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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.

Presets:
CustomerSalesforce · Account
AttributeCustomer
Internal
Salesforce · Account
External
OriginInternalExternal · Salesforce
DefinitionA Customer is an entity that has at least one active, paid subscription. Different teams draw the line differently — Finance counts billing accounts, Sales counts logos, and Product counts workspaces — which is why this concept has alternate definitions.An organization record in the CRM (may span multiple products).
Unit
Formula
Includes
  • Active paid subscriptions
  • Companies
  • Prospects
  • Partners
Excludes
  • Trial-only accounts
  • Churned accounts
  • Internal test orgs
  • Individual contacts (separate object)
Applicable dimensions / channels
  • Billing Country
  • Segment
  • Owner
Known limitations
  • An Account is not always a paying Customer
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.