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?

Total Amount in Pipeline

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 Campaign record?

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

Number of Lost Opportunities

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.

Largest Won Opportunity Amount

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

First Opportunity Close Date

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

Filtered by opportunity