Totango supports a number of attributes out-of-the-box. Those that are denoted with a gear icon as "system" (or named) cannot be removed.

See more details on additional segmentation data points.

Account attributes

The following account attributes are available in new Totango instances, grouped by dimension. The API name is noted in parentheses, if different from the attribute name.

Refer to Understand data objects (Account) for more information. For the most up-to-date list, click the Download icon within Settings > Data Management > Data Modeler (Account Information). 

Account Identity	Data Type	Type	Editable	System
Account Type	text	attribute	✓
Account ID (account_id)	text	attribute	-
Name (account_name)	text	attribute	✓
Other System Account Id (ofid)	text	attribute	✓
parent_id	text	attribute	✓
product_id	text	attribute	✓
CRM System Account Id (sfid)	text	attribute	-
Account Master Data	Data Type	Type	Editable	System
Company Domain	text	attribute	✓
Company Size	numeric	attribute	✓
Create Date	date	attribute	✓
Customer Journey Stage	lifecycle	attribute	✓	-
Sample Data	text	attribute	✓	-
Account Segment	Data Type	Type	Editable	System
Industry	list	attribute	✓	-
Tier	list	attribute	✓	-
Billing	Data Type	Type	Editable	System
Last Payment Amount	currency	attribute	✓	-
Last Payment Date	date	attribute	✓	-
Next Payment Due Date	date	attribute	✓	-
Outstanding Balance	currency	attribute	✓	-
Payment Method Expiration Date	date	attribute	✓	-
Contracts	Data Type	Type	Editable	System
Cancellation Date	date	attribute	✓
Contract Renewal Date	date	attribute	✓
Contract Start Date	date	attribute	✓
Contract Value	currency	attribute	✓
Last Contract Value Change Date	date	attribute	✓
Licenses	numeric	attribute	✓
Status	text	attribute	✓
Contract Status (status_group)	calculation	built-in metric	-
Trial Expiration Date	date	attribute	✓
Contract Value (contract_value)	sum	rollup	-
Contract Value Change (contract_value_change_ 1632269979673)	currency	custom metric	-	-
Licenses	calculation	built-in metric	-
Engagement	Data Type	Type	Editable	System
Last Business Review Date	date	attribute	✓	-
Next Business Review Date	date	attribute	✓	-
General	Data Type	Type	Editable	System
health	text	attribute	✓	-
Last Reference Date	date	attribute	✓	-
# Of References Given	text	attribute	✓	-
Referenceability	list	attribute	✓	-
TouchPoint Default BCC Email (email_to_tp_default)	list	attribute	✓
Health	Data Type	Type	Editable	System
Days in Good Health	numeric	attribute	✓	-
Days in Poor Health	numeric	attribute	✓	-
Onboarding	Data Type	Type	Editable	System
Onboarding Stage	lifecycle	attribute	✓	-
Project Status	lifecycle	attribute	✓	-
Opportunity	Data Type	Type	Editable	System
Totango Opportunity Close Date	date	attribute	✓
Totango Opportunity Description	text	attribute	✓	-
Totango Opportunity Name	text	attribute	✓
Totango Opportunity Stage	lifecycle	attribute	✓
Totango Opportunity Type	list	attribute	✓
Totango Opportunity Value	currency	attribute	✓
Revenue	Data Type	Type	Editable	System
Conversion Likelihood	lifecycle	attribute	✓	-
Expansion Status	lifecycle	attribute	✓	-
Forecast Contract Value	currency	attribute	✓
Forecast Period	date	attribute	✓
Forecast State	text	attribute	✓
Order Booking Date	date	attribute	✓	-
Renewal Status	lifecycle	attribute	✓	-
Risk	Data Type	Type	Editable	System
Competitors in Account	multi-select list	attribute	✓	-
Escalation Severity	list	attribute	✓	-
Escalation Status	lifecycle	attribute	✓	-
Escalation Type	multi-select list	attribute	✓	-
Risk Reason	multi-select list	attribute	✓	-
Risk Status	lifecycle	attribute	✓	-
Support	Data Type	Type	Editable	System
Support System Account Id (Resolved zendesk organization id)	text	attribute	-
Satisfaction score	numeric	attribute	-
Ticket volume	numeric	attribute	-
Top priority satisfaction score	numeric	attribute	-
Top priority ticket volume	numeric	attribute	-
Top priority unsolved tickets	numeric	attribute	-
Unsolved Tickets	numeric	attribute	-
Voice of the Customer	Data Type	Type	Editable	System
Customer Sentiment (CSM Sentiment)	list	attribute	✓	-
Usage	Data Type	Type	Editable	System
Active Users (unique_users)	calculation	built-in metric	-
Activities Per Active User (total_activities_per_ unique_users)	calculation	built-in metric	-
DAU/MAU (daumau_1576037919793)	integer	custom metric	-	-
DAU/WAU (dauwau_1607139136395)	percent	custom metric	-	-
Overall Time Spent (minutes_on_system)	calculation	built-in metric	-
First activity date	calculation	built-in metric	-
Last activity date	calculation	built-in metric	-
Number of Active Days	calculation	built-in metric	-
Number of Activities (total_activities)	calculation	built-in metric	-
Time Per User (minutes_on_system_ per_unique_users)	calculation	built-in metric	-
Usage frequency	calculation	built-in metric	-
Usage Frequency (usage_frequency)	integer	built-in metric	-
WAU/MAU (waumau_1576035722312)	percent	custom metric	-	-
Utilization	Data Type	Type	Editable	System
Enabled Users	numeric	attribute	✓	-
License Utilization	calculation	built-in metric	-
Purchased License Consumption (purchased_license_ deployment_1576039108130)	percent	custom metric	-	-
Engagement (score)	calculation	built-in metric	-
Work	Data Type	Type	Editable	System
Touchpoints (touchpoint_collection)	-	collection	-
Cisco Partner Data	Data Type	Type	Editable	System
Business Outcome Plan Accepted Date	date	attribute	✓	-
Business Outcome Plan Due Date	date	attribute	✓	-
Business Outcome Plan Registration Date	date	attribute	✓	-
Cisco Partner Program Actual Registration Date	date	attribute	✓	-
Cisco Partner Program Registration Due Date	date	attribute	✓	-
Eligible Business Objective Incentive Amount	currency	attribute	✓	-
Eligible SuccessPlan Incentive Amount	currency	attribute	✓	-
Received Business Objective Incentive Amount	currency	attribute	✓	-
Received SuccessPlan Incentive Amount	currency	attribute	✓	-
SuccessPlan Accepted Date	date	attribute	✓	-
SuccessPlan Agreement	list	attribute	✓	-
SuccessPlan Due Date	date	attribute	✓	-
SuccessPlan ID	text	attribute	✓	-
SuccessPlan Registration Date	date	attribute	✓	-
SuccessPlan Registration Due Date	date	attribute	✓	-
SuccessPlan Status	lifecycle	attribute	✓	-

User attributes

The following user attributes are available in new Totango instances, grouped by dimension. The API name is noted in parentheses, if different from the attribute name.

Refer to Understand data objects (User) for more information. For the most up-to-date list, click the Download icon within Settings > Data Management > Data Modeler (User Information). 

Account Master Data	Data Type	Editable	System
Sample Data	text	✓
General	Data Type	Editable	System
User Unsubscribe	text	✓
Support	Data Type	Editable	System
Satisfaction score	numeric	✓
Ticket volume	numeric	✓
Top priority satisfaction score	numeric	✓
Top priority ticket volume	numeric	✓
Top priority unsolved tickets	numeric	✓
Unsolved tickets	numeric	✓
Usage	Data Type	Editable	System
First activity date	calculated	-
Last activity date	calculated	-
Usage frequency	calculated	-
Number of Active Days (activity_days)	calculated	-
Overall Time Spent (minutes_on_system)	calculated	-
Number of Activities  (total_activities)	calculated	-
User Identity	Data Type	Editable	System
First Name	text	✓
Last Name	text	✓
User Master Data	Data Type	Editable	System
Browser	text	✓
Contact	text	✓
Account Role (contact_account_role)	text	✓
Address (contact_address)	text	✓
Organization (contact_organization)	text	✓
Phone Number (contact_phone)	text	✓
Country	text	✓
CRM Contact	text	✓
Device	text	✓
Email	text	✓
Key Contact	text	✓
Marketing Unsubscribe	text	✓
Name	text	✓
OS	text	✓
Region	text	✓
Timezone	text	✓
Title	text	✓
Voice of the Customer	Data Type	Editable	System
CSAT Score	numeric	-	-
CSAT Score Comment	text	-	-
CSAT Score Response Date	date	-	-
High CSAT Score Reasons	text	-	-
Low CSAT Score Reasons	text	-	-
Relationship NPS	numeric	-
Relationship NPS Comment	text	-	-
Relationship NPS Response Date	date	-	-

API considerations

All attribute descriptions have a max limit of 100 characters.

Account ID

Every account, regardless of type or level, must have a unique Account ID.

• API Name: account_id
• Accepted values: Special characters are forbidden except for underscore "_".

Name

The name of the account that's displayed in the account profile.

• API Name: account_name
• Accepted values: String value with max size 128 char.

If you use Salesforce, associate the account_name attribute in Totango with the account_name attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, ensure that the name (line 6) is set per the following setup:

1  window.totango_options = {
2    service_id: "SP-0000-00", // replace with your code
3    username: "marlo@barksdale.com",
4    account: {
5    	id: "102213x",
6    	name: "Barksdale Industries",
7    }
8 };

Account Type

Optionally define different types (e.g., corporate vs. region).

• API Name: Account Type
• Accepted values: String value with max size 255 char.

Status

Every account must have a value for Status (Contract Status) to classify customer contracts. Totango calculates health and other key metrics for active customers.

• API Name: Status
• Accepted values: Default values are Free, Paying, Canceled. You can configure custom contract statuses to further define payment groups.

Success Manager

The Totango user responsible for the account in a Success role.

• API Name: Success Manager
• Accepted values: String value in the format of “First Name Last Name” which should match the name provided for users on Totango (e.g. Jack Smith)

If you use Salesforce, associate the Success Manager attribute in Totango with the success-manager attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, ensure that the name used matches the full name (‘first name last name’) of your success reps.

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Success Manager": "Dee Barksdale"
8         }
9 };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Success%Manager=Dee%20Barksdale

Sales Manager

The Totango user responsible for the account in a Sales role.

• API Name: Sales Manager
• Accepted values: String value in the format of “First Name Last Name” which should match the name provided for users on Totango (e.g. Jack Smith)

If you use Salesforce, associate the Sales Manager attribute in Totango with the Lead.Owner attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, ensure that the name used matches the full name (‘first name last name’) of your sales reps.

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Sales Manager": "Avon Barksdale"
8         }
9 };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Sales%Manager=Avon%20Barksdale

Company Size

Total number of employees for the account. For instance, if a team has 200 employees but only purchased 50 licenses, this shows an opportunity to sell a further 150 licenses.

• API Name: Company Size
• Accepted values: Any number (1 or higher)

If you use Salesforce, associate the Company Size attribute in Totango with the Company Size attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, use the following reference:

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Company Size": 200
8         }
9 };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Company%20Size=200

Contract Value

The dollar amount of the contract (ACV). Totango features the contract value in the account profile and uses it to calculate the total value of all accounts in an active list.

• API Name: Contract Value
• Accepted values: Any number (1 or higher)

If you use Salesforce, associate the Contract Value attribute in Totango with the Contract Value attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, use the following reference:

1  window.totango_options = {
2    service_id: "SP-0000-00", // replace with your code
3    username: "marlo@barksdale.com",
4    account: {
5      id: "102213x",
6      name: "Barksdale Industries",
7      "Contract Value" : 1200
8    }
9  };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sd r_o.Contract%20Value=1200

Forecast State

Set from the account profile or Revenue Center. Used to suggest a forecast based off of health and usage metrics.

• API Name: Forecast State
• Accepted values: Upsell, Renewal, Downgrade, Churn

Forecast Contract Value

Set from the account profile or Revenue Center. Used to forecast an account's new contract value. 

• API Name: Forecast Contract Value
• Accepted values: Any number (0 or higher)

Forecast Period

The time at which the account's forecast was last updated.

• API Name: Forecast Period
• Accepted values: Date/Time value in the ISO 8601 format. For example: 2011-12-20T19:25:58.0Z

Licenses

Indicate the number of licenses this account has purchased. Totango uses this value to compute the “license utilization” engagement metric, which indicates how many seats an account is using, relative to the number they purchased. For example, when an account purchases 100 seats, and uses 10, we say their license utilization is “10%”. 

• API Name: Licenses
• Accepted values: Any number (1 or higher)

If you are using the API, use the following reference:

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 Licenses: 12
8         }
9 };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Licenses=12

Cancellation Date

Indicate a contract expiration/cancellation date and is used in retention forecasting in Revenue Center.

• API Name: Cancellation Date
• Accepted values: Date/Time value in the ISO 8601 format. For example: 2017-12-20T19:25:58.0Z

If you use Salesforce, associate the Cancellation Date attribute in Totango with the Cancellation Date attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, use the following reference:

1  window.totango_options = {
2    service_id: "SP-0000-00", // replace with your code
3    username: "marlo@barksdale.com",
4    account: {
5      id: "102213x",
6      name: "Barksdale Industries",
7      status: "Paying",
8      "Cancellation Date": "2017-12-20T19:25:58.0Z"
9    }
10 };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Cancellation%20Date="2017-12-20T19:25:58.0Z"

Contract Renewal Date

Indicate a contract expiration/renewal date. 

• API Name: Contract Renewal Date
• Accepted values: Any number (1 or higher)

If you use Salesforce, associate the Contract Renewal Date attribute in Totango with the Contract Renewal Date attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, use the following reference:

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Contract Renewal Date" : "2011-12-20T19:25:58.0Z"
8         }
9 };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Contract%20Renewal%20Date="2011-12-20T19:25:58.0Z"

Contract Start Date

Use this attribute to indicate a contract start date. When provided this will be featured in the account profile and can also be used in order to create an active list.

• API Name: Contract Start Date
• Accepted values: Any number (1 or higher)

If you use Salesforce, associate the Contract Start Date attribute in Totango with the Contract Start Date attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, use the following reference:

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Contract Start Date" : "2013-12-20T19:25:58.0Z"
8         }
9 };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Contract%20Start%20Date="2011-12-20T19:25:58.0Z"

Last Contract Value Change Date

This is the time at which the account's contract was last changed (i.e. an account was upsold or downgraded). This value is used within Revenue Center.

• API Name: Last Contract Value Change Date
• Accepted values: Date/Time value in the ISO 8601 format. For example: 2011-12-20T19:25:58.0Z

Trial Expiration Date

This is the time when the account's trial (or POC) expires.

• API Name: Trial Expiration Date
• Accepted values: Date/Time value in the ISO 8601 format. For example: 2011-12-20T19:25:58.0Z

Create Date

Date and time at which this account was created (original signup date). While not recommended, you can omit the Create Date attribute. Totango will guess the creation date of an account as the first time it sees it. This default behavior is generally correct for accounts that get created after Totango was installed on your application, but not for those that existed before. You can address them later by updating historical account information

• API Name: Create Date
• Accepted values: Date/Time value in the ISO 8601 format. For example: 2011-12-20T19:25:58.0Z

If you are using the API, use the following reference:

1  window.totango_options = {
2    service_id: "SP-0000-00", // replace with your code
3    username: "marlo@barksdale.com",
4    account: {
5      id: "102213x",
6      name: "Barksdale Industries",
7      status: "Paying",
8      "Create Date": "2011-12-20T19:25:58.0Z"
9    }
10 };

sdr_s

This attribute is needed to send data to your Totango instance.