Cloud Kicks (CK) sells Formal and Athletic footwear lines. CK is using Product Families on Products to associate each product to its corresponding line. CK currently forecasts an Expected Revenue amount that combines all products together.
A consultant is assessing how CK can divide its forecasts by footwear line.
Which solution should the consultant recommend to improve CK's forecasts?
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A. B. C. D.B
To improve CK's forecasts by footwear line, the consultant should recommend option C: Configure a new Forecast Type on Opportunity grouped by Product Family.
Explanation: Option A: Making separate stages and sales processes for each Product Family would not provide an accurate representation of CK's forecasts by footwear line. Sales stages and processes are typically used to track the progress of an opportunity, not to divide forecasts by specific product families.
Option B: Configuring a new Forecast Type on Opportunity Product grouped by Product Family is not the best solution in this case. Forecast Type in Salesforce is used to define how revenue is forecasted, such as by opportunity stage or by product family. However, configuring it at the Opportunity Product level would not accurately reflect the overall forecast for each opportunity, as it would only show the forecast for individual products within the opportunity.
Option C: Configuring a new Forecast Type on Opportunity grouped by Product Family is the most suitable solution. By creating a new Forecast Type and grouping opportunities by Product Family, CK will be able to generate forecasts that specifically represent the expected revenue for each footwear line. This approach allows CK to aggregate the revenue across multiple products within each product family and provide a more accurate forecast by footwear line.
Option D: Using Flow to populate custom Formal and Athletic currency totals and then forecasting by these fields is not the most efficient approach. While it is possible to use Flow to calculate custom currency totals, it would require additional development effort and maintenance. Option C, on the other hand, leverages the existing Salesforce forecasting functionality without the need for custom development.
In conclusion, configuring a new Forecast Type on Opportunity grouped by Product Family (option C) is the recommended solution as it provides the most accurate and efficient way to divide CK's forecasts by footwear line.