Implemented

Calculation Options in Rollup Section of Account Hierarchy

  • 1 September 2016
  • 1 reply
  • 12 views

Userlevel 5
Please add the option to roll up data as Average, Sum, Min, Max, etc. to the Hierarchy view. Our specific use case is Average Health Score for subaccounts in the Hierarchy, but there are other cases such as max # of users, max account value.

This topic has been closed for comments

1 reply

Userlevel 7
Thanks for sharing, Steven. We are planning to add these options later this year. Regarding your use-case, would you want the average score calculation to include the parent's score as well, or be limited to the children/sub-accounts?