A user may be granted access to one or more individuals or groups of the company's corporate sales hierarchy (Region, Territory, Office, Team, or AE). The user will have access to all of the sales data at the granted node and related child members of the corporate sales hierarchy Tree. The connection of the sales revenue to the AE is based upon multiple relationships such as shared sales commission AE, primary contract AE, or account management AE. Account Executive data security is enforced throughout the entire BIAnalytix system including SharePoint, SSRS, Excel Services, Performance Point, Power Pivot, and Ad Hoc Reporting.

Implementing Account Executive data security provides a powerful set of functionality to restrict access to sensitive sales data in the BIAnalytix system. Many BIAnalytix users have found that utilizing the data security model provides a flexible and robust way to limit their user’s access to sales data.