Visualizing Open Opportunities by Account Location

C

To visualize all open opportunities based on the location of the related Account, the recommended solution for a consultant is Option C: Using Salesforce Maps, configure a Data Layer showing open opportunities.

Here's a detailed explanation for this choice:

A. Creating a dashboard that uses a report grouping opportunities by Account (Option A) is a valid approach for analyzing opportunities by account. However, it does not specifically address the requirement of visualizing opportunities based on the location of the related Account.

B. Enabling Location Services and adding the Account Address field to the Opportunity page layout (Option B) can help capture and display the address information, but it does not provide a direct way to visualize opportunities based on location. It focuses more on capturing and displaying address details within the Opportunity records.

C. Using Salesforce Maps, configuring a Data Layer showing open opportunities (Option C) is the recommended solution. Salesforce Maps is a geolocation mapping solution provided by Salesforce that allows users to visualize data on a map and perform various spatial analysis. By configuring a Data Layer in Salesforce Maps, you can plot open opportunities based on their related Account's location on a map. This solution provides a visual representation of opportunities distributed across different locations, enabling sales managers to quickly identify geographical patterns and make data-driven decisions.

D. Using Tableau CRM and importing a data lens with the State and City for all opportunities (Option D) is a viable option for creating interactive visualizations. However, it requires additional configuration and setup in Tableau CRM. While Tableau CRM offers powerful analytics capabilities, it may not be the most straightforward solution for visualizing opportunities based on Account location compared to Salesforce Maps.

Considering the specific requirement of visualizing opportunities based on the location of the related Account, Option C is the most appropriate recommendation.