Who can use this feature?
- Global admins or users with advanced permissions
- Available on all plans
Hierarchy roll-ups allow you to display aggregated values on parent accounts from child accounts. Hierarchy roll-ups apply to the account object only.
Hierarchy roll-ups are a tool to help you gain insight into adoption, utilization, and other key metrics to help you communicate value and identify expansion across all levels of an account. Examples include:
- Roll up contract value to see the total contract value at the parent account level
- Roll up active users of each sub-account at the parent level
- Roll up usage of a particular feature across all installs at the parent level to track adoption
You can use hierarchy roll-ups just like other attributes to take action. Examples include:
- Create a segment that shows all the accounts with the number of logins trending downward by 20% in the last 14 days across all the products.
- Notify the Success Manager when users stopped using a product’s feature across all departments.
- Run a SuccessPlay to trigger a cross-sell opportunity notification when a parent account that bought Product A and has more than 10 active users but did not buy product B.
- Run a weekly email campaign or SuccessBeat to a key stakeholder at the parent account with the number of new projects created by the entire organization.
Create a hierarchy roll-up
Build roll-ups using any of the following (account-level):
- Numerical attributes
- Engagement metrics
- Usage metrics
- Custom metrics*
*As an example, if you want to aggregate the number of logins, you first need to define a custom metric of “count number of logins in the last 7 days” and then define a roll-up.
- From Settings, expand Data Management > Data Modeler.
- From the Account Information tab, click +Add Account Attribute.
- Click Hierarchy Roll-up.
- Configure properties for the attribute:
- Roll-up from: Choose the metric that you want to roll up.
Formula: Choose from Sum, Average, or Sum and Average.
If you choose both, two options will be available for segmentation and profile display.
- Dimension: Choose the dimension for categorization purposes.
- Visibility: Choose to make this attribute hidden.
- Click Save.
It may take up to 10 minutes for the system to reflect the new metric.
Segmentation options include value or % change (yesterday, in the last 3, 7, 14, 30, 90 days).
Depending on the formula chosen, profile display options include "Show value for current account" (editable), "Show roll-up value as sum" (not editable), or "Show roll-up value as average" (not editable).
Edit a hierarchy roll-up
You can edit the roll-up properties or formula anytime. The roll-up will recalculate from the point you save the roll-up and going forward.
- When aggregating the number of active users, Totango does not “dedupe” the same users of different child accounts.
- When aggregating an average of license utilization, Totango does not average total seats used divided by total seats sold. It averages the actual license utilization of the different children.
- In case you already provided Totango with pre-calculated roll-ups and stored them under the same attribute name in Totango, you should not use Totango's roll-ups as it will skew the results.
- If the account hierarchy changes (e.g., an account is added/removed as a child of another account) the roll-up value won't update immediately. It will be recalculated during the next nightly system refresh.
Question: When looking at the historical trend of a roll-up on a parent account, it shows from a certain date (from January 2022 for example), while on the child account there is metric data from September 2021.
Answer: A possible cause can be that the parent_id attribute on the child account was only updated from February. You may need to do a historical upload for the missing months (September 2021 until January 2022). You may find a report helpful to indicate when the parent_id was first updated on the child account (segment contains the term parent_id:the parent id and a report presents the trend):