Rollup Helper Use Case Library

Total Closed Won Opportunity Sum

Problem: How do you calculate the sum of Closed Won Opportunities for each Account record?

Total Closed Lost Opportunity Sum

Problem: How do you calculate the sum of Closed Lost Opportunities for each Account record?

Problem: How do you calculate the sum of non-closed Opportunities for each Account record?

Problem: How do you calculate the number of won Opportunities for each Account record?

Problem: How do you calculate the amount of open Cases for each Account record?

Problem: How do you calculate the amount of lost Opportunities on each Account record?

Problem: How do you calculate the most recent close date of a closed child Opportunity for each parent Account record?

Non-Profit Donations by Company

Problem: You want to be able to run a report to see what Accounts donated, and what its individual Employees donated, separately or together.

Problem: How do you calculate the amount of "Email" Tasks for each Contact record?

Problem: How do you calculate the amount of Contacts without an email address assigned for each Account record?

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