Which solution should the consultant recommend?

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 . Run the Opportunity Pipeline standard report to view the upcoming opportunities by stage.
B . Configure a report that displays opportunities that have an earlier closed date then created date.
C . Implement automation to update the opportunity to the first stage in the sales process.

View Answer

Answer: B

Explanation:

A report that highlights opportunities with a closed date earlier than the created date would directly address the issue of opportunities being created after they are already closed. This report helps sales management gain visibility into how frequently this occurs and enables them to identify patterns or specific reps who may need additional training or oversight.

While the Opportunity Pipeline report provides an overview of upcoming opportunities by stage, it does not specifically address discrepancies between created dates and closed dates. Automation to update the opportunity stage could help manage data integrity but does not provide the necessary visibility into how often opportunities are created late. Salesforce Documentation

Reference: Create Custom Reports on Opportunities

Understanding Opportunity Fields