What are rollups and how do I use them?

Rollups summarize data across records, for an attribute of a business object and its related objects. The summarized value of a rollup appears as a business metric inside a panel on an object's detail page. You can add new rollups to a panel using Oracle Visual Builder Studio.

You can view and use rollups in three different ways:

• On panels in Sales in the Redwood UX work areas
• As search criteria on the landing pages where you search for accounts and contacts based on a rollup value
• As group-by options to find accounts and contacts that belong to a similar grouping based on rollups

For more information, see the topic Where Salespeople See Rollups on the How do I configure and use Rollups? playbook in the Oracle Sales Help Center.

You can also view this video Rollups Explained on Oracle Cloud Customer Connect to learn how to create and enable a profile option that will expose rollup details in the UI and from where you can drill down to view an explanation of the rollup metrics.

For more information about viewing summaries of rollup metrics by aggregating key account information, including rolling the information up through an account hierarchy, see Sales Rollups Video Series on Oracle Cloud Customer Connect.