What should the consultant do to meet the requirement?
Cloud Kicks maintains products and price books on an external platform due to the high frequency of product pricing changes. Sales managers want to monitor pipeline by sales rep and track team revenue to goal in Sales Cloud.
What should the consultant do to meet the requirement?
A . Implement Opportunity Teams and Opportunity Splits.
B . Create reports on closed Opportunities.
C . Use Opportunities and enable Forecasts.
Answer: C
Explanation:
To monitor pipeline and track team revenue to goal, using Opportunities with Salesforce Forecasts is the best approach. Opportunities enable tracking of individual deals, while Forecasts provide a consolidated view of expected revenue, allowing sales managers to view progress toward goals by rep, team, or other criteria. This configuration supports both pipeline monitoring and revenue goal tracking, which aligns with CK’s requirements.
While Opportunity Teams and Opportunity Splits are useful for revenue sharing and tracking
contributions on specific deals, they do not offer the comprehensive goal-tracking functionality that
Forecasts provide. Creating reports on closed Opportunities is helpful but lacks the real-time
forecasting capabilities required.
Salesforce Documentation
Reference: Sales Forecasting in Salesforce
Using Opportunities with Forecasts
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