The Universal Containers sales team wants a visual way to manage their opportunity pipeline that allows them to see all deals at once, track progress through sales stages, and quickly move…

Question

Options

• ASet up opportunity reports with chart components and stage-based grouping.
• BCreate a custom dashboard with opportunity pipeline charts and stage metrics.
• CUse the Kanban view for opportunities with card fields and drag-and-drop functionality.
• DConfigure opportunity list views with custom filters and summary fields.

• A
  9% (4)
• B
  2% (1)
• C
  73% (32)
• D
  16% (7)

Explanation

Kanban view (C) is the right fit because it provides a visual, column-based layout where each column represents a sales stage, allowing reps to see all opportunities simultaneously and drag cards between stages to advance deals - directly satisfying all three stated requirements in one native feature.

Why the others fall short:

• A (Reports with charts) - Reports are read-only analytical snapshots; you cannot move opportunities forward from a report.
• B (Dashboard with pipeline charts) - Dashboards display aggregated metrics for monitoring trends but offer no direct record interaction or drag-and-drop capability.
• D (List views with filters) - List views show records in a table format and support inline editing, but they don't provide the visual stage-by-stage pipeline layout described.

Memory tip: Think "Kanban = physical card wall." Just as a sales team might pin sticky notes across columns on a whiteboard and physically move them forward, Kanban view replicates that experience digitally - if the question mentions visual, all at once, and move forward, that's your Kanban signal.

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