Rollup Helper Use Case Library

Problem

For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.

Sales Productivity, User, Custom Object, Helper Suite, Rollup Helper

Problem

An easy way to view agent case load utilization % is needed so that business decisions can be made on case reassignment or additional resources needed.

Case, User, Rollup Helper

Problem

As a Sales Manager, I need to monitor the number of demos being completed each month by a Sales Rep.

COUNT, User, Task

Problem

For strategic reporting on a given Account Manager’s progress in building relationships in their Accounts, I need to be able to group on the number of contacts each account manager has...

Account, Contact, COUNT, User

Problem

To measure a user’s productivity, I need to be able to report on the total number of Live Chat Transcripts and the total number of Cases worked in a week. There is not a way to link the...

Case, User, Live Chat Transcript, Scheduled Rollups, SUM

In the Winter '14 release of Salesforce, you may have heard about a new feature called "Embedded Analytics". In a nutshell, Embedded Analytics allows the Salesforce Administrator to embed up to 2...

Embedded Analytics, User, Event, SUM, Task