Account Hierarchies TOC

| 1. | Introduction | Account Hierarchies | | --- | --- | | 2. | Account Hierarchy Management | | 3. | Territory View | Account Families Filter | | 4. | Account Hierarchy Modals | | 5. | Assigning Families as a Group |

Account Hierarchies & Families in BoogieBoard

In nearly every B2B sales organization, accounts don’t exist in isolation—they’re part of a larger corporate structure. A local branch might report to a regional office, which in turn rolls up to a global headquarters. This layered structure is known as the account hierarchy, and it’s typically expressed through parent-child relationships in your CRM.

For example:

Globex Corporation (Ultimate Parent)
├── Globex North America (Regional HQ)
│   ├── Globex Canada
│   └── Globex USA
│       └── Globex Midwest Branch
└── Globex EMEA
    └── Globex UK

Understanding this structure is critical when planning territories, measuring performance, or assigning ownership because decisions made at one level can impact many accounts below it.

BoogieBoard’s Approach to Account Hierarchies

BoogieBoard treats account hierarchies as a first-class data structure that deeply informs how territories are defined, balanced, and reviewed.

Why They Matter in Territory Planning

• ✅ Avoid Double Ownership: Prevent two reps from owning sibling accounts under the same parent
• ✅ Respect Strategic Relationships: Ensure key accounts are handled by a single team
• ✅ Enable Rollups: Balance and report based on ultimate parent revenue, not just child-level counts
• ✅ Improve Fairness: Avoid giving one rep a low-value child while another gets the high-value HQ
• ✅ Preserve Logical Groupings: Keep account families together unless intentionally split

How BoogieBoard Handles Them

• Auto-detection: BoogieBoard looks for ParentID and UltimateParentID fields off of which to build account families.
• Account-Follow-Parent Rules: Ensures that families are kept together or broken apart strategically, between segments, regions, or by custom logic.