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Account-overlap matrix with a partner

A 3x3 overlap matrix showing how many accounts intersect across each funnel-stage pairing with a partner, with totals and the biggest cell flagged.

You receive: A reviewed account-mapping calculator + the passing test report, run on your account lists.

Part of Grow Partnerships

Example

A sample of what this play produces. Your result is generated for your inputs.

Account-overlap matrix with a partner, authored for STUD.com's own partner motion.

Rows are STUD.com's funnel stages, columns are the partner's; each cell is the deduped

intersection of account ids, totals are distinct unions per stage, and the biggest cell

is the first maximum in row-major order.

STAGES = ["prospects", "opportunities", "customers"]

def build_account_mapping_matrix(inp): normalize = str(inp.get("normalize_ids", "yes")) != "no"

def clean(values):
    out = set()
    for v in (values or []):
        s = str(v).strip().lower() if normalize else str(v)
        if s:
            out.add(s)
    return out

mine = {stage: clean((inp.get("mine") or {}).get(stage)) for stage in STAGES}
partner = {stage: clean((inp.get("partner") or {}).get(stage)) for stage in STAGES}

cells = []
for my_stage in STAGES:
    for partner_stage in STAGES:
        shared = sorted(mine[my_stage] & partner[partner_stage])
        cells.append({
            "mine": my_stage,
            "partner": partner_stage,
            "count": len(shared),
            "accounts": shared,
        })

all_mine = set().union(*mine.values())
all_partner = set().union(*partner.values())
row_totals = {stage: len(mine[stage] & all_partner) for stage in STAGES}
col_totals = {stage: len(partner[stage] & all_mine) for stage in STAGES}
biggest = max(cells, key=lambda c: c["count"])

return {
    "stages": list(STAGES),
    "cells": cells,
    "row_totals": row_totals,
    "col_totals": col_totals,
    "grand_total": len(all_mine & all_partner),
    "biggest_cell": {
        "mine": biggest["mine"],
        "partner": biggest["partner"],
        "count": biggest["count"],
    },
}

Opens later

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Scope of the check

What's verified: STUD verifies the submitted calculator reproduces the exact 3x3 stage-overlap matrix on held-out account lists: every cell is the distinct, sorted intersection of account ids for that stage pairing, ids canonicalized (trimmed, lowercased, deduped) per the normalization setting, row and column totals counted as distinct overlaps against the other side's whole book (never a sum of cells), the grand total deduped across all stages, and the biggest cell selected with a deterministic row-major tie-break. STUD does not verify that your account lists are accurate or complete, or that the flagged cell is the right place to start co-selling with this partner. The grader checks the canonical matrix data itself, independent of the presentation format you choose for the delivered file.