What is this? Below is a series of tables containing the standard fields to use when pulling data from various systems.
Why was this created? To document source of truth data fields and institutional knowledge known by the different functional analytics teams. This will allow us to go into any dashboard or data table and easily understand which fields are trusted sources of truth.
🚧 This page is currently a work in progress. 🚧
Point of contact: Robert Kohnke, Melia Vilain
Object | Field | SoT Field API Name | SoT Table | Description |
---|---|---|---|---|
Opportunity | ID | dim_crm_opportunity_id |
restricted_safe_common_mart_sales.mart_crm_opportunity |
|
Opportunity | Owner | dim_crm_sales_rep_id |
restricted_safe_common_mart_sales.mart_crm_opportunity |
This is the User ID of the sales rep who currently owns this Opportunity. |
Opportunity | Created Date | created_date |
restricted_safe_common_mart_sales.mart_crm_opportunity |
The date this Opportunity was created. |
Opportunity | Close Date | close_date |
restricted_safe_common_mart_sales.mart_crm_opportunity |
The date on which this Opportunity is expected to close (if still open), or the date on which it closed. |
Opportunity | Segment | crm_opp_owner_sales_segment_stamped |
restricted_safe_common_mart_sales.mart_crm_opportunity |
Indicates which sales team gets credit for this deal. It is the User Segment of the Opportunity owner (stamped from the opportunity owner's User record). This value should not change after the Opportunity has closed. |
Opportunity | Geo | crm_opp_owner_account_geo_stamped |
restricted_safe_common_mart_sales.mart_crm_opportunity |
Indicates which sales team gets credit for this deal. It is the User Geo of the Opportunity owner (stamped from the opportunity owner's User record). This value should not change after the Opportunity has closed. |
Opportunity | Region | crm_opp_owner_account_region_stamped |
restricted_safe_common_mart_sales.mart_crm_opportunity |
Indicates which sales team gets credit for this deal. It is the User Region of the Opportunity owner (stamped from the opportunity owner's User record). This value should not change after the Opportunity has closed. |
Opportunity | Area | crm_opp_owner_account_area_stamped |
restricted_safe_common_mart_sales.mart_crm_opportunity |
Indicates which sales team gets credit for this deal. It is the User Area of the Opportunity owner (stamped from the opportunity owner's User record). This value should not change after the Opportunity has closed. |
Opportunity | Sales Qualified Source | sales_qualified_source_name |
restricted_safe_common_mart_sales.mart_crm_opportunity |
Indicates which sales team (if any) generated this Opportunity. |
Opportunity | Order Type | order_type |
restricted_safe_common_mart_sales.mart_crm_opportunity |
Indicates whether this Opportunity counts as new, growth, contraction, or churn. |
Opportunity | Order Type Group | order_type_group |
restricted_safe_common_mart_sales.mart_crm_opportunity |
A simplified grouping of order type values used for certain reporting |
Opportunity | Net ARR | net_arr |
restricted_safe_common_mart_sales.mart_crm_opportunity |
The ARR (revenue) amount of the Opportunity. |
Opportunity | IS EDU/OSS | is_edu_oss |
restricted_safe_common_mart_sales.mart_crm_opportunity |
Indicates if this deal is EDU/OSS. |
Opportunity | SDR/BDR | sdr_or_bdr |
restricted_safe_common_mart_sales.mart_crm_opportunity |
|
Opportunity | SDR | opportunity_sales_development_representative |
restricted_safe_common_mart_sales.mart_crm_opportunity |
|
Opportunity | BDR | opportunity_business_development_representative |
restricted_safe_common_mart_sales.mart_crm_opportunity |
|
Opportunity | Lead Source Bucket | source_buckets |
restricted_safe_common_mart_sales.mart_crm_opportunity |
|
Opportunity | Lead Source | lead_source |
restricted_safe_common_mart_sales.mart_crm_opportunity |
|
Opportunity | Is SAO | is_sao |
restricted_safe_common_mart_sales.mart_crm_opportunity |
Indicates whether this Opportunity is a "Sales Accepted Opportunity" (SAO). |
Opportunity | SAO Date | sales_accepted_date |
restricted_safe_common_mart_sales.mart_crm_opportunity |
The date on which this Opportunity became sales accepted. |
Opportunity | Is WON | is_won |
restricted_safe_common_mart_sales.mart_crm_opportunity |
Indicates if this Opportunity was won. |
Opportunity | IS Closed | is_closed |
restricted_safe_common_mart_sales.mart_crm_opportunity |
Indicates if this Opportunity is closed (including won and lost). |
Opportunity | IS Net ARR Closed Deal | is_net_arr_closed_deal |
restricted_safe_common_mart_sales.mart_crm_opportunity |
Aligns with the FP&A Master Bookings Flag in Salesforce, which is used by Finance to determine which opportunities count towards bookings. Includes all Closed Won opps and all Closed Lost Renewal opps. Excludes opps associated with JiHu accounts. |
Opportunity | IS New Logo First Order | is_new_logo_first_order |
restricted_safe_common_mart_sales.mart_crm_opportunity |
Used by Finance to count new logos. This field adjusts the count for decommissioned opportunities. |
Account | ID | dim_crm_account_id |
restricted_safe_common.dim_crm_account |
|
Account | Owner | dim_crm_user_id |
[restricted_safe_common.dim_crm_account ]((https://gitlab-data.gitlab.io/analytics/#!/model/model.gitlab_snowflake.dim_crm_account) |
This is the User ID of the sales rep who currently owns this Account. |
Account | Segment | parent_crm_account_sales_segment |
restricted_safe_common.dim_crm_account |
The parent level segment for this account. Values are Large, PubSec, Mid-Market, SMB. Based on the max employee count for this customer hierarchy. NOTE: soon to be replaced by parent_crm_account_demographics_sales_segment . |
Account | Geo | parent_crm_account_demographics_geo |
restricted_safe_common.dim_crm_account |
The parent level geo for this account. Based on the Ultimate Parent Account Address. |
Account | Region | parent_crm_account_demographics_region |
restricted_safe_common.dim_crm_account |
The parent level region for this account. Based on the Ultimate Parent Account Address. |
Account | Area | parent_crm_account_demographics_area |
restricted_safe_common.dim_crm_account |
The parent level area for this account. Based on the Ultimate Parent Account Address. |
Account | Country | parent_crm_account_demographics_upa_country |
restricted_safe_common.dim_crm_account |
The Ultimate Parent Account country, which is used for sales territories and all customer level reporting. |
Account | State | parent_crm_account_demographics_upa_state |
restricted_safe_common.dim_crm_account |
The Ultimate Parent Account state, which is used for sales territories and all customer level reporting. |
Account | JiHu | is_jihu_account |
restricted_safe_common.dim_crm_account |
Indicates whether this Account is managed by the separate JiHu entity of GitLab (and is thus excluded from most reporting). |
Account | First Order available | is_first_order_available |
restricted_safe_common.dim_crm_account |
Indicates whether a first order is currently available for this account hierarchy. |
Account | Industry | crm_account_industry |
restricted_safe_common.dim_crm_account |
Industry value for this account. |
Account | LAM | parent_crm_account_lam |
restricted_safe_common.dim_crm_account |
The Landed Addressable Market (LAM) for this account hierarchy, which is a measure of how much they could expand. |
Account | LAM Dev Count | parent_crm_account_lam_dev_count |
restricted_safe_common.dim_crm_account |
The best known number of software developers in this account hierarchy. |
Note that every account has 2 addresses:
Note that there are 2 versions of segment/geo/region/area:
Note regarding product fields:
fct_crm_opportunity.product_details
fct_crm_opportunity.product_category
- USE THIS ONEfct_crm_opportunity.products_purchased
Point of contact: Carolyn Braza
Object | Field | Table | Description | Notes for Analysis |
---|---|---|---|---|
Namespace | namespace_type |
common.dim_namespace ; legacy.gitlab_dotcom_namespaces_xf * |
Group , User (personal namespace automatically created upon user creation/registration), Project (new addition to namespace "type" as part of this Workspace work) |
Analysis is commonly limited to Group namespaces |
Namespace | is_setup_for_company |
common.dim_namespace ; legacy.gitlab_dotcom_namespace_settings |
Set at namespace creation, but there are a lot of NULL s, so we must be missing some use cases. We started collecting this data at the namespace level on 2021-08-26 (issue). |
While this is available on the namespace-level, some groups (ex: Growth) leverage user-level setup_for_company (details below) |
Namespace | namespace_creator_is_blocked |
common.dim_namespace ; LEFT JOIN legacy.gitlab_dotcom_users_blocked_xf * ON namespace.creator_id = blocked.user_id |
Namespaces are considered to be blocked if the creator is in a blocked or banned state |
Namespaces created by blocked users are usually excluded from analysis |
Namespace | visibility_level |
common.dim_namespace ; legacy.gitlab_dotcom_namespaces_xf * |
Namespace or group's visibility setting: private , public , internal (no longer in use). The internal visibility setting means the project is accessible by any signed in user, and has been disabled on GitLab.com since 2019. internal does not necessarily mean it is associated with GitLab (the company) |
Growth KPIs frequently limit to private namespaces |
Namespace | ultimate_parent_namespace_id / namespace_ultimate_parent_id |
common.dim_namespace ; legacy.gitlab_dotcom_namespaces_xf * |
Unique identifier of a namespace/group's ultimate parent. Many models (ex: legacy.gitlab_dotcom_usage_data_events ) attribute activity to the ultimate parent namespace |
Analysis is commonly limited to (or grouped by) ultimate parent namespace |
Namespace | namespace_is_ultimate_parent |
common.dim_namespace ; legacy.gitlab_dotcom_namespaces_xf * WHERE namespace_id = namespace_ultimate_parent_id |
Denotes whether the namespace is the top-level or ultimate parent. Many models (ex: legacy.gitlab_dotcom_usage_data_events ) attribute activity to the ultimate parent namespace |
Analysis is commonly limited to (or grouped by) ultimate parent namespace |
Namespace | namespace_is_internal |
common.dim_namespace ; legacy.gitlab_dotcom_namespaces_xf * |
Denotes whether the namespace's ultimate parent is identified as belonging to GitLab (the company). The mapping of internal namespaces in dim_namespace is defined using common_mapping.map_namespace_internal . The mapping of internal namespaces in gitlab_dotcom_namespaces_xf is defined using the get_internal_parent_namespaces dbt macro. |
Internal namespaces are usually excluded from analysis |
Namespace | creator_id |
common.dim_namespace ; legacy.gitlab_dotcom_namespaces_xf * |
dim_user_id /user_id of the namespace's creator. A namespace's creator is derived using gitlab.com audit events |
Some groups (ex: Growth) use namespace creator to attribute values like setup_for_company (see details below) |
Namespace | ⚠️ owner_id ⚠️ |
common.dim_namespace ; legacy.gitlab_dotcom_namespaces_xf * |
This field is frequently NULL. Do not use this field, see row below about namespace owner | |
Namespace | Owner | legacy.gitlab_dotcom_memberships WHERE access_level = 50 |
legacy.gitlab_dotcom_memberships.access_level reflects a user's current access. access_level mapping available here. A single namespace can have multiple owners |
|
Namespace | ⚠️ current_member_count / member_count ⚠️ |
common.dim_namespace ; legacy.gitlab_dotcom_namespaces_xf * |
This field is incorrect. Do not use this field, see below for details on member count. Issue to fix logic here |
|
Project | visibility_level |
common.dim_project ; legacy.gitlab_dotcom_projects_xf * |
Project's visibility setting: private , public , internal (no longer in use). A project's visibility setting can be different than that of its parent group/namespace The internal visibility setting means the project is accessible by any signed in user, and has been disabled on GitLab.com since 2019. internal does not necessarily mean it is associated with GitLab (the company). |
|
Project | ⚠️ member_count ⚠️ |
common.dim_project ; legacy.gitlab_dotcom_projects_xf * |
This field is incorrect. Do not use this field, see below for details on member count. Issue to fix logic here |
|
User | setup_for_company |
legacy.gitlab_dotcom_user_preferences |
Set when a user creates their first namespace, but there are a lot of NULLs and therefore some use cases where the value is not captured. In that case, the value is set the next time a user creates a namespace. This value used to be overwritten to TRUE at time of conversion to a paid plan (issue, fix merged 2021-08-27 ). |
Some groups (ex: Growth) attribute setup_for_company to a namespace based on the value of a namespace's creator |
User | is_blocked_user |
common.dim_user ; presence in legacy.gitlab_dotcom_users_blocked_xf * |
Users in a blocked or banned state are considered to be blocked. Blocked users are filtered out of several legacy models, including legacy.gitlab_dotcom_users_xf . See "Additional notes" below for more details. |
Namespaces created by blocked users are usually excluded from analysis |
User/Member | Member of project/group/namespace | Presence in legacy.gitlab_dotcom_memberships |
This model reflects the current state of memberships and excludes blocked users. ⚠️ Use caution as this is a particularly confusing data set ⚠️ |
Join on ultimate_parent_id to get members of the ultimate parent namespace |
User/Member | is_billable |
legacy.gitlab_dotcom_memberships |
The is_billable flag denotes whether the user would count against a subscription seat count if it was a paid namespace. This field does not mean that it is a paid namespace |
Analysis frequently limits to memberships where is_billable = TRUE |
*Note: These legacy
models will be deprecated in the future in favor of models built in the
common
schema. Existing queries, snippets, and dashboards using them can be trusted but any
net-new code should use common models, when possible.
Models in the common
schema are built to the Data program's EDM Standards
and are subject to a greater level of validation than the legacy models. Only models in the
common*
schemas can meet Trusted Data Standards,
and any reference to a legacy a model's lineage makes it ineligible to meet the TD requirements.
Additional notes
legacy.gitlab_dotcom_memberships
and legacy.gitlab_dotcom_members
are particularly confusing data sets. Use with caution, always ask for a code review, and do not
hesitate to reach out to other analysts for help.Other resources
Feedback
Please add any feedback on the gitlab.com content (including requests for additional fields) to this issue.
Point of contact: Max Fleisher
Object | Field | SoT Field API Name | Table | Description | Responsible Team |
---|---|---|---|---|---|
Customer | Customer ID | CUSTOMER_ID | legacy.customers_db_customers | ||
Customer | Customer Portal User Created Date (not Namespace creation date/subscription date) | CUSTOMER_CREATED_AT | legacy.customers_db_customers | ||
Customer | Is this a paid or formerly paid customer? | Join on CUSTOMER_ID = CURRENT_CUSTOMER_ID, if CURRENT_CUSTOMER_ID is not null then is paid customer | prod.restricted_safe_legacy.customers_db_charges_xf | ||
Customer | Is this a current paid customer? | Join on CUSTOMER_ID = CURRENT_CUSTOMER_ID, if CURRENT_CUSTOMER_ID is not null and SUBSCRIPTION_STATUS = 'Active' and EFFECTIVE_END_DATE is in the future then is current paid customer | prod.restricted_safe_legacy.customers_db_charges_xf | ||
Customer | First trial start date | Join on CUSTOMER_ID = CUSTOMER_ID to get MIN(TRIAL_START_DATE) | prod.legacy.customers_db_trials | ||
Customer | First paid subscription date | Join on CUSTOMER_ID = CURRENT_CUSTOMER_ID to get MIN(SUBSCRIPTION_START_DATE) | prod.restricted_safe_legacy.customers_db_charges_xf | ||
Customer | Subscriptions associated with Customer | Join on CUSTOMER_ID = CURRENT_CUSTOMER_ID to get SUBSCRIPTION_NAME_SLUGIFY | prod.legacy.customers_db_orders | ||
Customer | Rate Plan/Product Type associated with Customer | Join on CUSTOMER_ID = CURRENT_CUSTOMER_ID to get PRODUCT_CATEGORY or RATE_PLAN_ID | prod.restricted_safe_legacy.customers_db_charges_xf | ||
Trials | Trial start date | TRIAL_START_DATE | prod.legacy.customers_db_trials | ||
Trials | Email associated with trial user | Join on CUSTOMER_ID = CUSTOMER_ID to get CUSTOMER_EMAIL_HASH | legacy.customers_db_customers | ||
Trials | Did trial convert to paid? | IS_CONVERTED | prod.legacy.customers_db_trials | ||
Leads | Lead type - Trial or PQL | PRODUCT_INTERACTION | prod.restricted_safe_legacy.customers_db_leads | ||
Leads | Customer comments on hand raise | COMMENT_CAPTURE | prod.restricted_safe_legacy.customers_db_leads |
Point of contact: Max Fleisher
Object | Field | Table | Description | Responsible Team |
---|---|---|---|---|
Subscription | SUBSCRIPTION_NAME |
common.dim_subscription |
Formatted as "A-S######". Must be combined with SUBSCRIPTION_VERSION to get the unique Subscription ID. DIM_SUBSCRIPTION_ID can be used as a key to join to other DIM tables including Amendments, Charges, and Billing Accounts. |
|
Subscription | SUBSCRIPTION_VERSION |
common.dim_subscription |
Increments every time a Subscription is amended. For point-in-time analysis, query the Subscription Version Effective Date as of the target date range. For current state analysis, query the highest Subscription Version. | |
Subscription Amendment | CHARGE_AMENDMENT_TYPE or AMENDMENT_TYPE |
common.mart_charge or common.dim_amendment |
Amendments can include product changes, quantity changes, renewals, contractions, and other Subscription changes. Each Subscription change generates an Amendment, and also increments the Subscription Version. | |
Subscription | DIM_BILLING_ACCOUNT / DIM_CRM_ACCOUNT |
common.dim_subscription |
Zuora Billing Account is the entity that is charged for the subscription. Billing Accounts should be 1:1 with SFDC Accounts. If the Billing Account changes (e.g. corporate merger), a new Subscription/Billing Account will be created. | |
Subscription | PRODUCT_TIER_NAME / PRODUCT_DELIVERY_TYPE |
common.mart_charge |
As products on a Subscription can change over time, use MART_CHARGE to identify the QUANTITY of each PRODUCT_TIER_NAME for the target TERM dates. |
|
Subscription | ARR |
common.mart_arr |
ARR data at a monthly grain. Join to Subscription for a specific month to get the ARR on that Subscription at that point in time. | |
Subscription | DELTA_ARR |
common.mart_charge |
MART_CHARGE has the DELTA_ARR resulting from specific Subscription Amendments/Charges including Rate Plan changes. MART_DELTA_ARR_SUBSCRIPTION_MONTH and related tables have monthly grain DELTA_ARR at the Subscription level. |
Additional notes and resources
Feedback and Questions
Point of contact: Max Fleisher, David Egan
Object | Field | SoT Field API Name | SoT Table | Description | Notes for Analysis |
---|---|---|---|---|---|
Person | Person ID | dim_crm_person_id | common_mart_marketing.mart_crm_person | A dbt generated surrogate key combining the lead id and contact id | |
Person | Lead Owner | dim_crm_user_id | common_mart_marketing.mart_crm_person | A dbt generated ID for the owner from the lead or contact | For joining on dim_crm_user |
Person | SFDC Account ID | dim_crm_account_id | common_mart_marketing.mart_crm_person | The Salesforce account id the person record belongs too. From contacts and lean_data_matched_account from leads | To join on dim_crm_account |
Person | SFDC Record ID (lead or contact) | sfdc_record_id | common.dim_crm_person | The 18 digit Salesforce id for the contact or lead | |
Person | SFDC Record Type (lead or contact) | sfdc_record_type | common.dim_crm_person | The sub-type of the contact or lead defined in Salesforce | Can be joined to PROD.LEGACY.SFDC_RECORD_TYPE |
Person | Bizible ID | bizible_person_id | common.fct_crm_person | The unique identifier assigned to a lead or contact in Bizible used to join to touchpoint and attribution data | |
Person | email_hash | common_mart_marketing.mart_crm_person | Anonymised (salted SHA2 hash) email ID - sourced from dim_crm_person | Primary key to join a person | |
Person | Business or personal email domain | email_domain_type | common_mart_marketing.mart_crm_person | A dbt function returning a description of the email address (personal, business, etc…) | |
Person | Lead Creation Date | lead_created_date | common_mart_marketing.mart_crm_person | Date a lead was created in salesforce | |
Person | Inquiry Date | true_inquiry_date | common_mart_marketing.mart_crm_person | ||
Person | MQL Date First | mql_date_first | common_mart_marketing.mart_crm_person | The first date a lead or contact was assigned a Marketo Qualified Lead Date | |
Person | MQL Date Latest | mql_date_latest | common_mart_marketing.mart_crm_person | The most recent date a lead or contact was assigned a Marketo Qualified Lead Date | |
Person | Is MQL | is_mql | common_mart_marketing.mart_crm_person | A boolean field created in the warehouse to flag Marketing Qualified Leads | |
Person | Is Inquiry | is_inquiry | common_mart_marketing.mart_crm_person | A boolean field created in the warehouse to flag an Inquiry | |
Person | Converted to Contact? | see sfdc record type | not sure what this field refers too, can't see it in dbt or mart_crm_perso | ||
Person | Lead/Contact Status | status | common_mart_marketing.mart_crm_person | A custom salesforce field (picklist) with the following values defined in the handbook | Commonly used in analysis to filter persons according to their current lead lifecycle |
Person | Original Lead Source (first lead by email) | lead_source | common_mart_marketing.mart_crm_person | A custom salesforce field (picklist) used to identify initial source (first "known" touch point) - Handbook | Cannot be overwritten in Salesforce once set. Used to inform grouping of source buckets |
Person | Lead Person Score | person_score | common.dim_crm_person | Current score applied to the lead by Marketo lead scoring process. Scoring model defined in handbook | If analysing this data it is worth visiting the handbook page to understand the scoring model logic. A score of 100 triggers an MQL. |
Person | Associated with Trial | if not null then this person started a trial | Join legacy.customers_db_trials to legacy.customers_db_customers on CUSTOMER_ID to get CUSTOMER_EMAIL_HASH and MIN(TRIAL_START_DATE) | ||
Person | Segment | account_demographic_sales_segment | common_mart_marketing.mart_crm_person | Based on Zoom info sourced / LeanData matched Account Demographics: Max Family Employee Count for each hierarchy | |
Person | Geo | account_demographics_geo | common_mart_marketing.mart_crm_person | Based on Zoom info sourced / LeanData matched: Tells us where an account is located geographically | Account Demographics are SOT for all geo related segments in Salesforce. Example value: AMER |
Person | Region | account_demographics_region | common_mart_marketing.mart_crm_person | Based on Zoom info sourced Account Demographics: Tells us the region an account is based in | Example value: East |
Person | Country (as entered) | country | common_mart_marketing.mart_crm_person | Example value: US | |
Person | State (as entered) | state | common_mart_marketing.mart_crm_person | Example value: NY | |
Person | Company size (as entered) | account_demographics_employee_count | common_mart_marketing.mart_crm_person | Based on Zoom info sourced / LeanData matched Account Demographics: This field tells us how many employees are within an account | This field informs sales_segment |
Person | Zoominfo Company ID | zoominfo_company_id | Join to WORKSPACE_MARKETING.GITLAB_CONTACT_ENHANCE on EMAIL_HASH = EMAIL_ID_HASH | ||
Person | Zoominfo Segment | zoominfo_company_segment | Join to WORKSPACE_MARKETING.GITLAB_CONTACT_ENHANCE on EMAIL_HASH = EMAIL_ID_HASH |
«««< sites/handbook/source/handbook/business-technology/data-team/functional-analytics-center-of-excellence/source-of-truth-fields-for-reporting/index.html.md
Point of contact: Robert Kohnke, David Egan, Jerome Ahye
common_mart_marketing.mart_crm_touchpoint
common_mart_marketing.mart_crm_attribution_touchpoint
has more fields related to attribution modelsObject | Field | SoT Field API Name | SoT Table | Description | Notes for Analysis |
---|---|---|---|---|---|
Bizible Touchpoint | Count | dim_crm_touchpoint_id |
common_mart_marketing.mart_crm_touchpoint |
Bizible ID for the touchpoint | Use DISTINCT in analysis |
Bizible Touchpoint | Touchpoint Date | bizible_touchpoint_date |
common_mart_marketing.mart_crm_touchpoint |
Date timestamp for the event | |
Bizible Touchpoint | Touchpoint Position | bizible_touchpoint_position |
common_mart_marketing.mart_crm_touchpoint |
Bizible - position of the touchpoint. The position of the touchpoint reflects the major milestone touchpoints in the customer journey (i.e. FT, Form, LC, OC, Closed) and depends on WHEN it occurred in the journey. | Be aware that a single touchpoint can have more than one position. This displays as concatenated labels separated by ", " |
Bizible Touchpoint | Touchpoint Type | bizible_touchpoint_type |
common_mart_marketing.mart_crm_touchpoint |
Bizible - 'type' of touchpoint. Has standard values depending on how the event was collected. For .js touchpoints - the values are 'Web Visit', 'Web Form' or 'Web Chat'. 'CRM; for CRM campaign (often offline list uploads). Poulates with the Task or Event Type for Activity Touchpoints. | |
Bizible Touchpoint | Marketing Channel | bizible_marketing_channel |
common_mart_marketing.mart_crm_touchpoint |
Bizible high level grouping of the marketing activity or marketing channel that the touchpoint belongs to. Example: 'Paid Search', 'Direct' etc. Touchpoints are grouped according to how we set our marketing channels up (mapped within Bizible). | |
Bizible Touchpoint | Marketing Channel Path | bizible_marketing_channel_path |
common_mart_marketing.mart_crm_touchpoint |
Concatenates Marketing Channel with sub-channel that the touchpoint belongs to. For example: Paid Search.AdWords. Again, grouping dependent on our own custom mapping. | |
Bizible Touchpoint | Related Person | dim_crm_person_id |
common_mart_marketing.mart_crm_touchpoint |
Salesforce person ID - relates to mart_crm_person , source is dim_crm_person |
Don't use this to join touchpoints to a person |
Bizible Touchpoint | Related Person Email | email_hash |
common_mart_marketing.mart_crm_touchpoint |
Salesforce anonymised email ID - sourced from dim_crm_person | Primary means to join touchpoints to a person |
Bizible Touchpoint | Related Person Owner | owner_id |
common_mart_marketing.mart_crm_touchpoint |
Salesforce id (dim_crm_user_id) of the user who owns the person record. Source is dim_crm_person | |
Bizible Touchpoint | SFDC Campaign | dim_campaign_id |
common_mart_marketing.mart_crm_touchpoint |
Salesforce campaign ID, source dim_campaign |
|
Bizible Touchpoint | Related Account | dim_crm_account_id |
common_mart_marketing.mart_crm_touchpoint |
Salesforce unique If for an Account, source is dim_crm_account |
Useful for some use cases only, when want to dive deeper into the entities that make up a parent account |
Bizible Touchpoint | Related Parent Account | dim_parent_crm_account_id |
common_mart_marketing.mart_crm_touchpoint |
Salesforce unique ID for Parent Account, source is dim_crm_account |
Parent account is more used in reporting and data models than Account |
Bizible Touchpoint | Is FMM Influenced | is_fmm_influenced |
common_mart_marketing.mart_crm_touchpoint |
Field generated in the DWH to identify touchpoints with Field Marketing touches | |
Bizible Attribution Touchpoint | Count | dim_crm_touchpoint_id |
common_mart_marketing.mart_crm_attribution_touchpoint |
Bizible ID for the touchpoint | Use DISTINCT in analysis |
Bizible Attribution Touchpoint | Touchpoint Date | bizible_touchpoint_date |
common_mart_marketing.mart_crm_attribution_touchpoint |
Date timestamp for the event | |
Bizible Attribution Touchpoint | Touchpoint Position | bizible_touchpoint_position |
common_mart_marketing.mart_crm_attribution_touchpoint |
Bizible - position of the touchpoint. The position of the touchpoint reflects the major milestone touchpoints in the customer journey (i.e. FT, Form, LC, OC, Closed) and depends on WHEN it occurred in the journey. | Be aware that a single touchpoint can have more than one position. This displays as concatenated labels separated by ", " |
Bizible Attribution Touchpoint | Touchpoint Type | bizible_touchpoint_type |
common_mart_marketing.mart_crm_attribution_touchpoint |
Bizible - 'type' of touchpoint. Has standard values depending on how the event was collected. For .js touchpoints - the values are 'Web Visit', 'Web Form' or 'Web Chat'. 'CRM; for CRM campaign (often offline list uploads). Poulates with the Task or Event Type for Activity Touchpoints. | |
Bizible Attribution Touchpoint | Marketing Channel | bizible_marketing_channel |
common_mart_marketing.mart_crm_attribution_touchpoint |
Bizible high level grouping of the marketing activity or marketing channel that the touchpoint belongs to. Example: 'Paid Search', 'Direct' etc. Touchpoints are grouped according to how we set our marketing channels up (mapped within Bizible). | |
Bizible Attribution Touchpoint | Marketing Channel Path | bizible_marketing_channel_path |
common_mart_marketing.mart_crm_attribution_touchpoint |
Concatenates Marketing Channel with sub-channel that the touchpoint belongs to. For example: Paid Search.AdWords. Again, grouping dependent on our own custom mapping. | |
Bizible Attribution Touchpoint | Related Person | dim_crm_person_id |
common_mart_marketing.mart_crm_attribution_touchpoin t |
Salesforce person ID - relates to mart_crm_person , source is dim_crm_person |
Don't use this to join touchpoints to a person |
Bizible Attribution Touchpoint | Related Person Email | email_hash |
common_mart_marketing.mart_crm_attribution_touchpoint |
Salesforce anonymised email ID - sourced from dim_crm_person | Primary means to join touchpoints to a person |
Bizible Attribution Touchpoint | Related Person Owner | owner_id |
common_mart_marketing.mart_crm_attribution_touchpoint |
Salesforce id (dim_crm_user_id) of the user who owns the person record. Source is dim_crm_person | |
Bizible Attribution Touchpoint | SFDC Campaign | dim_campaign_id |
common_mart_marketing.mart_crm_attribution_touchpoint |
Salesforce campaign ID, source dim_campaign |
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Bizible Attribution Touchpoint | Related Account | dim_crm_account_id |
common_mart_marketing.mart_crm_attribution_touchpoint |
Salesforce unique If for an Account, source is dim_crm_account |
Useful for some use cases only, when want to dive deeper into the entities that make up a parent account |
Bizible Attribution Touchpoint | Related Parent Account | dim_parent_crm_account_id |
common_mart_marketing.mart_crm_attribution_touchpoint |
Salesforce unique ID for Parent Account, source is dim_crm_account |
Parent account is more used in reporting and data models than Account |
Bizible Attribution Touchpoint | Is FMM Influenced | is_fmm_influenced |
common_mart_marketing.mart_crm_attribution_touchpoint |
Field generated in the DWH to identify touchpoints with Field Marketing touches | |
Bizible Attribution Touchpoint | Count First Touch | bizible_count_first_touch |
common_mart_marketing.mart_crm_attribution_touchpoint |
This field shows, in decimal form, the percentage of revenue credit given to a touchpoint according to a First Touch Model | |
Bizible Attribution Touchpoint | Count Lead Creation Touch | bizible_count_lead_creation_touch |
common_mart_marketing.mart_crm_attribution_touchpoint |
This field shows, in decimal form, the percentage of revenue credit given to a touchpoint according to a Lead Creation Model | |
Bizible Attribution Touchpoint | Count Full Path | bizible_attribution_percent_full_path |
common_mart_marketing.mart_crm_attribution_touchpoint |
This field shows, in decimal form, the percentage of revenue given to a touchpoint according to a Full Path Model | |
Bizible Attribution Touchpoint | Count Custom Model | bizible_count_custom_model |
common_mart_marketing.mart_crm_attribution_touchpoint |
This field shows, in decimal form, the percentage of attribution credit given to a touchpoint according to the values set in your Custom Model. Since this field relates to the Buyer Touchpoint Object, it is not a reflection of revenue credit, solely just attribution credit. | This is our primary Bizible attribution model for FY23 |
Bizible Attribution Touchpoint | Count U Shaped | bizible_count_u_shaped |
common_mart_marketing.mart_crm_attribution_touchpoint |
This field shows, in decimal form, the percentage of revenue credit given to a touchpoint according to a U-Shaped Model | |
Bizible Attribution Touchpoint | Count W Shaped | bizible_count_w_shaped |
common_mart_marketing.mart_crm_attribution_touchpoint |
This field shows, in decimal form, the percentage of credit given to a touchpoint according to a W-Shaped Model | |
Bizible Attribution Touchpoint | ARR Full Path | bizible_revenue_full_path |
common_mart_marketing.mart_crm_attribution_touchpoint |
This field shows the dollar revenue amount attributed to a touchpoint according to the attribution percentage in the Full Path Model | |
Bizible Attribution Touchpoint | ARR Custom Model | bizible_revenue_custom_model |
common_mart_marketing.mart_crm_attribution_touchpoint |
This field shows the dollar revenue amount attributed to a touchpoint according to the attribution percentage set in your Custom Model | |
Bizible Attribution Touchpoint | ARR First Touch | bizible_revenue_first_touch |
common_mart_marketing.mart_crm_attribution_touchpoint |
This field shows the dollar revenue amount attributed to a touchpoint according to the attribution percentage in the First Touch Model | |
Bizible Attribution Touchpoint | ARR Lead Creation | bizible_revenue_lead_conversion |
common_mart_marketing.mart_crm_attribution_touchpoint |
This field shows the dollar revenue amount attributed to a touchpoint according to the attribution percentage in the Lead Creation Model | |
Bizible Attribution Touchpoint | ARR U Shaped | bizible_revenue_u_shaped |
common_mart_marketing.mart_crm_attribution_touchpoint |
This field shows the dollar revenue amount attributed to a touchpoint according to the attribution percentage in the U-Shaped Model | |
Bizible Attribution Touchpoint | ARR W Shaped | bizible_revenue_w_shaped |
common_mart_marketing.mart_crm_attribution_touchpoint |
This field shows the dollar revenue amount attributed to a touchpoint according to the attribution percentage in the W-Shaped Model | |
Bizible Attribution Touchpoint | Related Opportunity | dim_crm_opportunity_id |
common_mart_marketing.mart_crm_attribution_touchpoint |
Salesforce ID for the opportunity this touchpoint was attributed to |
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Point of contact: Dennis Charukulvanich
Object | Field | SoT Field API Name | Table |
---|---|---|---|
dimension | Client ID | client_id | ga360_session |
dimension | Session Date | session_date | ga360_session |
dimension | Source | traffic_source | ga360_session |
dimension | Medium | traffic_source_medium | ga360_session |
dimension | Device Category | device_category | ga360_session |
dimension | Country | geo_network_country | ga360_session |
dimension | Event Category | event_category | ga360_session_hit |
dimension | Event Action | event_action | ga360_session_hit |
dimension | Event Label | event_label | ga360_session_hit |
dimension | Page | page_path | ga360_session_hit |
dimension | Hostname | host_name | ga360_session_hit |
dimension | Custom Dimension | dimension_index | ga360_session_custom_dimension |
metric | Sessions | count distinct (visit_id, visitor_id) | ga360_session |
metric | Bounce Rate | count (where total_pageviews = 1) / sessions | ga360_session |
metric | Avg. Session Duration | total_time_on_site / sessions | ga360_session |
metric | Users | count(client_id) | ga360_session |
metric | New Users | count distinct (client_id) where total_new_visits = 1 | ga360_session |
metric | Pageviews | sum(total_pageviews) | ga360_session |
metric | Total Events | count(hit_type like 'EVENT') | ga360_session_hit |