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Glossary

Contracting entity

The organisation 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.

DefinitionThe organisation 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.

Measure at the entity, explain at the site

A trust counted as ten schools shows nine renewals nobody is working. One entity, ten sites, one renewal.

Record the signing level

Where an organisation devolves buying, the level at which each order was signed is on the order.

How it is used

The customer master links each using site, school or subsidiary to the organisation that signs. Revenue, renewal risk and concentration are then read at the signing entity.

Example

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.

Where it goes wrong

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.