Hierachy

The panel shows default hierarchy rollups, such as:

• Total number of accounts in the hierarchy

• Revenue from won opportunities

• Potential Revenue from open opportunities

• Open opportunities

The panel shows the address details and the total child accounts of the parent company of the account.

Click View Account Hierarchy for more information, such as the subsidiaries of the account, their primary contacts, and addresses. You can toggle between the tree table view and the grid view. You can use the breadcrumbs to navigate through the hierarchy. Drill down the Open Opportunities and Won Opportunities columns on the Opportunity summary tab to view the amounts of individual child records and cummulative amounts of parent records including its child record amounts.