The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly.
What should be recommended?
Schedule a custom forecast report to run weekly and store the results in a custom report folder.
Create a reporting snapshot to run weekly and store the results in a custom object.
Create a reporting snapshot to run daily and store the results in a custom object.
Schedule a custom forecast report to run daily and store the results in a custom report folder.
Correct answer: B
Question 2
Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted.
How can these requirements be met?
Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull the value from the Contact object.
Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object.
Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two fields for conversion. Use a trigger to update the Contact field with the Account value.
Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull the value from the Account object.
Correct answer: D
Question 3
The sales management team of Universal Containers has noticed that opportunities are taking longer to close.
Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days.
Which two reporting tools can the sales management team leverage to help determine the cause? (Choose two.)
Dashboard of month-over-month trend of lead conversions