Rollup Helper Use Case Library

Problem: As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance.  

Also, having a Sales leader board would further motivate Sales Reps...

Sales Productivity, Lookup Helper, reporting

Problem

I need Monthly reporting to show the amount of Opportunities are open this month. This could also be done for Year-over-Year reports.  

Solution

You can use Rollup Helper and Lookup Helper...

Custom Object, Opportunity, Rollup Helper, Lookup Helper, reporting