The organization whose signature is on the order: a trust rather than a school, a district rather than a campus, a health system rather than a hospital. Coverage, renewal and fit are measured here; sites are a dimension beneath.
A trust counted as ten schools shows nine renewals nobody is working. One entity, ten sites, one renewal.
Use the contracting-entity mapping workbook to record dated ID relationships and the contract-signatory evidence record to document an unresolved signing role. The sold-to, bill-to and ship-to guide explains the separate order-data roles.
Where an organization devolves buying, the level at which each order was signed is on the order.
The customer master links each using site, school or subsidiary to the organization that signs. Revenue, renewal risk and concentration are then read at the signing entity.
Twenty-eight schools appear as twenty-eight customers at $6,000 each. They belong to one trust that signs one contract worth $168,000 and renews on one date.
The customer list is a list of users. The largest customer in the business is invisible because it is split into dozens of small ones.