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Ajitesh Singh 19 Roll up data in role hierachy in Einstien Analytics
My organization uses standard Role Hierarchy (no Territories).
This is a moch up of my Role Hierarchy:
CCO
-->AMERICAS Sales
----->US Sales
----->Other AM Sales
-->EMEA Sales
----->Europe Sales
----->Africa Sales
-->APAC Sales
----->China Sales
----->Japan Sales
----->Other Asia Sales
All the Sales People (opportunity owners) have a role in the lowest node of the hierarchy.
I created a Dashboard to show all CLOSED WON Opportunities.
I am grouping my Opportunities by "Owner Role"
When I run the report at CCO level, I see all the groupins showing
----->US Sales
----->Other AM Sales
----->China Sales
etc.
Is there a way to summarize my data at the Role immediately below CCO in Einstien Analytics ?
This is a moch up of my Role Hierarchy:
CCO
-->AMERICAS Sales
----->US Sales
----->Other AM Sales
-->EMEA Sales
----->Europe Sales
----->Africa Sales
-->APAC Sales
----->China Sales
----->Japan Sales
----->Other Asia Sales
All the Sales People (opportunity owners) have a role in the lowest node of the hierarchy.
I created a Dashboard to show all CLOSED WON Opportunities.
I am grouping my Opportunities by "Owner Role"
When I run the report at CCO level, I see all the groupins showing
----->US Sales
----->Other AM Sales
----->China Sales
etc.
Is there a way to summarize my data at the Role immediately below CCO in Einstien Analytics ?