Merge pull request #3 from fivetran/additional_modeling

Initial Model Build

models/base/stg_salesforce_account.sql

@@ -12,9 +12,7 @@ with base as (
       name as account_name,
       industry,
       number_of_employees,
-      account_source,
-      rating as account_rating,
-      annual_revenue
+      account_source
 
     from base
 

models/intermediate/opportunity_aggregation_by_owner.sql

@@ -3,7 +3,7 @@ with salesforce_opportunity_enhanced as (
     select *
     from {{ ref('salesforce_opportunity_enhanced') }}
 
-), user as (
+), salesforce_user as (
 
     select *
     from {{ ref('stg_salesforce_user') }}
@@ -64,12 +64,12 @@ with salesforce_opportunity_enhanced as (
 )
 
 select 
-  user.user_id as owner_id,
+  salesforce_user.user_id as owner_id,
   coalesce(p_manager_id, b_manager_id, l_manager_id) as manager_id,
   booking_by_owner.*,
   lost_by_owner.*,
   pipeline_by_owner.*
-from user 
-left join booking_by_owner on booking_by_owner.b_owner_id = user.user_id
-left join lost_by_owner on lost_by_owner.l_owner_id = user.user_id
-left join pipeline_by_owner on pipeline_by_owner.p_owner_id = user.user_id
+from salesforce_user
+left join booking_by_owner on booking_by_owner.b_owner_id = salesforce_user.user_id
+left join lost_by_owner on lost_by_owner.l_owner_id = salesforce_user.user_id
+left join pipeline_by_owner on pipeline_by_owner.p_owner_id = salesforce_user.user_id

models/salesforce.md

@@ -0,0 +1,123 @@
+{% docs avg_bookings_amount -%}
+The average opportunity amount, if status is won.
+{%- enddocs %}
+
+{% docs avg_days_open -%}
+The average days since created across opportunties in the pipeline.
+{%- enddocs %}
+
+{% docs avg_days_to_close -%}
+The average days to close across opportunties in that have been won.
+{%- enddocs %}
+
+{% docs avg_pipeline_opp_amount -%}
+The average opportunity amount, if status is pipeline.
+{%- enddocs %}
+
+{% docs bookings_amount_closed_this_month -%}
+The opportunity amount, if closed this month and status is won.
+{%- enddocs %}
+
+{% docs bookings_amount_closed_this_quarter -%}
+The opportunity amount, if closed this quarter and status is won.
+{%- enddocs %}
+
+{% docs bookings_count_closed_this_month -%}
+The opportunity count, if closed this month and status is won.
+{%- enddocs %}
+
+{% docs bookings_count_closed_this_quarter -%}
+The opportunity count, if closed this quarter and status is won.
+{%- enddocs %}
+
+{% docs largest_booking -%}
+The largest amount associated with a single opportunity.
+{%- enddocs %}
+
+{% docs largest_deal_in_pipeline -%}
+The largest amount associated with a single opportunity in the current pipeline.
+{%- enddocs %}
+
+{% docs lost_amount_this_month -%}
+The opportunity amount, if closed this month and status is lost.
+{%- enddocs %}
+
+{% docs lost_amount_this_quarter -%}
+The opportunity amount, if closed this quarter and status is lost.
+{%- enddocs %}
+
+{% docs lost_count_this_month -%}
+The opportunity count, if closed this month and status is lost.
+{%- enddocs %}
+
+{% docs lost_count_this_quarter -%}
+The opportunity count, if closed this quarter and status is lost.
+{%- enddocs %}
+
+{% docs owner_id -%}
+Id of the owner of this opportunity
+{%- enddocs %}
+
+{% docs pipeline_count_created_this_month -%}
+The opportunity count, if closed this month and status is pipeline.
+{%- enddocs %}
+
+{% docs pipeline_count_created_this_quarter -%}
+The opportunity count, if closed this quarter and status is pipeline.
+{%- enddocs %}
+
+{% docs pipeline_created_amount_this_month -%}
+The opportunity amount, if closed this month and status is pipeline.
+{%- enddocs %}
+
+{% docs pipeline_created_amount_this_quarter -%}
+The opportunity amount, if closed this quarter and status is pipeline.
+{%- enddocs %}
+
+{% docs pipeline_created_forecast_amount_this_month -%}
+The opportunity amount mulitplied by the forecast percentage, if closed this month and status is pipeline.
+{%- enddocs %}
+
+{% docs pipeline_created_forecast_amount_this_quarter -%}
+The opportunity amount mulitplied by the forecast percentage, if closed this quarter and status is pipeline.
+{%- enddocs %}
+
+{% docs total_bookings_amount -%}
+The opportunity amount, if status is won.
+{%- enddocs %}
+
+{% docs total_lost_amount -%}
+The opportunity amount, if status is lost.
+{%- enddocs %}
+
+{% docs total_number_bookings -%}
+The opportunity count, if status is won.
+{%- enddocs %}
+
+{% docs total_number_lost -%}
+The opportunity count, if status is lost.
+{%- enddocs %}
+
+{% docs total_number_pipeline -%}
+The opportunity count, if status is pipeline.
+{%- enddocs %}
+
+{% docs total_pipeline_amount -%}
+The opportunity amount, if status is pipeline.
+{%- enddocs %}
+
+{% docs total_pipeline_forecast_amount -%}
+The opportunity amount mulitplied by the forecast percentage, if status is pipeline.
+{%- enddocs %}
+
+{% docs total_win_percent -%}
+The booking amount closed, divided by the sum of the booking amount and the lost amount..
+{%- enddocs %}
+
+{% docs win_percent_this_month -%}
+The booking amount closed this month, divided by the sum of the booking amount closed this month and the lost amount this month.
+{%- enddocs %}
+
+{% docs win_percent_this_quarter -%}
+The booking amount closed this quarter, divided by the sum of the booking amount closed this quarter and the lost amount this quarter.
+{%- enddocs %}