Sales Leader Board: Creating a Leader Board for Closed Won Opportunities by Sales Rep

Correct Answer: B

Use summary type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner.

Summary reports with no groupings show as tabular reports on the report run page.

Option A is incorrect because a metric component displays a single value in a dashboard just the value and its title.

Options C and D are incorrect because tabular report simply consists of an ordered set of fields in columns, with each matching record listed in a row.

While easy to set up, they can't be used to create groups of data and there are limits on how you can use them in dashboards

References:

Correct Answer: B

Use summary type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner.

Summary reports with no groupings show as tabular reports on the report run page.

Option A is incorrect because a metric component displays a single value in a dashboard just the value and its title.

Options C and D are incorrect because tabular report simply consists of an ordered set of fields in columns, with each matching record listed in a row.

While easy to set up, they can't be used to create groups of data and there are limits on how you can use them in dashboards

References:

The best approach to create a sales leader board showing all the closed won opportunities by sales rep would be to use a summary report with the table component. This approach allows for easy visualization of data and provides the ability to sort by various criteria such as sales rep or closed won opportunities.

A summary report is a report that summarizes the data based on specified fields, grouped by specific criteria, and presents them in a summarized format. This type of report works well for displaying aggregate data like total revenue or total number of opportunities.

The table component is ideal for displaying data in tabular format, which allows for easy sorting, filtering, and grouping. It displays data in rows and columns, making it easy to read and analyze.

A tabular report is a type of report that displays all data in a table format. It provides more details on the data than a summary report and is useful for analyzing data in detail.

While a chart component can be useful for visualizing data, it may not provide the level of detail needed to create a sales leaderboard. Therefore, a tabular report with the table component is the best approach for this scenario.