In this article:


Overview 


Natero allows you to capture your account relationships between parent companies and their subsidiaries. For example, you can designate a parent account with one or more child accounts. Those child accounts can have child accounts of their own and so on. The account hierarchy information is displayed on the account details page where you can quickly jump between each account in the relationship.


You can easily view hierarchy information within an account’s details page and jump between each account in the relationship. You can assign hierarchy labels to accounts at any level for more segmentation capability throughout the product. You can also setup custom dimensions and metrics for any account at any node.


Setting up Accounts with Hierarchy 


If you’d like to use the account hierarchy feature in Natero, we suggest that you first talk to us so we understand the use case better to set up the feature properly for you.


How Data is Reported for Hierarchy 


You can easily view this hierarchy information at the account details page where the account’s parent account and child accounts are listed and easily accessible via a link.


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You can toggle the “Hierarchy rollup” button in the parent account’s details page to view the following information specific to the parent account or rolled up from all its children accounts:

  • Activity
  • Financials
  • Interactions
  • Notes
  • Modules & Features
  • Support Tickets


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Note that the rolled up information includes both the current parent account as well as all its children accounts and it is only available in the parent account details view. For example, if you have the following connections (denoted by --): A--B, A--C, C--D; the data you see at A = A+B+C+D and the data you see at C = C+D. 


If you’d like to construct reports on the rolled up information in other sections of the product (e.g. list, custom view and chart explorer), you can apply the hierarchy filters to do so. 


Hierarchy Account Dimensions 


In Natero, a few additional account dimensions are added to allow you to segment by hierarchy.

  • Root account - the very top level account
  • Leaf account - the very bottom level account
  • Hierarchy MRR/ARR (current) - Sum of current MRR/ARR of the current parent and its immediate children account(s)
  • Hierarchy Root - the root account of the current hierarchy
  • Hierarchy last seen - the latest last seen date of all the hierarchy accounts
  • Hierarchy next renewal - the earliest next renewal date of all the hierarchy accounts


You can also assign hierarchy label to account at any level for additional segmentation capability within Natero. Currently, hierarchy labels can be sent using the Natero Account API.


Average Child Health Score


This metric will become visible once the Natero Hierarchy feature is enabled for your account.


When turned on, this metric will average the health scores of all immediate non-churn child accounts to include into parent's health score. Note that if an account has no active children, a value of 50 will be assigned. To avoid this, you can add the account filtering to include only accounts that have child account ('Account has children' is True) for this health score configuration.


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Custom Dimensions and Metrics 


You can add custom dimensions and metrics to accounts at all levels.


Limitation with Explorer & Rules


Activity and product usage data will not be rolled up to parent accounts from all their child accounts when working with Explorer and Rules, but reported on a per account basis instead. 


Examples:

  • If you create a chart to show feature/module usage of a group of parent accounts, the chart will return usage data associated with only those parents accounts, not the rolled up usage from all the child accounts under them. 
  • If you create an alert rule based on time spent in the product for a group of parent accounts, the rule will calculate based on the time associated with only those parent accounts, not the rolled up time from all the child accounts under them. 


Count of Accounts 


Accounts at any level are accounted towards the total number of accounts you own. If you have a parent account with two child accounts, that’s a number of 3 total accounts.