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MAIVENmodelmarts

mart_mdt_proposals

beta
mart table

Win/loss/status and profile of every MDT proposal.

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Definition

One row per proposal (grain proposal_id) from int_mdt__proposal_economics. Carries entity, study_type, client_region, proposal_status, currency, the base ROM (total_rom — confidential-commercial), is_won / is_decided flags, review_path, and the request→issued cycle_time_days. Prefer the aggregate metrics for grouped rates; read rows here to inspect individual proposals.

Watch out for
  • highTreating issued proposals as decided

    Most historical proposals are status 'issued' (outcome unknown), not won/lost. is_decided is 1 only for won/lost. Restrict to is_decided=1 before computing a win rate.

  • mediumExpecting total_rom in query_records output

    total_rom is confidential-commercial and is NOT in the proposal row-detail projection. Use the mdt_proposal_economics metric for aggregate ROM; per-line pricing is the BI-only mart_mdt_pricing.

Questions this answers
  • “Which proposals are on the escalated review path?”
  • “What is the win rate by study type?”
20 of 20
Column
Type
Description
Tests · PII
proposal_id
String
Primary key — grain of this mart.
smithers_employee PII2 tests
opportunity_id
Nullable(String)
FK to the parent opportunity (mart_mdt_pipeline / stg opportunities).
smithers_employee PII
reference
Nullable(String)
Smithers proposal reference.
title
Nullable(String)
Proposal title.
entity
Nullable(String)
Issuing Smithers legal entity.
study_type
String
Study type (coalesced to 'unknown').
client_region
String
Client region (coalesced to 'unknown').
proposal_status
Nullable(String)
Lifecycle status.
currency
Nullable(String)
ISO currency code.
total_rom
Nullable(Decimal(14, 2))
Base ROM ex-VAT ex-contingency. Confidential-commercial — omitted from the row-detail projection.
total_with_contingency
Nullable(Decimal(14, 2))
ROM + contingency. Confidential-commercial — omitted from the row-detail projection.
is_won
Nullable(UInt8)
1 if proposal_status='won'.
is_decided
Nullable(UInt8)
1 if proposal_status in (won, lost).
review_path
Nullable(String)
standard / escalated.
cycle_time_days
Nullable(Int32)
Days from request to issued.
prepared_date
Nullable(Date)
Date the proposal was prepared.
issued_date
Nullable(Date)
Date the proposal was issued.
decision_date
Nullable(Date)
Date the client decided.
lost_reason
Nullable(String)
Loss reason, if lost.
issued_month
Nullable(Date)
First day of issued month — metric grain key.