As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance.  Also, having a Sales leader board would further motivate Sales Reps to increase their productivity.


A combination of Lookup Helper and Rollup Helper along with Custom Objects enables a full view across performance metrics within a Salesforce record.

Are there any additional Sales metrics that would make this use case even better?  Please leave us a comment below, or read Sales Rep Reporting, Part 2: Rollup Helper.


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