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?

Account, Opportunity, SUM, Pre-Built rollup

Total Closed Lost Opportunity Sum

Problem

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

Account, Opportunity, SUM, Pre-Built rollup

USE CASE: Calculate Total Value in Opportunities Pipeline by Account

Auto-deploy Total Amount in Pipeline rollup

Problem

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

Account, Opportunity, SUM, Pre-Built rollup

Number of Won Opportunities in a Campaign

Auto-deploy Number of Won Opps in Campaign rollup

Problem

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

COUNT, Campaign, Opportunity, Pre-Built rollup

Number of Won Opportunities on an Account

Auto-deploy Number of Won Opportunities rollup

Problem

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

Account, COUNT, Opportunity, Pre-Built rollup

USE CASE: Calculating the Number of Lost Opportunities for Accounts

Auto-deploy Number of Lost Opportunities rollup

Problem

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

Account, COUNT, Opportunity, Pre-Built rollup

Most Recent Opportunity Close Date

Auto-deploy Most Recent Opp Close Date rollup

Problem

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

Account, MAX, Opportunity, Dates, Pre-Built rollup

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.

Account, Account Management, Contact, Opportunity, SUM, Industry: Nonprofit

Largest Won Opportunity Amount

Problem

How do you calculate the largest amount of a child Closed Won Opportunity for each parent Account record?

Account, Opportunity, revenue metrics, Pre-Built rollup

First Opportunity Close Date

Problem

How do you calculate the first close date for a child Opportunity for each parent Account record?

Account, Opportunity, Dates, Pre-Built rollup

Filtered by opportunity

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