Rollup Helper Use Case Library

Filtered by account

All Rollup Helper Use Case Library

Creating Grandchild Rollups

Create grandchild rollup textbox

Problem: You need to consolidate data from a grandchild record onto a grandparent record, but don't want to show this information on the parent.

For example, counting the number of Products...

Account, COUNT, Opportunity Products, Opportunity

Total Closed Won Opportunity Sum

Auto-deploy Total Closed Won Opportunity Sum rollup

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

Account, Opportunity, SUM, Pre-Built rollup

Total Closed Lost Opportunity Sum

Auto-deploy Total Closed Lost Opportunity Sum rollup

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

Account, Opportunity, SUM, Pre-Built rollup

Calculate Total Value in Opportunities Pipeline by Account

Auto-deploy Total Amount in Pipeline rollup

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

Account, Opportunity, SUM, Pre-Built rollup

Number of Won Opportunities on an Account

Auto-deploy Number of Won Opportunities rollup

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

Account, COUNT, Opportunity, Pre-Built rollup

Number of Open Cases on an Account

Auto-deploy Number of Open Cases rollup

Problem: How do you calculate the amount of open Cases for each Account record?

Account, Case, COUNT, Pre-Built rollup

Calculating the Number of Lost Opportunities for Accounts

Auto-deploy Number of Lost Opportunities rollup

Problem: How do you calculate the amount of lost Opportunities on each Account record?

Account, COUNT, Opportunity, Pre-Built rollup

Most Recent Opportunity Close Date

Auto-deploy Most Recent Opp Close Date 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

Nonprofit 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.

Account, Account Management, Contact, Opportunity, SUM, Industry: Nonprofit

Number of Email Tasks under a Contact

Auto-deploy Number of Emails rollup

Problem: How do you calculate the amount of "Email" Tasks for each Contact record?

Account, Contact, COUNT, Task, Email, Pre-Built rollup

Rollup Helper Use Case Library