Seeking Solution: Account Hierarchy Roll-up Report for Leads, Opportunities, and Service Requests

Summary:

Hello Community,

We have a business requirement to build a comprehensive dashboard or report in Oracle Sales Cloud that provides a consolidated view of Accounts, including details from related Leads, Opportunities, and Service Requests—all rolled up along the account hierarchy.

Specifically, we need:

• A report that displays the number of Leads, Opportunities, and Service Requests associated with each Account.
• The ability for these counts to roll up from child accounts to the parent account in the hierarchy, so that a parent will reflect the aggregated totals from its children.
• Details similar to what’s available in “Manage Account Hierarchy,” but with one row per account and columns for the aggregated counts of Leads, Opportunities, and Service Requests.