Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity forecast by Product family with team quotas. Which solution should a Consultant recommend?
A.
Create a joined report with closed Opportunities, forecasting items, and quotas.
B.
Create a custom report type with forecasting quotas and items.
C.
Configure quotas with a product report and add necessary fields.
D.
Configure an analytic snapshot to capture the Opportunity forecast and quotas.
setup --> reporting and dashboard --> report types --> create new
Pri Obj: f/cast quota
Sec Obj: only option is f/cast Items
Hence B is correct, it says 'forecasting quotas and items'
According to chatGPT:
A. Create a joined report with closed Opportunities, forecasting items, and quotas:
While joined reports can combine data from different report types, they may not provide the level of customization and structure needed for specific forecasting and quota-related reporting.
Is B correct? What's wrong with A? teach me please.
upvoted 2 times
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