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One global VP over three regional leaders, each with their own reps and named accounts. Useful when the question is not "who reports to whom" but "how much of the number sits in each region".
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The territory schema again, but patched by region rather than by segment.
This is the whole template — it is an ordinary spreadsheet, and you can paste your own over the top of it.
EmployeeName,ManagerName,Title,PatchID,ManagerPatchID,AccountName,Revenue,Industry
Ingrid Bakker,,VP Global Sales,GLOBAL,,,,
Hugo Martins,Ingrid Bakker,Regional Director EMEA,EMEA,GLOBAL,,,
Renee Duval,Ingrid Bakker,Regional Director AMER,AMER,GLOBAL,,,
Wei Zhang,Ingrid Bakker,Regional Director APAC,APAC,GLOBAL,,,
Anna Kowalski,Hugo Martins,Account Executive,EMEA-01,EMEA,Baltic Energy,205000,Energy
Anna Kowalski,Hugo Martins,Account Executive,EMEA-01,EMEA,Nordvik Shipping,118000,Transport
Tobias Frank,Hugo Martins,Account Executive,EMEA-02,EMEA,Rheinbank,265000,Finance
Carlos Rivera,Renee Duval,Account Executive,AMER-01,AMER,Summit Aerospace,340000,Aerospace
Carlos Rivera,Renee Duval,Account Executive,AMER-01,AMER,Redwood Software,150000,Technology
Megan Doyle,Renee Duval,Account Executive,AMER-02,AMER,Cascade Utilities,192000,Energy
Hana Sato,Wei Zhang,Account Executive,APAC-01,APAC,Sakura Robotics,178000,Manufacturing
Hana Sato,Wei Zhang,Account Executive,APAC-01,APAC,Pacific Telecom,143000,Telecoms
Arjun Mehta,Wei Zhang,Account Executive,APAC-02,APAC,Deccan Motors,97000,Manufacturing
Yes — that is what the rollup does. Each regional director’s box shows the recursive total of every account under them, so EMEA, AMER and APAC totals sit side by side without any manual maths.
Add a person reporting to the global VP, give them a new PatchID, then re-parent the relevant reps onto them by dragging. The layout and every rollup update as you go.
Yes. PatchID is just text — use whatever your business calls them. Non-standard column headers are auto-mapped too, so a CRM export usually loads without any configuration.