data-dwh-dbt-project/models
Oriol Roqué Paniagua a61da137fa Merged PR 3924: First version of time window aggregated metrics by deal
# Description

This model aggregates at monthly by deal level different metrics for AM reporting purposes. It also includes revenue retained ratios for client profitability assessment.

There's part of the existing AM report that could be simplified, likely, by using the new macro. This will be explored in a separated PR, if it applies.

# 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. ** Checked and there might be possibilities to simplify the code. I'll check ones I finish this line of work**
- [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: #25829
2025-01-03 08:07:16 +00:00
..
intermediate Merged PR 3924: First version of time window aggregated metrics by deal 2025-01-03 08:07:16 +00:00
reporting Merged PR 3906: Adds 2 new retained income metrics 2024-12-31 12:10:12 +00:00
staging Merged PR 3909: Fixes created_date_utc and updated_date_utc in SH User and its dependencies 2024-12-31 08:04:03 +00:00
doc_blocks.md improve stg_stripe__charges 2024-02-23 16:45:19 +01:00