New Rollup Metrics

New rollup metrics that can enrich the customer account foldout page for sales managers and sales representatives. Below are the rollups that are available in this release:

• Total Current Quarter Open Opportunities Revenue
• Total Next Quarter Open Opportunities Revenue
• Total Opportunities Revenue Won this Quarter
• Next Opportunity Closing Date
• Last Opportunity Closed Date
• ARR from Active Subscriptions
• Total Subscription Products Expiring Current Quarter
• Total Subscription Products Expiring Next Quarter
• Qualified Hot Leads
• Qualified Leads
• Last Lead Creation Date
• Potential Revenue from Open  Leads
• Service Requests Closed in the Past Week
• Decision Maker Contacts

These new rollup metrics can be used on the customer account foldout page to provide actionable insights for both sales managers and representatives, fostering strategic decision-making, sales performance improvement, and enhanced customer relationship management.

Steps to Enable

You don't need to do anything to enable this feature.