Creating a way to see the hierarchy of your company, or team is helpful for many reasons. However, you can also create more intricate hierarchies that can include deeper hierarchies to understand for example, the value and amount of deals attached to each child company of a parent company. You can create these overviews by using either Sell smart lists or Explore. Both provide ways to access more customized information.
This article covers the following topics:
Creating a hierarchy overview with Sell smart lists
It's best to use Sell smart lists when creating a basic hierarchy, such as a team view or parent-child view of companies. Sell smart lists are saved views of your data that you can access at any time without having to repeatedly customize the view with filters, or select specific leads, contacts, or deals.
For example, if you want to see all of the child companies are under the same ownership of a parent company, or you want a list of companies under a parent-child hierarchy in one view, you can:
- Create a new smart list in Sell.
- Add the Parent company field.
- From the drop-down menu, select the parent company of interest.
- Add any additional fields you may need to provide detailed information of your child companies, for example, Ownership.
Creating a hierarchy overview with Explore
Use Explore's reporting and analytics solutions when creating a more complex hierarchy. For example, if you want to understand the value and amount of deals attached to each child company of a parent company. In such a scenario, you can keep adding depth to the hierarchy by using custom fields for contacts and deals.
To use Explore to create a hierarchy view
- Open Explore.
- Create a data set (for example, a sales data set), by following the instructions in Creating reports.
- Add the following attributes to the Rows panel.
- Contact name
- Contact owner
- To search for a parent company, add the Contact parent company attribute as a filter.
- We recommend creating three calculated metrics to replicate Sell’s report:
- SUM($ Won deals)
- SUM($ Active deals)
- COUNT_D(Lost & Unqualified deals)
To create a ($ Won deals) formula
IF [Deal stage type] = "WON"
THEN SUM(Deal value)
ENDIF
To create an ($ Active deals) formula
IF ([Deal stage type] = "INCOMING" OR [Deal stage type] = "IN_PROGRESS")
THEN SUM(Deal value)
ENDIF
To create a (Lost & Unqualified deals) formula
IF ([Deal stage type] = "LOST" OR [Deal stage type]="UNQUALIFIED")
THEN [Deal ID]
ENDIF
You can keep adding rows or columns with custom fields for example, to increase the depth of information you need.