The next place you will encounter Account Hierarchies is in the Territory View’s Account Families filter view. This view is designed to quickly view accounts assigned to the Node which are part of existing families.
Find this view by navigating the Territory Model, clicking the Territory View menu item, and clicking the Account Families filter option (🌲 icon).
There are several parts to the Account Families filter view:
At the top of the Account Family table, you’ll see a row of purple KPI cards summarizing key metrics for the selected Node.
The number of distinct account families represented in the Node. If multiple accounts from the same family are present (with or without the parent), they count as one family.
The total number of accounts (parent or child) assigned to the selected Node and currently linked to a family.
The number of accounts in the Node that are marked as an Ultimate Parent, based on the Ultimate Parent ID field used by child accounts.