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Question 105 - Certified Sales Cloud Consultant discussion

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Universal Containers has implemented Salesforce for all of its sales associates. All Sales associates are required to select the win or loss status every dosed Opportunity. Managers like to measure the win ratio for all of the sales associates.

How should a consultant meet the requirement?

A.
Build a custom report on Opportunity with custom summary formulas to show win/loss ratio.
Answers
A.
Build a custom report on Opportunity with custom summary formulas to show win/loss ratio.
B.
Create a custom formula held on Opportunity to capture the win ratio for Opportunities.
Answers
B.
Create a custom formula held on Opportunity to capture the win ratio for Opportunities.
C.
Ensure that all managers have access to the standard Win/Loss report.
Answers
C.
Ensure that all managers have access to the standard Win/Loss report.
D.
Build a custom lightning component to show the win ratio based on won Opportunities.
Answers
D.
Build a custom lightning component to show the win ratio based on won Opportunities.
Suggested answer: A

Explanation:

Building a custom report on Opportunity with custom summary formulas to show win/loss ratio is the best way to meet the requirement of measuring the win ratio for all of the sales associates. A custom report is a report that can be created and customized by users based on their needs and preferences. A custom summary formula is a formula that can be added to a report to calculate values based on the report data, such as sums, averages, percentages, etc. A win/loss ratio is a metric that measures the percentage of closed won Opportunities out of all closed Opportunities. By creating a custom report on Opportunity with a custom summary formula that calculates the win/loss ratio, managers can easily see the performance of their sales associates.

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asked 23/09/2024
FARIZA MANNAN
39 questions
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