Account-ownership bridge
Build an account-owner bridge that preserves ownership periods and allocation weights for ARR reporting.
Concept
many-to-many-modeling
The primary modeling idea this problem reinforces.
Requirements
5
Business needs the model must satisfy.
Revenue operations wants ARR by owner team. Enterprise accounts can have multiple owners at the same time, ownership can change mid-quarter, and each ownership period has an allocation percentage.
Once account ownership carries dates and split credit, it stops behaving like a plain attribute. Without bridge grain, ARR either double counts or loses historical ownership.
- Keep accounts and owners as separate reusable dimensions.
- Add an account-owner ownership bridge.
- Add account, owner, allocation, and effective-from columns to the bridge (the floor: a correctly allocated, time-variant bridge).
- Grade up by closing each ownership window with an effective-to, so expired splits stop joining current metrics.
- Declare N:1 relationships from the bridge to both dimensions through surrogate keys.
Template
Account ownership starter workspace
The model users start from in the full workspace.
Entities
3
Seeded tables visible in the public preview.
Dialect
postgresql
Generated SQL target for this starter model.
This preview is read-only. Open the workspace to edit and verify; saving needs a free account.
Open workspaceTry the question first.
The discussion has other people's approaches and solutions. Give it a real attempt before you read them.