=== Report 1: Payout status & date-field reconciliation (written by Ines) === Engineer's note: EUR conversion join (base_code='EUR', quote_code=currency_code, as_of=date(paid_at)) only applies to rows with non-null paid_at, so null-paid_at rows are counted but excluded from the fee/gross EUR sums as requested; the 2025 window is treated as paid_at in [2025-01-01, 2026-01-01) to include all of Dec 31 correctly. REPORT: Payout status & date-field reconciliation QUESTION: Why do our two trailing-12-month fee-revenue totals disagree, and what is the correct definition of a 'settled' payout? status | total_payout_count | count_paid_in_window | count_paid_at_null | fee_revenue_eur | gross_volume_eur | earliest_paid_at | latest_paid_at | earliest_arrival_date | latest_arrival_date -----------+--------------------+----------------------+--------------------+-----------------+------------------+---------------------+---------------------+-----------------------+-------------------- paid | 26949 | 11286 | 0 | 53185.85 | 1991449.08 | 2023-01-03 09:00:00 | 2025-12-31 09:00:00 | 2023-01-03 | 2025-12-31 in_transit | 63 | 0 | 63 | NULL | NULL | NULL | NULL | 2026-01-01 | 2026-01-03 (2 rows) === Report 2: Merchant and order growth by quarter (written by Grace) === Engineer's note: One row per quarter (2024-Q1 through 2025-Q4), aggregated across all tenants as the question is about platform-wide growth rather than individual merchants. GMV/AOV converted to EUR via same-day exchange_rates as specified. REPORT: Merchant and order growth by quarter QUESTION: Are we gaining merchants and order volume, and how has that trended over the last two years? quarter | new_merchants | cumulative_active_merchants | order_count | gmv_eur | avg_order_value_eur --------+---------------+-----------------------------+-------------+-----------+-------------------- 2024-Q1 | 4 | 76 | 1717 | 442030.82 | 257.44 2024-Q2 | 3 | 78 | 1909 | 477592.82 | 250.18 2024-Q3 | 6 | 83 | 1976 | 532608.59 | 269.54 2024-Q4 | 8 | 88 | 3461 | 779322.62 | 225.17 2025-Q1 | 2 | 90 | 2417 | 721097.1 | 298.34 2025-Q2 | 10 | 100 | 2424 | 549427.23 | 226.66 2025-Q3 | 9 | 109 | 2557 | 542407.57 | 212.13 2025-Q4 | 2 | 111 | 4259 | 894406.3 | 210.0 (8 rows) === Report 3: GMV growth by merchant cohort: new vs existing, per quarter (written by Omar) === Engineer's note: Quarter derived via the calendar_days dimension (year_num/quarter_num/quarter_start) joined on placed_at's date; cohort and EUR conversion follow the rules given exactly as specified. REPORT: GMV growth by merchant cohort: new vs existing, per quarter QUESTION: Is Tidewick's order-volume growth coming from newly-joined merchants or from existing merchants transacting more? quarter | cohort | merchant_count | order_count | gmv_eur | share_of_quarter_gmv_pct --------+----------+----------------+-------------+-----------+------------------------- 2024-Q1 | new | 2 | 22 | 1454.77 | 0.33 2024-Q1 | existing | 39 | 1695 | 440576.05 | 99.67 2024-Q2 | existing | 40 | 1909 | 477592.82 | 100.0 2024-Q3 | new | 2 | 3 | 205.51 | 0.04 2024-Q3 | existing | 42 | 1973 | 532403.08 | 99.96 2024-Q4 | new | 1 | 1 | 42.36 | 0.01 2024-Q4 | existing | 45 | 3460 | 779280.27 | 99.99 2025-Q1 | existing | 47 | 2417 | 721097.1 | 100.0 2025-Q2 | new | 2 | 10 | 700.98 | 0.13 2025-Q2 | existing | 47 | 2414 | 548726.25 | 99.87 2025-Q3 | new | 2 | 4 | 189.05 | 0.03 2025-Q3 | existing | 50 | 2553 | 542218.52 | 99.97 2025-Q4 | existing | 55 | 4259 | 894406.3 | 100.0 (13 rows)