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Put definitions side by side — internal vs external, or across platforms — to see exactly where they agree and where they don’t. Never combine metrics whose definitions materially differ.

Presets:
CustomerSalesforce · Account
AttributeCustomer
Internal
Salesforce · Account
External
OriginInternalExternal · Salesforce
DefinitionPerson or organization that purchases or uses an offering.An organization record in the CRM (may span multiple products).
Unit——
Aggregation——
Formula——
Includes—
  • Companies
  • Prospects
  • Partners
Excludes—
  • Individual contacts (separate object)
Applicable dimensions / channels—
  • Billing Country
  • Segment
  • Owner
Known limitations—
  • An Account is not always a paying Customer
Comparability notes—Salesforce Account ≈ Sales' logo view of Customer, but includes non-paying prospects.
Comparability to internalInternal source of truthPartially comparable

AI interpretation

AI-generated · review before relying on it

These definitions come from different sources. Review each object’s scope, formula, and comparability before combining them in a single report.