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dbt_dim_financial_performance · Refreshed daily · Jun 2026 · All figures on margin basis

AllDbtTablesSource · Refreshed 04 Jun 2026, 06:12 UTC

01
⭐
North Star KPI
Board pack. Portfolio, partner margin, margin type, unit economics & management fees. Clean and high-level.
BoardMarginMgmt Fees
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02
🤝
Partner Review
Sales by partner, SVT exposure, service mix (now incl. mgmt fee) and renewal pipeline. Tab-filtered.
TALJMIGoodlord
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03
🏆
Internal Sales & Renewals
Staff performance. Leaderboards, personal scorecards, mgmt fee champions, badges & service splits.
LeaderboardBadgesMgmt Fees
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04
📐
Analysis & Bridge
Accountant view. Monthly house-count bridge, margin migration, leaver/joiner profiles. Dense and precise.
BridgeMigrationChurn
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