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SQL Renewal Completion Rates
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SQL Renewal Completion Rates

MediumSQL · PostgreSQL

Problem

How would you write a SQL query to calculate monthly renewal completion rates by office and account executive at Lockton Companies?

Use the renewal due date to determine the month. A renewal is completed when completed_date is not null.

Output

  1. One row per office, account executive, and renewal month.
  2. Include office_name, account_executive_name, renewal_month, total_renewals, completed_renewals, and completion_rate_pct.
  3. Include only records with matching office and account executive details. Sort by office, account executive, and month ascending.

Schema

offices
ColumnTypeDescription
office_idPKINTUnique office identifier
office_nameVARCHAR(100)Lockton office name
regionVARCHAR(50)Geographic region for the office
account_executives
ColumnTypeDescription
account_executive_idPKINTUnique account executive identifier
full_nameVARCHAR(120)Account executive full name
office_idINTAssigned office identifier
renewals
ColumnTypeDescription
renewal_idPKINTUnique renewal identifier
client_nameVARCHAR(150)Client associated with the renewal
office_idINTOffice responsible for the renewal
account_executive_idINTAccount executive responsible for the renewal
renewal_due_dateDATEDate the renewal is due
completed_dateDATEDate the renewal was completed
Tablesofficesaccount_executivesrenewals
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