ARR Rollup to company level

Smart CRM & Sales Hub CRM
1

I am trying to build a report that shows all of our active customers and their ARR for the current year. The ARR could be made up of multiple deals in a company but I would also like to roll up child companies to their parents and only show the parent company with their total on my report.

I created one roll up calculated field to sum multiple deals under one company and then tried to create another field that would roll up that number child to parent. I’ve found that property is ONLY generated for companies that have a child company. This doesn’t help me with my report because it won’t be populated for many of my customers.

Is there a work around for this? Essentially I need one field that includes all deals from a given year for all active customers and if a company has a child company, the child companys ARR should be inlcuded at the parent level.

2

Hi @emacd33,

Thank you for reaching out to the Community!

I wanted to share a Community article where experts are discussing a similar use case: Attribute revenue from a child company to parent

Hi @Dan1, @Josh, @ChrisoKlepke, do you have any ideas or insight you’d like to share with @emacd33? Thank you!

Cheers
Mia, Community Team

3

This is the (very clunky) workaround I’ve put together for now. I would love for someone to tell me I’m crazy and this can all be done in one or two steps!
All of the below are custom company properties I’ve created:

1.) “2023-2024 ARR Value” - Roll Up Calculation of all Deals labeled “ARR Year 2023-2024”
2.) “2023-2024 ARR Value (Parent Roll Up)” - Roll Up Calcuation of Child to Parent Companies (did not populate value for companies that didn’t have a child attached, also did not include in the sum amounts for deal linked at the parent level, only combined child accounts)
3. “2023-2024 ARR Value (Parent Roll Up Editable)” Since I cannot edit the Parent Roll Up field I created this field then added a workflow to copy the amount from the Parent Roll Up field and if Parent Roll Up field was unknown to increase the value by “0” (needed to add the 0 because the below calc would not run on blank fields).
4. 2023-2024 ARR Value (Parent and Primary Combined)" - Calculate field to sum “2023-2024 ARR Value (Parent Roll Up Editable)” and “2023-2024 ARR Value”.

This finally gave me one property that includes the total amount of ARR across my Primary companies whether they have child accouts or not. :sweat_smile:
Again, would LOVE to hear a cleaner way to organize this!