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

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