A sum of previous year to date Opportunity amounts is needed on Account so that a year over year comparison can be made.
Create a formula field to use to filter Opportunities, then use Rollup Helper to sum the amounts.
Create a Formula Field on Opportunity - PYTD (Previous Year to Date)
Formula Return Type: Checkbox
DATE(YEAR( CloseDate ), 01, 01) < DATE(YEAR(TODAY()), 01, 01) && DATE(YEAR( TODAY() ), MONTH( CloseDate ), 01) <= DATE(YEAR(TODAY()), MONTH(TODAY()), 01) && CloseDate > DATE(YEAR(TODAY()-365), 01, 01)
Create a Currency Field on Account - PYTD Revenue
Create a rollup with Rollup Helper for Total Closed Won Opportunities PYTD:
Select Where You Would Like Your Rollup Results to Reside: Account
Select Target Field: PYTD Revenue
Select Source Field
Select Child Object: Opportunity
Relationship: Account ID - Opportunity.AccountId
Which field on Opportunity should we use as a source: Amount
Create New Filter
Name: Won PYTD
Limit to: Blank
Specify Sort Order: Default
Specify Filter Criteria
Deleted = false (default)
Won = TRUE
PYTD = TRUE
Save the Filter
Save and Run the Rollup
This use case can be extended by rolling up the current YTD Won Opportunity total to Account for comparison. For further assistance with this use case, schedule a one-on-one demo.
Have any suggestions for furthering this use case or other comparison ideas? Please post in the comments section below.