Sub Account Rollup
Sub Account Rollup gives you a consolidated view of performance, revenue, and activity across all linked sub-accounts without losing visibility at the individual level.
It’s designed for franchise networks, multi-location businesses, and parent–child account structures that need clarity across complexity.
Hierarchical Account Management
Organize multiple sub-accounts under a single parent account. Maintain clear structural relationships between corporate, regional, and location-level accounts for centralized oversight.
Consolidated Data Rollup
Automatically aggregate data from all sub-accounts into unified dashboards and reports. View revenue, activity, pipeline, and performance metrics across the entire network at a glance.
Performance Summary Reports
Generate individual and rolled-up performance summaries for each sub-account. Compare KPIs, track contribution by location or entity, and understand what’s driving results.
Analytics & Insights
Access comparative analytics across sub-accounts to identify trends, performance gaps, and growth opportunities without manually compiling data from multiple sources.
