# Customer hierarchy and account classes: commercial data & context template

> Parent and child accounts, national and regional classes, channel and region, ready for segment pricing and rebate rollups.

Source: https://revomo.ai/marketplace/templates/customer-hierarchy/

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Business need
- [Margin Leakage](https://revomo.ai/marketplace/collections/margin-leakage/)
- [Cost Recovery](https://revomo.ai/marketplace/collections/cost-recovery/)
- [Price Increase](https://revomo.ai/marketplace/collections/annual-price-increase/)
- [Quote & Deal Performance](https://revomo.ai/marketplace/collections/quote-deal-performance/)
- [Contract Renewal](https://revomo.ai/marketplace/collections/contract-renewal/)
- [Rebates & Incentives](https://revomo.ai/marketplace/collections/rebates-incentives/)
- [Market Response](https://revomo.ai/marketplace/collections/market-response/)

Industry
- [Industrial distribution](https://revomo.ai/marketplace/templates/?industry=distribution)
- [Machinery & industrial products](https://revomo.ai/marketplace/templates/?industry=machinery)
- [Building products](https://revomo.ai/marketplace/templates/?industry=building)
- [Chemicals & materials](https://revomo.ai/marketplace/templates/?industry=chemicals)

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- Template

## Customer hierarchy and account classes

Parent and child accounts, national and regional classes, channel and region, ready for segment pricing and rebate rollups.
[See the Customer hierarchy and account classes in Revomo →](https://revomo.ai/contact/?source=marketplace&type=template&artifact=customer-hierarchy&name=Customer+hierarchy+and+account+classes)

### 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

All industries

Type
Template

Category
[Commercial Data & Context](https://revomo.ai/marketplace/templates/?category=data)

Industries
All industries

Composed of
3 platform objects

[See this in Revomo →](https://revomo.ai/contact/?source=marketplace&type=template&artifact=customer-hierarchy&name=Customer+hierarchy+and+account+classes) On representative data, or a slice of your own.

### Related templates

- Commercial Data & Context #### [Price-to-pocket walk model](https://revomo.ai/marketplace/templates/price-to-pocket-model/) Invoice lines joined to every on- and off-invoice adjustment, so each step from list to pocket is a column with a governing record. All industries
- Commercial Data & Context #### [Product hierarchy and velocity tiers](https://revomo.ai/marketplace/templates/product-hierarchy/) Family, subcategory, velocity tier and cost basis on every SKU, the attributes price and margin models key on. All industries · Uses 1 metric
- Commercial Data & Context #### [Landed cost model](https://revomo.ai/marketplace/templates/landed-cost/) Standard cost plus inbound freight, duty and handling, effective-dated, so margin is measured against what the unit actually cost. Distribution, Building products, Chemicals · Uses 4 metrics

### 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.
[See this on your commercial data →](https://revomo.ai/contact/?source=marketplace&type=template&artifact=customer-hierarchy&name=Customer+hierarchy+and+account+classes)[All templates](https://revomo.ai/marketplace/templates/)
