Salesforce Certified Sales Cloud Consultant — Question 22

What should a consultant recommend to show a dashboard with forecast by product family with quotas?

Answer options

• A. Build a joined report with closed opportunities, forecasting items, and quotas.
• B. Create an analytic snapshot to capture the opportunity forecast.
• C. Customize quotas with product report, and add necessary fields.
• D. Build a custom report type with forecasting quotas and forecasting items.

Correct answer: D

Explanation

The correct answer is D because building a custom report type allows for a tailored view that includes both forecasting quotas and forecasting items, which is essential for the dashboard. Option A is incorrect as a joined report may not provide the necessary customization for forecasting needs, while B focuses on capturing data rather than displaying it, and C does not directly pertain to the creation of a dashboard.