Complex Parent/ Child Relationship for Client Tracking
We have a large Excel spreadsheet in which we use to track our sales pipeline with many thousands of customers. There are many columns representing information for the different parents/ children.
The data can be considered in three parent/ child views:
You can imagine that the Parent Company revenue is a roll-up of the Brand & Department revenue.
In Excel, we have these represented in unique columns and then pivot the data as required (rough example of column set-up below):
Question: In Smartsheet, should I be nesting each parent/ child using the indent function OR is that going to cause me problems when I try to roll-up data in future reports/ dashboards (rough example of indent set-up below):
I have gone through all the Smartsheet templates for customer tracking/ sales pipelines etc. but they don't ever seem to use their own hierarchy function.
Thanks in advance!