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MAIVENmodelmarts

mart_rfx_pipeline

certified
mart table

Where deals sit by stage, segment, and region over time.

Definition

The open-pipeline rollup for the procurement / RFX-response domain. Each row is one (issued_month × segment × region × stage) bucket carrying the count of opportunities, the sum of their estimated deal value, and the average win probability. `issued_month` is the month an RFX was issued (toStartOfMonth of issued_date), so this is a trend surface — pair the `stage` dimension with it to see how the pipeline moves from `qualifying` through `won` / `lost` / `no_bid`. Nullable segment / region / stage values are coalesced to `unknown` so they remain MergeTree-safe and visible rather than dropped.

Watch out for
  • highTreating est_value_sum as won / booked revenue

    est_value_sum sums the ESTIMATED deal size across every opportunity in the bucket regardless of stage — it includes `qualifying`, `in_progress`, `lost`, and `no_bid`. It is a pipeline-coverage figure, not realised revenue. Filter `stage = 'won'` (or read proposal outcomes) before reading it as closed value.

  • mediumAveraging avg_probability across multiple buckets

    avg_probability is a per-bucket average of the UInt8 0..100 probability. Rolling it up across buckets of unequal size is an avg-of-averages — biased. The `rfx_pipeline` metric exposes avg_probability as an avg aggregate so the metric layer recomputes it correctly; do not average the column client-side.

  • mediumReading a single month as the full pipeline

    The grain is keyed on issued_month (when the RFX was issued), not a snapshot date. A deal issued in March that is still `in_progress` lives in March's bucket — sum across the relevant issued_month range to see total open pipeline, don't read one month in isolation.

Questions this answers
  • “What is the open RFX pipeline value by stage this quarter?”
  • “How many RFX opportunities are in each segment, by region?”
  • “Average win probability of in-progress deals over the last 6 months.”
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Column
Type
Description
Tests · PII
issued_month
Date
First day of the month the RFX was issued (toStartOfMonth of issued_date). Part of the sort / partition key.
1 test
segment
String
Account segment behind the opportunity — `enterprise`, `mid`, `smb`, or `unknown` when the account row was unavailable.
1 test
region
String
Opportunity region — `NA`, `EMEA`, `APAC`, `LATAM`, or `unknown`.
1 test
stage
String
Pipeline stage — `qualifying`, `in_progress`, `submitted`, `won`, `lost`, `no_bid`, or `unknown`.
1 test
opp_count
UInt64
Count of opportunities in the bucket.
2 tests
est_value_sum
Nullable(Decimal(38, 2))
Sum of estimated deal value (est_value) across opportunities in the bucket. Decimal — pipeline coverage, NOT booked revenue.
2 tests
avg_probability
Nullable(Float64)
Mean win probability (0..100) across opportunities in the bucket, rounded to 2 decimals.
1 test