---
title: Rollup Helper Use Case Library | Passage Technology | reporting
description: reporting | Case studies, how-tos for free Salesforce admin app Rollup Helper from trusted partner Passage Technology. Extend rollup functionality
---

[GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779

[![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com)

[ All Rollup Helper Use Case Library ](https://www.passagetechnology.com/rollup-helper-use-cases)

### Subscribe

### Tags

- [Account (43)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account)
- [Opportunity (37)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity)
- [COUNT (33)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count)
- [Contact (30)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact)
- [Pre-Built rollup (25)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup)
- [Task (23)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task)
- [Rollup Helper (21)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper)
- [MAX (16)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max)
- [TEXT (15)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text)
- [Custom Object (13)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object)
- [Case (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case)
- [SUM (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum)
- [Campaign (11)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign)
- [Dates (9)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates)
- [Lead (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead)
- [MIN (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min)
- [Event (7)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event)
- [Sorted Rollups (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups)
- [User (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user)
- [Activity Monitoring (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring)
- [CampaignMember (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember)
- [Lookup Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups)
- [Opportunity Products (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products)
- [Scheduled Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups)
- [Admin Apps (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps)
- [Email (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/email)
- [Sales Productivity (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity)
- [Account Based Marketing (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-based-marketing)
- [Flow (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/flow)
- [Limit Rollups (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups)
- [Lookup Helper (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-helper)
- [Quote (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/quote)
- [Account Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-management)
- [Asset (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/asset)
- [Case Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case-management)
- [Contract (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contract)
- [Marketing (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/marketing)
- [Opportunity Contact Role (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-contact-role)
- [Validation Rollups (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/validation-rollups)
- [reporting (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/reporting)
- [revenue metrics (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/revenue-metrics)
- [Average (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/average)
- [Cloud: Marketing Cloud (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/cloud-marketing-cloud)
- [Contact Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact-management)
- [DLRS (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs)
- [DLRS Converter (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs-converter)
- [Embedded Analytics (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/embedded-analytics)
- [Featured (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/featured)
- [FinancialForce (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/financialforce)
- [Hierarchy (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy)
- [Hierarchy rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy-rollups)
- [Industry: Nonprofit (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/industry-nonprofit)
- [Lead Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead-management)
- [Live Chat Transcript (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/live-chat-transcript)
- [Net Promoter Score (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/net-promoter-score)
- [Non Real-time Rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/non-real-time-rollups)
- [Notes & Attachments (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/notes-attachments)
- [Opp. Line Item Schedule (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opp-line-item-schedule)
- [Opportunity Pipeline (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-pipeline)
- [Opportunity Product (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-product)
- [Order (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/order)
- [Pricebook Entry (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pricebook-entry)
- [Project (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project)
- [Project Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project-management)
- [Rollup Filters (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-filters)
- [Targeted Rollup (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/targeted-rollup)
- [duplicate records (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/duplicate-records)

## 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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity), [Lookup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-helper), [reporting](https://www.passagetechnology.com/rollup-helper-use-cases/tag/reporting)

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

## Solution: You can use Rollup Helper and Lookup Helper...

[Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Lookup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-helper), [reporting](https://www.passagetechnology.com/rollup-helper-use-cases/tag/reporting)

|  | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) |  |
| --- | --- | --- |

© 2026 Passage Technology LLC All Rights Reserved. [Privacy Policy](https://www.passagetechnology.com/privacy-policy) | [Purchasing & Legal](https://www.passagetechnology.com/purchasing-and-legal) | [Terms of Service](https://www.passagetechnology.com/terms-of-service) | [App Security](https://passagetech.my.site.com/KnowledgeBase/s/article/Security-and-Privacy-Policy-1578080055496)

- [** ](https://www.facebook.com/passagetech)
- <https://x.com/passagetech>
- [** ](https://www.linkedin.com/company/passage-technology)
- [** ](https://www.youtube.com/channel/UCK2tzaCWVC7PmFCXrLirnZw)