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.
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.