Account Model Field Reference

This page documents every recognized account property in FunnelStory, its expected data type, and what it's used for. When mapping your query columns to account properties, use this as your reference.

Property Categories

Required Properties

These properties must be present for the model to function.

Property	Type	Description
account_id	string	The unique identifier for the account. This is the model key -- each row must have a unique, non-null account_id. FunnelStory uses this to identify and deduplicate accounts across refreshes.

Default Properties

These are pre-populated in the mapping UI. While not strictly required, they are strongly recommended for a useful account model.

Property	Type	Description
name	string	The display name of the account (company name). Shown throughout the FunnelStory UI.
domain	string	The primary web domain of the account (e.g., example.com). Used for enrichment, domain-based matching, and deduplication. Should be lowercase, without http:// or www. prefixes.
created_at	timestamp	When the account was created or became a customer. Used as the account start date in lifecycle tracking. See Timestamp Formatting for format requirements.

Revenue and Lifecycle

Property	Type	Description
amount	float	The account's revenue value (ARR, contract value, MRR, etc.). Used in revenue reporting, health scoring, and dashboards. For accounts with multiple deals/contracts, aggregate the total in your query.
expires_at	timestamp	When the account's contract or subscription expires. Drives renewal management and expiry-based alerts. See Timestamp Formatting.

Churn Tracking

Property	Type	Description
is_churned	boolean	Whether the account has churned. Set to true for churned accounts, false or omit for active accounts. FunnelStory uses this to segment accounts and track churn metrics.
churned_at	timestamp	When the account churned. Used for churn timeline analysis. See Timestamp Formatting.

Account Hierarchy

Property	Type	Description
parent_account_id	string	The account_id of this account's parent account. Used to build parent-child hierarchies. The parent account must exist in the same model. FunnelStory resolves the relationship and can roll up metrics from children to parents.

CRM Identifiers

Property	Type	Description
sfdc_account_id	string	The Salesforce Account record ID (18-character ID). Links this account to its Salesforce record for CRM sync and opportunity tracking.
hubspot_company_id	string	The HubSpot Company record ID. Links this account to its HubSpot record for CRM sync.

Role-based assignment (CSM, AE, …)

These properties enable automatic account assignment by role. When FunnelStory refreshes the Account model, it matches the email or name values against workspace users and creates account assignments for the corresponding designation.

Property	Type	Description
csm_email	string	Email of the assigned Customer Success Manager. Matched against workspace users.
csm_name	string	Name of the assigned CSM. Used as fallback when email is not available.
cse_email	string	Email of the assigned Customer Success Engineer.
cse_name	string	Name of the assigned CSE.
ae_email	string	Email of the assigned Account Executive.
ae_name	string	Name of the assigned AE.
se_email	string	Email of the assigned Sales Engineer.
se_name	string	Name of the assigned SE.

How auto-assignment works: During each account refresh, FunnelStory looks at these property values and attempts to match them against users in your workspace. If a match is found, the account is automatically assigned to that user under the corresponding designation (CSM, AE, etc.). Manual assignments are never overwritten by auto-assignment.

Shared team assignment

This property ties an account to a Shared team (a group of workspace users). It works alongside the role-based properties above, not instead of them.

Property	Type	Description
team_id	string	Must match the External Team ID of a shared team defined under Admin → Team → Shared Teams. On each Account model refresh, FunnelStory assigns all members of that team to the account (auto-assigned, without a CSM/AE-style designation). If the value is empty or does not match any team, no assignment is made from this property. Manual assignment for a given user on that account prevents team-based auto-assignment for that same user.

Custom Properties

Any column in your query that you map to a property name not listed above becomes a custom account property. Custom properties:

• Appear in the account detail view
• Can be used as filters in Accounts View and Audiences
• Can be used in workflow conditions
• Must follow the naming pattern: letters, numbers, hyphens, underscores, and spaces (regex: ^[a-zA-Z0-9-_ ]+$)

Common custom properties include: industry, tier, plan_name, region, employee_count, health_score, contract_type.

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Data Type Reference

Type	Description	Example Values
string	Text values. Strings longer than 4,000 characters are truncated.	"Acme Corp", "enterprise"
float	Decimal numbers. Used for monetary values, scores, percentages.	50000.00, 0.85
integer	Whole numbers.	42, 1000
timestamp	Date/time values. See Timestamp Formatting for format rules.	1705305600, "2024-01-15T12:00:00Z"
boolean	True/false values.	true, false, 1, 0
json	Structured data stored as JSON. Used for complex/nested values.	{"key": "value"}

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Timestamp Formatting

Timestamp formatting is critical for properties like created_at, expires_at, and churned_at to work correctly across FunnelStory. The system needs to interpret these values as actual points in time, not just text.

Format preference (most preferred first)

1. Native database timestamp type -- Preferred

If your database column is typed as TIMESTAMP, DATETIME, TIMESTAMPTZ, or similar, the database driver preserves the type and FunnelStory can read it directly. This is the most natural format when querying from SQL databases and warehouses -- no conversion needed.

-- These work because the column type carries through:
SELECT created_at FROM accounts  -- where created_at is TIMESTAMP

2. Unix timestamp in seconds (integer) -- Good

A single integer representing seconds since January 1, 1970 UTC. Unambiguous and reliable, with no timezone confusion or format ambiguity.

1705305600

This represents 2024-01-15T12:00:00Z.

3. RFC 3339 / ISO 8601 string -- Acceptable

When timestamps must be represented as strings, RFC 3339 is the preferred string format:

2024-01-15T12:00:00Z
2024-01-15T12:00:00+00:00
2024-01-15T07:00:00-05:00

Other ISO 8601 variations (e.g., 2024-01-15 12:00:00) are generally recognized but less reliable.

4. Arbitrary string formats -- Will NOT work

FunnelStory cannot parse non-standard date strings. These formats will fail:

Jan 15, 2024
15/01/2024
01-15-2024
January 15th, 2024

If your source data uses these formats, you must convert them in your query.

Converting timestamps in your query

If your source data has timestamps in a non-ideal format, convert them in the query before FunnelStory receives them.

String date to Unix seconds:

Dialect	Conversion
PostgreSQL	EXTRACT(EPOCH FROM created_at)::BIGINT
MySQL	UNIX_TIMESTAMP(created_at)
BigQuery	UNIX_SECONDS(created_at) or UNIX_SECONDS(TIMESTAMP(date_string))
Snowflake	DATE_PART(EPOCH_SECOND, created_at)
Databricks	UNIX_TIMESTAMP(created_at)
Redshift	EXTRACT(EPOCH FROM created_at)::BIGINT
MS SQL	DATEDIFF(SECOND, '1970-01-01', created_at)

Unix milliseconds to seconds:

SELECT (created_at_ms / 1000) AS created_at FROM accounts

String to timestamp type (when column is VARCHAR):

-- PostgreSQL
SELECT created_at::TIMESTAMP AS created_at FROM accounts

-- BigQuery
SELECT TIMESTAMP(date_string_column) AS created_at FROM accounts

-- Snowflake
SELECT TO_TIMESTAMP(date_string_column) AS created_at FROM accounts

Which properties need timestamp formatting?

All properties with type timestamp in the tables above:

• created_at -- account creation / start date
• expires_at -- contract / subscription expiry
• churned_at -- when the account churned
• Any custom property you intend to use as a date/time value

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Next Steps

• See Writing Queries for query format details per data source type
• See Advanced Configuration for how to use these properties for ARR, churn, CSM assignment, and more
• See Real-World Examples for complete worked examples with mappings