Previous Year to Date Won Opportunity Total

Problem

A sum of previous year to date Opportunity amounts is needed on Account so that a year over year comparison can be made.

Solution

Create a formula field to use to filter Opportunities, then use Rollup Helper to sum the amounts.

• Create the following fields.
  • Create a Formula Field on Opportunity - PYTD (Previous Year to Date)
    • Formula Return Type:  Checkbox
    • Year(CloseDate) = year(today()) -1 
      
      && 
      
      if(Month(CloseDate) = Month(today()), Day(CloseDate) <= Day(today()), Month(CloseDate) < Month(today()) 
  • Create a Currency Field on Account - PYTD Revenue
• Create a rollup with Rollup Helper for Total Closed Won Opportunities PYTD:
  • Rollup Helper Step 1) Select Where You Would Like Your Rollup Results to Reside:  Account
  • Rollup Helper Step 2) Select Target Field:  PYTD Revenue
  • Rollup Helper Step 3) Select Source Field
    • Select Child Object:  Opportunity
    • Relationship:  Account ID - Opportunity.AccountId
    • Which field on Opportunity should we use as a source: Amount
    • Type: Sum
    • 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
  • If you haven't already done so, enable real-time on Opportunity.

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.

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