Which solution should a consultant recommend?

Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas.

Which solution should a consultant recommend?
A . Configure Quotas with a Product family report and add necessary fields.
B . Create a joined report with closed Opportunities, Forecasting Items, and Quotas.
C . Create a custom report type with Forecasting Quotas and Forecasting Items.

View Answer

Answer: C

Explanation:

To meet Cloud Kicks’ need for reports and dashboards showing Opportunity Forecast by Product Family alongside team Quotas, creating a custom report type that includes Forecasting Quotas and Forecasting Items is the most effective solution. This approach allows the sales managers to report on forecasts segmented by product family while also incorporating team quotas, providing a comprehensive view of performance against targets. Custom report types can pull data from multiple objects, enabling the creation of detailed and tailored reports that can feed into dashboards for easy tracking and visualization.

For more information on creating custom report types, refer to Salesforce documentation: Custom Report Types Guide.