Our company operates with a hierarchical structure where I oversee regions, each of which contains branches, and branches further comprise territories. These territories are delineated by one or more zip codes, and each is managed by a dedicated salesperson.
Our users have expressed a need to access key performance indicators (KPIs) within this structure. Initially, they wish to view all regions alongside their current sales dollar amounts and corresponding KPI targets. Following this, they seek the ability to expand selected regions to reveal all associated branches, including their respective sales figures and KPI targets.
Furthermore, users desire the functionality to drill down further, expanding individual branches to display all salespersons within them, complete with their current sales dollar amounts and pertinent KPI targets.
It's important to note the dynamic nature of these KPIs:
- Different regions have distinct KPIs.
- Similarly, KPIs vary among branches.
- Additionally, each salesperson is assigned specific KPIs tailored to their role.
To effectively address this requirement, it's crucial to employ a visual representation that accommodates the hierarchical nature of our organizational structure while also providing clarity on varying KPIs. What visual do you recommend for the above scenario? How to implement it?
