Revenue Trends Month Over Month | Salesforce Certified Administrator Exam CRT101

Build a Report for Revenue Trends Month Over Month | Salesforce Certified Administrator Exam CRT101

Question

Universal Container's CEO is planning for next year and wants to get more information on the revenue trends month over month.

Which report does she need to build to meet her requirement?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: D

Matrix reports give you the ability to group data by row and column.

It provides the data at a glance with the most detailed view.

Option A is incorrect because in the tabular report you cannot group the data.

Option B is incorrect because in summary report you can create any group of data.

It provides more option to organize the data, but you cannot view the data at a glance.

Option C is incorrect because you can't create Summary and Tabular reports grouped together.

Reference:

To meet the requirement of the CEO of Universal Container to get more information on the revenue trends month over month, a report needs to be built.

Out of the four report formats available in Salesforce, namely Tabular, Summary, Matrix, and Joined, the most appropriate report format for this requirement would be the Summary report.

The Summary report format allows the grouping of data based on a particular field, and in this case, the revenue data can be grouped by the month to show the revenue trends month over month.

The Summary report format also provides a grand total row that can show the total revenue generated for the entire year.

The Tabular report format, on the other hand, does not provide any grouping of data and only displays the raw data in a table format. It may not be the best option to show revenue trends month over month.

The Matrix report format provides a cross-tabulation view of data and can be useful to display data for different categories, such as product and region, but it may not be the most appropriate format for this requirement.

The Joined report format is used when we need to combine data from multiple reports. It is not relevant for this requirement.

Therefore, the report format that needs to be built to meet the CEO's requirement is a Summary report.