Reporting by org hierarchy with drill down by each level of reports to...

Question

Hello,
I'm trying to determine how to aggregate reporting by org hierarchy. Utlimately to report on opportunities at the highest level (CEO; all opportunities below CEO) then a second drill down report that shows summary by Level 2 (all those who report to the CEO), then again by Level 3 drill down which would be those who report to somone in Level 2. In all instances I want the report to show all records that ultimately roll up to that level (thus include direct reports alll of their direct and indirect reports )
Level 1
CEO $10,000,000 200 Optys
Level 2
Sales Leader 1 $ 3,000,000
Sales Leader 2 $ 2,000,000
Sales Leader 3 $ 1,500,000
Sales Leader 4 $ 3,500,000
Level 3
<ul><li>- rollup of all that report to Sales Leader 1 (and so on) aggregated by first level of direct reports ($3,000,000)
     Sales Mgr 1.1 $ 1,000,000
     Sales Mgr 1.2 $ 500,000
     Sales Mgr 1.3 $ 750,000
     Sales Mgr 1.4 $ 250,000</li>
</ul>
I'd appreicate any help you can send my way.
Thanks, Aaron

Answer 1

Hi Aaron,
I have come across this and found that using the "Reports To" hierarchy and "Territory Team" hierarchy are not sufficient. I implemented this as a solution for one of our clients and it works very well:
I have modified the user entity and renamed 4 standard fields:
•     Business Unit renamed to "Primary Line of Business"
•     Business Unit Level 1 renamed to "BU Group"
•     Business Unit Level 2 renamed to "Business Unit"
•     Business Unit Level 3renamed to "Team"
Not all fields go through into analytics so I had to use these fields which are available in the Opportunity-Product History subject area. The downside is that they have to be text boxes so restrict access to who can populate these. From this you can get 4 hierarchy levels and drill from one to the next. The record owner then becomes the lowest level in your report and it can look something like this:
Level 1
Primary Line of Business
Level 2
BU Group
BU Group
Level 3
Business Unit
Business Unit
Business Unit
Level 4
Team
Team
Team
Team
Level 5
Sales Person 1
Sales Person 2
Sales Person 3
Sales Person 4
Sales Person 5
Obviously it would appear side by side in the report..
Thanks