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2 followers

Community Forum - Feature Requests

1

roll-up summary field

Gonçalo Martins

Hello,

Would be very nice if we could have Roll-up fields.

This is basicly a nummeric field that sums/subtracts/... all values of a specific datafield on all the childs connected to it.

Ex 1.

A contacts haves 3 deals associated with him.

This Roll-up field would be on the contact module and it automatics calculates (for exemple) the value of all deals associated with him.

Ex 2.

A company haves 2 contacts associated.

The roll-up field would be on the company module and would automatically calculate the company score by doing a live sum of the contacts score.

This can also be more precise with filters, imagine on the Ex1 it sums only the deals that are won (deal phase = "won")

Thanks!

November 15, 2018 10:38 Completed

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1 comment

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Hi! Rollup fields has released! I've pasted some information about it below:

Rollup fields make it easier than ever to view and use the data in your account

Accessing and displaying different types of data is now easier than ever with the introduction of a new field type — rollup fields. Simply click a few buttons, and you're good to go.

This easy access to your stats will help you out in two big ways:

Get better insights to improve planning and management.
Find out things like:

How much revenue you’ve earned from certain products
The average deal size for each of your reps
How many outstanding tickets remain for project completion

Display info on your web pages that drives results.

Show things like:

How many lessons they have left in a course
Which blog posts are most popular
How many seats are left for an upcoming event

All this data keeps your customers informed and engaged. And it helps your team view crucial business stats, making it easier for you to close sales.

Learn more about rollup fields here.

Product Team June 15, 2023 22:30 0 votes