Sales Rep Performance Trending Report

Sales Rep Performance Trending

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Question

The Director of Sales wants a report that shows the trending performance of his sales reps.

He would like to see the trend by month, with a review of the previous 6 months.

Which report format would you use to create this custom report?

Answers

Explanations

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A. B. C.

C.

To create a report that shows the trending performance of sales reps by month and with a review of the previous 6 months, we would want to use a report format that allows us to display data in a summarized format.

The Tabular report format would display data in rows and columns, making it useful for displaying detailed data such as a list of records. However, it would not be the best option for displaying trended data since it does not allow for grouping data by month.

The Summary report format is a better option as it allows for grouping data by specific criteria, such as month or sales rep, and displaying summarized data such as totals and averages. In this case, we would group the data by month and display a summary of the sales performance for each sales rep for the past 6 months.

However, the best option for this specific report would be the Matrix report format. This report format allows for grouping data by both rows and columns, making it ideal for displaying trended data over time. In this case, we would group the data by sales rep and month, with each column representing a specific month and each row representing a specific sales rep. This would allow us to easily see the trended performance of each sales rep over the past 6 months.

Therefore, the correct answer is C. Matrix Report.