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Hierarchical Aggregation in Segment Filters
Hierarchical aggregation provides a comprehensive view of your data by rolling up revenues for accounts and their subsidiaries. You can then define more precise segment filters based on an aggregate value across multiple levels.
Hierarchical aggregation offers several advantages:
- Accurately reflect your hierarchical account structures when performing data aggregations.
- Gain a more comprehensive view of your data by rolling up revenues for accounts and their subsidiaries. Use the aggregated values to create more precise and meaningful segment filters.
Example
Global Corp, which oversees several regional branches and local offices, has a total opportunity value (potential sales or deals) of $300,000. The US Branch contributes $100,000 to this total, and the two EU Branch local offices each contribute $100,000.
The total opportunity value for Global Corp is:
- $100,000 from the US Branch
- $200,000 from the EU Branch (sum of Local Office 1 and Local Office 2)
This hierarchical aggregation shows how the opportunities are structured from the top-level company down to its regional branches and local offices.
To use hierarchical aggregation, you enable it when creating a container for segmentation.
