--- title: Optimize Sales Rep Reporting | Rollup Helper Salesforce App | Rollup Helper Use Case Library description: With Rollup Helper and Lookup Helper, you can automatically relate sales metrics into one location to track monthly sales rep performance and display a sales leaderboard. --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Optimize Sales Rep Reporting and Leaderboards in Salesforce [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers) ## Problem: As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance.   Also, having a Sales leader board would further motivate Sales Reps to increase their productivity. ## Solution: A combination of [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) and [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) along with Custom Objects enables a full view across performance metrics within a Salesforce record. 1. Create custom objects for Sales Reps, Reporting Months, and Sales Rep Reporting Months. 2. On the Sales Rep object, create 2 Number fields for "Total Won" and "Total Opportunities." And create 2 Currency fields for "Won This Month" and "Average Deal Size."  3. On the Reporting Month object, create 1 Lookup field for "Sales Rep of the Month," and 2 Currency fields for "Revenue" and "Average Deal Size." 4. On the Sales Rep Reporting Month object, create 2 Lookup fields for "Reporting Month" and "Sales Rep," and 1 Currency field for "Total Revenue."  5. On the Opportunity object, create 2 Lookup fields for "Sales Rep" and "Reporting Month." Use Lookup Helper to relate Opportunities based on the opportunity owner and the close date. **Lookup for Opportunity to Reporting Month** Child = Opportunity Field = Reporting Month Formula for Reporting Months: Return Type = Text TEXT(MONTH(CloseDate))&"-"&TEXT(YEAR(CloseDate)) Create new parent records? checked **Formula for Sales Rep Reporting Month** Return Type = Text IF(IsWon, Sales_Rep__r.Name & l " & Reporting_Month_Formula__c, null) 6. In Reporting Month, use Rollup Helper to rollup a sum of closed won opportunities for the month, as well as the average deal size across all reps.  7. On the Sales Rep object, use Rollup Helper to count the total number of opportunities, as well as the number they have won. Use a formula field to calculate win rate.  **Formula for Win Rate** Return Type = Text, Decimal Places =2 Total_Won_Count__c / Total_Opportunities__c 8. On the Sales Rep Reporting Month object, use Lookup Helper to populate Reporting Month and Sales Rep. Use Rollup Helper to sum up closed won opportunities for the sales rep in that reporting month.  9. For leaderboard reporting - create a rollup to display the "sales rep of the month." This is determined by the rep with the highest closed won opportunities. **Rollup for Sales Rep of the Month Leaderboard** Target Object = Reporting Month Field for Results = Sales Rep of the Month Child Object = Sales Rep Reporting Month Sales Rep Reporting Month Field = Sales Rep Rollup Type = Text Formula for Top Rep: Limit of 1 Records Defined Sort Order = Total Revenue, Descending Criteria:  isDeleted = False Are there any additional Sales metrics that would make this use case even better? Please leave us a comment below, or read [Sales Rep Reporting, Part 2: Sales Rep Commissions (Rollup Helper)](https://www.passagetechnology.com/rollup-helper-use-cases/2016/12/15/sales-rep-reporting-month-part-2-sales-rep-commission).   Have questions?  [![Schedule Demo](https://no-cache.hubspot.com/cta/default/4130736/9e76aae1-9d8a-40d5-aa9f-6daf7402c213.png)](https://cta-redirect.hubspot.com/cta/redirect/4130736/9e76aae1-9d8a-40d5-aa9f-6daf7402c213) Tags: [Sales Productivity](https://www.passagetechnology.com/rollup-helper-use-cases/topic/sales-productivity), [Lookup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/topic/lookup-helper), [reporting](https://www.passagetechnology.com/rollup-helper-use-cases/topic/reporting) | [** Rolling Up Marketing Cloud Account Engagement (Pardot) Activity ](https://www.passagetechnology.com/rollup-helper-use-cases/rolling-up-marketing-cloud-account-engagement-pardot-activity) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | | | --- | --- | --- | [ Optimize Sales Rep Reporting and Leaderboards in Salesforce ](https://www.passagetechnology.com/rollup-helper-use-cases/sales-rep-reporting) [ Rolling Up Marketing Cloud Account Engagement (Pardot) Activity ](https://www.passagetechnology.com/rollup-helper-use-cases/rolling-up-marketing-cloud-account-engagement-pardot-activity) [ Streamline Sales Pipeline ](https://www.passagetechnology.com/rollup-helper-use-cases/streamline-sales-pipeline) [ Creating Grandchild Rollups ](https://www.passagetechnology.com/rollup-helper-use-cases/creating-grandchild-rollups) [ Calculate the Number of Cases on a Salesforce Contact Record ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-cases-on-a-contact) [ Creating Account Hierarchy Rollups without Coding ](https://www.passagetechnology.com/rollup-helper-use-cases/account-hierarchy-rollup-without-code) [ Easily Create a Custom Last Activity (Task/Event) Date ](https://www.passagetechnology.com/rollup-helper-use-cases/last-activity-task-event-date) [ Roll-ups Using Formulas Rather than Static Criteria ](https://www.passagetechnology.com/rollup-helper-use-cases/roll-ups-using-formulas-rather-than-static-criteria) [ Identify The Primary Contact On An Account ](https://www.passagetechnology.com/rollup-helper-use-cases/identify-the-primary-contact-on-an-account) [ Opportunity Line Item Schedule Rollups ](https://www.passagetechnology.com/rollup-helper-use-cases/opportunity-line-item-schedule-rollups) © 2026 Passage Technology LLC All Rights Reserved. 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