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30 changes: 22 additions & 8 deletions models/demo/accounts.yml
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Original file line number Diff line number Diff line change
Expand Up @@ -4,19 +4,30 @@ models:
meta:
primary_key: account_id
# This filter means that unless you are an admin, you can't see Enterprise account
sql_filter: ${lightdash.attributes.is_admin_saas_demo} = 'true' or segment != 'Enterprise'
description: List of all customer and prospective customer Accounts pulled from our CRM
sql_filter: ${lightdash.attributes.is_admin_saas_demo} = 'true' or segment !=
'Enterprise'
description: List of all customer and prospective customer Accounts pulled from
our CRM
joins:
- join: deals
sql_on: ${accounts.account_id} = ${deals.account_id}
type: inner
fields: [unique_deals, new_deals, won_deals, lost_deals, stage, average_amount, total_amount]
fields:
[
unique_deals,
new_deals,
won_deals,
lost_deals,
stage,
average_amount,
total_amount
]
columns:
- name: account_id
description: "The Account ID from our database"
meta:
dimension:
type: number
type: string
urls:
- label: 'Open in CRM'
url: https://demo_saas.com/example/account/${ value.raw }
Expand All @@ -31,19 +42,22 @@ models:
unique_smb_accounts:
label: Unique SMB Accounts
type: count_distinct
description: The unique number of accounts based on distinct Account IDs for accounts in the SMB Segment
description: The unique number of accounts based on distinct Account IDs for
accounts in the SMB Segment
filters:
- segment: 'SMB'
unique_midmarket_accounts:
label: Unique Midmarket Accounts
type: count_distinct
description: The unique number of Midmarket accounts based on distinct Account IDs for accounts in the Midmarket Segment
description: The unique number of Midmarket accounts based on distinct Account
IDs for accounts in the Midmarket Segment
filters:
- segment: 'Midmarket'
unique_enterprise_accounts:
label: Unique Enterprise Accounts
type: count_distinct
description: The unique number of accounts based on distinct Account IDs for accounts in the Enterprise Segment
description: The unique number of accounts based on distinct Account IDs for
accounts in the Enterprise Segment
filters:
- segment: 'Enterprise'
- name: account_name
Expand All @@ -60,4 +74,4 @@ models:
description: "The market Segment for this account (SMB, Midmarket, Enterprise)"
meta:
dimension:
type: string
type: string
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