Use Case: Roll-Up Reporting in Complete Hierarchies

Still using spreadsheets to produce roll-up reporting? In this demo, our team will show you how to do roll-up reporting in minutes — right inside Salesforce with Complete Hierarchies. Our team will walk you through how to:

  • Skip the code and build roll-up reports across any object
  • Track sales performance and monitor the health of your accounts across a hierarchy
  • Drive more revenue with whitespace, cross-sell, and upsell opportunities

Watch the demo