Settings

Organization

Nothing in this product assumes an industry. Segments, channels, and Locations are all org-defined, and the vocabulary below decides what the interface calls them.

Terminology belongs to an organization. This session has none, so the controls below show how it works and save nothing.

Terminology

Every user-facing noun in the product resolves through this layer. Pick a preset for the defaults, then rename any term to your own word. Presets change labels only; no logic anywhere branches on them, which is what keeps the core industry agnostic.

Preset

GenericFranchise / Multi-locationRetailB2B / Channel

Parent entity
The parent entity that funds and governs spend
Label for Parent entity
Operating unit
An operating sub-account that spends and earns
Label for Operating unit
Plural for Operating unit
Group
A collection of units
Label for Group
Plural for Group
Shared funding
Shared spend between the parent and its units
Label for Shared funding
Revenue line
A revenue line the models decompose against
Label for Revenue line
Plural for Revenue line
Conversion event
The terminal event revenue attaches to
Label for Conversion event
Plural for Conversion event

Nothing here is saved

You are not signed in, so there is no organization to save to. The controls above show how terminology works — a preset fills the placeholders, and a typed term replaces one — but nothing is stored and the rest of the product keeps its default terms. Sign in to set terms that persist for your organization.

Segments

Revenue lines the models decompose against. Chart colors are assigned by slot order and never cycled.

Segment	Identifier	Chart slot
Core Products	core	Slot 1
Expansion	expansion	Slot 2
Services	services	Slot 3
Renewals	renewals	Slot 4

Channels

Paid channels carry spend and appear in mix modeling.

Paid SearchPaid
Paid SocialPaid
DisplayPaid
VideoPaid
EmailEarned
AffiliatePaid
Organic SearchEarned
DirectEarned

Org structure

Locations: 12 · Regions: 4

NorthAshford, Elmwood, Ironside
SouthBelmont, Fairhaven, Jasper
EastCarrick, Glenbrook, Kingsley
WestDunmore, Hartley, Lakemont