Rollup Helper Use Case Library

Problem - Opportunities can get clogged up and confusing when multiple contractors are bidding on the same project, such as a new construction site.

The Sales team wants to accurately forecast their...

Lookup Rollups, Opportunity, Lookup Helper, Opportunity Pipeline

Problem

Account, COUNT, Opportunity Products, Opportunity

Problem

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

Account, Opportunity, SUM, Pre-Built rollup

Problem

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

Account, Opportunity, SUM, Pre-Built rollup

Problem

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

Account, Opportunity, SUM, 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 lost Opportunities on each Account record?

Account, COUNT, Opportunity, Pre-Built 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

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