What are rollups?
Rollups summarize data. For example, a rollup can calculate the sum of the potential revenue from the opportunities for an account hierarchy.
Rollup calculations appear on top of the panels. This screenshot shows Opportunities and Service Requests rollups:
![Screenshot of an account that shows rollups on the Opportunities and Service Requests panels.](images/21D_DS_Rollups_Overview.png)
In Sales, the calculated value of a rollup appears in the object detail page. Here's a screenshot of an account in Sales, showing rollup attributes. This screenshot shows the Rollups tab on the left pane and the rollup attributes shown in a table:
The sales application provides these predefined rollups:
Predefined Rollup | Relationship | Rollup Value |
Total Number of Employees |
Account only |
The total number of employees in an account and its hierarchy |
Fiscal Year Total Potential Revenue |
Account only |
The current fiscal year potential revenue from an account and its hierarchy |
Decision Maker Contacts |
Account to Contact |
The total number of decision maker contacts |
Total Open Leads |
Account to Sales Lead |
The total count of the qualified and unqualified open leads of an account and its hierarchy |
Total Open Hot Leads |
Account to Sales Lead |
The total count of the qualified and unqualified hot leads of an account and its hierarchy |
Qualified Hot Leads |
Account to Sales Lead |
The count of leads that are qualified and hot |
Qualified Leads |
Account to Sales Lead |
The count of leads that are qualified |
Potential Revenue from Open Leads |
Account to Sales Lead |
The total potential revenue from open leads |
Total Open Critical Service Requests |
Account to Service Request |
The total count of the open, critical service requests that are in the new, in-progress, or waiting status of an account and its hierarchy |
Total Open Service Requests |
Account to Service Request |
The total count of service requests that are in the open, in-progress, and waiting statuses, associated with an account and its hierarchy |
Service Requests Closed in the Past Week |
Account to Service Request |
The count of Service Requests with the close date failing in the past 7 days |
Total Amount from Open Opportunity Quotes and Orders |
Account to Quotes and Orders |
The sum of amounts from the open and in-progress opportunity quotes and orders of an account and its hierarchy |
Total Open Activities |
Account to Activity |
The total count of open tasks of an account and its hierarchy |
Total Potential Revenue from Open Opportunities |
Account to Opportunity |
The sum of the potential revenue from the open opportunities of an account and its hierarchy |
Total Potential Revenue from Won Opportunities |
Account to Opportunity |
The sum of the potential revenue from the won opportunities of an account and its hierarchy |
Total Open Opportunities |
Account to Opportunity |
The total count of open opportunities of an account and its hierarchy |
Total Amount from Closed Opportunity Quotes and Orders |
Account to Opportunity |
The sum of the amount from the closed and won opportunity quotes and orders of an account and its hierarchy |
Next Opportunity Closing Date |
Account to Opportunity |
The date when the next opportunity is expected to close |
Last Call Made |
Account to Interaction |
The date when your team made a phone call to any of the contacts associated with an account or its hierarchy |
Total Calls Made |
Account to Interaction |
The total number of phone calls made to an account and its hierarchy |
Last Email Sent |
Account to Interaction |
The date when the last email was sent to any of the contacts associated with an account or its hierarchy |
Total Emails Sent |
Account to Interaction |
The total number of emails sent to an account and its hierarchy |
Total Touches |
Account to Interaction |
The total number of calls made or emails sent to an account and its hierarchy |
Last Touch |
Account to Interaction |
The date when an account and its hierarchy were last contacted, either by email or phone |
Total Number of Open Leads Associated with a Contact | Contact to Sales Lead | The total number of qualified and unqualified open leads associated with a contact |
Total Number of Open Hot Leads Associated with a Contact | Contact to Sales Lead | The total number of qualified and unqualified hot leads associated with a contact |
Total Number of Open Opportunities Associated with a Contact |
Contact to Opportunity | The total number of open opportunities associated with a contact |
Sum of Open Opportunities Revenues Associated with a Contact |
Contact to Opportunity | The cumulative total of revenue from the open opportunities associated with a contact |
Total Number of Open Service Requests Associated with a Contact |
Contact to Service Request | The total number of service requests that are in the open, in progress, or waiting statuses |
Total Number of Critical Open Service Requests Associated with a Contact |
Contact to Service Request | The total number of service requests in the open, in progress, or waiting statuses, marked as critical |
Total Number of Touches with a Contact | Contact to Interaction | The total number of emails sent or calls made to a contact in the last 120 days |
Date of Last Touch with a Contact |
Contact to Interaction | The date when the last email was sent or call was made to a contact in the last 120 days |
Total Number of Calls Made to a Contact |
Contact to Interaction | The total number of phone calls made to a contact in the last 120 days |
Total Number of Emails Sent to a Contact |
Contact to Interaction | The total number of emails sent to a contact in the last 120 days |
Last Call Made to a Contact |
Contact to Interaction | The date when the last outbound phone call was made to a contact in the last 120 days |
Last Email Sent to a Contact |
Contact to Interaction | The date when the last email was sent to a contact in the last 120 days |
Date of Last Response from a Contact |
Contact to Interaction | The date when a last email or call was received from a contact in the last 120 days |
Total Number of Responses Received from a Contact | Contact to Interaction | The total number of calls or emails received from a contact in the last 120 days |
Total Number of Open Activities for a Contact | Contact to Activity |
The cumulative total of:
|
Last Touch Date | Sales Lead to Interaction | The date when the last call or email was sent in the context of a lead |
Last Call Made | Sales Lead to Interaction | The date when the last call was made in the context of a lead |
Total Call Made | Sales Lead to Interaction | The total number of calls made in the context of a lead |
Total Emails Sent | Sales Lead to Interaction | The total number of emails sent in the context of a lead |
Total Touches | Sales Lead to Interaction | The total number of emails and calls made in the context of a lead |
Last Email Sent | Sales Lead to Interaction | The date when the last email was sent in the context of a lead |
Total Open Activities | Sales Lead to Interaction |
The cumulative total of:
|
Total Open Opportunities | Campaign to Opportunity | The total number of open opportunities associated with a campaign |
Total Won Opportunities | Campaign to Opportunity | The total number of won opportunities associated with a campaign |
Total Revenue from Opportunities | Campaign to Opportunity | The total revenue from the open opportunities associated with a campaign |
Total Opportunities | Campaign to Opportunity | The total number of opportunities associated with a campaign |
Total Revenue from Open Opportunities | Campaign to Opportunity | The total revenue from the open opportunities associated with a campaign |
Total Revenue from Won Opportunities | Campaign to Opportunity | The total revenue from the won opportunities associated with a campaign |
Total Converted Leads | Campaign to Sales Lead | The total number of converted leads associated with a campaign |
Total Leads | Campaign to Sales Lead | The total number of leads from a campaign |
Total Hot Open Leads | Campaign to Sales Lead | The total number of unqualified or qualified leads ranked as hot that are associated with a campaign |
Total Open Leads | Campaign to Sales Lead | The total number of unqualified or qualified open leads associated with a campaign |
Total Revenue from Open Leads | Campaign to Sales Lead | The total amount from the unqualified and qualified leads associated with a campaign |
Total Emails Sent | Opportunity to Interaction | The total number of emails sent in the context of an opportunity |
Total Touches | Opportunity to Interaction | The total number of email and calls made in the context of an opportunity |
Last Email Sent | Opportunity to Interaction | The date when the last email was sent in the context of an opportunity |
Total Calls Made | Opportunity to Interaction | The total number of calls made in the context of an opportunity |
Last Call Made | Opportunity to Interaction | The date when the last call was made in the context of an opportunity |
Last Touch Date | Opportunity to Interaction | The date when the last call or email sent in the context of an opportunity |
Total Open Activities | Opportunity to Activity |
The cumulative total of:
|