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dbt_dim_financial_performance · Refreshed daily · Jun 2026
01
⭐
North Star KPI
Product lifecycle, live portfolio, partner analysis, margin mix, unit economics, period revenue vs Excel.
Revenue
Partners
Margin
P8–P11
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02
🤝
Partner Review
Sales volumes by partner, live portfolio, SVT exposure, renewal pipeline and £ at risk. Filterable by partner tab.
TAL
JMI
Goodlord
Pipeline
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03
📈
Sales Performance
Internal agent breakdown — volume, revenue, service mix, margin quality, monthly trend and quality-weighted scores.
Agents
Quality Score
May Daily
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