Salesforce Administrator — Question 162

The Director of Sales wants a report that shows the Opportunity pipeline for the current and next fiscal quarters. This report should be grouped by Sales Rep and
Opportunity Stage. Which report format would you use to create this custom report?

Answer options

• A. The Summary Report
• B. The Tabular Report
• C. Matrix Report.

Correct answer: A

Explanation

The Summary Report is the correct choice as it allows for grouping data by multiple fields, such as Sales Rep and Opportunity Stage, which is needed for this scenario. The Tabular Report, while useful for simple lists, does not support grouping, and the Matrix Report is more suited for cross-tabulation analysis rather than the specific grouping required here.