Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity forecast by Product family with team quotas.
Which solution should a Consultant recommend?
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A. B. C. D.B
To show reports and dashboards with Opportunity forecast by Product family with team quotas for Cloud Kicks sales managers, the recommended solution would be:
Option D: Configure an analytic snapshot to capture the Opportunity forecast and quotas.
Explanation: An analytic snapshot is a feature in Salesforce that allows you to take a snapshot of data at a specific time and store it for reporting and historical analysis purposes. In this case, configuring an analytic snapshot would be the most suitable solution to capture the Opportunity forecast and quotas.
By configuring an analytic snapshot, you can schedule periodic updates to capture the necessary data related to Opportunity forecast and quotas. This data can then be stored in a custom object, which can be used to create reports and dashboards.
The advantages of using an analytic snapshot are as follows:
Data capturing: The analytic snapshot will capture the Opportunity forecast and quotas data at regular intervals, ensuring that you have the most up-to-date information for reporting purposes.
Historical analysis: The captured data can be used for historical analysis, allowing sales managers to track performance trends over time and make informed decisions based on past data.
Report and dashboard creation: Once the data is captured in the custom object through the analytic snapshot, you can create reports and dashboards using Salesforce's reporting and dashboarding tools. This will enable sales managers to view Opportunity forecast by Product family alongside team quotas in a visually appealing and easily understandable format.
While the other options may have some merits, they do not provide the same level of flexibility and scalability as configuring an analytic snapshot. Option A suggests creating a joined report, which can be complex and may not provide the desired level of granularity for reporting. Option B suggests creating a custom report type, which may not capture the necessary data elements required for Opportunity forecast and quotas. Option C suggests configuring quotas with a product report, which may limit the flexibility to include other relevant information.
Therefore, option D, configuring an analytic snapshot to capture the Opportunity forecast and quotas, is the most suitable solution for this scenario.