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Adds utm_medium_count_distinct_of_campaign_medium custom metric #36

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Adds utm_medium_count_distinct_of_campaign_medium custom metric #36

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104 changes: 69 additions & 35 deletions models/demo/leads.yml
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Original file line number Diff line number Diff line change
Expand Up @@ -6,27 +6,28 @@ models:
is_admin_saas_demo: 'true'
primary_key: lead_id
ai_hint: |
This is a leads table containing lead information and derived facts.
Use this for lead or sales stage funnel reporting, marketing efficiency analysis, and sdr reporting.
This is a leads table containing lead information and derived facts.
Use this for lead or sales stage funnel reporting, marketing efficiency analysis, and sdr reporting.

joins:
- join: users
sql_on: ${leads.user_id} = ${users.user_id}
type: left
relationship: many-to-one
- join: deals
sql_on: ${leads.deal_id} = ${deals.deal_id}
sql_on: ${leads.deal_id} = ${deals.deal_id}
type: left
relationship: many-to-one

parameters:
utm_toggle:
label: "Lead source toggle"
description: "Group leads by marketing lead source, campaign name, or campaign medium"
description: "Group leads by marketing lead source, campaign name, or campaign
medium"
options:
- "lead_source"
- "utm_medium"
- "campaign_name"
- "lead_source"
- "utm_medium"
- "campaign_name"
default: "lead_source"
multiple: false

Expand All @@ -36,7 +37,7 @@ models:
description: "Percentage of leads that converted"
sql: "(${converted_leads} / NULLIF(${unique_lead_count}, 0))"
format: percent
groups: ['Lead Performance']
groups: [ 'Lead Performance' ]
spotlight:
visibility: show
categories:
Expand All @@ -49,7 +50,7 @@ models:
description: "Average number of days it takes for a lead to convert"
sql: DATE_DIFF(${converted_at}, ${created_at}, DAY)
format: '0.0'
groups: ['Lead Performance']
groups: [ 'Lead Performance' ]
spotlight:
visibility: show
categories:
Expand All @@ -62,7 +63,7 @@ models:
description: "Average cost per converted lead"
sql: SAFE_DIVIDE(${total_lead_cost}, ${converted_leads})
format: '$#,##0.00'
groups: ['Lead Performance']
groups: [ 'Lead Performance' ]
spotlight:
visibility: show
categories:
Expand All @@ -78,7 +79,7 @@ models:
unique_lead_count:
type: count_distinct
description: "The unique number of leads based on distinct lead IDs"
groups: ['Lead Counts']
groups: [ 'Lead Counts' ]
spotlight:
visibility: show
categories:
Expand All @@ -89,18 +90,18 @@ models:
Use this for customer aquisition analysis and lead funnel reporting.
open_leads:
type: count_distinct
groups: ['Lead Counts']
groups: [ 'Lead Counts' ]
description: Count unique leads with status = 'Open'
filters:
- lead_status: ['new', 'contacted', 'qualified']
- lead_status: [ 'new', 'contacted', 'qualified' ]
spotlight:
visibility: show
categories:
- leads
- marketing
contacted_leads:
type: count_distinct
groups: ['Lead Counts']
groups: [ 'Lead Counts' ]
description: Count unique leads with status = 'Contacted'
filters:
- lead_status: 'contacted'
Expand All @@ -111,7 +112,7 @@ models:
- marketing
qualified_leads:
type: count_distinct
groups: ['Lead Counts']
groups: [ 'Lead Counts' ]
description: Count unique leads with status = 'Contacted'
filters:
- lead_status: 'qualified'
Expand All @@ -122,7 +123,7 @@ models:
- marketing
converted_leads:
type: count_distinct
groups: ['Lead Counts']
groups: [ 'Lead Counts' ]
description: Count unique leads with status = 'Converted'
filters:
- lead_status: 'converted'
Expand All @@ -133,7 +134,7 @@ models:
- marketing
disqualified_leads:
type: count_distinct
groups: ['Lead Counts']
groups: [ 'Lead Counts' ]
description: Count unique leads with status = 'Disqulified'
filters:
- lead_status: 'disqualified'
Expand Down Expand Up @@ -166,7 +167,7 @@ models:
unique_deal_count:
type: count_distinct
description: "The unique number of deals"
groups: ['Counts']
groups: [ 'Counts' ]
spotlight:
visibility: show
categories:
Expand All @@ -179,24 +180,28 @@ models:
additional_dimensions:
is_paid_marketing:
type: boolean
sql: IF(LOWER(lead_source) IN ('google ads', 'facebook ads', 'linkedin'), TRUE, FALSE)
sql: IF(LOWER(lead_source) IN ('google ads', 'facebook ads', 'linkedin'), TRUE,
FALSE)
utm_toggle:
label: "Lead source toggle"
description: "Group leads by marketing lead source, campaign name, or campaign medium"
description: "Group leads by marketing lead source, campaign name, or campaign
medium"
type: string
sql: |
case
when ${lightdash.parameters.leads.utm_toggle} = 'lead_source' then ${lead_source}
when ${lightdash.parameters.leads.utm_toggle} = 'utm_medium' then ${utm_medium}
when ${lightdash.parameters.leads.utm_toggle} = 'campaign_name' then ${campaign_name}
end
selected_dim:
selected_dim:
label: Selected dimension
type: string
description: The dimension that is currently selected in the utm_toggle parameter
description: The dimension that is currently selected in the utm_toggle
parameter
sql: ${lightdash.parameters.leads.utm_toggle}}
- name: campaign_name
description: "Name of the marketing campaign associated with the lead (if available)"
description: "Name of the marketing campaign associated with the lead (if
available)"
meta:
dimension:
type: string
Expand All @@ -206,6 +211,12 @@ models:
dimension:
type: string
label: Campaign medium
metrics:
utm_medium_count_distinct_of_campaign_medium:
label: Count distinct of Campaign medium
description: "Count distinct of Campaign medium on the table Leads "
type: count_distinct
filters: []
- name: lead_cost
description: "Cost attributed to acquiring this lead"
meta:
Expand All @@ -217,7 +228,7 @@ models:
type: sum
description: "The sum of lead_cost for selected leads"
format: '$#,##0'
groups: ['Lead Costs']
groups: [ 'Lead Costs' ]
ai_hint: |
Sum of attributed lead acquisition costs. Useful for calculating CAC and evaluating marketing ROI when joined to `deals.total_amount`.
spotlight:
Expand All @@ -229,14 +240,15 @@ models:
type: average
description: "The average lead cost for selected leads"
format: '$#,##0.00'
groups: ['Lead Costs']
groups: [ 'Lead Costs' ]
spotlight:
visibility: show
categories:
- leads
- marketing
- name: lead_status
description: "Current status of the lead (e.g., Open, Contacted, Converted, Disqualified)"
description: "Current status of the lead (e.g., Open, Contacted, Converted,
Disqualified)"
meta:
dimension:
type: string
Expand All @@ -247,10 +259,21 @@ models:
type: timestamp
time_intervals:
[
'DAY', 'WEEK', 'MONTH', 'YEAR', 'QUARTER',
'DAY_OF_MONTH_NUM', 'DAY_OF_YEAR_NUM', 'WEEK_NUM', 'MONTH_NUM',
'QUARTER_NUM', 'YEAR_NUM', 'HOUR_OF_DAY_NUM',
'DAY_OF_WEEK_NAME', 'MONTH_NAME', 'QUARTER_NAME'
'DAY',
'WEEK',
'MONTH',
'YEAR',
'QUARTER',
'DAY_OF_MONTH_NUM',
'DAY_OF_YEAR_NUM',
'WEEK_NUM',
'MONTH_NUM',
'QUARTER_NUM',
'YEAR_NUM',
'HOUR_OF_DAY_NUM',
'DAY_OF_WEEK_NAME',
'MONTH_NAME',
'QUARTER_NAME'
]
- name: converted_at
description: "The timestamp at which the lead was converted"
Expand All @@ -259,14 +282,25 @@ models:
type: timestamp
time_intervals:
[
'DAY', 'WEEK', 'MONTH', 'YEAR', 'QUARTER',
'DAY_OF_MONTH_NUM', 'DAY_OF_YEAR_NUM', 'WEEK_NUM', 'MONTH_NUM',
'QUARTER_NUM', 'YEAR_NUM', 'HOUR_OF_DAY_NUM',
'DAY_OF_WEEK_NAME', 'MONTH_NAME', 'QUARTER_NAME'
'DAY',
'WEEK',
'MONTH',
'YEAR',
'QUARTER',
'DAY_OF_MONTH_NUM',
'DAY_OF_YEAR_NUM',
'WEEK_NUM',
'MONTH_NUM',
'QUARTER_NUM',
'YEAR_NUM',
'HOUR_OF_DAY_NUM',
'DAY_OF_WEEK_NAME',
'MONTH_NAME',
'QUARTER_NAME'
]
- name: sdr_team
description: "The team the SDR belongs to"
meta:
dimension:
type: string
label: "SDR Team"
label: "SDR Team"
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