Exam Certified Sales Cloud Consultant topic 1 question 82 discussion

B. Create a custom report type with forecasting quotas and items Explanation: To meet the requirement of showing Opportunity forecast by Product family with team quotas, the best approach is to create a custom report type that includes forecasting items (which track forecasts for products and product families) and quotas (team or individual goals). Custom Report Type with Forecasting Quotas and Items: A custom report type allows sales managers to combine data from the Forecasting module (like product family forecasts) and quota data in a single report. This approach ensures flexibility in reporting and aligns with Salesforce’s forecasting capabilities. Why the Other Options Are Incorrect: A is wrong: Joined reports are useful for combining data from multiple report types, but they do not inherently support combining forecasting items and quotas in the same way as a custom report type tailored for this use case.

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'

"B" doesn't have forecast. It is "A".

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.