Reporting: Roll-Up of Number Property Across Companies

Smart CRM & Sales Hub CRM
1

We have a field on companies called “Expected Referrals in 2020” - this is a number field. I need to create a very basic report that shows the TOTAL number of expected referrals across ALL companies. When creating the report, HS only rolls up the count of companies:

Ex: Company A: 10 Referrals, Company B: 5 Referrals - the total referrals for 2020 would be 15, but instead HS only gives me the rollup of companies (2).

This seems like basic reporting logic so I would be surprised if this is not possible, but I have not found a way to create this. Any ideas?

2

Hi @Sydney,

Thanks for reaching out.

I want to tag in some thought leaders to see if they have any suggestions.

Hi @AdamLPW @Bryantworks @Florie_HM, would you be able to share your thoughts with @Sydney?

Thanks!

Jess

3

Thanks for the tag @JessicaH!

@Sydney, you should be able to do something like the following:

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30601i1C56B360CD9D13BE.png999×350 47.2 KB

I know my property differs, but it’s a number field so you should be able to do the same. Let me know if you have any questions. Do be sure you have your date filter set correctly in the top left!

4

There should be a field type ‘roll-up’ that does exactly that. This functionality is badly needed in multiple ways everywhere a top hierarchy aggregates values from below. The solutions should be a combination of value type (what) and fomula (how). Salesforce does this quite elegantly in reporting.

5

Hi @MartinK,

Thanks for your feedback!

I highly recommend submitting this feedback to the Ideas Forum. This is where our Product team goes to receive feedback and also allows other users to upvote and comment on your idea.

Best,

Kristen