Getting Started: Configuring the Account Model
Welcome to FunnelStory. This guide walks you through configuring the Account data model -- the foundational model that everything else in FunnelStory depends on. Whether you're pulling data from a CRM like Salesforce or HubSpot, a data warehouse like Snowflake or BigQuery, or a combination of both, this guide covers what you need to get it right.
What is the Account Model?
In B2B SaaS, the account (the customer organization) is the unit that matters most. Individual users come and go, but the account is what you sell to, renew, expand, and measure health against.
The Account model in FunnelStory is the structured representation of your customer accounts. It tells FunnelStory:
- Who your customers are -- company names, domains, unique identifiers
- What their contracts look like -- ARR, start dates, renewal dates
- How they're organized -- parent-child hierarchies, product lines
- Who owns them internally -- CSM assignments, account executives
- What their status is -- active, churned, at risk
Every other model in FunnelStory (Users, Product Activity, Support Tickets, etc.) links back to accounts. That's why the Account model is mandatory and should be configured first.
What You'll Configure
By the end of this guide, you will have:
- Connected FunnelStory to your data source (CRM, warehouse, or both)
- Written a query to pull account data
- Mapped your data columns to FunnelStory's account properties
- Configured advanced settings like ARR, churn status, CSM assignment, and parent-child hierarchies
- Verified that your accounts are populating correctly
The Configuration Journey
Connect Data Source --> Write Query --> Map Fields --> Save & Verify
- Connect Data Source: Select which integration or database FunnelStory should pull account data from.
- Write Query: Write a query in the appropriate format for your data source (SQL, SOQL, HubSpot API, etc.) to retrieve account records.
- Map Fields: Tell FunnelStory which columns in your query output correspond to which account properties (ID, name, ARR, etc.).
- Save & Verify: Activate the model, refresh the data, and confirm accounts appear correctly in the Accounts View.
How This Guide Is Organized
| Document | What It Covers |
|---|---|
| Prerequisites | Setting up data connections before you configure the model |
| Configuration Walkthrough | Step-by-step UI walkthrough of the configuration flow |
| Writing Queries | Query format reference for every supported data source type |
| Field Reference | Complete list of account properties, types, and timestamp formatting rules |
| Advanced Configuration | ARR, churn, CSM assignment, parent-child, test exclusion, multi-source joins |
| Real-World Examples | End-to-end worked examples for Salesforce, HubSpot, warehouse, and hybrid setups |
| Verification & Troubleshooting | How to verify your setup and fix common issues |
Before You Begin
You will need:
- Admin or Data Admin access to your FunnelStory workspace
- Credentials or OAuth access to at least one data source containing your account data
- Knowledge of your data schema -- where accounts, contracts/deals, and related data live in your systems
If you haven't set up a data connection yet, start with Prerequisites. If you already have a connection configured, skip ahead to Configuration Walkthrough.