43a20a3c22
# Description Brings additional info from Hubspot Deals regarding onboarding process # 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. - [ ] I have checked for DRY opportunities with other models and docs. - [ ] 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: #30249
146 lines
5 KiB
YAML
146 lines
5 KiB
YAML
version: 2
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models:
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- name: int_hubspot__deal
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description: |
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Our deals in Hubspot. A deal is a commercial relationship with a client
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company. It's possible for a single company to have multiple deals, but
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it's frequent for them to only have one.
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Deals are one of the spines of Superhog's data. You will find references
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to Deal Ids in both our in-house systems and Xero.
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Note that deals that follow the Guardhog pipeline are excluded from this
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table.
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columns:
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- name: id_deal
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data_type: character varying
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description: Unique ID for this deal.
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data_tests:
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- unique
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- not_null
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- name: deal_name
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data_type: text
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description: Name of the deal.
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- name: contract_signed_date_utc
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data_type: date
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description: Date in which the contract was signed
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- name: onboarding_date_utc
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data_type: date
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description: Date in which the contract was onboarded
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- name: live_date_utc
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data_type: date
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description: Date in which the account went live
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- name: cancellation_date_utc
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data_type: date
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description: Date in which an account that was being used was cancelled
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- name: account_manager
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data_type: text
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description: |
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The name of the account manager that is currently taking care of this
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deal.
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- name: onboarding_owner
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data_type: text
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description: |
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The name of the person who is or has been in charge of onboarding this
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deal.
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- name: deal_pipeline
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data_type: text
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description: |
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The name of the hubspot pipeline for this deal.
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- name: deal_hubspot_stage
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data_type: text
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description: |
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The name of the hubspot stage this deal is currently in. The different
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stages a deal can be in depend on the hubspot pipeline.
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- name: cancellation_category
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data_type: text
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description: Categorization as to why they cancelled the account
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- name: cancellation_details
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data_type: text
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description: Free text with additional comments on why they cancelled the account
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- name: amount_of_properties
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data_type: integer
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description: |
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Amount of properties the owner told us they manage. This is not necessarily the
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amount of properties that will be finally booked in our business.
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- name: last_contacted_date_utc
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data_type: date
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description: Date in which the account was last contacted
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- name: amount_times_contacted
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data_type: integer
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description: Amount of times the account has been contacted
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- name: integration_type
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data_type: text
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description: |
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The type of integration that the customer has, such as OSL,
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PMS, etc. It can be null.
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- name: dashboard_type
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data_type: text
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description: |
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The type of dashboard that the customer has access to. This applies
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for platform clients, and can be either Legacy or New.
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It can be null.
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- name: pricing_structure
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data_type: text
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description: |
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The pricing structure that the customer has. It can be null.
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- name: partnership_services
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data_type: text
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description: |
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The partnership type, i.e., the services that the client has
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according to hubspot. This field has been processed by applying a
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standardized separation "|" and an upper case. Be aware that this
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is not how data is presented in HubSpot.
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Be aware that this might not capture the full history of services
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that the client has had in the past, nor necessarily be always
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up-to-date. For New Dash clients, please refer to backend data
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for complete accuracy.
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It can be null.
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- name: expressed_service_interest
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data_type: text
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description: |
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The services that captured the interest of the potential client
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during onboarding calls, for New Dash.
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This field has been processed by applying a standardized separation
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"|" and an upper case. Be aware that this is not how data is
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presented in HubSpot.
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Not to be confused with the actual services that host has applied.
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For the later, check backend data.
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It can be null.
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- name: created_at_utc
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data_type: timestamp with time zone
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description: Timestamp of when the record was created in Hubspot
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- name: created_date_utc
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data_type: date
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description: Date of when the record was created in Hubspot
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- name: updated_at_utc
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data_type: timestamp with time zone
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description: Timestamp of when the record was last updated in Hubspot
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- name: updated_date_utc
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data_type: date
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description: Date of when the record was last updated in Hubspot
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