Family Tree helps you understand an account’s overall corporate structure. It provides a clear overview of corporate relationships, making it easier to identify potential business opportunities.
With Family Tree, you can:
- Search for accounts and their people.
- Add accounts to watchlists for easy tracking.
- View site counts and branch data details.
- Apply filters to focus on specific accounts and people relevant to your business goals.
View Family Tree
In Demandbase One for Sales, go to an account record. On the Account tab, go to Account > Family Tree.
In Family Tree, you can take the following actions:
- Search Family Tree.
- Apply filters.
- Select accounts and export data (CRM, CSV, Excel).
- Select and add accounts to Watchlist.
- View by list or map view.
- Click an account and go to the account page.
List View
The list view shows accounts within the Family Tree in a list format. Expand an account by clicking the arrow icon on the left to reveal its corporate hierarchy and child accounts..
For each account, you can see the following information:
- Total engagement minutes in the past three months.
- Checkmark if account record is in your CRM.
- Location.
- Number of branches.
- Child account status.
Map View
The map view shows how accounts within the Family Tree are distributed across the globe. You can also see accounts by specific country.
Hovering over the map will show you how many branch locations are located in each state or country.
Important: Map view is only available in the Web App.
Branch Information
You can see branch information (location and site type) using the following methods:
- In Account Details section, click the linked number of branches.
- In the Family Tree section, on the parent account, click the linked number of branches.
In branch information, you can take the following actions:
- Search branch locations.
- Filter by geography and site type.
- Click an account and go to the account page.
- View by list or map view.
- Select accounts and export data (CRM, CSV, Excel)
People in the Family Tree
To see the people across the Family Tree, on the Account page, scroll down to the People section and click the icon.
You can see the number of people, by top job function and region, across the family tree. You can also click region, top job function, or See all people, to apply as a filter and go to the People page.
Apply Filters in Family Tree
In Family Tree, you can apply filters to only see accounts that meet the criteria within the Family Tree.
You can also apply sub-filters by clicking the chevron icon next to the main filter.
Tip: To select a specific sub-filter and deselect other sub-filters, click the Only link.
On the Account tab, the following filters can be applied to Family Tree:
- Account Location
-
Employee Count
Tip: To only see accounts within a specific Employee Count range, click Edit Employee Range and change the minimum and maximum number of employees. Select if you want to Include companies where the value for employee count is unavailable and click Update. -
Revenue
Tip: To only see accounts within a specific Revenue range, click Edit Revenue Range and change the minimum and maximum revenue. To include companies with unavailable revenue, select Include companies where the value for revenue is unavailable. - Industry
-
Site Data: Accounts with branch information.
On the People tab, the following filter can be applied to Family Tree:
-
Family Tree: Companies within the Family Tree.
Tip: By default, the top five accounts (based on the highest number of contacts) are shown. To add accounts to the filter view, click Add Family Tree Nodes and search for the account.