Queries · q084 · VP Product · week 1, night 3
“Do merchants whose deliveries run slower/later also see higher return rates — an early read on whether delivery experience is eroding trust?”
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 3, request 3 of 3
Reading night 2 critically:
Report 1 (tracking coverage) confirms the Report-1/night-1 puzzle, but not quite the way I expected: the four Food & Coffee merchants have visits_per_order well under 1 (0.53-0.73) — far more orders than visits — while the retail merchants (Pet Supplies, Beauty, Apparel, Electronics) sit at a believable 1.0-3.3 visits per order. BUT subscription_linked_orders_pct is 0.0% everywhere, so the orders aren't literally tied to subscription invoices via orders.id — meaning subscription billing in this schema doesn't create a browsing/checkout event at all, it just produces order rows directly (automated renewal), with zero session footprint. That's the real explanation: for subscription merchants, "order" ≠ "someone browsed and checked out," so the storefront funnel simply doesn't apply to most of their volume. I'll segment subscription vs. retail merchants in the memo and scope the "where do we leak" funnel conclusion to the retail segment, where the numbers are coherent.
Report 2 (status-transition funnel) has a methodology problem I caused: I told the engineer "same 10 tenants as the Q4 funnel report" without giving the explicit list, so they substituted a top-order-count proxy — which is almost certainly dominated by the high-volume subscription merchants (confirmed status never appears, pending→paid is ~98% instant at 0.0 median hours, consistent with automated billing that has no checkout UI to abandon). This result doesn't answer the retail checkout question I actually need — I have to rerun it with the explicit 6 retail tenant_ids.
Report 3 (cart duration) is clean and tenant-matched correctly, and it's a real finding: only 29% of carts resolve within an hour (and those are ~100% converted — fast successful checkouts, not failures); the bulk, 67.7% combined, linger 1 hour to 7 days before mostly failing (1.8%-15.3% conversion). That's a genuine slow bleed, not a single cliff. I want to check this isn't an artifact of one tenant's cart-expiry policy before I put it in the memo as a general pattern.
Tonight (night 3 of 4): fix the contaminated status-transition report with the explicit retail tenant list, check whether the cart-bleed pattern holds per-tenant or is driven by an outlier, and — since priorities 1/2/5 are now in good shape — spend the third slot starting priority 3 (delivery lateness vs. returns) so there's something to work with next week even if we run out of nights.
The engineer · 1 dry run on the empty schema, then the submission
WITH target_tenants AS ( SELECT id, name FROM tenants WHERE name IN ('Brennquell Kaffee','Spice Route Box','Grind Collective','Honeycomb Larder','Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik') ), shipment_stats AS ( SELECT o.tenant_id, COUNT(*) AS shipments_delivered, PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY EXTRACT(EPOCH FROM (s.delivered_at - s.shipped_at))/86400.0) AS median_delivery_days, AVG(CASE WHEN EXTRACT(EPOCH FROM (s.delivered_at - s.shipped_at))/86400.0 > 7 THEN 1.0 ELSE 0.0 END) * 100 AS pct_over_7 FROM shipments s JOIN fulfillments f ON f.id = s.fulfillment_id JOIN orders o ON o.id = f.order_id WHERE s.shipped_at >= DATE '2025-10-01' AND s.shipped_at < DATE '2026-01-01' AND s.delivered_at IS NOT NULL AND o.tenant_id IN (SELECT id FROM target_tenants) GROUP BY o.tenant_id ), order_stats AS ( SELECT o.tenant_id, COUNT(*) AS q4_orders, COUNT(*) FILTER (WHERE EXISTS (SELECT 1 FROM order_returns r WHERE r.order_id = o.id)) AS orders_with_return FROM orders o WHERE o.placed_at >= DATE '2025-10-01' AND o.placed_at < DATE '2026-01-01' AND o.tenant_id IN (SELECT id FROM target_tenants) GROUP BY o.tenant_id ) SELECT t.name AS tenant_name, COALESCE(ss.shipments_delivered,0) AS shipments_delivered, ROUND(ss.median_delivery_days::numeric,1) AS median_delivery_days, ROUND(ss.pct_over_7::numeric,1) AS pct_over_7_days, ROUND( (os.orders_with_return::numeric / NULLIF(os.q4_orders,0)) * 100, 1) AS pct_orders_with_return FROM target_tenants t LEFT JOIN shipment_stats ss ON ss.tenant_id = t.id LEFT JOIN order_stats os ON os.tenant_id = t.id ORDER BY pct_over_7_days DESC NULLS LAST, t.name ASC
“Query compiles cleanly. Submitting.”
“Submitted. The report joins the 10 named tenants to shipment-level delivery timing (median days and % over 7 days, using delivered_at - shipped_at on shipments shipped in Q4 2025) and order-level return incidence (% of Q4-placed orders with at least one order_returns row), ordered by pct over 7 days descending. Flagged in the note that "late" is a generic >7-day proxy since no promised-delivery-date field exists.”
As Emeka Obi saw it, from the small dataset the agents worked on
tenant_name | shipments_delivered | median_delivery_days | pct_over_7_days | pct_orders_with_return --------------------+---------------------+----------------------+-----------------+----------------------- Grind Collective | 339 | 3.1 | 23.3 | 0.9 Petalcourt Beauty | 232 | 3.1 | 23.3 | 4.3 Kibblewick | 194 | 3.0 | 20.6 | 0.5 Marrowby & Vane | 609 | 2.3 | 12.0 | 31.3 Studio Vrij | 217 | 2.6 | 1.4 | 32.8 Brennquell Kaffee | 1105 | 2.2 | 1.0 | 0.5 Spice Route Box | 193 | 2.2 | 1.0 | 1.0 Honeycomb Larder | 172 | 2.1 | 0.6 | 0.5 Cragsley Outfitters | 1349 | 2.1 | 0.3 | 34.4 Ampfeld Elektronik | 187 | 2.1 | 0.0 | 10.8 (10 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
WITH target_tenants AS ( SELECT id, name FROM tenants WHERE name IN ('Brennquell Kaffee','Spice Route Box','Grind Collective','Honeycomb Larder','Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik')),shipment_stats AS ( SELECT o.tenant_id, SELECT o.tenant_id AS tenant_id, COUNT(*) AS shipments_delivered, PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY EXTRACT(EPOCH FROM (s.delivered_at - s.shipped_at))/86400.0) AS median_delivery_days, AVG(CASE WHEN EXTRACT(EPOCH FROM (s.delivered_at - s.shipped_at))/86400.0 > 7 THEN 1.0 ELSE 0.0 END) * 100 AS pct_over_7 {{percentile_cont(0.5, {{seconds_between(s.shipped_at, s.delivered_at)}}/86400.0)}} AS median_delivery_days, AVG(CASE WHEN {{seconds_between(s.shipped_at, s.delivered_at)}}/86400.0 > 7 THEN 100.0 ELSE 0.0 END) AS pct_over_7 FROM shipments s JOIN fulfillments f ON f.id = s.fulfillment_id JOIN orders o ON o.id = f.order_id WHERE s.shipped_at >= DATE '2025-10-01' AND s.shipped_at < DATE '2026-01-01' AND s.delivered_at IS NOT NULL AND o.tenant_id IN (SELECT id FROM target_tenants) GROUP BY o.tenant_id),order_stats AS ( SELECT o.tenant_id, SELECT o.tenant_id AS tenant_id, COUNT(*) AS q4_orders, COUNT(*) FILTER (WHERE EXISTS (SELECT 1 FROM order_returns r WHERE r.order_id = o.id)) AS orders_with_return FROM orders o WHERE o.placed_at >= DATE '2025-10-01' AND o.placed_at < DATE '2026-01-01' AND o.tenant_id IN (SELECT id FROM target_tenants) GROUP BY o.tenant_id)SELECT t.name AS tenant_name, COALESCE(ss.shipments_delivered,0) AS shipments_delivered, ROUND(ss.median_delivery_days::numeric,1) AS median_delivery_days, ROUND(ss.pct_over_7::numeric,1) AS pct_over_7_days, ROUND( (os.orders_with_return::numeric / NULLIF(os.q4_orders,0)) * 100, 1) AS pct_orders_with_return ss.median_delivery_days AS median_delivery_days, ss.pct_over_7 AS pct_over_7_days, (CAST(os.orders_with_return AS numeric(18,6)) / NULLIF(os.q4_orders,0)) * 100 AS pct_orders_with_returnFROM target_tenants tLEFT JOIN shipment_stats ss ON ss.tenant_id = t.idLEFT JOIN order_stats os ON os.tenant_id = t.idORDER BY pct_over_7_days DESC NULLS LAST, t.name ASCORDER BY pct_over_7_days DESC NULLS LAST, t.name ASC NULLS LAST, t.id ASC NULLS LAST
WITH target_tenants AS ( SELECT id, name FROM tenants WHERE name IN ('Brennquell Kaffee','Spice Route Box','Grind Collective','Honeycomb Larder','Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik') ), shipment_stats AS ( SELECT o.tenant_id AS tenant_id, COUNT(*) AS shipments_delivered, PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY CAST(EXTRACT(EPOCH FROM (s.delivered_at - s.shipped_at)) AS NUMERIC(18,6))/86400.0) AS median_delivery_days, AVG(CASE WHEN CAST(EXTRACT(EPOCH FROM (s.delivered_at - s.shipped_at)) AS NUMERIC(18,6))/86400.0 > 7 THEN 100.0 ELSE 0.0 END) AS pct_over_7 FROM shipments s JOIN fulfillments f ON f.id = s.fulfillment_id JOIN orders o ON o.id = f.order_id WHERE s.shipped_at >= DATE '2025-10-01' AND s.shipped_at < DATE '2026-01-01' AND s.delivered_at IS NOT NULL AND o.tenant_id IN (SELECT id FROM target_tenants) GROUP BY o.tenant_id ), order_stats AS ( SELECT o.tenant_id AS tenant_id, COUNT(*) AS q4_orders, COUNT(*) FILTER (WHERE EXISTS (SELECT 1 FROM order_returns r WHERE r.order_id = o.id)) AS orders_with_return FROM orders o WHERE o.placed_at >= DATE '2025-10-01' AND o.placed_at < DATE '2026-01-01' AND o.tenant_id IN (SELECT id FROM target_tenants) GROUP BY o.tenant_id ) SELECT t.name AS tenant_name, COALESCE(ss.shipments_delivered,0) AS shipments_delivered, ss.median_delivery_days AS median_delivery_days, ss.pct_over_7 AS pct_over_7_days, (CAST(os.orders_with_return AS numeric(18,6)) / NULLIF(os.q4_orders,0)) * 100 AS pct_orders_with_return FROM target_tenants t LEFT JOIN shipment_stats ss ON ss.tenant_id = t.id LEFT JOIN order_stats os ON os.tenant_id = t.id ORDER BY pct_over_7_days DESC NULLS LAST, t.name ASC NULLS LAST, t.id ASC NULLS LAST
WITH target_tenants AS ( SELECT id, name FROM tenants WHERE name IN ('Brennquell Kaffee','Spice Route Box','Grind Collective','Honeycomb Larder','Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik') ), shipment_stats AS ( SELECT o.tenant_id AS tenant_id, COUNT(*) AS shipments_delivered, PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY CAST(CAST(EXTRACT(EPOCH FROM (s.delivered_at - s.shipped_at)) AS NUMERIC(18,6))/86400.0 AS DOUBLE PRECISION)) AS median_delivery_days, AVG(CASE WHEN CAST(EXTRACT(EPOCH FROM (s.delivered_at - s.shipped_at)) AS NUMERIC(18,6))/86400.0 > 7 THEN 100.0 ELSE 0.0 END) AS pct_over_7 FROM shipments s JOIN fulfillments f ON f.id = s.fulfillment_id JOIN orders o ON o.id = f.order_id WHERE s.shipped_at >= DATE '2025-10-01' AND s.shipped_at < DATE '2026-01-01' AND s.delivered_at IS NOT NULL AND o.tenant_id IN (SELECT id FROM target_tenants) GROUP BY o.tenant_id ), order_stats AS ( SELECT o.tenant_id AS tenant_id, COUNT(*) AS q4_orders, COUNT(*) FILTER (WHERE EXISTS (SELECT 1 FROM order_returns r WHERE r.order_id = o.id)) AS orders_with_return FROM orders o WHERE o.placed_at >= DATE '2025-10-01' AND o.placed_at < DATE '2026-01-01' AND o.tenant_id IN (SELECT id FROM target_tenants) GROUP BY o.tenant_id ) SELECT t.name AS tenant_name, COALESCE(ss.shipments_delivered,0) AS shipments_delivered, ss.median_delivery_days AS median_delivery_days, ss.pct_over_7 AS pct_over_7_days, (CAST(os.orders_with_return AS numeric(18,6)) / NULLIF(os.q4_orders,0)) * 100 AS pct_orders_with_return FROM target_tenants t LEFT JOIN shipment_stats ss ON ss.tenant_id = t.id LEFT JOIN order_stats os ON os.tenant_id = t.id ORDER BY pct_over_7_days DESC NULLS LAST, t.name ASC NULLS LAST, t.id ASC NULLS LAST
WITH target_tenants AS ( SELECT id, name FROM tenants WHERE name IN ('Brennquell Kaffee','Spice Route Box','Grind Collective','Honeycomb Larder','Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik') ), shipment_stats AS ( SELECT o.tenant_id AS tenant_id, COUNT(*) AS shipments_delivered, quantileExactInclusive(0.5)(toFloat64(CAST(divideDecimal(toDecimal128(dateDiff('microsecond', s.shipped_at, s.delivered_at), 0), toDecimal128(1000000, 0), 6) AS Nullable(Decimal(18, 6)))/86400.0)) AS median_delivery_days, AVG(CASE WHEN CAST(divideDecimal(toDecimal128(dateDiff('microsecond', s.shipped_at, s.delivered_at), 0), toDecimal128(1000000, 0), 6) AS Nullable(Decimal(18, 6)))/86400.0 > 7 THEN 100.0 ELSE 0.0 END) AS pct_over_7 FROM shipments s JOIN fulfillments f ON f.id = s.fulfillment_id JOIN orders o ON o.id = f.order_id WHERE s.shipped_at >= DATE '2025-10-01' AND s.shipped_at < DATE '2026-01-01' AND s.delivered_at IS NOT NULL AND o.tenant_id IN (SELECT id FROM target_tenants) GROUP BY o.tenant_id ), order_stats AS ( SELECT o.tenant_id AS tenant_id, COUNT(*) AS q4_orders, COUNT(*) FILTER (WHERE EXISTS (SELECT 1 FROM order_returns r WHERE r.order_id = o.id)) AS orders_with_return FROM orders o WHERE o.placed_at >= DATE '2025-10-01' AND o.placed_at < DATE '2026-01-01' AND o.tenant_id IN (SELECT id FROM target_tenants) GROUP BY o.tenant_id ) SELECT t.name AS tenant_name, COALESCE(ss.shipments_delivered,0) AS shipments_delivered, ss.median_delivery_days AS median_delivery_days, ss.pct_over_7 AS pct_over_7_days, (CAST(os.orders_with_return AS numeric(18,6)) / NULLIF(os.q4_orders,0)) * 100 AS pct_orders_with_return FROM target_tenants t LEFT JOIN shipment_stats ss ON ss.tenant_id = t.id LEFT JOIN order_stats os ON os.tenant_id = t.id ORDER BY pct_over_7_days DESC NULLS LAST, t.name ASC NULLS LAST, t.id ASC 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: Delivery speed and return rate by merchant, Q4 2025 Question: Do merchants whose deliveries run slower/later also see higher return rates — an early read on whether delivery experience is eroding trust? Grain: one row per tenant (the same 10 tenants as the original Q4 funnel report) Columns: - tenant name - shipments delivered in window (count) - median delivery days (delivered_at minus shipped_at) - pct of shipments over 7 days to deliver - pct of Q4 orders with at least one return Details: Tenants: Brennquell Kaffee, Spice Route Box, Grind Collective, Honeycomb Larder, Kibblewick, Studio Vrij, Petalcourt Beauty, Marrowby & Vane, Cragsley Outfitters, Ampfeld Elektronik (look up tenant_id by name in tenants). Shipments: from shipments joined through fulfillments to orders for tenant_id, where shipments.shipped_at is in 2025-10-01 to 2025-12-31 and delivered_at is not null. delivery_days = delivered_at - shipped_at, in days. median_delivery_days = median across those shipments, rounded 1 decimal. pct_over_7_days = share of those shipments with delivery_days > 7, rounded 1 decimal (this is a generic proxy for 'late' since there's no promised-delivery-date field in the schema — flag this assumption in the report notes). Returns: among orders with placed_at in 2025-10-01 to 2025-12-31 for that tenant, the % that have at least one row in order_returns (order_returns.order_id = orders.id), rounded 1 decimal. Order rows by pct_over_7_days descending, tie-break by tenant name. Check your query with the warehouse's dry_run tool, then hand it in with submit.
dry_runWITH target_tenants AS ( SELECT id, name FROM tenants WHERE name IN ('Brennquell Kaffee','Spice Route Box','Grind Collective','Honeycomb Larder','Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik') ), shipment_stats AS ( SELECT o.tenant_id, COUNT(*) AS shipments_delivered, PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY EXTRACT(EPOCH FROM (s.delivered_at - s.shipped_at))/86400.0) AS median_delivery_days, AVG(CASE WHEN EXTRACT(EPOCH FROM (s.delivered_at - s.shipped_at))/86400.0 > 7 THEN 1.0 ELSE 0.0 END) * 100 AS pct_over_7 FROM shipments s JOIN fulfillments f ON f.id = s.fulfillment_id JOIN orders o ON o.id = f.order_id WHERE s.shipped_at >= DATE '2025-10-01' AND s.shipped_at < DATE '2026-01-01' AND s.delivered_at IS NOT NULL AND o.tenant_id IN (SELECT id FROM target_tenants) GROUP BY o.tenant_id ), order_stats AS ( SELECT o.tenant_id, COUNT(*) AS q4_orders, COUNT(*) FILTER (WHERE EXISTS (SELECT 1 FROM order_returns r WHERE r.order_id = o.id)) AS orders_with_return FROM orders o WHERE o.placed_at >= DATE '2025-10-01' AND o.placed_at < DATE '2026-01-01' AND o.tenant_id IN (SELECT id FROM target_tenants) GROUP BY o.tenant_id ) SELECT t.name AS tenant_name, COALESCE(ss.shipments_delivered,0) AS shipments_delivered, ROUND(ss.median_delivery_days::numeric,1) AS median_delivery_days, ROUND(ss.pct_over_7::numeric,1) AS pct_over_7_days, ROUND( (os.orders_with_return::numeric / NULLIF(os.q4_orders,0)) * 100, 1) AS pct_orders_with_return FROM target_tenants t LEFT JOIN shipment_stats ss ON ss.tenant_id = t.id LEFT JOIN order_stats os ON os.tenant_id = t.id ORDER BY pct_over_7_days DESC NULLS LAST, t.name ASC
STATUS: COMPILES (dry run on the empty schema, no data read) COLUMNS: tenant_name, shipments_delivered, median_delivery_days, pct_over_7_days, pct_orders_with_return
submitWITH target_tenants AS ( SELECT id, name FROM tenants WHERE name IN ('Brennquell Kaffee','Spice Route Box','Grind Collective','Honeycomb Larder','Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik') ), shipment_stats AS ( SELECT o.tenant_id, COUNT(*) AS shipments_delivered, PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY EXTRACT(EPOCH FROM (s.delivered_at - s.shipped_at))/86400.0) AS median_delivery_days, AVG(CASE WHEN EXTRACT(EPOCH FROM (s.delivered_at - s.shipped_at))/86400.0 > 7 THEN 1.0 ELSE 0.0 END) * 100 AS pct_over_7 FROM shipments s JOIN fulfillments f ON f.id = s.fulfillment_id JOIN orders o ON o.id = f.order_id WHERE s.shipped_at >= DATE '2025-10-01' AND s.shipped_at < DATE '2026-01-01' AND s.delivered_at IS NOT NULL AND o.tenant_id IN (SELECT id FROM target_tenants) GROUP BY o.tenant_id ), order_stats AS ( SELECT o.tenant_id, COUNT(*) AS q4_orders, COUNT(*) FILTER (WHERE EXISTS (SELECT 1 FROM order_returns r WHERE r.order_id = o.id)) AS orders_with_return FROM orders o WHERE o.placed_at >= DATE '2025-10-01' AND o.placed_at < DATE '2026-01-01' AND o.tenant_id IN (SELECT id FROM target_tenants) GROUP BY o.tenant_id ) SELECT t.name AS tenant_name, COALESCE(ss.shipments_delivered,0) AS shipments_delivered, ROUND(ss.median_delivery_days::numeric,1) AS median_delivery_days, ROUND(ss.pct_over_7::numeric,1) AS pct_over_7_days, ROUND( (os.orders_with_return::numeric / NULLIF(os.q4_orders,0)) * 100, 1) AS pct_orders_with_return FROM target_tenants t LEFT JOIN shipment_stats ss ON ss.tenant_id = t.id LEFT JOIN order_stats os ON os.tenant_id = t.id ORDER BY pct_over_7_days DESC NULLS LAST, t.name ASC
Submitted to tonight's batch. Your work on this request is done.