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Find subsidiary lifetime value

Find and read Revenue, Margin, Won Deals, and Last Rollup together in the Company Business section.

1 min Account teams Core

Open the parent Company record. In the Fields panel on the left, expand Business. The four Subsidiary LTV fields appear together in the order below.

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Read the four fields

FieldWhat to read
Subsidiary LTV (Revenue)The revenue currency total.
Subsidiary LTV (Margin)The margin currency total.
Subsidiary LTV (Won Deals)The number of won deals.
Subsidiary LTV (Last Rollup)The date and time of the last refresh.

The layout is shared across Company records. You do not need to save a separate layout for each company. Check Last Rollup before using the figures in an account review.

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On this Company, show Subsidiary LTV Revenue, Margin, Won Deals, and Last Rollup. Report any blank values as missing.

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