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data-dwh-dbt-project/models/intermediate/kpis
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Oriol Roqué Paniagua 4867e8f6d0 Merged PR 4349: Xero metrics by Business Scope 
# Description

Changes:
* Creation of a deal-based model that contains when a "deal has appeared in new dash". This is tricky because a Deal can still have multiple users, thus it needs to be attributed to a date. I've chosen the first user appearance for the rest of the metrics.
* Adaptation of dimension deals in KPIs to include a client type, that indicates if the deal is from APIs or not (Platform, i.e., Dashboard).
* Xero metrics by Business Scope. This is the previous "dash source" that I need to change in the previously worked models. I decided to include APIs in the segmentation since in most cases we distinguish old dash from new dash by just "anything that is not in new dash". This is very wrong for invoicing metrics, in which we have APIs. So this actually properly computes a client segmentation by scope.

Note that I'll need to handle the monthly/mtd metrics/agg for these 2 metric models (Resolutions + Invoiced revenue) separately.

# 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: #27356
2025-02-11 15:13:42 +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 Cleaned first time booked for deals 2025-01-30 10:16:29 +01:00
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_check_out_bookings.sql Merged PR 4303: Adds Cancelled and Not Cancelled Check-out Bookings 2025-02-06 12:01:24 +00:00
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 Merged PR 4304: Adds Cancelled and Not Cancelled Created Bookings 2025-02-06 13:13:02 +00:00
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 4104: Refactor Invoiced Revenue from Account Code + New Revenue Streams 2025-01-20 14:18:05 +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_check_out_bookings.sql Merged PR 4303: Adds Cancelled and Not Cancelled Check-out Bookings 2025-02-06 12:01:24 +00:00
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 Merged PR 4304: Adds Cancelled and Not Cancelled Created Bookings 2025-02-06 13:13:02 +00:00
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 4104: Refactor Invoiced Revenue from Account Code + New Revenue Streams 2025-01-20 14:18:05 +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_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 Merged PR 4124: Adds dedicated start date for KPIs 2025-01-21 11:18:16 +00:00
int_kpis__dimension_dates.sql Merged PR 4124: Adds dedicated start date for KPIs 2025-01-21 11:18:16 +00:00
int_kpis__dimension_deals.sql Merged PR 4349: Xero metrics by Business Scope 2025-02-11 15:13:42 +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 Addressed comments 2025-01-29 17:06:37 +01:00
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_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 4335: Rework new dash attribution using booking summary 2025-02-11 07:12:46 +00:00
int_kpis__metric_daily_completed_guest_journeys.sql Merged PR 4335: Rework new dash attribution using booking summary 2025-02-11 07:12:46 +00:00
int_kpis__metric_daily_created_bookings.sql Merged PR 4335: Rework new dash attribution using booking summary 2025-02-11 07:12:46 +00:00
int_kpis__metric_daily_created_guest_journeys.sql Merged PR 4335: Rework new dash attribution using booking summary 2025-02-11 07:12:46 +00:00
int_kpis__metric_daily_deals.sql Cleaned first time booked for deals 2025-01-30 10:16:29 +01:00
int_kpis__metric_daily_guest_journeys_with_payment.sql Merged PR 4335: Rework new dash attribution using booking summary 2025-02-11 07:12:46 +00:00
int_kpis__metric_daily_guest_payments.sql Merged PR 4335: Rework new dash attribution using booking summary 2025-02-11 07:12:46 +00:00
int_kpis__metric_daily_host_resolutions.sql Merged PR 4349: Xero metrics by Business Scope 2025-02-11 15:13:42 +00:00
int_kpis__metric_daily_invoiced_revenue.sql Merged PR 4349: Xero metrics by Business Scope 2025-02-11 15:13:42 +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 4335: Rework new dash attribution using booking summary 2025-02-11 07:12:46 +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_check_out_bookings.sql Merged PR 4304: Adds Cancelled and Not Cancelled Created Bookings 2025-02-06 13:13:02 +00:00
int_kpis__metric_monthly_completed_guest_journeys.sql Merged PR 4336: MTD and Monthly Verification Requests dependant KPIs for Dash Source 2025-02-11 08:47:48 +00:00
int_kpis__metric_monthly_created_bookings.sql Merged PR 4304: Adds Cancelled and Not Cancelled Created Bookings 2025-02-06 13:13:02 +00:00
int_kpis__metric_monthly_created_guest_journeys.sql Merged PR 4336: MTD and Monthly Verification Requests dependant KPIs for Dash Source 2025-02-11 08:47:48 +00:00
int_kpis__metric_monthly_guest_journeys_with_payment.sql Merged PR 4336: MTD and Monthly Verification Requests dependant KPIs for Dash Source 2025-02-11 08:47:48 +00:00
int_kpis__metric_monthly_guest_payments.sql Merged PR 4336: MTD and Monthly Verification Requests dependant KPIs for Dash Source 2025-02-11 08:47:48 +00:00
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 4104: Refactor Invoiced Revenue from Account Code + New Revenue Streams 2025-01-20 14:18:05 +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 4336: MTD and Monthly Verification Requests dependant KPIs for Dash Source 2025-02-11 08:47:48 +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_check_out_bookings.sql Merged PR 4304: Adds Cancelled and Not Cancelled Created Bookings 2025-02-06 13:13:02 +00:00
int_kpis__metric_mtd_completed_guest_journeys.sql Merged PR 4336: MTD and Monthly Verification Requests dependant KPIs for Dash Source 2025-02-11 08:47:48 +00:00
int_kpis__metric_mtd_created_bookings.sql Merged PR 4304: Adds Cancelled and Not Cancelled Created Bookings 2025-02-06 13:13:02 +00:00
int_kpis__metric_mtd_created_guest_journeys.sql Merged PR 4336: MTD and Monthly Verification Requests dependant KPIs for Dash Source 2025-02-11 08:47:48 +00:00
int_kpis__metric_mtd_guest_journeys_with_payment.sql Merged PR 4336: MTD and Monthly Verification Requests dependant KPIs for Dash Source 2025-02-11 08:47:48 +00:00
int_kpis__metric_mtd_guest_payments.sql Merged PR 4336: MTD and Monthly Verification Requests dependant KPIs for Dash Source 2025-02-11 08:47:48 +00:00
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 4104: Refactor Invoiced Revenue from Account Code + New Revenue Streams 2025-01-20 14:18:05 +00:00
int_kpis__metric_mtd_started_guest_journeys.sql Merged PR 4336: MTD and Monthly Verification Requests dependant KPIs for Dash Source 2025-02-11 08:47:48 +00:00
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 4349: Xero metrics by Business Scope 2025-02-11 15:13:42 +00:00