How do you calculate the sum of non-closed Opportunities for each Account record?
Quickly deploy one of Rollup Helper's pre-built rollups named, "Total Amount in Pipeline." The Total Amount in Pipeline use case calculates the sum of non-closed Opportunities for each Account record. This use case deploys one Rollup Helper setting and one field, "rhuc_Total_Amount_In_Pipeline."
Once logged into your Salesforce organization click on the App Launcher or All Tabs and search for "Rollup Helper." Click on the "Deploy Pre-Built Rollups" tile and click "Deploy" next to the Total Amount in Pipeline label:
You will also be able to view and edit the deployed rollup via the All Rollups page.
Now Sales teams can give C-Suite members a sales forecast for upcoming quarters.