fivetran / fivetran/dbt_google_ads
Retain Campaign History for Joining to CRM Data
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- Stars
- 27
- Forks
- 33
- PR merge metrics
- No merged PRs in 30d
Description
### Is there an existing feature request for this?
- [X] I have searched the existing issues
### Describe the Feature
In some of the models such as the campaign_report, the CTEs are filtered for `is_most_recent_record = True`. This means that each campaign name reflects the most up-to-date name, which may not match the name on a lead, contact, etc from a CRM like Salesforce. This makes it more difficult to calculate metrics like Cost per X, where X is some event that takes place in the Sales funnel.
Is it possible to update models to not filter for the most recent record, so we can get a full history of campaign performance?
### Describe alternatives you've considered
I've tried copy/pasting the code from this package into custom models to build reports that can relate spend to conversion events, but that seems duplicative. If we can do it all in this package, that would be much better =)
### Are you interested in contributing this feature?
- [X] Yes.
- [ ] Yes, but I will need assistance and will schedule time during your [office hours](https://calendly.com/fivetran-solutions-team/fivetran-solutions-team-office-hours) for guidance.
- [ ] No.
### Anything else?
N/A
Contributor guide
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Research direction
Start by inspecting the campaign_report model and its CTEs, focusing on filters for is_most_recent_record = True. Trace which related models also apply that filter and how campaign names join to CRM events. Done means campaign performance retains historical campaign names and supports the requested funnel metrics without requiring duplicated custom models.
Written by the indexing model from the issue text.
Assessment
- Tech stack
- sql
- Domain
- analytics, data
- Issue type
- Feature
- Difficulty
- 4/5
- Estimated time
- 3-5 days
- Activity status
- Stale
- Clarity
- Mostly clear
- Newbie friendliness
- 35/100