Universal Container's compensates its sales team based on their achievement of the company's sales revenue goals. The sales ops team needs to track the sales reps' performance against these goals.
How should the consultant meet the requirement?
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A. B. C. D.B
To meet the requirement of tracking the sales reps' performance against the company's sales revenue goals in Salesforce, the consultant should choose option B: Configure sales quotas and compare quota attainment on the forecast.
Option A: Configure custom objects and use automation to calculate and store attainment. This option suggests creating custom objects and automating the calculation and storage of attainment. While it is possible to build a custom solution using custom objects and automation, it is not the recommended approach in this case. Salesforce provides standard functionality to track and manage sales goals, making it unnecessary to create custom objects.
Option B: Configure sales quotas and compare quota attainment on the forecast. This option is the correct choice. Salesforce Sales Cloud provides built-in functionality to configure sales quotas and track quota attainment. By setting up sales quotas for each sales representative and comparing their attainment against those quotas on the forecast, the sales ops team can effectively monitor the sales reps' performance. The forecast feature in Salesforce allows you to track and report on individual sales reps' progress toward their goals and provides visibility into their attainment.
Option C: Build automation to aggregate and report on revenue attainment from the User object. This option suggests building automation to aggregate and report on revenue attainment from the User object. While it is possible to create automation to calculate and report on revenue attainment from the User object, it is not the recommended approach. Salesforce provides standard objects and features designed specifically for tracking sales performance, such as the Opportunity object and the forecasting functionality.
Option D: Construct Opportunity Reports with custom formulas to show attainment. This option suggests using custom formulas in Opportunity Reports to display attainment. While it is possible to create custom formulas in reports to calculate attainment, it is not the most efficient or recommended approach. Salesforce provides standard functionality to track sales performance and generate reports, including the ability to calculate attainment based on quotas and forecasts.
In conclusion, option B is the most appropriate and recommended choice. By configuring sales quotas and comparing quota attainment on the forecast, the consultant can meet the requirement of tracking the sales reps' performance against the company's sales revenue goals effectively within Salesforce Sales Cloud.