Intelligence360's Hierarchy is a way for managers and sales leaders to manage their teams with a simple user interface, an easy way to filter a whole set of content by a person or a role without having to manually adjust for each. Hierarchy selection is available in dashboards, reports, and goals.

Hierarchy Types

There are different hierarchy types that organize your employees in different ways, allowing you to group people based on different business processes and outcomes. We currently support User/Manager, Team, and User Role hierarchies.

CRM User/Manager Hierarchy

Based on the CRM "managed by" field: a person reports to a person, tied to that individual by name.

CRM Team Hierarchy

Created like the User/Manager Hierarchy with the option to include a manager as a member of their own team or only as the manager of their team.

Note: If your CRM supports User/Manager Hierarchy, you can use Team Hierarchy.

User Role Hierarchy

Based on roles/persona, a role hierarchy is focused on a title structure: a role reports to a role, tied to to whoever is currently in that role. This is based on the SFDC "role" hierarchy.

Salesforce role documentation here.

Custom User/Manager hierarchy

Based on a custom CSV documented here.

Hierarchy Management

Admins can manage and preview hierarchies, demonstrating levels specific to your business; who reports to whom based on users or roles/personas.

Limitations:

• Less than 2000 users can exist in a single hierarchy (see root node configuration)

• Hierarchies are data driven, we will display based on the existing data

Click on the Settings button and select Hierarchies to access available hierarchies. Turn hierarchies Off/On using the toggle to the left of each.

Hierarchy Setup

Select an available hierarchy to open the hierarchy setup window, you can toggle the hierarchy Off/On, establish a definition, and add/view tags. When enabled, hierarchies will show on all reports. When disabled, they will not show for any reports.

Hierarchy Root Node

• Pick the "top" of the hierarchy, this will be the person that everyone reports too in the hierarchy dropdown.

  • This is important as typical SFDC hierarchies includes roles and users that aren't important to manage in Intelligence360

Preview

From the same window, select the Preview tab to preview the hierarchy. This preview will allow you to see the entire hierarchy, opening levels by clicking on the carrot to the left of names/roles all the way down to the individual of each group. This preview is specific to the type of hierarchy.

Using Hierarchy

Platform Hierarchy not only provides the crucial capability of filtering content by level, it's also incredibly simple to use.

Select Hierarchy Type

All boards or reports in Leads, Contacts, Accounts, People, Opportunities, Insights or Forecasting will offer a Hierarchy Level selector in the top left. Click Hierarchy Level and select a hierarchy type.

Select Hierarchy Level

Now that your hierarchy has been selected, you can use the search bar to search by name/role or scroll through the hierarchy to select a user/role.

The level of hierarchy available will differ for each user based on their level of authorization. For example, the CEO could have access to all levels in the hierarchy, a team leader have access to only members of their team, and an individual rep only have access to their own data. If you think of levels by number, Level 1 being the top of the hierarchy, it looks like this:

Level 1: Access to Levels 1, 2, 3

Level 2: Access to Levels 2, 3

Level 3: Access to Level 3

Once you have selected your desired hierarchy level, all of the content will be filtered to that level. You can change hierarchy type or level at any time and the open board or report will filter content to match in real-time.

If you run into any issues, please contact support.