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Question 293 - Certified Sales Cloud Consultant discussion

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The Cloud Kicks pipeline and forecasting reports are inaccurate because sales reps are creating opportunities after they are already closed won. Sales management wants visibility into how often the sales reps are creating these types of opportunities.

Which solution should the consultant recommend?

A.
implement automation to update the opportunity to the first stage in the sales process.
Answers
A.
implement automation to update the opportunity to the first stage in the sales process.
B.
Configure a report that displays opportunities that have an earlier dosed date than
Answers
B.
Configure a report that displays opportunities that have an earlier dosed date than
C.
Run the opportunity Pipeline line standard report to view the upcoming opportunities by stage.
Answers
C.
Run the opportunity Pipeline line standard report to view the upcoming opportunities by stage.
Suggested answer: B

Explanation:

To provide visibility into how often sales reps are creating opportunities after they are already closed won, the best solution is to configure a report that displays opportunities with a closed date earlier than the created date. This report will highlight any discrepancies where opportunities are being backdated, allowing sales management to monitor and address this issue directly.

Reporting on Opportunity History

Creating Reports to Monitor Sales Activities

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asked 23/09/2024
Sharos Ramcharan
21 questions
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