{"id":4043,"date":"2026-05-29T19:46:36","date_gmt":"2026-05-29T19:46:36","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4043"},"modified":"2026-05-29T19:46:36","modified_gmt":"2026-05-29T19:46:36","slug":"rollup-summary-field","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/rollup-summary-field\/","title":{"rendered":"Rollup Summary Field"},"content":{"rendered":"<style>\n.gt-body { font-family:'Poppins',sans-serif; color:#111; line-height:1.75; }\n.gt-def { border-left:4px solid #E8650A; padding:16px 20px; background:#fff8f4; border-radius:0 8px 8px 0; margin:0 0 32px; font-size:1.05rem; }\n.gt-section { margin:0 0 36px; }\n.gt-section h2 { font-family:'Fraunces',serif; color:#0A1628; font-size:1.5rem; margin:0 0 12px; }\n.gt-section p { margin:0 0 12px; }\n.gt-example-box { background:#f0f4ff; border-radius:10px; padding:20px 24px; margin:0 0 32px; }\n.gt-example-box strong { color:#2563EB; }\n.gt-related-pills { display:flex; flex-wrap:wrap; gap:10px; margin:0 0 32px; }\n.gt-related-pill { background:#f7f4ef; border:1px solid #ddd8cf; border-radius:20px; padding:6px 16px; font-size:0.875rem; color:#0A1628; text-decoration:none; transition:all .2s; }\n.gt-related-pill:hover { background:#0A1628; color:#fff; border-color:#0A1628; }\n.gt-faq-item { border:1px solid #ddd8cf; border-radius:10px; padding:16px 20px; margin:0 0 12px; }\n.gt-faq-item h3 { font-size:1rem; color:#0A1628; margin:0 0 8px; }\n.gt-faq-item p { margin:0; font-size:0.9rem; color:#444; }\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">A Rollup Summary Field in Zoho CRM is a custom field that aggregates values from a related module&#8217;s records into the parent record. It can calculate the sum, count, maximum, or minimum of a numeric field across all related child records, giving the parent record an automatically updated aggregate view.<\/div>\n<div class=\"gt-section\">\n<h2>How Rollup Summary Fields Work<\/h2>\n<p>A Rollup Summary Field is configured on a parent module (such as Account) and references a child module (such as Deals) linked via a lookup. You specify the aggregate function (SUM, COUNT, MAX, MIN) and the field to aggregate. For example, a &#8220;Total Won Revenue&#8221; rollup on the Account module sums the Amount field of all closed-won Deals linked to that Account.<\/p>\n<p>The value updates automatically whenever a child record is created, edited, or deleted. No manual calculation or workflow is needed.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>B2B Distribution:<\/strong> A distributor adds a &#8220;Total Lifetime Revenue&#8221; Rollup Summary Field to the Account module, summing the amount of all closed-won Deals. A second rollup counts open deals. Account managers can see at a glance which accounts have generated the most revenue historically and how many active opportunities are currently in progress, without running a separate report.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/custom-field\/\" class=\"sp-content-link gt-related-pill\">Custom Field<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/formula-field\/\" class=\"sp-content-link gt-related-pill\">Formula Field<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/subform\/\" class=\"sp-content-link gt-related-pill\">Subform<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/lookup-field\/\" class=\"sp-content-link gt-related-pill\">Lookup Field<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/account\/\" class=\"sp-content-link gt-related-pill\">Account<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/customer-lifetime-value\/\" class=\"sp-content-link gt-related-pill\">Customer Lifetime Value (CLV)<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\">\n<h3>What is a Rollup Summary Field in Zoho CRM?<\/h3>\n<p>A Rollup Summary Field aggregates values from related module records into a parent record. It calculates the sum, count, maximum, or minimum of a specified field across all child records linked via a lookup, updating automatically as child records change.<\/p>\n<\/div>\n<div class=\"gt-faq-item\">\n<h3>What modules can have Rollup Summary Fields in Zoho CRM?<\/h3>\n<p>Rollup Summary Fields can be created on any module that has a one-to-many relationship with another module via a lookup field. Common examples are Account (rolling up Deal values, Case counts) and Contact (rolling up activity counts or related deal amounts).<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A Rollup Summary Field in Zoho CRM is a custom field that aggregates values from a related module&#8217;s records into the parent\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Rollup Summary Field | Zoho Glossary","seo_description":"A Rollup Summary Field in Zoho CRM is a custom field that aggregates values from a related module's records into the parent record. It can calculate the su","seo_keyword":"rollup summary field","seo_faqs":"[{\"q\": \"What is a Rollup Summary Field in Zoho CRM?\", \"a\": \"A Rollup Summary Field aggregates values from related module records into a parent record. 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Common examples are Account (rolling up Deal values, Case counts) and Contact (rolling up activity counts or related deal amounts).\"}]","term_type":"Technical","glossary_related":"","glossary_links":""},"glossary_category":[1238],"class_list":["post-4043","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4043","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4043"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4043"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}