_total_revenue_churn_preceding_12_months
|
|
as previous_year_mtd_total_revenue_churn_12m,
|
|
previous_year_total_revenue_global_preceding_12_months
|
|
as previous_year_mtd_total_revenue_global_12m,
|
|
|
|
-- Previous Month, End Of Month Metrics --
|
|
lag(total_revenue_in_gbp) over (
|
|
partition by dimension, dimension_value order by date
|
|
) as previous_month_eom_total_revenue_in_gbp,
|
|
lag(revenue_retained_post_resolutions_in_gbp) over (
|
|
partition by dimension, dimension_value order by date
|
|
) as previous_month_eom_revenue_retained_post_resolutions_in_gbp,
|
|
lag(total_guest_payments_in_gbp) over (
|
|
partition by dimension, dimension_value order by date
|
|
) as previous_month_eom_total_guest_payments_in_gbp,
|
|
lag(xero_operator_net_fees_in_gbp) over (
|
|
partition by dimension, dimension_value order by date
|
|
) as previous_month_eom_xero_operator_net_fees_in_gbp,
|
|
lag(xero_apis_net_fees_in_gbp) over (
|
|
partition by dimension, dimension_value order by date
|
|
) as previous_month_eom_xero_apis_net_fees_in_gbp,
|
|
lag(xero_host_resolution_amount_paid_in_gbp) over (
|
|
partition by dimension, dimension_value order by date
|
|
) as previous_month_eom_xero_host_resolution_amount_paid_in_gbp,
|
|
lag(xero_waiver_paid_back_to_host_in_gbp) over (
|
|
partition by dimension, dimension_value order by date
|
|
) as previous_month_eom_xero_waiver_paid_back_to_host_in_gbp,
|
|
lag(billable_bookings) over (
|
|
partition by dimension, dimension_value order by date
|
|
) as previous_month_eom_billable_bookings,
|
|
lag(new_deals) over (
|
|
partition by dimension, dimension_value order by date
|
|
) as previous_month_eom_new_deals,
|
|
lag(churning_deals) over (
|
|
partition by dimension, dimension_value order by date
|
|
) as previous_month_eom_churning_deals,
|
|
lag(live_deals) over (
|
|
partition by dimension, dimension_value order by date
|
|
) as previous_month_eom_live_deals,
|
|
lag(waiver_payments_in_gbp) over (
|
|
partition by dimension, dimension_value order by date
|
|
) as previous_month_eom_waiver_payments_in_gbp,
|
|
lag(total_revenue_churn_preceding_12_months) over (
|
|
partition by dimension, dimension_value order by date
|
|
) as previous_month_eom_total_revenue_churn_12m,
|
|
lag(total_revenue_global_preceding_12_months) over (
|
|
partition by dimension, dimension_value order by date
|
|
) as previous_month_eom_total_revenue_global_12m
|
|
|
|
from int_mtd_vs_previous_year_metrics
|
|
where
|
|
is_end_of_month_or_yesterday = true
|
|
-- Keeping only global dimension to start with
|
|
and dimension = 'global'
|
|
|
|
),
|
|
ytd_mtd_main_metrics_overview as (
|
|
select
|
|
-- Keep all Time Attributes, Dimension/Value and Month/MTD metrics
|
|
*,
|
|
-- Current Financial Year, Year To Date Metrics
|
|
sum(current_month_mtd_total_revenue_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as current_ytd_total_revenue_in_gbp,
|
|
sum(current_month_mtd_revenue_retained_post_resolutions_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as current_ytd_revenue_retained_post_resolutions_in_gbp,
|
|
sum(current_month_mtd_total_guest_payments_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as current_ytd_total_guest_payments_in_gbp,
|
|
sum(current_month_mtd_xero_operator_net_fees_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as current_ytd_xero_operator_net_fees_in_gbp,
|
|
sum(current_month_mtd_xero_apis_net_fees_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as current_ytd_xero_apis_net_fees_in_gbp,
|
|
sum(current_month_mtd_xero_host_resolution_amount_paid_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as current_ytd_xero_host_resolution_amount_paid_in_gbp,
|
|
sum(current_month_mtd_xero_waiver_paid_back_to_host_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as current_ytd_xero_waiver_paid_back_to_host_in_gbp,
|
|
sum(current_month_mtd_billable_bookings) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as current_ytd_billable_bookings,
|
|
sum(current_month_mtd_new_deals) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as current_ytd_new_deals,
|
|
sum(current_month_mtd_churning_deals) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as current_ytd_churning_deals,
|
|
sum(current_month_mtd_waiver_payments_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as current_ytd_waiver_payments_in_gbp,
|
|
sum(current_month_mtd_total_revenue_churn_12m) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as current_ytd_total_revenue_churn_12m,
|
|
sum(current_month_mtd_total_revenue_global_12m) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as current_ytd_total_revenue_global_12m,
|
|
-- Specific treatment for live_deals as it is a counter
|
|
current_month_mtd_live_deals as current_ytd_live_deals,
|
|
|
|
-- Previous Financial Year, Year To Date Metrics
|
|
sum(previous_year_mtd_total_revenue_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as previous_ytd_total_revenue_in_gbp,
|
|
sum(previous_year_mtd_revenue_retained_post_resolutions_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as previous_ytd_revenue_retained_post_resolutions_in_gbp,
|
|
sum(previous_year_mtd_total_guest_payments_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as previous_ytd_total_guest_payments_in_gbp,
|
|
sum(previous_year_mtd_xero_operator_net_fees_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as previous_ytd_xero_operator_net_fees_in_gbp,
|
|
sum(previous_year_mtd_xero_apis_net_fees_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as previous_ytd_xero_apis_net_fees_in_gbp,
|
|
sum(previous_year_mtd_xero_host_resolution_amount_paid_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as previous_ytd_xero_host_resolution_amount_paid_in_gbp,
|
|
sum(previous_year_mtd_xero_waiver_paid_back_to_host_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as previous_ytd_xero_waiver_paid_back_to_host_in_gbp,
|
|
sum(previous_year_mtd_billable_bookings) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as previous_ytd_billable_bookings,
|
|
sum(previous_year_mtd_new_deals) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as previous_ytd_new_deals,
|
|
sum(previous_year_mtd_churning_deals) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as previous_ytd_churning_deals,
|
|
sum(previous_year_mtd_waiver_payments_in_gbp) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as previous_ytd_waiver_payments_in_gbp,
|
|
sum(previous_year_mtd_total_revenue_churn_12m) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as previous_ytd_total_revenue_churn_12m,
|
|
sum(previous_year_mtd_total_revenue_global_12m) over (
|
|
partition by financial_year, dimension, dimension_value
|
|
order by date
|
|
rows between unbounded preceding and current row
|
|
) as previous_ytd_total_revenue_global_12m,
|
|
-- Specific treatment for live_deals as it is a counter
|
|
previous_year_mtd_live_deals as previous_ytd_live_deals
|
|
|
|
from mtd_main_metrics_overview
|
|
)
|
|
select
|
|
-- Keep all Time Attributes, Dimension/Value, Month/MTD metrics and YTD metrics
|
|
*,
|
|
-- Compute Derived Metrics --
|
|
-- Current Month, Month To Date Metrics --
|
|
abs(coalesce(current_month_mtd_xero_waiver_paid_back_to_host_in_gbp, 0)) / nullif(
|
|
current_month_mtd_waiver_payments_in_gbp, 0
|
|
) as current_month_mtd_waiver_payout_rate,
|
|
abs(
|
|
coalesce(current_month_mtd_xero_host_resolution_amount_paid_in_gbp, 0)
|
|
) / nullif(
|
|
current_month_mtd_total_revenue_in_gbp, 0
|
|
) as current_month_mtd_resolutions_payout_rate,
|
|
coalesce(current_month_mtd_xero_operator_net_fees_in_gbp, 0) / nullif(
|
|
current_month_mtd_billable_bookings, 0
|
|
) as current_month_mtd_operator_revenue_per_billable_booking,
|
|
coalesce(current_month_mtd_waiver_payments_in_gbp, 0) / nullif(
|
|
current_month_mtd_billable_bookings, 0
|
|
) as current_month_mtd_waiver_revenue_per_billable_booking,
|
|
coalesce(current_month_mtd_total_revenue_churn_12m, 0) / nullif(
|
|
current_month_mtd_total_revenue_global_12m, 0
|
|
) as current_month_mtd_total_revenue_churn_rate,
|
|
|
|
-- Previous Year (12 months ago), Month To Date Metrics --
|
|
abs(coalesce(previous_year_mtd_xero_waiver_paid_back_to_host_in_gbp, 0)) / nullif(
|
|
previous_year_mtd_waiver_payments_in_gbp, 0
|
|
) as previous_year_mtd_waiver_payout_rate,
|
|
abs(
|
|
coalesce(previous_year_mtd_xero_host_resolution_amount_paid_in_gbp, 0)
|
|
) / nullif(
|
|
previous_year_mtd_total_revenue_in_gbp, 0
|
|
) as previous_year_mtd_resolutions_payout_rate,
|
|
coalesce(previous_year_mtd_xero_operator_net_fees_in_gbp, 0) / nullif(
|
|
previous_year_mtd_billable_bookings, 0
|
|
) as previous_year_mtd_operator_revenue_per_billable_booking,
|
|
coalesce(previous_year_mtd_waiver_payments_in_gbp, 0) / nullif(
|
|
previous_year_mtd_billable_bookings, 0
|
|
) as previous_year_mtd_waiver_revenue_per_billable_booking,
|
|
coalesce(previous_year_mtd_total_revenue_churn_12m, 0) / nullif(
|
|
previous_year_mtd_total_revenue_global_12m, 0
|
|
) as previous_year_mtd_total_revenue_churn_rate,
|
|
|
|
-- Previous Month, End Of Month Metrics --
|
|
abs(coalesce(previous_month_eom_xero_waiver_paid_back_to_host_in_gbp, 0)) / nullif(
|
|
previous_month_eom_waiver_payments_in_gbp, 0
|
|
) as previous_month_eom_waiver_payout_rate,
|
|
abs(
|
|
coalesce(previous_month_eom_xero_host_resolution_amount_paid_in_gbp, 0)
|
|
) / nullif(
|
|
previous_month_eom_total_revenue_in_gbp, 0
|
|
) as previous_month_eom_resolutions_payout_rate,
|
|
coalesce(previous_month_eom_xero_operator_net_fees_in_gbp, 0) / nullif(
|
|
previous_month_eom_billable_bookings, 0
|
|
) as previous_month_eom_operator_revenue_per_billable_booking,
|
|
coalesce(previous_month_eom_waiver_payments_in_gbp, 0) / nullif(
|
|
previous_month_eom_billable_bookings, 0
|
|
) as previous_month_eom_waiver_revenue_per_billable_booking,
|
|
coalesce(previous_month_eom_total_revenue_churn_12m, 0) / nullif(
|
|
previous_month_eom_total_revenue_global_12m, 0
|
|
) as previous_month_eom_total_revenue_churn_rate,
|
|
|
|
-- Current Financial Year, Year To Date Metrics --
|
|
abs(coalesce(current_ytd_xero_waiver_paid_back_to_host_in_gbp, 0))
|
|
/ nullif(current_ytd_waiver_payments_in_gbp, 0) as current_ytd_waiver_payout_rate,
|
|
abs(coalesce(current_ytd_xero_host_resolution_amount_paid_in_gbp, 0)) / nullif(
|
|
current_ytd_total_revenue_in_gbp, 0
|
|
) as current_ytd_resolutions_payout_rate,
|
|
coalesce(current_ytd_xero_operator_net_fees_in_gbp, 0) / nullif(
|
|
current_ytd_billable_bookings, 0
|
|
) as current_ytd_operator_revenue_per_billable_booking,
|
|
coalesce(current_ytd_waiver_payments_in_gbp, 0) / nullif(
|
|
current_ytd_billable_bookings, 0
|
|
) as current_ytd_waiver_revenue_per_billable_booking,
|
|
coalesce(current_ytd_total_revenue_churn_12m, 0) / nullif(
|
|
current_ytd_total_revenue_global_12m, 0
|
|
) as current_ytd_total_revenue_churn_rate,
|
|
|
|
-- Previous Financial Year, Year To Date Metrics --
|
|
abs(coalesce(previous_ytd_xero_waiver_paid_back_to_host_in_gbp, 0))
|
|
/ nullif(previous_ytd_waiver_payments_in_gbp, 0) as previous_ytd_waiver_payout_rate,
|
|
abs(coalesce(previous_ytd_xero_host_resolution_amount_paid_in_gbp, 0)) / nullif(
|
|
previous_ytd_total_revenue_in_gbp, 0
|
|
) as previous_ytd_resolutions_payout_rate,
|
|
coalesce(previous_ytd_xero_operator_net_fees_in_gbp, 0) / nullif(
|
|
previous_ytd_billable_bookings, 0
|
|
) as previous_ytd_operator_revenue_per_billable_booking,
|
|
coalesce(previous_ytd_waiver_payments_in_gbp, 0) / nullif(
|
|
previous_ytd_billable_bookings, 0
|
|
) as previous_ytd_waiver_revenue_per_billable_booking,
|
|
coalesce(previous_ytd_total_revenue_churn_12m, 0) / nullif(
|
|
previous_ytd_total_revenue_global_12m, 0
|
|
) as previous_ytd_total_revenue_churn_rate
|
|
|
|
from ytd_mtd_main_metrics_overview
|