data-dwh-dbt-project/models/reporting/general/new_dash_deal_onboarding.sql
Oriol Roqué Paniagua 56aeb701cd Merged PR 5256: Reporting version of New Dash Onboarding
# Description

Reporting version of New Dash Onboarding

It also adds a missing description of a field.
It also adapts the logic for Hubspot Onboarding Owner, after a discussion with Alex. It still does not cover 100% of the cases but he's investigating the rest.

# 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
2025-05-19 15:41:48 +00:00

47 lines
1.5 KiB
SQL

with
int_new_dash_deal_onboarding as (
select * from {{ ref("int_new_dash_deal_onboarding") }}
)
select
id_deal,
deal_name,
id_deal || '-' || coalesce(deal_name, '') as deal,
onboarding_owner,
account_manager,
platform_company_name,
count_platform_accounts,
count_listings,
count_active_listings,
count_listings_with_upgraded_programs,
count_active_listings_with_active_upgraded_programs,
count_bookings,
count_bookings_with_paid_service,
count_programs_at_deal_level,
count_upgraded_programs_at_deal_level,
count_upgraded_programs_at_listing_level,
count_active_upgraded_programs_at_active_listing_level,
contract_signed_date_utc,
live_date_utc,
cancellation_date_utc,
backend_account_creation_utc,
first_listing_created_at_utc,
first_booking_created_at_utc,
first_program_created_at_utc,
first_upgraded_program_created_at_utc,
first_upgraded_program_applied_to_listing_at_utc,
first_booking_with_paid_services_created_at_utc,
first_invoice_at_utc,
expressed_service_interest,
services_in_programs_at_deal_level,
services_in_programs_applied_to_listings,
active_services_in_programs_applied_to_listings,
has_churned,
has_listings,
has_active_listings,
has_bookings,
has_been_invoiced,
are_all_bookings_free,
is_account_no_longer_generating_paid_bookings,
has_account_changed_services_applied_in_listings,
are_active_services_different_from_expressed_interest
from int_new_dash_deal_onboarding