Where Salespeople See Rollups

Salespeople can see rollups in three different ways:

On panels in work areas
As search criteria
As group-by options

Rollups on Panels

Rollups display on panels in Sales in the Redwood UX work areas, such as Accounts, so that your sales team gets quick insights. The screenshot shows the Rollups tab on the left pane and the rollup attributes shown in a table.

The screenshot highlights the rollups appearing in the panels on an account foldout view.

In classic Sales, salespeople can see rollups in the Rollups subtab on the object pages you enable. This screenshot shows the Rollups tab on the left pane and the rollup attributes shown in a table:

The screen shot shows the Rollups subtab for the Account object. The Rollups subtab shows the account rollups.

Rollups as Search Criteria

You can enable using rollups as search criteria on the landing pages. This helps salespeople search for accounts and contacts based on a rollup value.

Here’s a screenshot of the Accounts landing page that shows an example of searching for accounts based on the hierarchy number of open leads:

Salespeople can use rollups as search criteria. The screenshot shows using an account rollup as a search criteria from the Action bar.

In CX Sales, salespeople can use rollups as search criteria in Workspace.

Rollups as Group By Options

You can help sales team find accounts and contacts that belong to a similar grouping based on rollups.

Here’s a screenshot that shows four account hierarchies with 5 to 30 open opportunities and two accounts that have more than 30 opportunities:

The screenshot shows accounts grouped by total open opportunities from an account and its hierarchy.