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Salesforce Exam Sales Cloud Consultant Topic 2 Question 103 Discussion

Actual exam question for Salesforce's Sales Cloud Consultant exam
Question #: 103
Topic #: 2
[All Sales Cloud Consultant Questions]

Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas.

Which solution should a consultant recommend?

Show Suggested Answer Hide Answer
Suggested Answer: C

To show reports and dashboards with Opportunity Forecast by Product family with team Quotas, creating a custom report type that includes Forecasting Quotas and Forecasting Items is the recommended solution. This custom report type allows sales managers to generate detailed reports that combine information about forecasted opportunities and the quotas set for the team, providing a comprehensive view of performance by product family.


Custom Report Types

Forecasting in Salesforce

by Tawna at Sep 16, 2024, 03:00 AM

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Dorthy
16 days ago
Option C sounds like the way to go, but I can't help but wonder if the consultants at Cloud Kicks are secretly trying to upsell the company on some fancy new reporting tools. Just a thought.
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Leonie
17 days ago
Haha, I feel like the sales managers at Cloud Kicks need a crystal ball to keep track of all these Opportunities and Quotas. Maybe they should just start a fortune-telling business on the side.
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Charlena
20 days ago
I'm with Dawne on this one. A Joined report seems like the simplest and most straightforward solution. Why make it more complicated than it needs to be?
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Lashonda
6 days ago
A) Configure Quotas with a Product family report and add necessary fields.
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Dawne
23 days ago
Hmm, I'm not sure. All the options sound reasonable, but I'm leaning towards option A. A Joined report with Opportunities, Forecasting Items, and Quotas could work well.
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Craig
2 days ago
I think creating a custom report type with Forecasting Quotas and Forecasting Items could be the way to go.
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Kimbery
14 days ago
Option A sounds good. Configuring Quotas with a Product family report seems like a solid choice.
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Nakita
2 months ago
But option A includes all the necessary fields we need for the report.
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Renea
2 months ago
Option B sounds good to me. Configuring Quotas with a Product family report and adding the necessary fields should do the trick.
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Corinne
16 days ago
Yeah, adding the necessary fields will definitely help with the Opportunity Forecast.
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Rochell
1 months ago
I agree, configuring Quotas with a Product family report seems like the right solution.
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Danica
1 months ago
Option B sounds good to me.
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Lenny
2 months ago
I think option C is the way to go. Creating a custom report type with Forecasting Quotas and Forecasting Items seems like the most comprehensive solution.
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Christiane
1 months ago
Let's go with option C then, it seems like the most comprehensive solution for our reporting requirements.
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Salena
1 months ago
I think option A could work too, but option C seems more tailored to our specific needs.
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Dorthy
1 months ago
Creating a custom report type would definitely give us the flexibility we need to display the data accurately.
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Craig
1 months ago
I agree, option C sounds like the best choice for showing Opportunity Forecast by Product family with team Quotas.
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Nakita
2 months ago
I think we should go with option A.
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Lachelle
2 months ago
I disagree, I believe option C is the best solution.
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