Data Warehouse Setup
Overview
Roadway has simple requirements for warehouse-native implementations to ensure the system is scalable to your analytics, attribution, and automation needs. Below you will find the minimum requirements for the views of the data in the warehouse you connect to your Roadway workspace.
While only the Sessions data is required to set up your Roadway workspace, each table enables a unique set of metrics in your funnel. As long as each table has the minimum required fields when you add them to your warehouse you'll be good to go!
Marketing Metrics
Sessions Table Schema
annonymous_id
(STRING) Unique identifier for anonymous users
session_start_ts
(TIMESTAMP) Timestamp when the session started
visit_id
(STRING) Unique identifier for each visit or session
user_id
(STRING) Unique identifier for user
ip_address
(STRING) IP address of the visitor
cookie_id
(STRING) Unique identifier stored in the user's browser cookie
cannot_be_tracked
(BOOLEAN) Indicates if the user has opted out of tracking
utm_source
(STRING) Source of the traffic (e.g., Google, Facebook)
utm_medium
(STRING) Medium of the traffic (e.g., cpc, email)
utm_campaign
(STRING) Name of the specific campaign
utm_content
(STRING) Content identifier for the ad or content piece
utm_term
(STRING) Search terms used in paid search campaigns
Referring domain
(STRING) Domain that referred the visitor
Referrer(URL)
(STRING) Full URL of the referring page
User Table Schema
user_id
(STRING) Unique identifier for the user
org_id
(STRING) Unique identifier for the organization or workspace (if needed)
created_at
(TIMESTAMP) Date and time when the user account was created
email_domain
(STRING) Domain part of the user's email address (no PII)
[Any additional user dimensions]
(STRING) i.e. market segment, use-case, persona, etc
Revenue Metrics
Revenue Table Schema
Recurring revenue businesses
customer_id
(STRING) stripe customer id
user_id/account_id
(STRING) Unique identifier for user/account
date
(DATE) should be every date from the start of history to current_date(), for every customer
arr
(NUMBER) arr associated with customer C as of date D
new_mrr
(NUMBER) arr on the first date for a customer, 0 otherwise
churn_arr
(NUMBER) arr on the date(s) a customer churns, 0 otherwise.
expansion_arr
(NUMBER) arr on the date(s) a customer expands, 0 otherwise
contraction_arr
(NUMBER) arr on the date(s) a customer contracts, 0 otherwise.
reactivation_arr
(NUMBER) arr on the date(s) a customer reactivates, 0 otherwise
paid_arr
(NUMBER) arr as it is paid on a specific date, 0 otherwise.
Transaction revenue businesses
customer_id
(STRING) Unique identifier for the customer
user_id/account_id (STRING) Unique identifier for user/account
invoice_id/transaction_id
(STRING) Unique identifier for the invoice or transaction
billed_on
(TIMESTAMP) Date when the invoice was billed
payment_due_on
(TIMESTAMP) Date when the payment is due
amount
(DECIMAL) Total amount of the invoice
currency
(STRING) Currency of the invoice amount
discount_amount
(DECIMAL) Amount of discount applied to the invoice
discount_currency
(STRING) Currency of the discount amount
sku
(STRING) Stock Keeping Unit for the product
Demand Generation Metrics
Lead Table Schema
Id
(STRING): Unique identifier for the lead
Status
(STRING): Current status of the lead
LeadSource
(STRING): Source from where the lead was generated
CreatedDate
(TIMESTAMP): Date when the lead was created
LastModifiedDate
(TIMESTAMP): Date when the lead was last modified
OwnerId
(STRING): ID of the user who owns the lead
ConvertedOpportunityId
(STRING): ID of the Opportuninty
created when the Lead
was converted.
WorkspaceID
(STRING) ID of the account/workspace in your product
UserID
(STRING) ID of the user in your product
Motion
(STRING) Definition of Inbound/outbound
Opportunity Table Schema
Id
(STRING): Unique identifier for the opportunity
Name
(STRING): Name of the opportunity
AccountId
(STRING): ID of the associated account
StageName
(STRING): Current stage of the opportunity
Amount
(FLOAT): Opportunity amount in currency
CloseDate
(DATE): Expected close date of the opportunity
Probability
(FLOAT): Probability of the opportunity closing successfully
LeadSource
(STRING): Source from where the opportunity was generated
Type
(STRING): Type of opportunity (e.g., New Business, Existing Business)
CreatedDate
(TIMESTAMP): Date when the opportunity was created
LastModifiedDate
(TIMESTAMP): Date when the opportunity was last modified
OwnerId
(STRING): ID of the user who owns the opportunity
IsClosed
(BOOLEAN): Indicates if the opportunity is closed
IsWon
(BOOLEAN): Indicates if the opportunity is won
Contact Table Schema
AnonymousID
(STRING) ID of the user in your sessions table
UserID
(STRING) ID of the user in your product
WorkspaceID
(STRING) ID of the account/workspace in your product
Id
(STRING): Unique identifier for the contact
AccountId
(STRING): ID of the associated account
Title
(STRING): Job title of the contact
LeadSource
(STRING): Source from where the contact was generated
CreatedDate
(TIMESTAMP): Date when the contact was created
LastModifiedDate
(TIMESTAMP): Date when the contact was last modified
OwnerId
(STRING): ID of the user who owns the contact
WorkspaceID
(STRING) ID of the account/workspace in your product
Ad Spend Metrics
Campaign Spend Table Schema
G/FCLID
(STRING) provided click identifier from platforms
campaign_id
(STRING) unique identifier for campaign
Date
(STRING) day spend occurred
Cost
(STRING) spend amount
Clicks
(STRING) count of clicks
Impressions
(STRING) count of impressions
Custom metrics
Table schema(s)
event_name
event_id
page_view_id
visit_id
user_id
event_params
Important note: Please remove PII from tables before connecting to Roadway.