Rollup user or collection attributes on the account level

Thomas Favre-Bulle

• October 30, 2020 14:59

We want to create attributes on the account levels that are aggregated rollups of attributes on the collection or user level.

Right now to achieve this we have an external data pipeline, putting data back to Totango at the account level.

Example use case:

- Counting the number of champion on an account (rollup of user attribute)

- Average of ticket rating of the account (rollup of collection attribute)

- Number of open opportunities per account (rollup of collection attribute)

Bonus: it would also be good to link collection items with users, and create user rollup attributes based on the linked collection items.

Example use case:

- Number of tickets per user (rollup of collection items per user)

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  Matt Harmon

  • October 30, 2020 20:07

  Agreed, there are metrics from our collections that I'd like to roll up.  Currently have to do that via back end scripts, but I'd be much easier to do it on the fly and within the tool

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  Niccolò Baldoni

  • December 01, 2020 14:30

  Agree, is really annoying to create many SB when we could have just one

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