Dashboard for Forecast by Product Family with Quotas

B

To show a dashboard with forecasts by product family with quotas in Salesforce, a consultant should recommend the following option:

A. Build a joined report with closed opportunities, forecasting items, and quotas.

Explanation: A joined report combines data from multiple report types into a single report, providing a comprehensive view of different data sets. In this case, to display a dashboard with forecasts by product family with quotas, a joined report is the most appropriate choice. The joined report should include closed opportunities, forecasting items, and quotas.

Closed opportunities: Including closed opportunities in the joined report ensures that you have accurate data on the sales that have been successfully closed.

Forecasting items: Forecasting items refer to the individual products or product families that are included in the sales forecasts. Including forecasting items in the joined report allows you to analyze the forecasts specific to each product or product family.

Quotas: Quotas represent the targets or goals set for sales representatives or teams. Including quotas in the joined report enables a comparison between the actual forecasts and the set targets, providing insights into performance and goal attainment.

By building a joined report with these three components, the consultant can create a comprehensive view of the forecast by product family with quotas. The joined report can then be used as a source for creating a dashboard that visualizes this information in a meaningful and easily understandable way.

Option B, creating an analytic snapshot, may not be the best choice in this scenario as it is more suitable for capturing historical data and trending analysis rather than real-time forecasting. Option C suggests customizing quotas with a product report, but it does not address the need for closed opportunities and forecasting items. Option D, building a custom report type with forecasting quotas and forecasting items, is not necessary as a joined report can fulfill the requirements without the need for custom report types.

Therefore, option A is the most appropriate recommendation for displaying a dashboard with forecasts by product family with quotas.