The Director of Sales wants a report that shows the Opportunity pipeline for the current and next fiscal quarters.
This report should be grouped by Sales Rep and Opportunity Stage.
Which report format would you use to create this custom report?
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A. B. C.A.
To create a custom report that shows the Opportunity pipeline for the current and next fiscal quarters, grouped by Sales Rep and Opportunity Stage, the best report format to use would be the Matrix Report.
A Matrix Report is a report format that allows you to group and summarize data by both rows and columns, similar to a pivot table. It provides a comprehensive view of data with different grouping options and displays summary data in a grid-like format. This report format is useful when you need to display data from multiple objects, or when you need to display data in a summary format with multiple levels of grouping.
In this scenario, we need to group the data by Sales Rep and Opportunity Stage, which can be easily accomplished using a Matrix Report. The Sales Reps will be displayed as rows, while the Opportunity Stages will be displayed as columns. The report will then display the total amount of Opportunities in each stage for each Sales Rep.
Additionally, the report needs to show the pipeline for the current and next fiscal quarters. This can be achieved by creating a filter on the report to show only Opportunities that are expected to close in the current and next fiscal quarters.
Therefore, the correct answer to this question would be C. Matrix Report.