Accounts often times have many Opportunities, these Opportunities may have varying revenue metrics associated with them. We created a roll-up field to summarize all ARR from Closed Won Opportunities onto the Account object to see a holistic view of the lifetime ARR a customer has associated with them.
Ask your Customer Success Manager about any custom logic that you would like to implement in roll up fields to see if it is possible.
Roll up Total ARR on Account across Closed Won Opportunities
Use rollup fields to summarize cross-object data points onto the Account level
Written by Engineering Swantide
Updated over 2 years ago