Thanks for the information.  It is very helpful.  I do have a question though.  I am still a little unclear how to utilize the "Bottom entity on planning item" field in the Lens configuration.  If I were to change that on the OOTB Lens "Organization" from "Department" to "Primary Goal", would that now mean my data separation is dependent on "Primary Goal"?  Also, would I need to change or add an entity level to the Lens?