Problem: Need to segment for customers based on how recently you have closed won business with an existing customer.
You need to segment your customers based on how recently you have closed won business with an existing customer. For example, a report showing those customers that you have not had a recent closed won opportunity within the last 4 years and customers that have had a recently closed won opportunity within the last 4 years. Salesforce does not allow you to easily find this information.
Solution: Start by creating a date field on the Account object.
1) Create a date field on the Account object that will store a value calculated by Rollup Helper for the first closed won opportunity in the last 4 years.
2) Create a MIN rollup to grab the first closed won opportunities close date and roll it up to the Account Object.
3) Create a new filter where Won = True and where the close date is greater than the last 4 calendar/fiscal years.
4) Create a schedule to run every year to make sure as a new year comes and goes, that the roll ups are recalculated.
