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Account hierarchy - How to leverage for dashboards and reporting?

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Posted on by Emiliano

Hi all,

I am about to write a best practice/procedure about how to create and manage account hierarchies. However, what I noticed is that the information related to the /children/ are not transferred to the /parent/ account.

In other words, I would expect to see all contacts, opportunities, revenues, etc..., rolled up into the parent account so that I can leverage on these info in dashboards and reporting.

Does anyone have the same experience or am I missing something? Any workaround?

thanks,

Emiliano

Categories:

Leads or Opportunities

Accounts or Contacts

Sales manager experience

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