Queries · q077 · VP Product · week 1, night 1
“Once a cart is created, is the drop-off to a paid order a single cliff or a slow bleed across stages, and does it differ by device or by how the shopper arrived?”
Fictional people at a fictional company, each played by a language-model agent. Who they are and what they are told
Week 1
We are redesigning the shopper journey for 2026. We need to understand the whole path, from the first visit to checkout, delivery, returns and the next purchase, and where shoppers drop out and why.
The manager, at the start of week 1
Subject: Shopper journey end-to-end — what I need for the 2026 roadmap
Emeka,
We're resetting the shopper journey for 2026, and I need a clear picture of the whole path — first visit through checkout, delivery, returns, and whether people come back — so we can decide where to invest design and engineering time first. This feeds the roadmap review I'm presenting in two weeks, so the Friday memo should leave me able to say "here's where shoppers are leaking out, and here's the one or two places a fix would move the most volume."
I know you only get a handful of report slots this week, so please prioritize in the order below — stop earlier in the list if something forces a tradeoff, rather than spreading thin across all of it.
If you can only land three of these this week, do 1, 2 and 5 — funnel, checkout, and repeat purchase are the ones I most need going into the roadmap conversation. Delivery and returns can follow next week if we run out of nights.
Thanks — looking forward to Friday.
Jonas
The analyst · week 1, night 1, request 2 of 3
Jonas asked for 5 things but explicitly said: if time-constrained, prioritize #1 (funnel), #2 (checkout drop-off), #5 (repeat purchase) — delivery/returns can wait. I'm spending all 3 slots on those tonight.
Schema reality check before writing specs:
I'm deliberately keeping report 1 to the top ~10 merchants by volume (not all 120) per Jonas's ask to see real differences rather than an averaged-away number, and keeping report 5 to cohorts with a full 90-day observation window given data ends 2025-12-31.
The engineer · 1 dry run on the empty schema, then the submission
SELECT device_type, channel, COUNT(*) AS carts_started, SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END) AS carts_with_items, SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END) AS orders_placed, SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) AS orders_paid, ROUND(100.0 * SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END) / NULLIF(COUNT(*),0), 1) AS cart_to_item_pct, ROUND(100.0 * SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END) / NULLIF(SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END),0), 1) AS item_to_order_pct, ROUND(100.0 * SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) / NULLIF(SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END),0), 1) AS order_to_paid_pct, ROUND(100.0 * SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) / NULLIF(COUNT(*),0), 1) AS overall_cart_to_paid_pct FROM ( SELECT cb.cart_id, cb.subtotal, cb.device_type, CASE WHEN cb.raw_channel = 'direct' THEN 'direct' WHEN cb.raw_channel = 'unknown' THEN 'unknown' WHEN cb.raw_channel IN ( SELECT all_channels.raw_channel FROM ( SELECT COALESCE( (SELECT CASE WHEN ws2.utm_source IS NULL OR TRIM(ws2.utm_source) = '' THEN 'direct' ELSE ws2.utm_source END FROM web_sessions ws2 WHERE ws2.tenant_id = c2.tenant_id AND ws2.user_id = c2.user_id AND ws2.started_at <= c2.created_at AND CAST(ws2.started_at AS date) = CAST(c2.created_at AS date) ORDER BY ws2.started_at DESC LIMIT 1), 'unknown' ) AS raw_channel FROM carts c2 WHERE c2.created_at >= DATE '2025-10-01' AND c2.created_at < DATE '2026-01-01' ) all_channels WHERE all_channels.raw_channel NOT IN ('direct','unknown') GROUP BY all_channels.raw_channel ORDER BY COUNT(*) DESC LIMIT 6 ) THEN cb.raw_channel ELSE 'other' END AS channel, (SELECT o.id FROM orders o WHERE o.cart_id = cb.cart_id AND o.tenant_id = cb.tenant_id ORDER BY o.created_at DESC LIMIT 1) AS order_id, (SELECT o.status FROM orders o WHERE o.cart_id = cb.cart_id AND o.tenant_id = cb.tenant_id ORDER BY o.created_at DESC LIMIT 1) AS order_status FROM ( SELECT c.id AS cart_id, c.tenant_id, c.user_id, c.created_at, c.subtotal, COALESCE( (SELECT CASE WHEN ws.user_agent ILIKE '%tablet%' OR ws.user_agent ILIKE '%ipad%' THEN 'tablet' WHEN ws.user_agent ILIKE '%mobile%' OR ws.user_agent ILIKE '%android%' OR ws.user_agent ILIKE '%iphone%' THEN 'mobile' WHEN ws.user_agent IS NOT NULL THEN 'desktop' ELSE 'unknown' END FROM web_sessions ws WHERE ws.tenant_id = c.tenant_id AND ws.user_id = c.user_id AND ws.started_at <= c.created_at AND CAST(ws.started_at AS date) = CAST(c.created_at AS date) ORDER BY ws.started_at DESC LIMIT 1), 'unknown' ) AS device_type, COALESCE( (SELECT CASE WHEN ws.utm_source IS NULL OR TRIM(ws.utm_source) = '' THEN 'direct' ELSE ws.utm_source END FROM web_sessions ws WHERE ws.tenant_id = c.tenant_id AND ws.user_id = c.user_id AND ws.started_at <= c.created_at AND CAST(ws.started_at AS date) = CAST(c.created_at AS date) ORDER BY ws.started_at DESC LIMIT 1), 'unknown' ) AS raw_channel FROM carts c WHERE c.created_at >= DATE '2025-10-01' AND c.created_at < DATE '2026-01-01' ) cb ) final GROUP BY device_type, channel ORDER BY carts_started DESC, device_type, channel
“Query compiles cleanly with 10 columns at the right grain. Submitting.”
“Submitted. One note for the analyst: the device/channel attribution relies on matching each cart's user_id to their most recent same-day web_sessions row, with a fallback to 'unknown' when no session matches — I flagged in the submit note that if 'unknown' dominates the results, the join should be treated as unreliable per the request's own caveat.”
As Emeka Obi saw it, from the small dataset the agents worked on
device_type | channel | carts_started | carts_with_items | orders_placed | orders_paid | cart_to_item_pct | item_to_order_pct | order_to_paid_pct | overall_cart_to_paid_pct ------------+------------+---------------+------------------+---------------+-------------+------------------+-------------------+-------------------+------------------------- unknown | unknown | 16987 | 16987 | 6105 | 5853 | 100.0 | 35.9 | 95.9 | 34.5 mobile | direct | 167 | 167 | 102 | 98 | 100.0 | 61.1 | 96.1 | 58.7 desktop | direct | 84 | 84 | 49 | 46 | 100.0 | 58.3 | 93.9 | 54.8 mobile | google | 36 | 36 | 25 | 25 | 100.0 | 69.4 | 100.0 | 69.4 mobile | instagram | 22 | 22 | 12 | 10 | 100.0 | 54.5 | 83.3 | 45.5 mobile | referral | 21 | 21 | 10 | 10 | 100.0 | 47.6 | 100.0 | 47.6 desktop | google | 19 | 19 | 10 | 9 | 100.0 | 52.6 | 90.0 | 47.4 desktop | referral | 16 | 16 | 8 | 8 | 100.0 | 50.0 | 100.0 | 50.0 desktop | instagram | 13 | 13 | 6 | 6 | 100.0 | 46.2 | 100.0 | 46.2 tablet | direct | 10 | 10 | 6 | 6 | 100.0 | 60.0 | 100.0 | 60.0 desktop | newsletter | 5 | 5 | 2 | 2 | 100.0 | 40.0 | 100.0 | 40.0 mobile | newsletter | 3 | 3 | 2 | 2 | 100.0 | 66.7 | 100.0 | 66.7 tablet | google | 2 | 2 | 2 | 1 | 100.0 | 100.0 | 50.0 | 50.0 tablet | instagram | 2 | 2 | 1 | 1 | 100.0 | 50.0 | 100.0 | 50.0 mobile | facebook | 1 | 1 | 1 | 1 | 100.0 | 100.0 | 100.0 | 100.0 tablet | referral | 1 | 1 | 0 | 0 | 100.0 | 0.0 | NULL | 0.0 (16 rows)
The memo and the queries that followed; links found by title, so inferred
Later queries that build on this report:
Changed only where the benchmark needs the same result on every system
SELECT device_type, channel, COUNT(*) AS carts_started, SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END) AS carts_with_items, SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END) AS orders_placed, SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) AS orders_paid, ROUND(100.0 * SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END) / NULLIF(COUNT(*),0), 1) AS cart_to_item_pct, ROUND(100.0 * SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END) / NULLIF(SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END),0), 1) AS item_to_order_pct, ROUND(100.0 * SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) / NULLIF(SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END),0), 1) AS order_to_paid_pct, ROUND(100.0 * SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) / NULLIF(COUNT(*),0), 1) AS overall_cart_to_paid_pct 100.0 * SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END) / NULLIF(COUNT(*),0) AS cart_to_item_pct, 100.0 * SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END) / NULLIF(SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END),0) AS item_to_order_pct, 100.0 * SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) / NULLIF(SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END),0) AS order_to_paid_pct, 100.0 * SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) / NULLIF(COUNT(*),0) AS overall_cart_to_paid_pctFROM ( SELECT cb.cart_id, cb.subtotal, cb.device_type, cb.cart_id AS cart_id, cb.subtotal AS subtotal, cb.device_type AS device_type, CASE WHEN cb.raw_channel = 'direct' THEN 'direct' WHEN cb.raw_channel = 'unknown' THEN 'unknown' WHEN cb.raw_channel IN ( SELECT all_channels.raw_channel FROM ( SELECT COALESCE( (SELECT CASE WHEN ws2.utm_source IS NULL OR TRIM(ws2.utm_source) = '' THEN 'direct' ELSE ws2.utm_source END FROM web_sessions ws2 WHERE ws2.tenant_id = c2.tenant_id AND ws2.user_id = c2.user_id AND ws2.started_at <= c2.created_at AND CAST(ws2.started_at AS date) = CAST(c2.created_at AS date) ORDER BY ws2.started_at DESC LIMIT 1), ORDER BY ws2.started_at DESC NULLS FIRST, ws2.id DESC NULLS FIRST {{fetch_first(1)}}), 'unknown' ) AS raw_channel FROM carts c2 WHERE c2.created_at >= DATE '2025-10-01' AND c2.created_at < DATE '2026-01-01' ) all_channels WHERE all_channels.raw_channel NOT IN ('direct','unknown') GROUP BY all_channels.raw_channel ORDER BY COUNT(*) DESC LIMIT 6 ORDER BY COUNT(*) DESC NULLS FIRST, all_channels.raw_channel NULLS LAST {{fetch_first(6)}} ) THEN cb.raw_channel ELSE 'other' END AS channel, (SELECT o.id FROM orders o WHERE o.cart_id = cb.cart_id AND o.tenant_id = cb.tenant_id ORDER BY o.created_at DESC LIMIT 1) AS order_id, (SELECT o.status FROM orders o WHERE o.cart_id = cb.cart_id AND o.tenant_id = cb.tenant_id ORDER BY o.created_at DESC LIMIT 1) AS order_status (SELECT o.id FROM orders o WHERE o.cart_id = cb.cart_id AND o.tenant_id = cb.tenant_id ORDER BY o.created_at DESC NULLS FIRST, o.id DESC NULLS FIRST {{fetch_first(1)}}) AS order_id, (SELECT o.status FROM orders o WHERE o.cart_id = cb.cart_id AND o.tenant_id = cb.tenant_id ORDER BY o.created_at DESC NULLS FIRST, o.id DESC NULLS FIRST {{fetch_first(1)}}) AS order_status FROM ( SELECT c.id AS cart_id, c.tenant_id, c.user_id, c.created_at, c.subtotal, c.tenant_id AS tenant_id, c.user_id AS user_id, c.created_at AS created_at, c.subtotal AS subtotal, COALESCE( (SELECT CASE WHEN ws.user_agent ILIKE '%tablet%' OR ws.user_agent ILIKE '%ipad%' THEN 'tablet' WHEN ws.user_agent ILIKE '%mobile%' OR ws.user_agent ILIKE '%android%' OR ws.user_agent ILIKE '%iphone%' THEN 'mobile' WHEN ws.user_agent IS NOT NULL THEN 'desktop' ELSE 'unknown' END FROM web_sessions ws WHERE ws.tenant_id = c.tenant_id AND ws.user_id = c.user_id AND ws.started_at <= c.created_at AND CAST(ws.started_at AS date) = CAST(c.created_at AS date) ORDER BY ws.started_at DESC LIMIT 1), ORDER BY ws.started_at DESC NULLS FIRST, ws.id DESC NULLS FIRST {{fetch_first(1)}}), 'unknown' ) AS device_type, COALESCE( (SELECT CASE WHEN ws.utm_source IS NULL OR TRIM(ws.utm_source) = '' THEN 'direct' ELSE ws.utm_source END FROM web_sessions ws WHERE ws.tenant_id = c.tenant_id AND ws.user_id = c.user_id AND ws.started_at <= c.created_at AND CAST(ws.started_at AS date) = CAST(c.created_at AS date) ORDER BY ws.started_at DESC LIMIT 1), ORDER BY ws.started_at DESC NULLS FIRST, ws.id DESC NULLS FIRST {{fetch_first(1)}}), 'unknown' ) AS raw_channel FROM carts c WHERE c.created_at >= DATE '2025-10-01' AND c.created_at < DATE '2026-01-01' ) cb) final) cart_rowsGROUP BY device_type, channelORDER BY carts_started DESC, device_type, channelORDER BY carts_started DESC NULLS FIRST, device_type NULLS LAST, channel NULLS LAST
SELECT device_type, channel, COUNT(*) AS carts_started, SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END) AS carts_with_items, SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END) AS orders_placed, SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) AS orders_paid, 100.0 * SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END) / NULLIF(COUNT(*),0) AS cart_to_item_pct, 100.0 * SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END) / NULLIF(SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END),0) AS item_to_order_pct, 100.0 * SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) / NULLIF(SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END),0) AS order_to_paid_pct, 100.0 * SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) / NULLIF(COUNT(*),0) AS overall_cart_to_paid_pct FROM ( SELECT cb.cart_id AS cart_id, cb.subtotal AS subtotal, cb.device_type AS device_type, CASE WHEN cb.raw_channel = 'direct' THEN 'direct' WHEN cb.raw_channel = 'unknown' THEN 'unknown' WHEN cb.raw_channel IN ( SELECT all_channels.raw_channel FROM ( SELECT COALESCE( (SELECT CASE WHEN ws2.utm_source IS NULL OR TRIM(ws2.utm_source) = '' THEN 'direct' ELSE ws2.utm_source END FROM web_sessions ws2 WHERE ws2.tenant_id = c2.tenant_id AND ws2.user_id = c2.user_id AND ws2.started_at <= c2.created_at AND CAST(ws2.started_at AS date) = CAST(c2.created_at AS date) ORDER BY ws2.started_at DESC NULLS FIRST, ws2.id DESC NULLS FIRST FETCH FIRST 1 ROWS ONLY), 'unknown' ) AS raw_channel FROM carts c2 WHERE c2.created_at >= DATE '2025-10-01' AND c2.created_at < DATE '2026-01-01' ) all_channels WHERE all_channels.raw_channel NOT IN ('direct','unknown') GROUP BY all_channels.raw_channel ORDER BY COUNT(*) DESC NULLS FIRST, all_channels.raw_channel NULLS LAST FETCH FIRST 6 ROWS ONLY ) THEN cb.raw_channel ELSE 'other' END AS channel, (SELECT o.id FROM orders o WHERE o.cart_id = cb.cart_id AND o.tenant_id = cb.tenant_id ORDER BY o.created_at DESC NULLS FIRST, o.id DESC NULLS FIRST FETCH FIRST 1 ROWS ONLY) AS order_id, (SELECT o.status FROM orders o WHERE o.cart_id = cb.cart_id AND o.tenant_id = cb.tenant_id ORDER BY o.created_at DESC NULLS FIRST, o.id DESC NULLS FIRST FETCH FIRST 1 ROWS ONLY) AS order_status FROM ( SELECT c.id AS cart_id, c.tenant_id AS tenant_id, c.user_id AS user_id, c.created_at AS created_at, c.subtotal AS subtotal, COALESCE( (SELECT CASE WHEN ws.user_agent ILIKE '%tablet%' OR ws.user_agent ILIKE '%ipad%' THEN 'tablet' WHEN ws.user_agent ILIKE '%mobile%' OR ws.user_agent ILIKE '%android%' OR ws.user_agent ILIKE '%iphone%' THEN 'mobile' WHEN ws.user_agent IS NOT NULL THEN 'desktop' ELSE 'unknown' END FROM web_sessions ws WHERE ws.tenant_id = c.tenant_id AND ws.user_id = c.user_id AND ws.started_at <= c.created_at AND CAST(ws.started_at AS date) = CAST(c.created_at AS date) ORDER BY ws.started_at DESC NULLS FIRST, ws.id DESC NULLS FIRST FETCH FIRST 1 ROWS ONLY), 'unknown' ) AS device_type, COALESCE( (SELECT CASE WHEN ws.utm_source IS NULL OR TRIM(ws.utm_source) = '' THEN 'direct' ELSE ws.utm_source END FROM web_sessions ws WHERE ws.tenant_id = c.tenant_id AND ws.user_id = c.user_id AND ws.started_at <= c.created_at AND CAST(ws.started_at AS date) = CAST(c.created_at AS date) ORDER BY ws.started_at DESC NULLS FIRST, ws.id DESC NULLS FIRST FETCH FIRST 1 ROWS ONLY), 'unknown' ) AS raw_channel FROM carts c WHERE c.created_at >= DATE '2025-10-01' AND c.created_at < DATE '2026-01-01' ) cb ) cart_rows GROUP BY device_type, channel ORDER BY carts_started DESC NULLS FIRST, device_type NULLS LAST, channel NULLS LAST
SELECT device_type, channel, COUNT(*) AS carts_started, SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END) AS carts_with_items, SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END) AS orders_placed, SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) AS orders_paid, 100.0 * SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END) / NULLIF(COUNT(*),0) AS cart_to_item_pct, 100.0 * SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END) / NULLIF(SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END),0) AS item_to_order_pct, 100.0 * SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) / NULLIF(SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END),0) AS order_to_paid_pct, 100.0 * SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) / NULLIF(COUNT(*),0) AS overall_cart_to_paid_pct FROM ( SELECT cb.cart_id AS cart_id, cb.subtotal AS subtotal, cb.device_type AS device_type, CASE WHEN cb.raw_channel = 'direct' THEN 'direct' WHEN cb.raw_channel = 'unknown' THEN 'unknown' WHEN cb.raw_channel IN ( SELECT all_channels.raw_channel FROM ( SELECT COALESCE( (SELECT CASE WHEN ws2.utm_source IS NULL OR TRIM(ws2.utm_source) = '' THEN 'direct' ELSE ws2.utm_source END FROM web_sessions ws2 WHERE ws2.tenant_id = c2.tenant_id AND ws2.user_id = c2.user_id AND ws2.started_at <= c2.created_at AND CAST(ws2.started_at AS date) = CAST(c2.created_at AS date) ORDER BY ws2.started_at DESC NULLS FIRST, ws2.id DESC NULLS FIRST LIMIT 1), 'unknown' ) AS raw_channel FROM carts c2 WHERE c2.created_at >= DATE '2025-10-01' AND c2.created_at < DATE '2026-01-01' ) all_channels WHERE all_channels.raw_channel NOT IN ('direct','unknown') GROUP BY all_channels.raw_channel ORDER BY COUNT(*) DESC NULLS FIRST, all_channels.raw_channel NULLS LAST LIMIT 6 ) THEN cb.raw_channel ELSE 'other' END AS channel, (SELECT o.id FROM orders o WHERE o.cart_id = cb.cart_id AND o.tenant_id = cb.tenant_id ORDER BY o.created_at DESC NULLS FIRST, o.id DESC NULLS FIRST LIMIT 1) AS order_id, (SELECT o.status FROM orders o WHERE o.cart_id = cb.cart_id AND o.tenant_id = cb.tenant_id ORDER BY o.created_at DESC NULLS FIRST, o.id DESC NULLS FIRST LIMIT 1) AS order_status FROM ( SELECT c.id AS cart_id, c.tenant_id AS tenant_id, c.user_id AS user_id, c.created_at AS created_at, c.subtotal AS subtotal, COALESCE( (SELECT CASE WHEN ws.user_agent ILIKE '%tablet%' OR ws.user_agent ILIKE '%ipad%' THEN 'tablet' WHEN ws.user_agent ILIKE '%mobile%' OR ws.user_agent ILIKE '%android%' OR ws.user_agent ILIKE '%iphone%' THEN 'mobile' WHEN ws.user_agent IS NOT NULL THEN 'desktop' ELSE 'unknown' END FROM web_sessions ws WHERE ws.tenant_id = c.tenant_id AND ws.user_id = c.user_id AND ws.started_at <= c.created_at AND CAST(ws.started_at AS date) = CAST(c.created_at AS date) ORDER BY ws.started_at DESC NULLS FIRST, ws.id DESC NULLS FIRST LIMIT 1), 'unknown' ) AS device_type, COALESCE( (SELECT CASE WHEN ws.utm_source IS NULL OR TRIM(ws.utm_source) = '' THEN 'direct' ELSE ws.utm_source END FROM web_sessions ws WHERE ws.tenant_id = c.tenant_id AND ws.user_id = c.user_id AND ws.started_at <= c.created_at AND CAST(ws.started_at AS date) = CAST(c.created_at AS date) ORDER BY ws.started_at DESC NULLS FIRST, ws.id DESC NULLS FIRST LIMIT 1), 'unknown' ) AS raw_channel FROM carts c WHERE c.created_at >= DATE '2025-10-01' AND c.created_at < DATE '2026-01-01' ) cb ) cart_rows GROUP BY device_type, channel ORDER BY carts_started DESC NULLS FIRST, device_type NULLS LAST, channel NULLS LAST
The agents' own records, as the role play wrote them; only the personal data of the person who ran it is redacted
Report request from Emeka Obi (analyst for the VP Product):
Title: Checkout funnel by device type and arrival channel
Question: Once a cart is created, is the drop-off to a paid order a single cliff or a slow bleed across stages, and does it differ by device or by how the shopper arrived?
Grain: one row per device type and acquisition channel combination
Columns:
- device type
- channel
- carts started
- carts with items (subtotal > 0)
- orders placed from cart (orders.cart_id not null)
- orders paid (status not in pending, cancelled)
- cart → item %
- item → order %
- order → paid %
- overall cart → paid %
Details: Time window: carts.created_at in 2025-10-01 to 2025-12-31. Base table: carts (tenant_id, user_id, created_at, subtotal, status). Join orders on orders.cart_id = carts.id for the 'orders placed' and 'orders paid' stages (orders.status not in ('pending','cancelled') = paid). For device type and channel: since there is no direct FK from carts to web_sessions, approximate by matching each cart's user_id to that user's most recent web_sessions row with started_at <= carts.created_at on the same calendar day (fall back to 'unknown' device/channel if no matching session exists); derive device type from web_sessions.user_agent (bucket as mobile/tablet/desktop/unknown via simple pattern match), and channel from web_sessions.utm_source (null/blank -> 'direct', otherwise the utm_source value, grouped to top 6 values + 'other'). If this join looks unreliable or returns mostly 'unknown', say so in the report notes rather than forcing it. Order rows by carts started descending; tie-break by device type, then channel.
Check your query with the warehouse's dry_run tool, then hand it in with submit.dry_runSELECT device_type, channel, COUNT(*) AS carts_started, SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END) AS carts_with_items, SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END) AS orders_placed, SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) AS orders_paid, ROUND(100.0 * SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END) / NULLIF(COUNT(*),0), 1) AS cart_to_item_pct, ROUND(100.0 * SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END) / NULLIF(SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END),0), 1) AS item_to_order_pct, ROUND(100.0 * SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) / NULLIF(SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END),0), 1) AS order_to_paid_pct, ROUND(100.0 * SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) / NULLIF(COUNT(*),0), 1) AS overall_cart_to_paid_pct FROM ( SELECT cb.cart_id, cb.subtotal, cb.device_type, CASE WHEN cb.raw_channel = 'direct' THEN 'direct' WHEN cb.raw_channel = 'unknown' THEN 'unknown' WHEN cb.raw_channel IN ( SELECT all_channels.raw_channel FROM ( SELECT COALESCE( (SELECT CASE WHEN ws2.utm_source IS NULL OR TRIM(ws2.utm_source) = '' THEN 'direct' ELSE ws2.utm_source END FROM web_sessions ws2 WHERE ws2.tenant_id = c2.tenant_id AND ws2.user_id = c2.user_id AND ws2.started_at <= c2.created_at AND CAST(ws2.started_at AS date) = CAST(c2.created_at AS date) ORDER BY ws2.started_at DESC LIMIT 1), 'unknown' ) AS raw_channel FROM carts c2 WHERE c2.created_at >= DATE '2025-10-01' AND c2.created_at < DATE '2026-01-01' ) all_channels WHERE all_channels.raw_channel NOT IN ('direct','unknown') GROUP BY all_channels.raw_channel ORDER BY COUNT(*) DESC LIMIT 6 ) THEN cb.raw_channel ELSE 'other' END AS channel, (SELECT o.id FROM orders o WHERE o.cart_id = cb.cart_id AND o.tenant_id = cb.tenant_id ORDER BY o.created_at DESC LIMIT 1) AS order_id, (SELECT o.status FROM orders o WHERE o.cart_id = cb.cart_id AND o.tenant_id = cb.tenant_id ORDER BY o.created_at DESC LIMIT 1) AS order_status FROM ( SELECT c.id AS cart_id, c.tenant_id, c.user_id, c.created_at, c.subtotal, COALESCE( (SELECT CASE WHEN ws.user_agent ILIKE '%tablet%' OR ws.user_agent ILIKE '%ipad%' THEN 'tablet' WHEN ws.user_agent ILIKE '%mobile%' OR ws.user_agent ILIKE '%android%' OR ws.user_agent ILIKE '%iphone%' THEN 'mobile' WHEN ws.user_agent IS NOT NULL THEN 'desktop' ELSE 'unknown' END FROM web_sessions ws WHERE ws.tenant_id = c.tenant_id AND ws.user_id = c.user_id AND ws.started_at <= c.created_at AND CAST(ws.started_at AS date) = CAST(c.created_at AS date) ORDER BY ws.started_at DESC LIMIT 1), 'unknown' ) AS device_type, COALESCE( (SELECT CASE WHEN ws.utm_source IS NULL OR TRIM(ws.utm_source) = '' THEN 'direct' ELSE ws.utm_source END FROM web_sessions ws WHERE ws.tenant_id = c.tenant_id AND ws.user_id = c.user_id AND ws.started_at <= c.created_at AND CAST(ws.started_at AS date) = CAST(c.created_at AS date) ORDER BY ws.started_at DESC LIMIT 1), 'unknown' ) AS raw_channel FROM carts c WHERE c.created_at >= DATE '2025-10-01' AND c.created_at < DATE '2026-01-01' ) cb ) final GROUP BY device_type, channel ORDER BY carts_started DESC, device_type, channel
STATUS: COMPILES (dry run on the empty schema, no data read) COLUMNS: device_type, channel, carts_started, carts_with_items, orders_placed, orders_paid, cart_to_item_pct, item_to_order_pct, order_to_paid_pct, overall_cart_to_paid_pct
submitSELECT device_type, channel, COUNT(*) AS carts_started, SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END) AS carts_with_items, SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END) AS orders_placed, SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) AS orders_paid, ROUND(100.0 * SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END) / NULLIF(COUNT(*),0), 1) AS cart_to_item_pct, ROUND(100.0 * SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END) / NULLIF(SUM(CASE WHEN subtotal > 0 THEN 1 ELSE 0 END),0), 1) AS item_to_order_pct, ROUND(100.0 * SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) / NULLIF(SUM(CASE WHEN order_id IS NOT NULL THEN 1 ELSE 0 END),0), 1) AS order_to_paid_pct, ROUND(100.0 * SUM(CASE WHEN order_status IS NOT NULL AND order_status NOT IN ('pending','cancelled') THEN 1 ELSE 0 END) / NULLIF(COUNT(*),0), 1) AS overall_cart_to_paid_pct FROM ( SELECT cb.cart_id, cb.subtotal, cb.device_type, CASE WHEN cb.raw_channel = 'direct' THEN 'direct' WHEN cb.raw_channel = 'unknown' THEN 'unknown' WHEN cb.raw_channel IN ( SELECT all_channels.raw_channel FROM ( SELECT COALESCE( (SELECT CASE WHEN ws2.utm_source IS NULL OR TRIM(ws2.utm_source) = '' THEN 'direct' ELSE ws2.utm_source END FROM web_sessions ws2 WHERE ws2.tenant_id = c2.tenant_id AND ws2.user_id = c2.user_id AND ws2.started_at <= c2.created_at AND CAST(ws2.started_at AS date) = CAST(c2.created_at AS date) ORDER BY ws2.started_at DESC LIMIT 1), 'unknown' ) AS raw_channel FROM carts c2 WHERE c2.created_at >= DATE '2025-10-01' AND c2.created_at < DATE '2026-01-01' ) all_channels WHERE all_channels.raw_channel NOT IN ('direct','unknown') GROUP BY all_channels.raw_channel ORDER BY COUNT(*) DESC LIMIT 6 ) THEN cb.raw_channel ELSE 'other' END AS channel, (SELECT o.id FROM orders o WHERE o.cart_id = cb.cart_id AND o.tenant_id = cb.tenant_id ORDER BY o.created_at DESC LIMIT 1) AS order_id, (SELECT o.status FROM orders o WHERE o.cart_id = cb.cart_id AND o.tenant_id = cb.tenant_id ORDER BY o.created_at DESC LIMIT 1) AS order_status FROM ( SELECT c.id AS cart_id, c.tenant_id, c.user_id, c.created_at, c.subtotal, COALESCE( (SELECT CASE WHEN ws.user_agent ILIKE '%tablet%' OR ws.user_agent ILIKE '%ipad%' THEN 'tablet' WHEN ws.user_agent ILIKE '%mobile%' OR ws.user_agent ILIKE '%android%' OR ws.user_agent ILIKE '%iphone%' THEN 'mobile' WHEN ws.user_agent IS NOT NULL THEN 'desktop' ELSE 'unknown' END FROM web_sessions ws WHERE ws.tenant_id = c.tenant_id AND ws.user_id = c.user_id AND ws.started_at <= c.created_at AND CAST(ws.started_at AS date) = CAST(c.created_at AS date) ORDER BY ws.started_at DESC LIMIT 1), 'unknown' ) AS device_type, COALESCE( (SELECT CASE WHEN ws.utm_source IS NULL OR TRIM(ws.utm_source) = '' THEN 'direct' ELSE ws.utm_source END FROM web_sessions ws WHERE ws.tenant_id = c.tenant_id AND ws.user_id = c.user_id AND ws.started_at <= c.created_at AND CAST(ws.started_at AS date) = CAST(c.created_at AS date) ORDER BY ws.started_at DESC LIMIT 1), 'unknown' ) AS raw_channel FROM carts c WHERE c.created_at >= DATE '2025-10-01' AND c.created_at < DATE '2026-01-01' ) cb ) final GROUP BY device_type, channel ORDER BY carts_started DESC, device_type, channel
Submitted to tonight's batch. Your work on this request is done.