Introduction to Rollup Fields
Rollup Fields enable you to aggregate and summarize list data inside Nexl Workspaces. They give a quick “overview” metric from granular list-level data, like counting RSVPs marked “Yes” or summing specific numeric fields. This is a powerful feature that extends the capabilities of Nexl Workspaces by letting users surface the most important information from inside lists in easy to view reporting on Pages, helping to communicate key insights to the right stakeholders.
Key Capabilities:
Aggregation Operators:
We are supporting the following operators to roll up information by: Count, Sum, Max, Min, Average
UI Controls:
Create new rollup fields.
Rename or delete existing rollup fields.
Note: A rollup field’s condition after creation cannot be edited right now — delete the rollup field and recreate if needed.
Display on Pages:
Use
/Rollup Fieldblocks on Nexl pages to show aggregated data directly in a workspace overview.
How to Create a Rollup Field:
Initiate Creation:
Click Workspace Actions button
Click Rollup Fields → Add Rollup Field.
Configure:
Provide a name (e.g.,
RSVP Count).Select the list to aggregate from.
Define condition (e.g.,
RSVP = Yes) by checking the Apply based on conditions buttonIf you have selected an operator such as Sum, Max, Min, Average, enter the column to perform those operations by
Save:
The rollup field appears and begins aggregating automatically.
How to View Roll up Field data:
To view Rollup Fields data simply enter /Rollup Field on the Workspace page where the Roll up field has been created and a table of all the Roll Up Field information will be shown in that Page. To fetch the latest data, simply hit the refresh button.
Example Use Cases:
1. Event Management
Count of Confirmed Attendees (RSVP = Yes)
Count of Declined Attendees (RSVP = No)
Count of Pending Attendees (RSVP = Blank)
Count of Attendees Added by a team member
Count of Attendees by Job Title
Count of Attendees by Company
Count of Attendees Followed-up After the Event
Count of New Contacts Created from Events
Count of New Companies Engaged through Events
2. Sales Pipelines & Opportunities
Count of Opportunities (overall, or by stage)
Count of Opportunities Added by a Specific Team member
Sum of Fees on Opportunities (total pipeline value)
Sum of Fees by Opportunity Type (e.g., Panel Opportunities)
Target vs. Actual Fees (Panel Opportunities vs realised fees from Panel Opps)
Max Opportunity Value
Min Opportunity Value
Average Opportunity Value
Closed Won Revenue
3. Client Feedback & Sentiment
Average Feedback Rating
Count of Feedback Collected
Count of Positive Feedback (≥ threshold)
Count of Negative Feedback (≤ threshold)
Feedback Collection Coverage (count of targeted clients who provided feedback vs total)
Trend in Feedback Rating Over Time
4. Strategic Growth & Coverage
Count of New Contacts Created
Count of New Companies Engaged
% of New vs. Existing Relationships (new-to-firm ratio)
Practice Area Penetration (number of practice areas engaged per client/company)
Geographic Spread of Engagement (count of regions engaged)
Top Growth Accounts (highest increase in opportunities/revenue)
Sector/Industry Coverage (number of clients in target sector with engagement)
% of Strategic Accounts with Active Engagement
5. ROI & Performance Measurement
Conversion Funnel Metrics:
Invited → Confirmed → Met → Opportunity → Won
Revenue Attributed to Campaigns/Events/Plans
ROI Ratio (Revenue Generated vs Costs)
Growth vs. Target (pipeline or revenue goals)
Year-on-Year Change in Revenue (per client, plan, or workspace)