Queries

Activity
Active hosts, collectives and backers per month
SELECT 
    to_char(date_trunc('month', t."createdAt"), 'YYYY-mm') as "month", 
    COUNT(DISTINCT(t."HostCollectiveId")) as "activeHosts", 
    COUNT(DISTINCT(t."CollectiveId")) as "activeCollectives",
    COUNT(DISTINCT(t."FromCollectiveId")) as "activeBackers"
FROM "Transactions" t
​
LEFT JOIN "Collectives" c On (t."CollectiveId" = c.id AND c.type LIKE 'COLLECTIVE')
​
WHERE t."deletedAt" IS NULL AND ((t."OrderId" IS NOT NULL AND t.type LIKE 'CREDIT') 
    OR (t."ExpenseId" IS NOT NULL AND t.type LIKE 'DEBIT')) AND
    t."createdAt" BETWEEN '2016/01/01' AND '2019/01/01'
GROUP BY "month" ORDER BY "month"
per year with total donations and platform fees per currency (USD and EUR):
SELECT 
    to_char(date_trunc('year', t."createdAt"), 'YYYY') as "year", 
    COUNT(DISTINCT(t."HostCollectiveId")) as "activeHosts", 
    COUNT(DISTINCT(t."CollectiveId")) as "activeCollectives",
    COUNT(DISTINCT(t."FromCollectiveId")) as "activeBackers",
    SUM(
    CASE WHEN t."OrderId" IS NOT NULL AND t.type='CREDIT' AND t.currency = 'USD' THEN t.amount / 100
    END
    ) as "totalDonations (USD)",
    SUM(
    CASE WHEN t."OrderId" IS NOT NULL AND t.type='CREDIT' AND t.currency = 'EUR' THEN t.amount / 100
    END
    ) as "totalDonations (EUR)",
    SUM(
    CASE WHEN t."OrderId" IS NOT NULL AND t.type='CREDIT' AND t.currency = 'USD' THEN -t."platformFeeInHostCurrency" / 100
    END
    ) as "Platform fee (USD)",
    SUM(
    CASE WHEN t."OrderId" IS NOT NULL AND t.type='CREDIT' AND t.currency = 'EUR' THEN -t."platformFeeInHostCurrency" / 100
    END
    ) as "Platform fee (EUR)"
FROM "Transactions" t
​
LEFT JOIN "Collectives" c On (t."CollectiveId" = c.id AND c.type LIKE 'COLLECTIVE')
​
WHERE t."deletedAt" IS NULL
AND ((t."OrderId" IS NOT NULL AND t.type LIKE 'CREDIT') 
    OR (t."ExpenseId" IS NOT NULL AND t.type LIKE 'DEBIT'))
GROUP BY "year" ORDER BY "year"
Active backers per month
select 
    date_trunc('month', t."createdAt") as "month", 
    count(distinct("FromCollectiveId")) 
from "Transactions" t
​
where "deletedAt" is null 
    and "FromCollectiveId" != "HostCollectiveId" 
    and type ilike 'credit'
GROUP BY "month" ORDER BY "month"
Total (cumulative backers) up to a date
select 
    count(distinct("FromCollectiveId"))
​
from "Transactions" t
​
where "deletedAt" is null and "FromCollectiveId" != "HostCollectiveId" and type ilike 'credit' and "createdAt" < '2017-11-01 00:00:00.00-00'
Collectives active (any txn) after 3 months, per monthly cohort
For all the collectives created in a given month, how many of them are still active after 3 months?
WITH "collectivesCreated" as (
    SELECT 
        c."createdAt" as "createdAt", 
        c.slug, 
        min(t."createdAt") as "firstTransaction", 
        max(t."createdAt") as "latestTransaction", 
        EXTRACT(day from (min(t."createdAt") - c."createdAt")) as "daysToFirstTransaction",
        EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) as "activeDays",
​
        CASE 
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 7 THEN 1
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 7 THEN 0
            WHEN min(t."createdAt") IS NULL THEN 0
        END as "active7",
​
        CASE 
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 14 THEN 1
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 14 THEN 0
            WHEN min(t."createdAt") IS NULL THEN 0
        END as "active14",
​
        CASE 
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 30 THEN 1
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 30 THEN 0
            WHEN min(t."createdAt") IS NULL THEN 0
        END as "active30",
​
        CASE 
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 60 THEN 1
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 60 THEN 0
            WHEN min(t."createdAt") IS NULL THEN 0
        END as "active60",
​
        CASE 
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 90 THEN 1
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 90 THEN 0
            WHEN min(t."createdAt") IS NULL THEN 0
        END as "active90",
​
        CASE 
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 180 THEN 1
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 180 THEN 0
            WHEN min(t."createdAt") IS NULL THEN 0
        END as "active180",
​
        CASE 
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 365 THEN 1
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 365 THEN 0
            WHEN min(t."createdAt") IS NULL THEN 0
        END as "active365"
​
    FROM "Collectives" c 
    LEFT JOIN "Transactions" t ON (c.id=t."CollectiveId" and t."createdAt" < '2018-02-01')
    WHERE c.type ilike 'collective'
    GROUP BY c.id)
​
SELECT 
    to_char("createdAt", 'YYYY-mm') as "month", 
    count(*) as "totalCollectivesCreated", 
    SUM(active7) as "active7days",
    SUM(active14) as "active14days",
    SUM(active30) as "active30days",
    SUM(active60) as "active60days",
    SUM(active90) as "active90days",
    SUM(active180) as "active180days",
    SUM(active365) as "active365days",
    ROUND((SUM(active7)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent7days",
    ROUND((SUM(active14)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent14days",
    ROUND((SUM(active30)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent30days",
    ROUND((SUM(active60)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent60days",
    ROUND((SUM(active90)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent90days",
    ROUND((SUM(active180)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent180days",
    ROUND((SUM(active365)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent365days"
​
FROM "collectivesCreated" 
GROUP BY month ORDER BY month NULLS FIRST
Collectives active (expenses-only) after 3 months, per monthly cohort
For all the collectives created in a given month, how many of them are still active after 3 months?
WITH "collectivesCreated" as (
    SELECT 
        c."createdAt" as "createdAt", 
        c.slug, 
        min(t."createdAt") as "firstTransaction", 
        max(t."createdAt") as "latestTransaction", 
        EXTRACT(day from (min(t."createdAt") - c."createdAt")) as "daysToFirstTransaction",
        EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) as "activeDays",
​
        CASE 
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 7 THEN 1
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 7 THEN 0
            WHEN min(t."createdAt") IS NULL THEN 0
        END as "active7",
​
        CASE 
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 14 THEN 1
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 14 THEN 0
            WHEN min(t."createdAt") IS NULL THEN 0
        END as "active14",
​
        CASE 
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 30 THEN 1
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 30 THEN 0
            WHEN min(t."createdAt") IS NULL THEN 0
        END as "active30",
​
        CASE 
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 60 THEN 1
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 60 THEN 0
            WHEN min(t."createdAt") IS NULL THEN 0
        END as "active60",
​
        CASE 
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 90 THEN 1
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 90 THEN 0
            WHEN min(t."createdAt") IS NULL THEN 0
        END as "active90"
​
    FROM "Collectives" c 
    LEFT JOIN "Transactions" t ON (c.id=t."CollectiveId" and t."ExpenseId" is not null and t."createdAt" < '2018-02-01')
    WHERE c.type ilike 'collective'
    GROUP BY c.id)
​
SELECT 
    to_char("createdAt", 'YYYY-mm') as "month", 
    count(*) as "totalCollectivesCreated", 
    SUM(active7) as "active7days",
    SUM(active14) as "active14days",
    SUM(active30) as "active30days",
    SUM(active60) as "active60days",
    SUM(active90) as "active90days",
    ROUND((SUM(active7)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent7days",
    ROUND((SUM(active14)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent14days",
    ROUND((SUM(active30)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent30days",
    ROUND((SUM(active60)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent60days",
    ROUND((SUM(active90)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent90days"
​
FROM "collectivesCreated" 
GROUP BY month ORDER BY month NULLS FIRST
Monthly subscriptions active after 3 months, per monthly cohort
For all the monthly subscriptions that started in a given month, how many are still active after 3 months?
WITH "activeSubscriptions" as (
    SELECT 
        s."createdAt" as "createdAt", 
        min(t."createdAt") as "firstTransaction", 
        max(t."createdAt") as "latestTransaction", 
        EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) as "activeDays",
​
        CASE 
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 90 THEN 1
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 90 THEN 0
        END as "active90",
​
        CASE 
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 60 THEN 1
            WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 60 THEN 0
        END as "active60",
​
        CASE
            WHEN (max(fc.type) ilike 'user') THEN 1
            ELSE 0
        END as "isUser",
​
        CASE
            WHEN (max(fc.type) ilike 'organization') THEN 1
            ELSE 0
        END as "isOrg"
​
    FROM "Transactions" t 
​
    LEFT JOIN "Orders" d ON (d.id=t."OrderId" and t."createdAt" < '2018-03-01') 
    LEFT JOIN "Subscriptions" s ON s.id=d."SubscriptionId" 
    LEFT JOIN "Collectives" fc on fc.id = d."FromCollectiveId"
​
    WHERE s.interval = 'month'
    GROUP BY s.id
)
​
SELECT 
    to_char("createdAt", 'YYYY-mm') as "month", 
    /* total subscription counts */
    count(*) as "totalSubscriptionsCreated",
    SUM("isUser") as "totalSubscriptionsCreatedByUsers",
    SUM("isOrg") as "totalSubscriptionsCreatedByOrgs",
​
    /* 60-day subscription calcs */
    SUM(active60) as "totalActiveAfter60days",  
    SUM(active60 * "isUser") as "totalActiveByUsersAfter60days",
    SUM(active60 * "isOrg") as "totalActiveByOrgsAfter60days",
​
    /* 90-day subscription calcs */
    SUM(active90) as "totalActiveAfter90days",
    SUM(active90 * "isUser") as "totalActiveByUsersAfter90days",
    SUM(active90 * "isOrg") as "totalActiveByOrgsAfter90days"    
FROM "activeSubscriptions" GROUP BY month ORDER BY month
Measure activated and deactivated Subs per month
with subs as (select s.id, s."activatedAt", s."deactivatedAt" from "Orders" o
​
left join "Subscriptions" s on s.id = o."SubscriptionId"
​
where o."processedAt" is not null and o."SubscriptionId" is not null and o."deletedAt" is null and s."deletedAt" is null and s."activatedAt" is not null)
​
select 
    to_char("activatedAt", 'YYYY-mm') as "month", /* change to "deactivatedAt" to get deactivated count */
    count(*) as "subsCount"
​
from subs
​
Group by "month" order by "month"
Top collectives of a month
SELECT sum(amount) / 100 as "totalAmount", max(t.currency) as currency, max(c.slug) as collective, max(c.website) as website, max(c."twitterHandle") as twitter, max(c.description) as description
FROM "Transactions" t
LEFT JOIN "Collectives" c ON c.id = t."CollectiveId"
WHERE t."createdAt" > '2018-03-01'
  AND t."createdAt" < '2018-04-01'
  AND t.type='CREDIT'
  AND t."platformFeeInHostCurrency" < 0
 GROUP BY t."CollectiveId"
 ORDER BY "totalAmount" DESC
Top new collectives of a month
SELECT sum(amount) / 100 as "totalAmount", max(t.currency) as currency, max(c.slug) as collective, max(c.website) as website, max(c."twitterHandle") as twitter, max(c.description) as description
FROM "Transactions" t
LEFT JOIN "Collectives" c ON c.id = t."CollectiveId"
WHERE t."createdAt" > '2018-03-01'
  AND c."createdAt" > '2018-03-01'
  AND t."createdAt" < '2018-04-01'
  AND c."createdAt" < '2018-04-01'
  AND t.type='CREDIT'
  AND t."platformFeeInHostCurrency" < 0
 GROUP BY t."CollectiveId"
 ORDER BY "totalAmount" DESC
Top collectives by number of new backers
SELECT max(c.slug) as collective, max(c."createdAt") as "createdAt", count(*) as "totalNewBackers", max(c.website) as website, max(c."twitterHandle") as twitter, max(c.description) as description
FROM "Members" m
LEFT JOIN "Collectives" c ON m."CollectiveId" = c.id
WHERE m."createdAt" > '2018-03-01'
  AND m."createdAt" < '2018-04-01'
  AND m.role='BACKER'
GROUP BY "CollectiveId"
ORDER BY "totalNewBackers" DESC
Top backers of a month
with res as (SELECT CONCAT('https://opencollective.com/', max(backer.slug)) as backer, sum(amount) / 100 as "amount", max(t.currency) as currency, string_agg(DISTINCT c.slug, ', ') AS "collectives supported", max(backer."twitterHandle") as twitter, max(backer.description) as description, max(backer.website) as website
FROM "Transactions" t
LEFT JOIN "Collectives" backer ON backer.id = t."FromCollectiveId"
LEFT JOIN "Collectives" c ON c.id = t."CollectiveId"
WHERE t."createdAt" > '2018-05-01'
  AND t."createdAt" < '2018-06-01'
  AND t.type='CREDIT'
  AND t."platformFeeInHostCurrency" < 0
  AND t."deletedAt" IS NULL
 GROUP BY t."FromCollectiveId"
 ORDER BY "amount" DESC)
 SELECT row_number() over(order by "amount" DESC) as "#", * from res
All sponsors (all months)
select
    to_char(t."createdAt", 'YYYY-mm') as "month",
    sum(t.amount)/100 as amount,
    max(t.currency) as currency,
    c.slug as "fromCollective"
​
from "Transactions" t
inner join "Collectives" c on c.id = t."FromCollectiveId"
​
where
    amount > 0 and
    "CollectiveId" != 1 and
    t."platformFeeInHostCurrency" < 0 and
    t."deletedAt" IS NULL and
    ((t."OrderId" IS NOT NULL AND t.type LIKE 'CREDIT')
    OR (t."ExpenseId" IS NOT NULL AND t.type LIKE 'DEBIT'))
    AND c.type ilike 'organization'
    AND ((t."RefundTransactionId" IS NOT NULL AND
          t."data"->'refund' IS NULL AND
          t.type = 'CREDIT') OR t."RefundTransactionId" IS NULL)
​
group by c.slug, "month"
order by c.slug
Total contributions from new sponsors Vs. old sponsors per month
with old as (
  SELECT
    to_char(date_trunc('month', t."createdAt"), 'YYYY-mm') as "month",
    count(c.id) as "count",
    min(t."createdAt") as "firstTransaction",
    SUM("amount") / 100 as "totalAmount",
    t.currency
  FROM "Transactions" t
  LEFT JOIN "Collectives" c ON c.id = t."FromCollectiveId"
  WHERE
    t."createdAt" >= '2018-01-01'
    AND t."deletedAt" IS NULL
    AND t.type='CREDIT'
    AND c.type='ORGANIZATION'
    AND c."createdAt" < date_trunc('month', t."createdAt")::DATE -- organizations created before the first day of the month
  GROUP BY t.currency, month
),
new as (
  SELECT
    to_char(date_trunc('month', t."createdAt"), 'YYYY-mm') as "month", count(c.id) as "count",
    SUM("amount") / 100 as "totalAmount",
    t.currency
  FROM "Transactions" t
  LEFT JOIN "Collectives" c ON c.id = t."FromCollectiveId"
  WHERE
    t."createdAt" >= '2018-01-01'
    AND t."deletedAt" IS NULL
    AND t.type='CREDIT'
    AND c.type='ORGANIZATION'
    AND c."createdAt" >= date_trunc('month', t."createdAt")::DATE -- organizations created after the first day of the month
  GROUP BY t.currency, month
)
​
SELECT
  old.month, old.currency,
  new.count as "# new orgs", new."totalAmount",
  old.count as "# old orgs", old."totalAmount",
  to_char(100.0 * new."totalAmount" /(old."totalAmount"+new."totalAmount")::float,'999D99%') as "% of new orgs"
FROM old
LEFT JOIN new ON old.currency = new.currency AND old.month = new.month
ORDER BY month DESC
Note: you can limit this view to one single currency by adding WHERE old.currency = 'USD':
FROM old
LEFT JOIN new ...
WHERE old.currency = 'USD'
ORDER BY month DESC
New sponsors created
SELECT slug, coalesce(sum(t.amount), 0)/100 as "amountDonated" from "Collectives" c inner join "Transactions" t on c.id = t."FromCollectiveId" 
where c."createdAt" >= '2018-05-1' and c."createdAt" < '2018-06-1' 
and c.type = 'ORGANIZATION' AND t.type = 'CREDIT' group by c.slug 
having coalesce(sum(t.amount), 0) > 100;
Total $ received per collective (all months)
select 
    to_char(t."createdAt", 'YYYY-mm') as "month",
    sum(t.amount)/100 as amount,
    max(t.currency) as currency,
    c.slug as "collective"
​
from "Transactions" t
inner join "Collectives" c on c.id = t."CollectiveId"
​
where 
    amount > 0 and 
    "CollectiveId" != 1 and
    t."platformFeeInHostCurrency" < 0 and
    t."deletedAt" IS NULL and
    ((t."OrderId" IS NOT NULL AND t.type LIKE 'CREDIT') 
    OR (t."ExpenseId" IS NOT NULL AND t.type LIKE 'DEBIT'))
​
​
group by c.slug, "month"
order by c.slug
New collectives created
SELECT 
    to_char(date_trunc('week', c."createdAt"), 'YYYY-mm-dd') as "month",
    count(*) filter (where tags::text ilike '%open source%') as "newOpenSourceCollectives",
    count(*) filter (where tags::text ilike '%tech meetup%') as "newTechMeetups",
    count(*) filter (where ((tags::text not ilike '%open source%' AND tags::text not ilike '%tech meetup%') OR tags is null)) as "newOtherCollectives",
    COUNT(*) as "totalNewCollectives"
FROM "Collectives" c
​
WHERE c.type ilike 'collective' and "createdAt" is not null and "createdAt" > '2016-01-01'
​
GROUP BY "month" ORDER BY "month"
Revenue calcs
Revenue and transaction splits by month with all currencies converted to USD
-- Revenue and transaction splits by month with all currencies
-- converted to USD.
--
-- Note: the exchange rates are from November 8 2018
​
with conversions as (select
    date_trunc('month', t."createdAt") as "givenMonth",
​
    /* deal with currency */
    CASE
        WHEN (t.currency = 'USD') THEN t.amount / 1
        WHEN (t.currency = 'EUR') THEN t.amount / 0.88
        WHEN (t.currency = 'MXN') THEN t.amount / 20.09
        WHEN (t.currency = 'AUD') THEN t.amount / 1.39
        WHEN (t.currency = 'CAD') THEN t.amount / 1.31
        WHEN (t.currency = 'INR') THEN t.amount / 73.02
        WHEN (t.currency = 'SEK') THEN t.amount / 9.07
        WHEN (t.currency = 'GBP') THEN t.amount / 0.77
        ELSE 0
    END AS "amountInUSD",
    CASE
        WHEN (t.currency = 'USD') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 1
        WHEN (t.currency = 'EUR') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 0.88
        WHEN (t.currency = 'MXN') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 20.09
        WHEN (t.currency = 'AUD') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 1.39
        WHEN (t.currency = 'CAD') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 1.31
        WHEN (t.currency = 'INR') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 73.02
        WHEN (t.currency = 'SEK') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 9.07
        WHEN (t.currency = 'GBP') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 0.77
        ELSE 0
    END AS "platformFeeInUSD",
​
    /*
    Generate donations categories
    - added-funds (manually added funds - we didn't get a platform fee)
    // for rest of these we charge a fee
    - recurringMonthlyNew (new monthly subscription in this month)
    - recurringMonthlyOld (carryover monthly subscription in this month)
    - recurringAnnualNew (new annual subscription this month)
    - recurringAnnualOld (carryover annual subscription renewed this month)
    - one-time (one-time donations)
    */
​
    CASE
        WHEN
            t.amount > 0 AND t."OrderId" IS NOT NULL AND
            (t."platformFeeInHostCurrency" = 0 OR t."platformFeeInHostCurrency" IS NULL)
        THEN 1
        ELSE 0
    END AS addedFunds,
​
​
    CASE
        WHEN t.amount > 0 AND
        d."SubscriptionId" is NULL AND
        (t."platformFeeInHostCurrency" is not null AND t."platformFeeInHostCurrency" != 0)
        THEN 1
        ELSE 0
    END AS oneTimeDonations,
​
    CASE
        WHEN
            t.amount > 0 AND
            (t."platformFeeInHostCurrency" IS NOT NULL AND t."platformFeeInHostCurrency" != 0) AND
            d."SubscriptionId" is NOT NULL AND s."interval" like 'month%'
        THEN 1
        ELSE 0
    END AS recurringMonthlyTotal,
​
    CASE
        WHEN
            t.amount > 0 AND t."OrderId" IS NOT NULL AND
            (t."platformFeeInHostCurrency" IS NOT NULL AND t."platformFeeInHostCurrency" != 0) AND
            d."SubscriptionId" is NOT NULL AND s."interval" like 'month%' AND
            date_trunc('month', t."createdAt") = date_trunc('month', s."activatedAt")
        THEN 1
        ELSE 0
    END AS recurringMonthlyNew,
​
    CASE
        WHEN
            t.amount > 0 AND
            (t."platformFeeInHostCurrency" IS NOT NULL AND t."platformFeeInHostCurrency" != 0) AND
            d."SubscriptionId" is NOT NULL AND s."interval" like 'month%' AND
            date_trunc('month', t."createdAt") > date_trunc('month', s."activatedAt")
        THEN 1
        ELSE 0
    END AS recurringMonthlyOld,
​
    CASE
        WHEN
            t.amount > 0 AND
            (t."platformFeeInHostCurrency" IS NOT NULL AND t."platformFeeInHostCurrency" != 0) AND
            d."SubscriptionId" is NOT NULL AND s."interval" like 'year%'
        THEN 1
        ELSE 0
    END AS recurringAnnuallyTotal,
​
    CASE
        WHEN
            t.amount > 0 AND
            (t."platformFeeInHostCurrency" IS NOT NULL AND t."platformFeeInHostCurrency" != 0) AND
            d."SubscriptionId" is NOT NULL AND s."interval" like 'year%' AND
            date_trunc('month', t."createdAt") = date_trunc('month', s."activatedAt")
        THEN 1
        ELSE 0
    END AS recurringAnnuallyNew,
​
    CASE
        WHEN
            t.amount > 0 AND
            (t."platformFeeInHostCurrency" IS NOT NULL AND t."platformFeeInHostCurrency" != 0) AND
            d."SubscriptionId" is NOT NULL AND s."interval" like 'year%' AND
            date_trunc('month', t."createdAt") > date_trunc('month', s."activatedAt")
        THEN 1
        ELSE 0
    END AS recurringAnnuallyOld,
​
    /*
    Generate expenses categories
    - total (all expenses recorded)
    - manual (submitted but no money exchanged from us)
    - paypal (paid through paypal)
    */
​
    CASE
        WHEN
            t.amount < 0 AND t."ExpenseId" IS NOT NULL
        THEN 1
        ELSE 0
    END AS totalExpensesRecorded,
​
    CASE
        WHEN
            t.amount < 0 AND t."ExpenseId" IS NOT NULL AND
            t."PaymentMethodId" IS NULL
        THEN 1
        ELSE 0
    END AS manualExpenses,
​
    CASE
        WHEN
            t.amount < 0 AND t."ExpenseId" IS NOT NULL AND
            t."PaymentMethodId" IS NOT NULL
        THEN 1
        ELSE 0
    END AS paypalExpenses,
​
    /*
    Generate user categories
    - backer
    - sponsor (org)
    */
​
    CASE
        WHEN (fc.type ilike 'user') THEN 1
        ELSE 0
    END as "isUser",
​
    CASE
        WHEN (fc.type ilike 'organization') THEN 1
        ELSE 0
    END as "isOrg",
​
    /** isNotRefund: The transaction isn't either a refund or
        refunded. */
    CASE
        WHEN (t."RefundTransactionId" IS NULL) THEN 1
        ELSE 0
    END as isNotRefund,
    /** hasBeenRefunded: A refunded transaction represents the
        original donation from User to Collective */
    CASE
        WHEN (t."RefundTransactionId" IS NOT NULL AND
              t."data"->'refund' IS NULL AND
              t.type = 'CREDIT')
        THEN 1
        ELSE 0
    END as hasBeenRefunded,
    /** isRefund: A refund is true when the transaction represents
        moving funds from Collective to User after a refund. */
    CASE
        WHEN (t."RefundTransactionId" IS NOT NULL AND
              t."data"->'refund' IS NOT NULL AND
              t."type" = 'DEBIT')
        THEN 1
        ELSE 0
    END as isRefund
​
    FROM "Transactions" t
    LEFT JOIN "Orders" d on t."OrderId" = d.id
    LEFT JOIN "Subscriptions" s on d."SubscriptionId" = s.id
    LEFT JOIN "Collectives" fc on t."FromCollectiveId" = fc.id
    WHERE
        t."deletedAt" IS NULL AND
        t."createdAt" BETWEEN '2016/01/01' AND '2020/01/01' AND
        d."deletedAt" IS NULL AND
        s."deletedAt" IS NULL)
​
/* End temporary table */
​
SELECT
    to_char("givenMonth", 'YYYY-mm') as "month",
​
    /* donations */
    (SUM("amountInUSD" * recurringMonthlyTotal * (isNotRefund + isRefund) +
         "amountInUSD" * recurringAnnuallyTotal * (isNotRefund + isRefund) +
         "amountInUSD" * oneTimeDonations * (isNotRefund + isRefund) +
         "amountInUSD" * addedFunds) / 100)::DECIMAL(10, 0)::money
        AS "totalMoneyBroughtIntoPlatformInUSD",
​
    (SUM("amountInUSD" * recurringMonthlyTotal * (isNotRefund + isRefund) +
         "amountInUSD" * recurringAnnuallyTotal * (isNotRefund + isRefund) +
         "amountInUSD" * oneTimeDonations * (isNotRefund + isRefund)) / 100)::DECIMAL(10, 0)::money
        AS "totalDonationsMadeOnPlatformInUSD",
​
    (SUM("amountInUSD" * isRefund / 100))::DECIMAL(10, 0)::money
        AS "refundTransactions",
​
    (SUM("platformFeeInUSD")/-100)::DECIMAL(10,0)::money AS "OCFeeInUSD",
​
    /* monthly donations */
​
      /* total donations */
      (SUM("amountInUSD" * recurringMonthlyTotal * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "recurringMonthlyTotalDonationsInUSD",
      (SUM("amountInUSD" * recurringMonthlyTotal * (isNotRefund + isRefund) * "isUser")/100)::DECIMAL(10,0)::money AS "recurringMonthlyTotalDonationsFromUsersInUSD",
      (SUM("amountInUSD" * recurringMonthlyTotal * (isNotRefund + isRefund) * "isOrg")/100)::DECIMAL(10,0)::money AS "recurringMonthlyTotalDonationsFromOrgsInUSD",
​
      /* old donations */
      (SUM("amountInUSD" * recurringMonthlyOld * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "recurringMonthlyOldDonationsInUSD",
      (SUM("amountInUSD" * recurringMonthlyOld * (isNotRefund + isRefund) * "isUser")/100)::DECIMAL(10,0)::money AS "recurringMonthlyOldDonationsFromUsersInUSD",
      (SUM("amountInUSD" * recurringMonthlyOld * (isNotRefund + isRefund) * "isOrg")/100)::DECIMAL(10,0)::money AS "recurringMonthlyOldDonationsFromOrgsInUSD",
​
      /* new donations */
      (SUM("amountInUSD" * recurringMonthlyNew * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "recurringMonthlyNewDonationsInUSD",
      (SUM("amountInUSD" * recurringMonthlyNew * (isNotRefund + isRefund) * "isUser")/100)::DECIMAL(10,0)::money AS "recurringMonthlyNewDonationsFromUsersInUSD",
      (SUM("amountInUSD" * recurringMonthlyNew * (isNotRefund + isRefund) * "isOrg")/100)::DECIMAL(10,0)::money AS "recurringMonthlyNewDonationsFromOrgsInUSD",
​
    /* annual donations */
​
      /* total donations */
      (SUM("amountInUSD" * recurringAnnuallyTotal * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "recurringAnnualDonationsInUSD",
      (SUM("amountInUSD" * recurringAnnuallyTotal * (isNotRefund + isRefund) * "isUser")/100)::DECIMAL(10,0)::money AS "recurringAnnuallyTotalDonationsFromUsersInUSD",
      (SUM("amountInUSD" * recurringAnnuallyTotal * (isNotRefund + isRefund) * "isOrg")/100)::DECIMAL(10,0)::money AS "recurringAnnuallyTotalDonationsFromOrgsInUSD",
​
      /* old donations */
      (SUM("amountInUSD" * recurringAnnuallyOld * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "recurringAnnuallyOldDonationsInUSD",
      (SUM("amountInUSD" * recurringAnnuallyOld * (isNotRefund + isRefund) * "isUser")/100)::DECIMAL(10,0)::money AS "recurringAnnuallyOldDonationsFromUsersInUSD",
      (SUM("amountInUSD" * recurringAnnuallyOld * (isNotRefund + isRefund) * "isOrg")/100)::DECIMAL(10,0)::money AS "recurringAnnuallyOldDonationsFromOrgsInUSD",
​
      /* new donations */
      (SUM("amountInUSD" * recurringAnnuallyNew * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "recurringAnnuallyNewDonationsInUSD",
      (SUM("amountInUSD" * recurringAnnuallyNew * (isNotRefund + isRefund) * "isUser")/100)::DECIMAL(10,0)::money AS "recurringAnnuallyNewDonationsFromUsersInUSD",
      (SUM("amountInUSD" * recurringAnnuallyNew * (isNotRefund + isRefund) * "isOrg")/100)::DECIMAL(10,0)::money AS "recurringAnnuallyNewDonationsFromOrgsInUSD",
​
    /* one-time donations */
    (SUM("amountInUSD" * oneTimeDonations * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "oneTimeDonationsInUSD",
    (SUM("amountInUSD" * oneTimeDonations * (isNotRefund + isRefund) * "isUser")/100)::DECIMAL(10,0)::money AS "oneTimeDonationsFromUsersInUSD",
    (SUM("amountInUSD" * oneTimeDonations * (isNotRefund + isRefund) * "isOrg")/100)::DECIMAL(10,0)::money AS "oneTimeDonationsFromOrgsInUSD",
​
    /* added funds */
    (SUM("amountInUSD" * addedFunds * (isNotRefund + isRefund))/100):: DECIMAL(10,0)::money AS "addedFundsInUSD",
​
    /* expenses */
    (SUM("amountInUSD" * totalExpensesRecorded * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "expensesPaidInUSD",
    (SUM("amountInUSD" * manualExpenses * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "manualExpensesInUSD",
    (SUM("amountInUSD" * paypalExpenses * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "paypalExpensesInUSD",
​
    /* counts of transactions */
    COUNT(*)/2 AS "numTransactions",
    SUM(recurringMonthlyTotal + recurringAnnuallyTotal + oneTimeDonations + addedFunds) AS "numMoneyBroughtInEntries",
    SUM(recurringMonthlyTotal + recurringAnnuallyTotal + oneTimeDonations) AS "numDonationMadeOnPlatformEntries",
​
    /* monthly */
    SUM(recurringMonthlyTotal * (isNotRefund + isRefund)) as "numRecurringMonthlyTotalDonations",
    SUM(recurringMonthlyTotal * (isNotRefund + isRefund) * "isUser") as "numRecurringMonthlyTotalDonationsFromUsers",
    SUM(recurringMonthlyTotal * (isNotRefund + isRefund) * "isOrg") as "numRecurringMonthlyTotalDonationsFromOrgs",
​
    SUM(recurringMonthlyOld * (isNotRefund + isRefund)) as "numRecurringMonthlyOldDonations",
    SUM(recurringMonthlyOld * (isNotRefund + isRefund) * "isUser") as "numRecurringMonthlyOldDonationsFromUsers",
    SUM(recurringMonthlyOld * (isNotRefund + isRefund) * "isOrg") as "numRecurringMonthlyOldDonationsFromOrgs",
​
    SUM(recurringMonthlyNew * (isNotRefund + isRefund)) as "numRecurringMonthlyNewDonations",
    SUM(recurringMonthlyNew * (isNotRefund + isRefund) * "isUser") as "numRecurringMonthlyNewDonationsFromUsers",
    SUM(recurringMonthlyNew * (isNotRefund + isRefund) * "isOrg") as "numRecurringMonthlyNewDonationsFromOrgs",
​
    /* annually */
    SUM(recurringAnnuallyTotal * (isNotRefund + isRefund)) as "numRecurringAnnualDonations",
    SUM(recurringAnnuallyTotal * (isNotRefund + isRefund) * "isUser") as "numRecurringAnnuallyTotalDonationsFromUsers",
    SUM(recurringAnnuallyTotal * (isNotRefund + isRefund) * "isOrg") as "numRecurringAnnuallyTotalDonationsFromOrgs",
​
    SUM(recurringAnnuallyOld * isNotRefund) as "numRecurringAnnuallyOldDonations",
    SUM(recurringAnnuallyOld * isNotRefund * "isUser") as "numRecurringAnnuallyOldDonationsFromUsers",
    SUM(recurringAnnuallyOld * isNotRefund * "isOrg") as "numRecurringAnnuallyOldDonationsFromOrgs",
​
    SUM(recurringAnnuallyNew * (isNotRefund + isRefund)) as "numRecurringAnnuallyNewDonations",
    SUM(recurringAnnuallyNew * (isNotRefund + isRefund) * "isUser") as "numRecurringAnnuallyNewDonationsFromUsers",
    SUM(recurringAnnuallyNew * (isNotRefund + isRefund) * "isOrg") as "numRecurringAnnuallyNewDonationsFromOrgs",
​
        /* one-time */
        SUM(oneTimeDonations * (isNotRefund + isRefund)) as "numOneTimeDonations",
        SUM(oneTimeDonations * (isNotRefund + isRefund) * "isUser") as "numOneTimeDonationsFromUsers",
        SUM(oneTimeDonations * (isNotRefund + isRefund) * "isOrg") as "numOneTimeDonationsFromOrgs",
​
    SUM(addedFunds) as "numAddedFunds",
    SUM(totalExpensesRecorded) as "numExpensesPaid"
​
FROM conversions
GROUP BY "givenMonth"
ORDER BY "givenMonth"
Monthly gross revenue, split by currency
SELECT 
  "hostCurrency",
  -sum("platformFeeInHostCurrency") / 100 as "revenue",
  date_trunc('month', "createdAt") as "month"
FROM "Transactions"
WHERE "OrderId" IS NOT NULL
  AND type = 'CREDIT'
  AND "deletedAt" IS NULL
  AND "platformFeeInHostCurrency" < 0
GROUP BY "hostCurrency", "month"
ORDER BY month DESC
Monthly gross revenue, split by recurring vs one-time
select 
    "currency",
    sum("amount") as "origAmount",
    date_trunc('month', "createdAt") as "givenMonth",
    case 
        when "SubscriptionId" is Null THEN false
        else true
    end as "recurring"
 from "Transactions"
 where "type" = 'DONATION' and "PaymentMethodId" is NOT NULL
 GROUP BY "currency", "givenMonth", "recurring"
Fee-related calcs
Fees by group by month for all donations.
Note: it doesn't include expenses (yet).
select 
    t."GroupId",
    g."name",
    t."txnCurrency",
    sum(t."amount") as "origAmount",
    date_trunc('month', t."createdAt") as "givenMonth",
    cast(sum(t."platformFeeInTxnCurrency") as FLOAT)/100 as "platformFee",
    cast(sum(t."hostFeeInTxnCurrency") AS FLOAT)/100 as "hostFee",
    cast(sum(t."paymentProcessorFeeInTxnCurrency") AS FLOAT)/100 as "stripeFee",
    cast(sum(t."amountInTxnCurrency") as FLOAT)/100 as "totalDonationsInTxnCurrency",
    count(t."id") as "numDonations"
from "Transactions" t
LEFT JOIN "Groups" g on t."GroupId" = g."id"
where "type" = 'DONATION' and "txnCurrency" IS NOT NULL and "PaymentMethodId" is NOT NULL
GROUP By t."GroupId", g."name", t."txnCurrency", "givenMonth"
ORDER BY t."GroupId"
Active collectives in a month and how much they paid in fees.
You'll need to update the month start and end dates to run it for a particular month and update %name for different organizatons.
select 
    t."GroupId",
    g."name",
    sum(t."amount") as "origAmount",
    cast(sum(t."platformFeeInTxnCurrency") as FLOAT)/100 as "platformFee",
    cast(sum(t."hostFeeInTxnCurrency") AS FLOAT)/100 as "hostFee",
    cast(sum(t."paymentProcessorFeeInTxnCurrency") AS FLOAT)/100 as "stripeFee",
    cast(sum(t."amountInTxnCurrency") as FLOAT)/100 as "totalDonationsInTxnCurrency",
    count(t."id") as "numDonations"
from "Transactions" t
LEFT JOIN "Groups" g on t."GroupId" = g."id"
where 
g."slug" like 'wwcode%' and 
t."createdAt" between '2016/05/01' and '2016/05/31'
GROUP By t."GroupId", g."name"
ORDER BY t."GroupId"
Other
Amount we are holding for collectives at any given moment
Change UserId to other hosts to find out for anyone else.
select  
    cast(COALESCE(sum(t."netAmountInGroupCurrency"), 0) as float)/100 as "hostBalance"
from "UserGroups" ug
left join "Transactions" t on t."GroupId" = ug."GroupId"
​
where (ug."UserId" = 40 or ug."UserId" = 772)
    and ug.role like 'HOST' 
    and ug."GroupId" not in (1, 7, 34) /* remove opencollective, tipbox and ispcwa (because it's negative) */
    and t."deletedAt" is null
Estimate how many subscriptions are marked active but haven't had a transaction in last 30 days
with recentdonations as (
    SELECT distinct("DonationId")
​
    FROM "Transactions" 
​
    WHERE "createdAt" between '2016/10/29' and '2016/11/30'
        and "DonationId" is not null and "deletedAt" is null
)
​
select 
    d.id as "DonationId",
    d."UserId" as "UserId",
    d."GroupId" as "GroupId",
    d.amount as "Amount",
    d."createdAt" as "DonationCreatedAt",
    d.currency as currency
from "Donations" d
​
left join "Subscriptions" s on d."SubscriptionId" = s.id
​
where 
    d.id not in (select "DonationId" from recentdonations)
and d."deletedAt" is null
and s."deletedAt" is null
and s."isActive" = true 
and d."isProcessed" = true
​
order by currency;
Internal - Previous
Testing
Gift Cards
Last updated 6 months ago