1. Lighthouse

Level 3 · Half a month is not a bad month

The request

From Robert Kim, Chief Operating Officer

“It's October 15th and the dashboard says October net sales are $89k against $146k for September. That's almost 40% down. Do I need to call a meeting?”

Your goal

The data runs to 2025-12-31, but answer as if today were 2025-10-15. daily (in the starter) holds net sales per day of booked orders. Set result to a dict with "october_to_date" (2025-10-01 to 2025-10-15), "september" (the whole of September 2025), "trailing_28" (2025-09-18 to 2025-10-15), "prior_28" (2025-08-21 to 2025-09-17), all inclusive and rounded to 2, and "change_pct": (trailing_28 / prior_28 − 1) × 100, rounded to 1.

  • Use the orders DataFramenot done yet
  • Use the order_items DataFramenot done yet
  • Store a dict in resultnot done yet

Your code

Python

Loading the editor…

    ResultPreview of orders · press Run to see yours
    Preview of orders
    order_idcustomer_idorder_datestatuschannel
    10011252023-01-01 20:51:19completedweb
    10021562023-01-02 07:58:46completedweb
    1003222023-01-02 10:25:27completedmarketplace
    1004482023-01-02 11:21:51completedmarketplace

    Mote checks your result

    Press Run. Each row that matches the goal becomes a firefly in your lantern.

    DataFrames

    Loaded for you as pandas DataFrames, plus pd and np.

    orders12,000 rows · 7 columns
    • order_idinteger
    • customer_idinteger
    • order_datetimestamp
    • statusvarchar
    • channelvarchar
    • shipping_feedecimal
    • coupon_codevarchar
    First 5 rows of orders
    order_idcustomer_idorder_datestatuschannelshipping_feecoupon_code
    10011252023-01-01 20:51:19completedweb0.00NaN
    10021562023-01-02 07:58:46completedweb0.00NaN
    1003222023-01-02 10:25:27completedmarketplace4.99WELCOME10
    1004482023-01-02 11:21:51completedmarketplace4.99WELCOME10
    1005822023-01-02 11:43:36completedweb0.00WELCOME10
    order_items30,338 rows · 6 columns
    • order_item_idinteger
    • order_idinteger
    • product_idinteger
    • quantityinteger
    • unit_pricedecimal
    • discount_pctdecimal
    First 5 rows of order_items
    order_item_idorder_idproduct_idquantityunit_pricediscount_pct
    11001121931.990.00
    21001154311.990.00
    31002154411.990.00
    410021941149.000.00
    51002193219.990.00
    customers2,018 rows · 9 columns
    • customer_idinteger
    • first_namevarchar
    • last_namevarchar
    • emailvarchar
    • cityvarchar
    • statevarchar
    • signup_datedate
    • segmentvarchar
    • referral_sourcevarchar
    First 5 rows of customers
    customer_idfirst_namelast_nameemailcitystatesignup_datesegmentreferral_source
    1OwenHudsonowen.hudson@icloud.comSan FranciscoCA2022-06-02consumersearch
    2DouglasMendozadmendoza69@gmail.comAtlantaGA2022-06-02consumerNaN
    3HenryBrookshbrooks@lakesidecafe.comLos AngelesCA2022-06-04businessNaN
    4BrianGrahambgraham@bluecedarhomes.comSeattleWA2022-06-06businesspinterest
    5KyleJimenezkjimenez27@yahoo.comIndianapolisIN2022-06-07consumerNaN
    products120 rows · 8 columns
    • product_idinteger
    • namevarchar
    • categoryvarchar
    • subcategoryvarchar
    • unit_pricedecimal
    • unit_costdecimal
    • launched_ondate
    • is_activeboolean
    First 5 rows of products
    product_idnamecategorysubcategoryunit_priceunit_costlaunched_onis_active
    101Vale Velvet LoveseatFurnitureSofas1659.00NaN2023-09-11true
    102Alder Oak Coffee TableFurnitureTables919.00503.502024-05-16true
    103Orchard Rattan Dining ChairFurnitureChairs789.00429.872023-05-27true
    104Upland Oak BookcaseFurnitureStorage429.00214.702022-12-20true
    105Avery Leather Bed FrameFurnitureBeds449.00232.702021-08-31true
    returns1,673 rows · 5 columns
    • return_idinteger
    • order_item_idinteger
    • returned_ondate
    • reasonvarchar
    • refund_amountdecimal
    First 5 rows of returns
    return_idorder_item_idreturned_onreasonrefund_amount
    1142023-01-10damaged83.69
    2422023-01-10wrong_item19.99
    31052023-01-14wrong_item10.99
    4242023-01-16changed_mind26.99
    51262023-01-16late20.99
    employees60 rows · 8 columns
    • employee_idinteger
    • first_namevarchar
    • last_namevarchar
    • departmentvarchar
    • titlevarchar
    • manager_idinteger
    • hire_datedate
    • salaryinteger
    First 5 rows of employees
    employee_idfirst_namelast_namedepartmenttitlemanager_idhire_datesalary
    1CatherineHaleExecutiveChief Executive OfficerNaN2016-03-01285000
    2RobertKimExecutiveChief Operating Officer12017-01-09235000
    3MeganCollinsSalesHead of Sales12018-04-16172000
    4ChloeGutierrezSalesAccount Executive32020-01-2172000
    5FrankBellSalesAccount Executive32023-05-2173000
    web_sessions40,000 rows · 7 columns
    • session_idinteger
    • customer_idinteger
    • started_attimestamp
    • devicevarchar
    • sourcevarchar
    • pages_viewedinteger
    • convertedboolean
    First 5 rows of web_sessions
    session_idcustomer_idstarted_atdevicesourcepages_viewedconverted
    1NaN2023-01-01 23:02:24mobilepaid1false
    2182023-01-01 15:07:49desktoppaid1false
    3NaN2023-01-01 16:55:46desktopdirect7false
    4NaN2023-01-01 12:43:28mobileorganic3false
    5NaN2023-01-01 13:06:21mobilesocial2false
    marketing_spend3,276 rows · 3 columns
    • spend_datedate
    • channelvarchar
    • amountdecimal
    First 5 rows of marketing_spend
    spend_datechannelamount
    2023-01-01paid492.99
    2023-01-01email37.38
    2023-01-01social200.53
    2023-01-02paid709.13
    2023-01-02email64.13

    The lesson

    The partial-period trap

    A calendar month is a fine window once it is over. While it is running, “this month” holds fewer days than “last month”, so it is always lower. On October 15th the dashboard compared 15 days of October with 30 days of September and showed a 39% drop:

    daily.loc["2025-10-01":"2025-10-15"].sum()   # 89,128.58
    daily.loc["2025-09-01":"2025-09-30"].sum()   # 145,543.20

    Nothing happened to the business. Half the month had not happened yet.

    Trailing windows

    A trailing window always covers the same number of days, ending today. Compare the last 28 days with the 28 days before them and both sides are complete:

    2025-09-18 → 2025-10-15   154,204.39
    2025-08-21 → 2025-09-17   141,267.38    change +9.2%

    The trend Robert should see is up, not down. A trailing window also updates every day, so it answers “how are we doing right now?” without waiting for month end.

    Why 28 and not 30

    Sales differ by weekday. In 2025 Harbor & Pine averaged about $7,500 of net sales on Saturdays and about $5,900 on Wednesdays. A 30-day window holds four or five of each weekday depending on where it starts, so two 30-day windows can differ only because one has an extra Saturday. Windows of 7 or 28 days always hold the same number of each weekday. The same reasoning is why weekly KPIs compare whole weeks, Monday to Sunday.

    Run rates

    Another fix is a run rate: month to date divided by days elapsed, times days in the month. For October, $89,128.58 / 15 × 31 = $184,199, and October did finish at $184,242. Run rates work in steady months and fail badly at season changes: a run rate taken on November 15th misses Black Friday and Cyber Monday entirely.

    Common mistakes

    • Month to date vs a full month. Compare it with the same days of last month, or use a trailing window.
    • Windows that are not a multiple of 7. Weekday mix leaks into the comparison.
    • Calling a partial month “October” on a chart. Mark it as incomplete, or leave it off until it closes.

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