Who can use this feature?
- Admins
- Available on all plans
Customer configuration allows you to set the active customer definition and revenue options.
- In Unison, click Settings from the left nav.
- Click Customer Configuration.
- Set your active customer definition:
- Active customer field: The field used to determine active customers in your data source (e.g., Status)
- Active values: From the field chosen above, which values represents accounts that are active (e.g., Active, Trial)
- Churn values: From the field chosen above, which values represents accounts that are churned (e.g., Churned, Inactive)
- Set your revenue options:
- Set of fiscal year: The month for your fiscal year start
- Revenue field mappings: If not already specified, choose the integration source and source field for the following attributes:
- Total revenue account attribute
- Account renewal date attribute
- Account churn date attribute
- Account renewal window: Set your account renewal window (e.g., 90 days)
- Click Save Changes.