Usercounts are now included in the Territory Review add-in!
Usercount is the number of licensed users in an account. Traditionally, this information is stored in the GIDB and the GIDB file is a snapshot of the current usercount. We don’t have transactional data of usercounts changing over time. However, we do have daily copies of the GIDB going back to 2021. The add-in concatenates these together to make a historical trend of usercounts for each account.
Appreciation of Scott Allen and the Ohio Team
The request for this feature came from the Ohio team and Scott Allen. I want to thank him for the idea and helping me test the reports.
What Causes Changes in Usercounts?
At the account level, usercount changes with upgrades and downgrades. At the territory level, the usercount within a territory can also change due to account activity. New accounts will add users to a territory. Accounts can also be reassigned to a different territory. The trend of usercounts at the territory level is a complex mix of upgrades, downgrades, new accounts and reassigned accounts. Fortunately, the add-in helps sort this out and provide insight into the overall trend.
Why Usercounts Matter
Usercounts have consistently been shown to influence NSR. A large base of existing users helps drive new software sales.
Two Methods Used by the Add-in
The add-in looks at the trend in usercounts using two different methods and one uses the concept of “currently assigned accounts”. Let’s imagine an account Widget Co and there have been a series of upgrades going back 3 years. Last year, Widget Co was reassigned from territory T1 to T2.
The first method doesn’t consider “currently assigned accounts”. The trend for territory T1 shows increasing usercount due to the upgrades up until this year. This year, there is a loss of usercount due to account reassignment. The trend for territory T2 shows no activity for the prior year upgrades and an increase this year due to the account reassignment.
The second method does consider “currently assigned accounts”. In this case, the trend for Territory T1 does not show any activity for this account because it’s currently assigned to T2. The trend for territory T2 shows the series of upgrades for the prior years, even though those upgrades where process while the account was assigned to T1. There’s no loss of usercounts for T1 or gain of usercounts for T2 due to the account reassignment. This method eliminates changes in usercounts due to account reassignment and treats all accounts as if they were always assigned to the current territory.
The button to generate the reports for usercounts is the last button at the bottom (see below).
First Element – Unadjusted Trend of Usercounts
The first graph (below) in the report shows the trend of usercounts for territory. Notice there is a big drop around the beginning of 2023. This is because this territory was split and accounts were reassigned to the T2 counterpart.
The local data filters allow you to select different products, such as JMP Pro, to see their trend.
Second Element – Trend of Usercounts Adjusted for Currently Assigned Accounts
The second graph (below) shows a trend of consistently increasing usercounts. For this graph, historical usercounts are credited to the territory based on where the accounts are currently assigned. This eliminates the big drop caused by splitting the territory. It also shows the historical trends for the accounts, even if they were assigned to another territory in the past.
Third Element – Change in Usercounts Due to Account Reassignments
The third element in the report is a tabulate (below) that shows the change in usercount due to account reassignment. It shows a large number of accounts moving from T1 to T2. It also shows a large number of users (over 600) moving to strategic accounts.
There are summary sections at the bottom of the tabulate (see below). The top section shows 1953 users were reassigned out. The details on where these went is shown in the bottom section. 1065 went to T2 and 527 went to Strategic T2, etc. Notice the bottom section shows a positive 17 going into the territory. The details on this are shown in the top section, 15 came from Southwest T1 and 2 from North Central.
Fourth Element – Change in Usercounts Due to Upgrades and Downgrades
The last element in the report is a tabulate (below) showing the change in usercounts due to upgrades and downgrades.
This also has a summary section (see below) that shows the net change by product and overall.
In this example, there was a net increase of 62 and 52 of these were JMP and 10 were JMP Pro.
