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Gainsight Inc.

Configure Company Hierarchy Section in 360

Gainsight NXT

This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.

Not sure what your team is using? Click here.

 

IMPORTANT - Articles Impacted due to 6.34 October NXT Release

Due to the v6.34 October, 2022 release, this article has been impacted. Steps, images, and playable GIFs in this article will soon be updated to reflect the latest changes.

For more information about the latest UI changes, click here.

 

This article explains admins how to configure the Company Hierarchy section in the C360/R360 page.

Overview

Company Hierarchy section displays the hierarchical parent child relationships between companies, as well as sibling relationships between child companies with the same parent. You can also view the rolled up values from child to parent. After reading this article, an admin can add fields to the Company Hierarchy section, apply parent Company relationship between two companies, and apply aggregation on Number, Currency, and Percentage data type fields.

For more information, refer to the View Company Hierarchy article.

Establish Relationship Between Companies

You can establish a parent child relationship between two companies from the Data Operations page. You must know the GSID of the parent company to establish a parent child relationship between two companies.

To establish a parent child relationship between companies:

  1. Navigate to Administration > Customer Data > Data Management.
  2. Click the name of the Company object and then click the Data Operations tab.
  3. Click three-dots menu of the Company that you want to make it as the child company and select Edit Record. The Edit Record slide-out is displayed.
  4. In the Parent Company field, enter the GSID of the parent company.
  5. Click Save.

Add Company Hierarchy Section to Layout

You can add the Company Hierarchy section to a C360/R360 layout to view the relationship between parent and child companies.

To add the Company Hierarchy section:

  1. In the Configure Sections step, drag and drop the Company Hierarchy section from the left pane.
  2.  
  3. (Optional) Click the name of the widget to rename them. Once you have renamed the widget, the original widget name is displayed along with the new name.
  4. (Optional) Click the name of the widget to rename them. Once you have renamed the widget, the original widget name is displayed along with the new name.
  5. Click the Configure icon. The Save to Configure dialog is displayed, if you have not saved the Layout.
  6. Click Yes. The Company Hierarchy Configuration page is displayed.
  7. Drag and drop the fields that you want to be displayed in the Company Hierarchy section. 
  • In the List View tab, Gainsight has added 10 fields by default and you can add up to 20 fields.  You can delete the existing fields except the Company Name field to add other fields as per your preference.

  • In the Chart View tab, Gainsight has added 5 fields by default. You can delete the existing fields except the Company Name field to add other fields as per your preference.
    Note: You can also preview the chart view while adding the fields.

  1.  Click Save.

Configure Aggregation on Number Fields

This section explains the process of applying aggregation on Number Data type fields. You can view the aggregate sum of ARRs generated from all child companies of a parent Company. You can also view which child company is generating the highest ARR value or MRR value amongst all the companies. Once you add all the required fields to the Company Hierarchy section, you can apply an aggregation method to Number Data type fields. When you apply aggregation, the values of the child Company are rolled up to the parent Company.

For example, the ARR values are rolled up from child Companies to parent Companies. You can apply aggregation only on Number Data Type fields of the Company object and not to those Number Data Type fields to which the Company object has a lookup. You can also perform aggregation on Currency and Percentage Data Type fields.

To add aggregation on Number fields:

  1. In the Configure Sections step, click the Configure icon of the Company Hierarchy section. The Company Hierarchy Configuration page is displayed.
  2. Click the Configure icon of a Number field. For example, ARR.
  3. In the Roll-up section, select the Enable check box.
  4. From the Aggregation type dropdown, select an aggregation type.
  5. Click Save.

 

After aggregation on the ARR field is added, you can view the sum of all the child companies in the ARR Roll Up (SUM) column of the C360/R360 page.

Company Hierarchy .jpeg

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