ADM-201 · Question #162
Ursa Major Solar is changing from quarterly sales performance reviews to monthly sales reviews. Which feature of Collaborative Forecasts allows an administrator to ensure that Collaborative…
The correct answer is B. Configure forecast types. To align Collaborative Forecasts with a change from quarterly to monthly sales performance reviews, an administrator must configure new or existing Forecast Types to use monthly periods.
Question
Ursa Major Solar is changing from quarterly sales performance reviews to monthly sales reviews. Which feature of Collaborative Forecasts allows an administrator to ensure that Collaborative Forecasting aligns with the company's new monthly sales performance review?
Options
- AEnable forecast rollups
- BConfigure forecast types
- CConfigure default forecast display
- DEnable forecast adjustments
How the community answered
(39 responses)- A8% (3)
- B74% (29)
- C3% (1)
- D15% (6)
Why each option
To align Collaborative Forecasts with a change from quarterly to monthly sales performance reviews, an administrator must configure new or existing Forecast Types to use monthly periods.
Enabling forecast rollups allows data to be aggregated up the forecast hierarchy, but it does not define the length of the forecast period itself.
Forecast Types define the specific criteria for how forecasts are structured, including the source object and fields, hierarchy, and critically, the forecast period (e.g., monthly, quarterly, or yearly). To change from quarterly to monthly reviews, the administrator must configure or adjust a forecast type to use monthly periods.
Configuring the default forecast display only changes how the forecast data is presented to users (e.g., table vs. chart), not the underlying period structure or calculation logic.
Enabling forecast adjustments allows sales managers to manually modify forecast amounts, which is unrelated to changing the forecast period from quarterly to monthly.
Concept tested: Collaborative Forecasts periods
Source: https://help.salesforce.com/s/articleView?id=sf.forecasts3_enable_configure.htm&type=5
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