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Roll up Total ARR on Account Across all Product Instances
Roll up Total ARR on Account Across all Product Instances

Summarize revenue data from Product Instances onto the Account object

Engineering Swantide avatar
Written by Engineering Swantide
Updated over 2 years ago

Note: must be using the Swantide Product Data Package to have access to this workflow

Use Roll-up fields to sum the total ARR across all Product Instances onto the Account level to give you a holistic view of ARR on Account's with many Product Instances. Talk to your Customer Success Manager or submit a Slackbot Request if you are interested in including logic into the rollup summary. For example, only Product Instances meeting a certain criteria, etc.

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