Ask PT About Comparing Year-Over-Year Revenue to Date in Salesforce

2023/04/11

Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.

Dear PT, 

Comparisons can be an important factor in forecasting. At our company, we’d like to compare this partial year’s revenue Opportunity total for an Account to the same time period in the previous year. Are we going up, down, or flat? Salesforce® doesn't do this out of the box. Can Rollup Helper help us?

Totul Todayt from Trend, Denmark


Dear Totul,

Absolutely! Rollup Helper allows you to use formula fields with dates to create rollups, addressing a limitation in Salesforce. With the right formula, filter and rollup, you can display real-time revenue totals for the current year to date alongside a similar period from last year. Besides improving forecasts, this information could help prioritize recently lagging or fast growing Accounts.

Learn the simple steps to create real-time year-over-year comparisons.

Sincerely,

PT

***

Check out other Ask PT advice columns.

Submit your own question to PT. You may see it used in a future installment in this series.

Achieving the Impossible in Salesforce: 3 Stories of Overcoming Obstacles Passage Technology Blog PT Services: The Latest Development Newsletter
Chat Offline
Contact Us Here