Transcript

In this video, we’ll review the enterprise calculation options for health modeling within hierarchies. Major topics include calculated parent health and sub-accounts.

If you have parent-child relationships within your account structure, Totango provides you with two options for how to view the Health widget on the parent profile, which you can find within the Health Designer under Health Settings.

Sub-account health means that Totango will automatically calculate parent health based on a percentage of how healthy all of its immediate child accounts are. You can choose between using a % of contract value or a % of the total number of accounts to determine how to reflect good, average, or poor on the parent profile. For example, 50% of the child companies are in good health so the Parent is also represented as good. You can adjust your thresholds for what percent is required for Good and Poor health.

Calculated parent health, on the other hand, simply means that Totango will calculate each parent health profile using whatever health profile applies to that account type (or other segmentation) within your active health model. In my example, I’m using multidimensional health. I could add the parent account type to this existing profile or create a new profile that is specific only to this account type.

You can learn more about defining health profiles in other videos, but an important note for hierarchies is that Totango doesn’t automatically factor child health into the parent’s health in this method. However, you can optionally configure health dependencies, by adding individual roll-up metrics within the profile. Without roll-up metrics, health metrics can only be used for data captured at each level in the hierarchy. In other words, if you are using a hierarchy level in this manner, the health profile for the “Parent” level could not factor in usage activities because that exists on a different level–unless you use a roll-up metric.

If we apply this new profile, and wait for recalculation, now the health widget for each account type in the hierarchy displays whatever metrics were defined in the related profile, either multidimensional or account.