Queries · q383 · Head of B2B Commerce · week 2, night 1
“Looking at Youssef Meijer's own deals one by one — which accounts, what sizes, how long open — does his low win rate look like a few bad accounts/territory, or a pattern across all his work?”
Fictional people at a fictional company, each played by a language-model agent. Who they are and what they are told
Week 1; shared with Samuel Whitcombe, Head of Merchant Success
B2B merchants say their sales teams struggle. How do their pipelines convert from lead to won deal, how long does it take, and what predicts winning or losing?
The manager, at the start of week 2
Note to Daniel Kim — reactions and next focus
Daniel, this is a strong memo — a few things surprised me and changed what I want to chase next.
What surprised me / needs explaining:
Questions for this week:
I know the instrumentation gaps (no stage history, no merchant-side payment terms) aren't fixable by you this week — flag both to product as you planned, that's the right move. Let's prioritize Q1 and Q3 above everything else; Q2 and Q4 can slip if slots run short.
Thanks, Daniel — good detective work this week.
Patrick
The analyst · week 2, night 1, request 2 of 3
Patrick wants Q1 (shape of activity on lost deals) and Q3 (Youssef Meijer deep-dive) prioritized, with Q2 (is zero open pipeline a constant or recent change) and Q4 (seasonality of when deals die) able to slip. I'm using all 3 slots tonight on Q1, Q3, and Q2 since Q2 is a cheap, decisive check (one grouped query against a 36-month calendar spine) that directly answers whether 'no open pipeline' is a real 3-year pattern or a recent artifact — worth confirming before Patrick takes it to Samuel. Q4 (quarter/seasonal timing of when lost deals die) is the one I'm holding back this week since it's explicitly lower priority and I'd rather see tonight's three answers first — if Q1's activity-timing report shows a seasonal clustering on its own, that might already partially answer Q4 for free. The Youssef Meijer report deliberately keeps scope to his own New-business opportunities only, matching how we found him (via last week's corrected rep-level report), and converts to EUR using the same formula we fixed last week to avoid repeating the earlier NULL bug.
The engineer · 1 dry run on the empty schema, then the submission
WITH polder_tenant AS ( SELECT id AS tenant_id FROM tenants WHERE name = 'Polder Packaging' ), owner AS ( SELECT u.id AS user_id FROM users u JOIN polder_tenant pt ON u.tenant_id = pt.tenant_id WHERE u.full_name = 'Youssef Meijer' ), pipeline AS ( SELECT p.id AS pipeline_id FROM pipelines p JOIN polder_tenant pt ON p.tenant_id = pt.tenant_id WHERE p.name = 'New business' ), target_opportunities AS ( SELECT o.id, o.account_id, o.amount, o.currency_code, o.is_won, o.created_at, o.closed_at FROM opportunities o JOIN owner ON o.owner_user_id = owner.user_id JOIN pipeline ON o.pipeline_id = pipeline.pipeline_id WHERE o.is_closed = true ), with_account AS ( SELECT t.*, a.name AS account_name FROM target_opportunities t JOIN accounts a ON t.account_id = a.id ), with_rate AS ( SELECT wa.*, CASE WHEN wa.currency_code = 'EUR' THEN 1.0 ELSE ( SELECT er.rate FROM exchange_rates er WHERE er.base_code = 'EUR' AND er.quote_code = wa.currency_code AND er.as_of <= wa.closed_at::date ORDER BY er.as_of DESC LIMIT 1 ) END AS eur_rate FROM with_account wa ) SELECT account_name, CASE WHEN is_won THEN 'won' ELSE 'lost' END AS outcome, ROUND(amount / eur_rate, 2) AS amount_eur, currency_code, (closed_at::date - created_at::date) AS days_open, created_at, closed_at FROM with_rate ORDER BY closed_at ASC, account_name ASC
“Query compiles cleanly. Submitting.”
“Submitted. The report returns one row per closed opportunity owned by Youssef Meijer (Polder Packaging, New business pipeline), ordered chronologically by closed_at with account_name as tie-break, so the analyst can read it as a case-file sequence and spot whether losses cluster by account/size/duration.”
As Daniel Kim saw it, from the small dataset the agents worked on
account_name | outcome | amount_eur | currency_code | days_open | created_at | closed_at -----------------------------------------+---------+------------+---------------+-----------+----------------------------+--------------------------- van den Broek Logistiek BV | won | 5300.0 | EUR | 18 | 2023-12-24 19:05:29.039224 | 2024-01-11 17:18:22.797757 Jansen Metaal BV | won | 5500.0 | EUR | 0 | 2024-04-22 12:16:44.95064 | 2024-04-22 12:16:44.95064 Bos & van der Meer Bouw BV | lost | 5400.0 | EUR | 36 | 2024-04-06 14:53:29.325756 | 2024-05-12 14:53:29.325756 Krüger Elektro GmbH | won | 2300.0 | EUR | 18 | 2024-06-29 12:15:02.517082 | 2024-07-17 12:15:02.517082 Mulder Metaal BV | won | 1000.0 | EUR | 13 | 2024-11-07 14:49:34.195554 | 2024-11-20 14:49:34.195554 Claes & Willems Installatie BV | lost | 9300.0 | EUR | 38 | 2025-03-22 12:56:52.584993 | 2025-04-29 12:56:52.584993 van den Berg & van der Meer Logistiek BV | lost | 26000.0 | EUR | 22 | 2025-08-26 14:31:00.093123 | 2025-09-17 14:31:00.093123 (7 rows)
The memo and the queries that followed; links found by title, so inferred
Later queries that build on this report:
It builds on:
Changed only where the benchmark needs the same result on every system
WITH polder_tenant AS ( SELECT id AS tenant_id FROM tenants WHERE name = 'Polder Packaging'),owner AS ( SELECT u.id AS user_id FROM users u JOIN polder_tenant pt ON u.tenant_id = pt.tenant_id WHERE u.full_name = 'Youssef Meijer'),pipeline AS ( SELECT p.id AS pipeline_id FROM pipelines p JOIN polder_tenant pt ON p.tenant_id = pt.tenant_id WHERE p.name = 'New business'),target_opportunities AS ( SELECT o.id, o.account_id, o.amount, o.currency_code, o.is_won, o.created_at, o.closed_at o.id AS id, o.account_id AS account_id, o.amount AS amount, o.currency_code AS currency_code, o.is_won AS is_won, o.created_at AS created_at, o.closed_at AS closed_at FROM opportunities o JOIN owner ON o.owner_user_id = owner.user_id JOIN pipeline ON o.pipeline_id = pipeline.pipeline_id WHERE o.is_closed = true),with_account AS ( SELECT t.*, a.name AS account_name FROM target_opportunities t JOIN accounts a ON t.account_id = a.id),with_rate AS ( SELECT wa.*, CASE WHEN wa.currency_code = 'EUR' THEN 1.0 ELSE ( SELECT er.rate FROM exchange_rates er WHERE er.base_code = 'EUR' AND er.quote_code = wa.currency_code AND er.as_of <= wa.closed_at::date ORDER BY er.as_of DESC LIMIT 1 AND er.as_of <= CAST(wa.closed_at AS date) ORDER BY er.as_of DESC NULLS FIRST {{fetch_first(1)}} ) END AS eur_rate FROM with_account wa)SELECT account_name, CASE WHEN is_won THEN 'won' ELSE 'lost' END AS outcome, ROUND(amount / eur_rate, 2) AS amount_eur, CAST(amount / eur_rate AS NUMERIC(18,6)) AS amount_eur, currency_code, (closed_at::date - created_at::date) AS days_open, {{date_diff_days(created_at, closed_at)}} AS days_open, created_at, closed_atFROM with_rateORDER BY closed_at ASC, account_name ASCORDER BY closed_at ASC NULLS LAST, account_name ASC NULLS LAST, id ASC NULLS LAST
WITH polder_tenant AS ( SELECT id AS tenant_id FROM tenants WHERE name = 'Polder Packaging' ), owner AS ( SELECT u.id AS user_id FROM users u JOIN polder_tenant pt ON u.tenant_id = pt.tenant_id WHERE u.full_name = 'Youssef Meijer' ), pipeline AS ( SELECT p.id AS pipeline_id FROM pipelines p JOIN polder_tenant pt ON p.tenant_id = pt.tenant_id WHERE p.name = 'New business' ), target_opportunities AS ( SELECT o.id AS id, o.account_id AS account_id, o.amount AS amount, o.currency_code AS currency_code, o.is_won AS is_won, o.created_at AS created_at, o.closed_at AS closed_at FROM opportunities o JOIN owner ON o.owner_user_id = owner.user_id JOIN pipeline ON o.pipeline_id = pipeline.pipeline_id WHERE o.is_closed = true ), with_account AS ( SELECT t.*, a.name AS account_name FROM target_opportunities t JOIN accounts a ON t.account_id = a.id ), with_rate AS ( SELECT wa.*, CASE WHEN wa.currency_code = 'EUR' THEN 1.0 ELSE ( SELECT er.rate FROM exchange_rates er WHERE er.base_code = 'EUR' AND er.quote_code = wa.currency_code AND er.as_of <= CAST(wa.closed_at AS date) ORDER BY er.as_of DESC NULLS FIRST FETCH FIRST 1 ROWS ONLY ) END AS eur_rate FROM with_account wa ) SELECT account_name, CASE WHEN is_won THEN 'won' ELSE 'lost' END AS outcome, CAST(amount / eur_rate AS NUMERIC(18,6)) AS amount_eur, currency_code, DATE_DIFF('day', created_at, closed_at) AS days_open, created_at, closed_at FROM with_rate ORDER BY closed_at ASC NULLS LAST, account_name ASC NULLS LAST, id ASC NULLS LAST
WITH polder_tenant AS ( SELECT id AS tenant_id FROM tenants WHERE name = 'Polder Packaging' ), owner AS ( SELECT u.id AS user_id FROM users u JOIN polder_tenant pt ON u.tenant_id = pt.tenant_id WHERE u.full_name = 'Youssef Meijer' ), pipeline AS ( SELECT p.id AS pipeline_id FROM pipelines p JOIN polder_tenant pt ON p.tenant_id = pt.tenant_id WHERE p.name = 'New business' ), target_opportunities AS ( SELECT o.id AS id, o.account_id AS account_id, o.amount AS amount, o.currency_code AS currency_code, o.is_won AS is_won, o.created_at AS created_at, o.closed_at AS closed_at FROM opportunities o JOIN owner ON o.owner_user_id = owner.user_id JOIN pipeline ON o.pipeline_id = pipeline.pipeline_id WHERE o.is_closed = true ), with_account AS ( SELECT t.*, a.name AS account_name FROM target_opportunities t JOIN accounts a ON t.account_id = a.id ), with_rate AS ( SELECT wa.*, CASE WHEN wa.currency_code = 'EUR' THEN 1.0 ELSE ( SELECT er.rate FROM exchange_rates er WHERE er.base_code = 'EUR' AND er.quote_code = wa.currency_code AND er.as_of <= CAST(wa.closed_at AS date) ORDER BY er.as_of DESC NULLS FIRST FETCH FIRST 1 ROWS ONLY ) END AS eur_rate FROM with_account wa ) SELECT account_name, CASE WHEN is_won THEN 'won' ELSE 'lost' END AS outcome, CAST(amount / eur_rate AS NUMERIC(18,6)) AS amount_eur, currency_code, (CAST(closed_at AS DATE) - CAST(created_at AS DATE)) AS days_open, created_at, closed_at FROM with_rate ORDER BY closed_at ASC NULLS LAST, account_name ASC NULLS LAST, id ASC NULLS LAST
WITH polder_tenant AS ( SELECT id AS tenant_id FROM tenants WHERE name = 'Polder Packaging' ), owner AS ( SELECT u.id AS user_id FROM users u JOIN polder_tenant pt ON u.tenant_id = pt.tenant_id WHERE u.full_name = 'Youssef Meijer' ), pipeline AS ( SELECT p.id AS pipeline_id FROM pipelines p JOIN polder_tenant pt ON p.tenant_id = pt.tenant_id WHERE p.name = 'New business' ), target_opportunities AS ( SELECT o.id AS id, o.account_id AS account_id, o.amount AS amount, o.currency_code AS currency_code, o.is_won AS is_won, o.created_at AS created_at, o.closed_at AS closed_at FROM opportunities o JOIN owner ON o.owner_user_id = owner.user_id JOIN pipeline ON o.pipeline_id = pipeline.pipeline_id WHERE o.is_closed = true ), with_account AS ( SELECT t.*, a.name AS account_name FROM target_opportunities t JOIN accounts a ON t.account_id = a.id ), with_rate AS ( SELECT wa.*, CASE WHEN wa.currency_code = 'EUR' THEN 1.0 ELSE ( SELECT er.rate FROM exchange_rates er WHERE er.base_code = 'EUR' AND er.quote_code = wa.currency_code AND er.as_of <= CAST(wa.closed_at AS date) ORDER BY er.as_of DESC NULLS FIRST LIMIT 1 ) END AS eur_rate FROM with_account wa ) SELECT account_name, CASE WHEN is_won THEN 'won' ELSE 'lost' END AS outcome, CAST(amount / eur_rate AS NUMERIC(18,6)) AS amount_eur, currency_code, (CAST(closed_at AS DATE) - CAST(created_at AS DATE)) AS days_open, created_at, closed_at FROM with_rate ORDER BY closed_at ASC NULLS LAST, account_name ASC NULLS LAST, id ASC NULLS LAST
WITH polder_tenant AS ( SELECT id AS tenant_id FROM tenants WHERE name = 'Polder Packaging' ), owner AS ( SELECT u.id AS user_id FROM users u JOIN polder_tenant pt ON u.tenant_id = pt.tenant_id WHERE u.full_name = 'Youssef Meijer' ), pipeline AS ( SELECT p.id AS pipeline_id FROM pipelines p JOIN polder_tenant pt ON p.tenant_id = pt.tenant_id WHERE p.name = 'New business' ), target_opportunities AS ( SELECT o.id AS id, o.account_id AS account_id, o.amount AS amount, o.currency_code AS currency_code, o.is_won AS is_won, o.created_at AS created_at, o.closed_at AS closed_at FROM opportunities o JOIN owner ON o.owner_user_id = owner.user_id JOIN pipeline ON o.pipeline_id = pipeline.pipeline_id WHERE o.is_closed = true ), with_account AS ( SELECT t.*, a.name AS account_name FROM target_opportunities t JOIN accounts a ON t.account_id = a.id ), with_rate AS ( SELECT wa.*, CASE WHEN wa.currency_code = 'EUR' THEN 1.0 ELSE ( SELECT er.rate FROM exchange_rates er WHERE er.base_code = 'EUR' AND er.quote_code = wa.currency_code AND er.as_of <= CAST(wa.closed_at AS date) ORDER BY er.as_of DESC NULLS FIRST FETCH FIRST 1 ROWS ONLY ) END AS eur_rate FROM with_account wa ) SELECT account_name, CASE WHEN is_won THEN 'won' ELSE 'lost' END AS outcome, CAST(amount / eur_rate AS NUMERIC(18,6)) AS amount_eur, currency_code, dateDiff('day', created_at, closed_at) AS days_open, created_at, closed_at FROM with_rate ORDER BY closed_at ASC NULLS LAST, account_name ASC NULLS LAST, 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 Daniel Kim (analyst for the Head of B2B Commerce): Title: Youssef Meijer: Individual New-Business Opportunities Question: Looking at Youssef Meijer's own deals one by one — which accounts, what sizes, how long open — does his low win rate look like a few bad accounts/territory, or a pattern across all his work? Grain: one row per opportunity owned by Youssef Meijer Columns: - account_name - outcome (won / lost) - amount_eur - currency_code - days_open (closed_at - created_at) - created_at - closed_at Details: Filter to opportunities where owner_user_id matches the user named 'Youssef Meijer' at Polder Packaging (join users on full_name = 'Youssef Meijer' and tenant_id = Polder Packaging's tenant_id, to avoid any name collision at another tenant), pipeline_id = Polder Packaging's 'New business' pipeline, is_closed = true (we've confirmed all his opportunities are closed; this report should return all of them, won and lost, expected around 7 rows per last week's rep-level report). Join accounts for account_name via opportunities.account_id. Convert amount to EUR: if currency_code = 'EUR', amount_eur = amount directly; otherwise amount_eur = amount / rate from exchange_rates (base_code='EUR', quote_code=currency_code, as_of nearest date on or before closed_at). Order by closed_at ascending, tie-break by account_name ascending, so the report reads as a chronological case file. Check your query with the warehouse's dry_run tool, then hand it in with submit.
dry_runWITH polder_tenant AS ( SELECT id AS tenant_id FROM tenants WHERE name = 'Polder Packaging' ), owner AS ( SELECT u.id AS user_id FROM users u JOIN polder_tenant pt ON u.tenant_id = pt.tenant_id WHERE u.full_name = 'Youssef Meijer' ), pipeline AS ( SELECT p.id AS pipeline_id FROM pipelines p JOIN polder_tenant pt ON p.tenant_id = pt.tenant_id WHERE p.name = 'New business' ), target_opportunities AS ( SELECT o.id, o.account_id, o.amount, o.currency_code, o.is_won, o.created_at, o.closed_at FROM opportunities o JOIN owner ON o.owner_user_id = owner.user_id JOIN pipeline ON o.pipeline_id = pipeline.pipeline_id WHERE o.is_closed = true ), with_account AS ( SELECT t.*, a.name AS account_name FROM target_opportunities t JOIN accounts a ON t.account_id = a.id ), with_rate AS ( SELECT wa.*, CASE WHEN wa.currency_code = 'EUR' THEN 1.0 ELSE ( SELECT er.rate FROM exchange_rates er WHERE er.base_code = 'EUR' AND er.quote_code = wa.currency_code AND er.as_of <= wa.closed_at::date ORDER BY er.as_of DESC LIMIT 1 ) END AS eur_rate FROM with_account wa ) SELECT account_name, CASE WHEN is_won THEN 'won' ELSE 'lost' END AS outcome, ROUND(amount / eur_rate, 2) AS amount_eur, currency_code, (closed_at::date - created_at::date) AS days_open, created_at, closed_at FROM with_rate ORDER BY closed_at ASC, account_name ASC
STATUS: COMPILES (dry run on the empty schema, no data read) COLUMNS: account_name, outcome, amount_eur, currency_code, days_open, created_at, closed_at
submitWITH polder_tenant AS ( SELECT id AS tenant_id FROM tenants WHERE name = 'Polder Packaging' ), owner AS ( SELECT u.id AS user_id FROM users u JOIN polder_tenant pt ON u.tenant_id = pt.tenant_id WHERE u.full_name = 'Youssef Meijer' ), pipeline AS ( SELECT p.id AS pipeline_id FROM pipelines p JOIN polder_tenant pt ON p.tenant_id = pt.tenant_id WHERE p.name = 'New business' ), target_opportunities AS ( SELECT o.id, o.account_id, o.amount, o.currency_code, o.is_won, o.created_at, o.closed_at FROM opportunities o JOIN owner ON o.owner_user_id = owner.user_id JOIN pipeline ON o.pipeline_id = pipeline.pipeline_id WHERE o.is_closed = true ), with_account AS ( SELECT t.*, a.name AS account_name FROM target_opportunities t JOIN accounts a ON t.account_id = a.id ), with_rate AS ( SELECT wa.*, CASE WHEN wa.currency_code = 'EUR' THEN 1.0 ELSE ( SELECT er.rate FROM exchange_rates er WHERE er.base_code = 'EUR' AND er.quote_code = wa.currency_code AND er.as_of <= wa.closed_at::date ORDER BY er.as_of DESC LIMIT 1 ) END AS eur_rate FROM with_account wa ) SELECT account_name, CASE WHEN is_won THEN 'won' ELSE 'lost' END AS outcome, ROUND(amount / eur_rate, 2) AS amount_eur, currency_code, (closed_at::date - created_at::date) AS days_open, created_at, closed_at FROM with_rate ORDER BY closed_at ASC, account_name ASC
Submitted to tonight's batch. Your work on this request is done.