Sign in

Blog · Data quality and reconciliation · Telecoms and connectivity

Maintaining the customer estate: the denominator in site penetration for B2B telecoms

Site penetration is only as good as the site count it divides by. This guide sets out where a business telecoms provider gets each customer's estate, how to date and source it, how to reconcile it to billing so closed sites do not linger, and the review cadence that keeps the number honest.

The short answerA customer's estate is the list of sites they operate, which is the denominator in site penetration. Source it from the tender, the account manager's review or a public register, record the source and date per customer, reconcile billed sites against the estate so closed sites are retired and new ones added, and refresh it at every account review. An estate that is two years stale produces a penetration figure that is confidently wrong.

Site penetration, sites on-net over sites in the estate, is the number that tells a business telecoms provider where its next sales are. Everyone gets the numerator right; it is in billing. The denominator, the customer's estate, is a list somebody typed into the CRM at the last tender and nobody has touched since. This guide sets out how to source, date and maintain it.

Sources, in order of quality

Source Quality When
The customer's site list from a tender High, dated At tender
The account manager's review with the customer High, dated At each review
Public register of trading addresses Medium When the customer will not share
Norm for customers of that size and sector Low, labelled Fallback

Every customer's estate carries the source and the date. The penetration figure inherits both.

Reconciling to billing

Two checks, every month:

  • Billed sites not on the estate. The estate is incomplete. Add them, dated, source "billing".
  • Estate sites with no billing for twelve months and no recorded competitor. Probably closed. List them for the account manager to confirm before retiring.

billed sites ⊆ estate

The first check is an assertion; the second is a review list.

The refresh cadence

  • At every account review, the account manager confirms the estate with the customer.
  • The report shows days since last refresh per customer, ranked.
  • Estates older than twelve months are flagged on the penetration figure.

A worked example

One customer, estate last refreshed twenty months ago.

Estate as recorded Billing this month Reconciliation
42 sites 38 sites billed 3 billed sites not on the estate
7 estate sites with no billing for 14 months

Penetration as reported: 38 of 42, 90 percent. After the refresh: the three unknown sites added, the seven confirmed closed by the account manager, estate of 38, all billed. Penetration 100 percent, and the seven closed sites drop out of the account manager's gap list, where they had been the top three lines for a year.

Where it goes wrong

Estate never refreshed. The most common state. The days-since-refresh column is what changes it.

Closed sites kept. They make penetration look low and the gap list long, and the account manager stops trusting it.

Source not recorded. An estimate from a register treated as a customer-confirmed list. Carry the source.

Billing site identifiers that do not match estate identifiers. The reconciliation cannot run. One site identifier per address, in both systems.

Every month, an honest denominator

Mapped once, billing and the estate produce the two reconciliation lists and the staleness ranking every month, and penetration is reported with its estate date. Covirage builds this from the exports as they are. The telecoms page describes the setup, and the site penetration guide covers the measures the estate feeds.

Questions people ask

How often should the estate be refreshed?

At every account review, and whenever billing shows a site the estate does not know. Annually is the floor. The report should show the date of each customer's last estate refresh, so a stale one is visible.

What if the customer will not share a site list?

Use a public register of trading addresses or the norm for customers of that size and sector, labelled as such. The penetration figure is then an estimate, and the report says so.

How does billing help?

Every billed site is in the estate by definition. A billed site not on the estate list means the list is incomplete; a site on the list with no billing for a year and no known competitor is probably closed. Both are exceptions the report lists.