Analysis / Revenue operations and CRM hygiene
Map parent and subsidiary customer relationships
Use Proforma to map parent and subsidiary customer relationships. Get account hierarchy mapping proposal from your business data with this copyable prompt.
Revenue operations manager · Sales operations analyst
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Your starting prompt.
Build a proposed customer account hierarchy from our verified relationship records as of [date]. Identify missing parent links, circular references and ambiguous billing-versus-legal relationships. Show how account counts and open opportunity amounts change when rolled up under the supplied aggregation rules. Preserve the original records and prepare a reviewable mapping, using only documented relationships rather than inferring corporate ownership from name similarity.
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Method and review
Keep the assumptions visible.
Check ownership, identifiers, stage definitions and activity dates before interpreting performance. Preserve the original record IDs and send ambiguous cases for review.
For this task, check
Billing entities, legal ownership and commercial buying groups may require different relationship views.
This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.
Before you begin
- Uploaded exports or permitted Data covering the listed inputs
Work with permitted files or queryable data. Verify the result against the original records.
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Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
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