Cloud Kicks is concerned that the sales team is taking longer to close Opportunities each month is comparison to the same time last year. The VP Sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results. Which two actions should the Consultant take to create a solution? Choose 2 answers

A.

Schedule an analytic snapshot of the Opportunity object to run monthly.

B.

Create a custom Opportunity report using custom formula fields for the stage closed/won.

C.

Create a dashboard component; schedule the dashboard to refresh monthly.

D.

Create a report based on the Opportunity snapshot.

E.

Schedule an analytic snapshot of the Opportunity history object run monthly.

Question

Business

Rory

17 January, 13:54

Cloud Kicks is concerned that the sales team is taking longer to close Opportunities each month is comparison to the same time last year. The VP Sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results. Which two actions should the Consultant take to create a solution? Choose 2 answers

A.

Schedule an analytic snapshot of the Opportunity object to run monthly.

B.

Create a custom Opportunity report using custom formula fields for the stage closed/won.

C.

Create a dashboard component; schedule the dashboard to refresh monthly.

D.

Create a report based on the Opportunity snapshot.

E.

Schedule an analytic snapshot of the Opportunity history object run monthly.

+2

Answers (1)

Know the Answer?

Monserrat Keller · Answer 1

Options B. Create a custom Opportunity report using custom formula fields for the stage closed/won.

C. Create a dashboard component; schedule the dashboard to refresh monthly.

Explanation:

In order to create a solution, the salesman must take a range of proactive approaches. For example, he must ensure that there is a flow in the supply chain. Thus, the sales person can take the two basic approaches:

Create a custom Opportunity report using custom formula fields for the stage closed/won. Create a dashboard component; schedule the dashboard to refresh monthly.

These approaches would enhance the customer contact and result in many closed sales.