Rollup Helper Use Case Library

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

Case, Contact, COUNT, Pre-Built rollup

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

COUNT, Campaign, Opportunity, Pre-Built rollup

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

Account, COUNT, Opportunity, Pre-Built rollup

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

Account, Case, COUNT, Pre-Built rollup

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

Account, COUNT, Opportunity, Pre-Built rollup

Problem: How do you calculate the amount of "Calls" Task types for each Contact record?

Contact, COUNT, Activity Monitoring, Task, Pre-Built rollup

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

Account, Contact, COUNT, Task, Email, Pre-Built rollup

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

Account, Contact, COUNT, Pre-Built rollup

Problem: You want to count the number of duplicate Opportunities on an Account so you can either clean up unneeded Opportunities, or find out what’s happening in the sales process to cause duplicates...

Account, COUNT, Opportunity, duplicate records

Problem: You send out Net Promoter Score (NPS) surveys to your customers. Responses are recorded on the Contact, but you want to get a high level view of how many Promoters and Detractors are...

Account, Account Based Marketing, Contact, COUNT, MAX, ABM, Net Promoter Score