How do you calculate the amount of lost Opportunities on each Account record?
Quickly deploy one of Rollup Helper's pre-built rollups named, "Number of Lost Opportunities." The Number of Lost Opportunities use case calculates the amount of lost Opportunities for each Account record. This use case deploys one Rollup Helper setting and one field, "rhuc_Number_Of_Lost_Opportunities."
Once logged into your Salesforce organization click on the App Launcher or All Tabs and search for "Rollup Helper." Click on the "Deploy Pre-Built Rollups" tile and click Deploy next to the Number of Lost Opportunities label:
You will also be able to view and edit the deployed rollup via the All Rollups page.
Now Sales Managers can see if there are training opportunities for reps when an Account has shown interest but did not end up buying.