Project Name
How a Manufacturing Firm Improved Defect Tracking by 60% Using RollUp Magic
A well-established manufacturing firm operating multiple production units and managing vast supplier and inventory databases through Salesforce faced increasing complexity in monitoring operations. With high data volume across production defects, inventory flow, and supplier performance, the firm struggled to maintain accuracy, visibility, and speed in reporting—leading to delayed insights and inconsistent metrics.
To resolve these gaps, the firm implemented RollUp Magic, a no-code Salesforce roll-up summary tool, to automate calculations, reduce manual effort, and drive performance clarity across departments.
-
Manual Inventory Value Calculations
Teams had to rely on spreadsheets and manual data entry to track real-time inventory worth, leading to delays and inaccuracies. -
Difficulty in Summarizing Production Defects
Defective item data scattered across production batches made it hard to identify patterns or evaluate product quality metrics effectively. -
Fragmented Supply Chain Visibility
Supplier delivery times and quality metrics were not easily accessible in one view, leading to gaps in vendor performance insights. -
Data Fragmentation Across Departments
The firm handled large volumes of data across inventory and supplier systems. Without an automated way to roll up this data, teams faced challenges accessing real-time, consistent metrics slowing down defect tracking, inventory visibility, and supply chain insights.
With RollUp Magic, the manufacturing firm enabled advanced, real-time roll-up summaries within Salesforce without writing a single line of code.
-
Defective Item Roll-Ups
Rolled up defective item counts from batch-level child records to production orders—providing QA teams with instant visibility into defect trends. -
Inventory Flow Metrics
Automatically calculated total and real-time inventory values from warehouse records to higher-level dashboards streamlining inventory audits and financial forecasting. -
Supplier Performance Monitoring
Rolled up delivery times, delays, and compliance metrics from individual shipment records to supplier accounts facilitating transparent vendor comparisons. -
Data Fragmentation Across Departments
Automatically rolled up fragmented data from inventory and supplier systems into unified, real-time dashboards eliminating silos and enabling faster, data-driven decisions across departments.
-
60% Improvement in Defect Tracking
Faster and more accurate defect aggregation helped identify recurring quality issues early in the production cycle. -
Real-Time Inventory Summaries
Live updates and value roll-ups eliminated the need for offline reconciliation and manual reports. -
Streamlined Supplier Analytics
Vendor data roll-ups allowed the procurement team to track performance, SLAs, and make informed sourcing decisions.
By implementing RollUp Magic, this manufacturing firm turned its Salesforce system into a real-time operational command center. From inventory to production and procurement, every process became more transparent, measurable, and efficient—without relying on code-heavy custom solutions.For manufacturers seeking Salesforce automation, defect analysis, and data clarity, RollUp Magic delivers measurable results—fast.
Want to Turn Salesforce into a Smart Factory Control Hub?
