Rolling up health scores from children to parents

the parent child structure refers to the hierarchical relationship between different entities within custify, such as accounts, customers, or organizations with this structure in place, you can assign health scores to both the parent entity (e g , an account) and its child entities (e g , individual customers or subsidiaries) this enables you to evaluate the overall health of the parent entity based on the aggregated health of its child entities observation! you can read this article to understand how does data roll up from children to parents how are the children’s health scores impacting the parent’s health scores? the children’s health scores are not impacting the parent’s health you have the flexibility to build separate sets of health scores for each category, by restricting the health score to the corresponding segment of companies this is particularly helpful in case you have different expectations according to the company level; therefore you want to have different health ranges can i set up the platform so that the children’s health scores influence the parents’ health? yes, you can achieve this by using the calculated metrics feature as an example, let’s take a health score for days since last login you set the health value and limit it to the child companies however, let’s presume that you also want to have such a health score per parent, to measure the average days since the last login happened across the child companies once you set up the children’s health score, you can create a calculated metric, using the add entity option , then child companies the function you would use for the above scenario is the average of child companies attribute , then choose the health score that you previously built for the child companies once you validate and save the metric, you can use it to build a new health score, that is restricted to the parent companies segment the functions available are sum of child companies attribute average of child companies attribute minimum of child companies attribute maximum of child companies attribute count of child companies for all these functions, you can filter the child companies by segments – e g calculate the average days since the last login only for child companies that are onboarded tags – e g calculate the average days since the last login only for child companies that are tagged as “at risk”