Case Study: Capacity achieves clearer revenue reporting with Rollup Helper from Passage Technology

Capacity saves years of reporting work with Passage Technology

Capacity, an AI-powered software company that automates support for teams and customers, faced limitations with Salesforce's native rollup functionality. They needed to create an account-level field for active revenue based on data from the opportunity product object but found the standard options clunky and restrictive. To solve this challenge, they turned to Passage Technology and implemented its Rollup Helper product.

Passage Technology's Rollup Helper provided an effective solution, enabling Capacity to easily set up the necessary rollups for accurate account-level reporting. The results were significant time savings and the ability to generate clean, clear reports that were previously too time-consuming to create. As a direct benefit, Capacity can now see which products and associated revenue a given account has and sync this data into other integrated tools for their teams. The team at Capacity highly recommends Passage Technology's tool and described the implementation process as fantastic.

Capacity