View account hierarchies in a table format

You can now view multi-level account hierarchies in an interactive table view—giving you full visibility into related accounts and key data points for analysis and comparison.

What you can do

Once enabled, you can:

• Navigate an account’s full hierarchy without leaving the current view

• Expand and collapse child accounts

• Preview account records inline

• Customize visible columns for easier comparison*

*Default columns include Account Name, Account Type, and Contract Value. Column settings persist for the duration of your session. Opportunities are not included in the hierarchy tree.

How to enable

Within the account profile view (per account type), admins can enable a new Hierarchy tab.

Under-the-hood improvements

We’ve deployed performance improvements that deliver noticeably faster account timeline load times. We’re continuing to enhance the account overview page, with additional updates coming soon.