Streamlining Reports and Dashboards for Universal Containers' Sales Reps

C

To address the issue raised by Universal Containers' (UC) sales reps regarding the overwhelming number of unrelated reports and dashboards, a consultant should recommend the use of dashboard filters (Option C) to solve this problem.

Dashboard filters provide a way to refine the data displayed in a dashboard, allowing users to focus on the specific information relevant to their roles. By applying filters, sales reps can customize the dashboards to display only the data that is important and meaningful to them, making it easier to find the information they need.

Here's a more detailed explanation of why dashboard filters are the appropriate solution:

1. Custom report types (Option A) may not be the best solution in this case. While custom report types allow for more flexibility in report creation and customization, they do not directly address the issue of overwhelming reports and dashboards. Custom report types are more useful for tailoring reports to specific business requirements, but they do not provide a mechanism to filter or prioritize existing reports and dashboards.

2. Enhanced folder sharing (Option B) is also not the most suitable solution for the stated problem. Enhanced folder sharing allows users to share reports and dashboards more effectively, but it does not directly address the issue of unrelated reports and dashboards. Even with enhanced sharing, sales reps would still face the challenge of sorting through numerous reports and dashboards that are not relevant to their roles.

3. Prioritizing private folders (Option D) may help in organizing and managing reports and dashboards, but it does not specifically address the issue of unrelated content. It only affects the visibility and access control of folders and does not provide a means to filter or personalize the content displayed in dashboards.

On the other hand, dashboard filters (Option C) provide a direct solution to the problem. By using dashboard filters, sales reps can customize the data displayed on their dashboards based on their specific requirements. They can select relevant criteria, such as specific products, regions, or time periods, to filter out unrelated information and focus on the data that matters to them. This feature empowers sales reps to personalize their dashboards and gain quick access to the most important insights, improving their productivity and efficiency.

In summary, the recommended solution to address the issue of unrelated reports and dashboards for Universal Containers is to utilize dashboard filters (Option C). This solution allows sales reps to customize their dashboards and filter out irrelevant data, enabling them to easily find the information that is important to their roles.