SALESFORCE-ASSOCIATE · Question #64
A VP of sales is requesting an easy-to-understand visual representation of accounts and opportunities that have been worked on by the sales agents in the current quarter in order to identify trends, s
The correct answer is B. Create a dashboard.. Dashboards are the correct tool because they display visual representations of data (charts, gauges, tables, metrics) pulled from underlying reports, making it easy for executives to identify trends and measure performance at a glance. List views show raw tabular data without vis
Question
A VP of sales is requesting an easy-to-understand visual representation of accounts and opportunities that have been worked on by the sales agents in the current quarter in order to identify trends, sort data, and measure the impact of their activities. What is recommended to meet these requirements?
Options
- ACreate a list views.
- BCreate a dashboard.
- CCreate a custom tab.
How the community answered
(68 responses)- A9% (6)
- B74% (50)
- C18% (12)
Explanation
Dashboards are the correct tool because they display visual representations of data (charts, gauges, tables, metrics) pulled from underlying reports, making it easy for executives to identify trends and measure performance at a glance. List views show raw tabular data without visualization and cannot aggregate trends across records. Custom tabs are navigation elements used to access objects or web pages, not for data visualization or analysis.
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