Sales Management Tracking Recommendations

B

To meet the given requirements, a consultant should recommend using a combination of features in Salesforce. Let's go through each requirement and the recommended solution:

1. Open opportunities in the current Quarter by sales rep: To track open opportunities in the current quarter by sales rep, a consultant should recommend creating a summary report with cross filters (Option D). This type of report allows you to filter and summarize data based on specific criteria. In this case, you can filter opportunities that are open and within the current quarter. By grouping the report by sales rep, you can easily see the open opportunities for each individual.

2. Accounts that are current customers: To track accounts that are current customers, a consultant should recommend creating a dynamic dashboard (Option C). A dynamic dashboard allows you to display real-time data and filter it based on different criteria. You can create a dashboard component that shows a list of accounts and apply a filter to only display accounts with a specific status, such as "Current Customer." This way, the dashboard will always show the up-to-date list of current customers.

3. Open cases in the last quarter for open opportunities: To track open cases in the last quarter for open opportunities, a consultant should recommend creating a reporting snapshot (Option A). A reporting snapshot allows you to capture and store data at regular intervals, which can be useful for historical reporting. You can set up a reporting snapshot to capture open cases data on a regular basis and store it. Then, you can create a report that compares the stored snapshot data from the last quarter with the current open opportunities. This will give you the information about open cases related to open opportunities in the last quarter.

In summary, the recommended solutions are:

• Option D: Create a summary report with cross filters to track open opportunities in the current quarter by sales rep.
• Option C: Create a dynamic dashboard to track accounts that are current customers.
• Option A: Create a reporting snapshot to track open cases in the last quarter for open opportunities.

Note: Option B (Create a Joined report) is not the recommended solution for any of the given requirements. Joined reports are used to combine different report types or report blocks to create a single report, but they may not provide the necessary flexibility or data granularity for the specific requirements mentioned.