Rollup Helper Use Case Library | Passage Technology

Renewal Management

Written by Susan Harris | Jul 14, 2014

Problem

Tracking renewals for annual sales deals can be tricky. 

Solution

Implement a renewal process with Rollup Helper. Create a hierarchy between opportunities. The parent opportunity is always "last year's" opportunity and the child opportunity is "the next years" opportunity.

Rollup the count of child opportunities to report on any opportunities that don't have the next year's opportunity created.