Roll-up Summary Fields for Account - Account (Hierarchy) Relationship
The Account Hierarchy functions in salesforce need alot of work. One thing that would be a huge help is if we could perform roll-up summaries within the hierarchy. Here are some example of how I picture it being used:
- Calculate the # of Accounts in the hierarchy. If there are multiple levels of the hierarchy, show the number of accounts beneath whatever account you are looking at.
- Roll-up financial/sales information. If each account has a field like sales volume, then you could do calculations based on what the values are at the lower levels.
- Avg. Percentage change. If you track % change (of whatever) information as fields on each account, at the higher levels you could calculate the average % change of all the levels beneath it.
Like I said. In my opinion Account Hierarchies need alot of work. But I think this would be a huge step forward.