Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to know which territory has the most closed deals in a month. The territory hierarchy has three branches with child territories, with forecast managers assigned to a few of them.
Which two actions can forecast managers perform? (Choose two.)
Click on the arrows to vote for the correct answer
A. B. C. D. E.CD
In the given scenario, Cloud Kicks has enabled territory forecasts to analyze and compare expected revenue among sales territories. The territory hierarchy consists of three branches with child territories, and forecast managers have been assigned to some of these territories. As forecast managers, they have certain actions they can perform. Let's go through each answer choice to determine the correct options.
A. They can share their forecast with any external user. This answer choice states that forecast managers can share their forecast with any external user. However, according to the scenario, it does not mention any capability for forecast managers to share their forecast with external users. Therefore, this answer choice is not correct.
B. They can add territories to the hierarchy. This answer choice states that forecast managers can add territories to the hierarchy. It implies that forecast managers have the authority to modify and update the territory hierarchy. This action allows them to adapt the hierarchy structure as per the organization's needs. It involves adding new territories and adjusting the hierarchy accordingly. Therefore, this answer choice is correct.
C. They can see all of their territory forecasts in a single-page summary view. This answer choice states that forecast managers can view all of their territory forecasts in a single-page summary view. This capability enables forecast managers to have an overview of all the territories they are responsible for, their respective forecasts, and a consolidated view of the performance. This helps them analyze and compare the expected revenue among the territories effectively. Therefore, this answer choice is correct.
D. They can share their forecast with any Salesforce user. This answer choice states that forecast managers can share their forecast with any Salesforce user. However, the scenario does not specify that forecast managers have the ability to share their forecast with other Salesforce users. Therefore, this answer choice is not correct.
E. They can share their summary view with any Salesforce user. This answer choice states that forecast managers can share their summary view with any Salesforce user. It suggests that forecast managers can distribute their summarized view of territory forecasts to other Salesforce users within the organization. This action facilitates collaboration and information sharing among Salesforce users, helping them align their efforts and make informed decisions based on the consolidated summary. Therefore, this answer choice is correct.
Based on the analysis above, the two correct actions that forecast managers can perform are:
B. They can add territories to the hierarchy. E. They can share their summary view with any Salesforce user.