Ability to Drill into Rollup Field to Inspect the Components and Values that are Being Used in the Rollup Calculation

Sellers can now gain greater knowledge and confidence with the customer data that they create and view every day. Through the new aggregate framework, they can quickly inspect summarized information and adjust their priorities and activities. The ability to then drill into a summary to learn about its composition and find specific points of interest is the next important knowledge gap that this feature now satisfies. Sales users will use these new, focused views to make more targeted decisions and earn more effective returns.

Summarized data using rollups bring new functionality to the CRM experience for the seller. Being able to view an aggregate offers strategic insight into the status of a customer or process. It also saves the user a considerable amount of time. Typically, a sales user would have to access and export data from various sources and pull them together on a spreadsheet in order to achieve the rolled-up value. When presented with a rollup, the seller next wants to view, inspect, or explore the data that was used to render the rollup value. Drill down into rollups enables users to focus on relevant and actionable pieces of data. 

Steps to Enable

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