使用或不使用层次结构
对于销售，我被建议不要使用层次结构来按可能性、潜在规模、进展阶段等领域进行分组，因为一旦它们有几页那么长，就会显得有些笨拙。有人建议我不要在销售管道中使用层次结构，而是全部依赖于报表。
但是我看到，在提供的模板中，按概率销售的模板就是这样做的——它使用层次结构按概率对行进行分组。
我很想知道以这种方式使用层次结构的利弊。
谢谢!
评论
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JohnHinkle ✭✭✭✭✭✭
这取决于你想如何浏览你的表格以及你想如何设置它们。我喜欢使用层次结构，因为它使我的表格更整洁、更有条理。我的所有任务都被分组到更小的逻辑分组中，我可以根据我想要看到和处理的内容展开或折叠父行。我的工作表中也有很多公式，使用CHILDREN()函数可以很容易地构建它们。
我建议你尝试一下!你可以复制你的表格并设置层次结构，看看你是否喜欢它们。
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谢谢。我想是给定的应用程序造成了所有的不同。我正在寻找Sales pipeline模板的自定义变体，我将有许多单行联系人快速占用许多页面，并且需要系统根据标准为我“排序”或“过滤”他们，以便我知道何时与谁联系，在这种情况下，似乎不使用层次结构，主要依赖报告是一种方法。
你同意吗?
这是SmartSheet的两个人建议我做的，这与他们的销售管道模板不一致，因为正如我提到的，通过在父组之间来回移动它们来改变概率状态可能不太方便，因为每个组中都有一页又一页的行，而且大多数时候每个联系人都需要更新概率状态。
除非公式可以在用户更改概率单元格内容时自动将行移动到不同的父组。我觉得这是不可能的，对吧?
类别
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