Cloud Kicks needs to forecast monthly business deals that close as well as open opportunities on a weekly basis. The VP of sales asks the business analyst to review how the sales funnel is changing month over month.
Which two actions should the consultant take to meet this requirement? (Choose two.)
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A. B. C. D.AC
To meet the requirement of reviewing how the sales funnel is changing month over month for Cloud Kicks, the consultant should take the following two actions:
Configure a report snapshot to run weekly: A report snapshot is a feature in Salesforce that allows you to capture the data from a report at a specific point in time and store it for future reference. By configuring a report snapshot to run weekly, the consultant can capture the sales funnel data on a regular basis. This will provide a historical record of how the sales funnel is changing over time. The weekly frequency allows for more granular analysis and tracking of any fluctuations or trends in the sales funnel.
Create a custom object to store the results in: Creating a custom object will provide a dedicated space to store the results of the sales funnel analysis. The custom object can be tailored specifically to capture the relevant data points needed for the analysis, such as the number of deals closed, open opportunities, and any other key metrics. Storing the results in a custom object allows for easier tracking, reporting, and trend analysis over time. It also provides the flexibility to add additional fields or functionalities as needed in the future.
Therefore, the two actions that the consultant should take are: A. Configure a report snapshot to run weekly. C. Create a custom object to store the results in.