Roll-up to Ultimate Parent Accounts
Want to roll-up revenue to ultimate parent accounts?
Roll-up value of Open opportunities, number of opportunities, contacts and cases?
Whether you are doing Account-Based-Selling (ABS) and/or Account-Based-Marketing (ABM), you would need to get on top of your account data first.
Get the helicopter view
Your 360-view of your accounts often starts with a helicopter view.
Taking a look at some KPIs in a dashboard, a report, or as above, in a simple list view is often the starting point for a lot of decision making.
…and explore the details
Once you have the high-level view, next you would want the ability to drill-down and see the details.
Identify up-sell and cross-sell opportunities, improve customer satisfaction, follow-up on opportunities closing soon.
To achieve the above, we used the DataTrim Account Organizer App from the AppExchange to build, maintain and visualise the account hierarchies.
Combining the DataTrim app with Declarative Lookup Rollup Summaries (DLRS) an open source app available from the salesforce DLRS community site to create the roll-ups between parent and child accounts (which the standard salesforce formula roll-up doesn’t support).
Once the roll-up fields are implemented and the hierarchies are established, you can also use the aggregated values in report and dashboards, making your helicopter view even more detailed.
You can use the same approach to aggregate:
- Account Revenue
- Value of open opportunities
- Number of open opportunities
- Number of open cases
- Campaign information
- Case assesments
Roll-up to Ultimate Parent – setup and hierarchy building
The DataTrim Account Organizer, is available from only $299/Org/year, and the DLRS is FREE.
The DataTrim Account Organizer:
-Gives you a detailed view of Opportunities and Contacts within the hierarchy.
-Allows you to maintain -add, move and remove accounts from the hierarchy
-Enables you to assign Account Owners to individual or branches of an organization with only a few clicks.
Learn more here
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Learn More about DataTrim Account Organizer
The Account Organizer also provides you with functionality to identifying accounts not yet linked to your hierarchy, easily manage Merges and Acquisitions etc.
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How it Works (video)
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