Overview

By default, if Subscript is reading from a CRM with parent-child relationships, those relationships will be synced to Subscript and available for the Roll Up By Parent feature

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This global toggle changes all metrics in Subscript to reflect the revenue of a given transaction being either associated with a child customer (the one that is directly associated to a transaction) or its parent customer. Since one parent can have many children (and can itself have transactions associated) the usual effect of using Roll Up By Parent is that churn and new revenue are moved to instead be downsell and upsell, respectively. This is because while the child customer may have churned, for example, the parent may have other children which are still active (or may have active transactions themselves), and therefore have not churned, but only downsold.

Illustrations

Roll Up By Parent OFF

January February
Parent account $10,000
- Child 1 $5,000 $5,000
- Child 2 $2,000
Total $15,000 $7,000
Waterfall
Existing $5,000
New $15,000 $2,000
Upsell $0.00
Downsell $0.00
Churn -$10,000
Net Change: -$8,000

Roll Up By Parent ON

January February
- Parent account $10,000 + $5,000 $5,000 + $2,000
- Child 1 $5,000 $5,000
- Child 2 $2,000
Total $15,000 $7,000
Waterfall
Existing $7,000
New $15,000 $0.00
Upsell $0.00
Downsell -$8,000
Churn $0
Net Change: -$8,000

Hierarchy

Where to locate

The relationship between a customer and its parent/children can be seen on the customer page in Subscript, under the Hierarchy tab:

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Multi-Tiered (Grandparent) Relationships

Relationships can be arbitrarily deep in Subscript. A child customer can have its own children, which can also have children, and so on.

When Roll Up By Parentis turned ON in a multi-tiered customer relationship, the top-most customer (the root customer), will be be associated with revenue.

Roll Up By Parent OFF

Grandparent: $0k

Parent: $10k