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Customer Tiering Engine

Ranks customers into weighted tiers using your own revenue and margin criteria, so account attention follows value.

WHO IT'S FOR

Commercial and account management teams needing systematic, data-driven customer tiering for coverage or service-level decisions, without manual spreadsheet ranking.

WHAT IT DOES

Ranks customers into Tier 1/2/3/Unranked using a configurable weighted score — by default 70% trailing-12-month net revenue and 30% gross margin — replacing a manual spreadsheet-based tiering exercise. Automatically fills tiers up to a target percentage while leaving headroom for manual promotions, and routes conflicting tier-change requests to a manager for resolution rather than silently demoting another customer.

DEPENDENCIES

SuiteScript bundle — Map/Reduce + Suitelet + 2 User Events + 1 library, 2 custom records, 3 custom lists

  • NetSuite features: Custom Records, Server-Side Scripting, Map/Reduce
  • One native Transaction saved search per active configuration, built and finance-approved in the target account

WHAT IT COSTS

From £75/mo

Priced by tool complexity, with a one-time buyout option for accounts that prefer it. Talk to us for a quote specific to this tool.

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