How do you calculate the sum of Closed Lost Opportunities for each Account record?
Quickly deploy one of Rollup Helper's pre-built rollups named, "Total Closed Lost Opportunity Sum." The Total Closed Lost Opportunity Sum use case calculates the sum of Closed Lost Opportunities for each Account record. This use case deploys one Rollup Helper setting and one field, "rhuc_Total_Closed_Lost_Opportunity_Sum."
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 Closed Lost Opportunity Sum label:
You will also be able to view and edit the deployed rollup via the All Rollups page.
Sales leaders can use this information to do training on why certain deals are falling through.