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Account ownership, escalation, and reporting

How to structure account responsibility and reporting handoff.

M
Written by Max Valjan
Updated today

Clear ownership across operations and finance improves response times for incidents, billing questions, and performance analysis.

Ownership model

  • Define primary operations owner for dispatch and daily exceptions.

  • Define finance owner for invoice and payout-related escalations.

  • Keep role-based access current to avoid blocked actions.

Reporting model

  • Use available analytics and order data views for baseline KPIs.

  • Track metrics consistently by status, route type, and issue category.

  • Use support requests for advanced reporting gaps while exports continue expanding.

A stable ownership matrix is the fastest way to reduce escalation loops in multi-team operations.

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