BI Clarity Hub

What is Team Hierarchy?

The Team Hierarchy represents the complete organizational structure, flowing from Kent (CEO) → Team Managers → Members.

Associated Filters:

These filters are found in the TeamMember table.

  • IsActive = TRUE → only active employees are displayed.
  • IsHouseOrTestAccount = FALSE → hides test/house accounts.

Display Logic:

  • Team Managers are also listed as members of their own teams to ensure reporting accuracy.
  • By default, only members with values for the selected KPI (also referred to as a metric) are shown.
  • To view the full hierarchy, including members without KPI values, use the test KPI called Total HC.
  • Sub-teams are nested, meaning if Manager A has Manager B reporting to them, Manager B’s team will appear under Manager A as well.

Best Practice:

Rows should be displayed as: CEO → Manager → Member (manager also appears as member) Example:

  • KPI = Sales Amount → only members with sales are shown.
  • KPI = Total HC → all members appear, even if KPI values are blank.

Other Notes:

  • This data is sourced from the User Provision system.
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