How should an administrator support a finance team that is trying to use Opportunity data to keep an eye on their pipeline rather than manually calculating anticipated income for the quarter?

The correct answer is B. Set up collaborative forecasting to view quota against the open pipeline. To help the finance team use Opportunity data to keep an eye on their pipeline without manually calculating anticipated income for the quarter, the administrator should set up collaborative forecasting. Collaborative forecasting allows users to view quota against open pipeline…

Sales Cloud and Service Cloud Applications

Question

Options

ARun a report at the end of each quarter to update the finance team on pipeline status.
BSet up collaborative forecasting to view quota against the open pipeline.
CCreate a custom Forecasting object to inform the finance team on the status of deals.
DShow the finance team how to use the Opportunity Kanban List View.

How the community answered

(49 responses)

A
4% (2)
B
76% (37)
C
6% (3)
D
14% (7)

Explanation

To help the finance team use Opportunity data to keep an eye on their pipeline without manually calculating anticipated income for the quarter, the administrator should set up collaborative forecasting. Collaborative forecasting allows users to view quota against open pipeline and make adjustments based on changing business conditions.

Topics

#collaborative forecasting#pipeline management#quota tracking#opportunity management

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