Customer hierarchy and account classes
Parent and child accounts, national and regional classes, channel and region, ready for segment pricing and rebate rollups.
The business question
Which accounts belong together when we price, roll up and pay out?
What it does
Puts parent and child accounts, national and regional classes, channel and region on one governed hierarchy. Segment pricing, corridors and rebate rollups then key on the same structure instead of each carrying its own copy.
What’s inside
Composed from the platform’s own objects, so it is a configuration you can open, not a document.
- Dataset: accounts with hierarchy keys
- View: rollup by parent and class
- Ruleset: class assignment
Commercial context required
What Revomo reads to run it. Everything else in the template is derived from these records.
- Dataset: accounts with hierarchy keys
Relevant industries
See this template in Revomo.
We will show the Customer hierarchy and account classes running on representative data, or on a slice of your own, and what it would take to run it on yours.