data-dwh-dbt-project/models/intermediate
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
..
athena included id_accommodation 2024-12-03 11:58:42 +01:00
check_in_hero Check in Hero users table 2024-12-20 15:36:00 +01:00
core Merged PR 3914: Include Hubspot deals for KPIs 2024-12-31 15:12:38 +00:00
cross Merged PR 3924: First version of time window aggregated metrics by deal 2025-01-03 08:07:16 +00:00
edeposit Removed null fields 2024-12-03 11:35:03 +01:00
hubspot Merged PR 3857: Propagate Amount of Properties in HS deal 2024-12-17 09:02:11 +00:00
kpis Merged PR 3914: Include Hubspot deals for KPIs 2024-12-31 15:12:38 +00:00
screen_and_protect Simplify PR 2024-12-20 14:04:42 +01:00
xero Merged PR 3455: Cleans old Xero KPIs models 2024-11-07 11:48:15 +00:00