QuestionQ13

Sales Cloud Applications

How can an administrator support a finance team that wants to use Opportunity data to monitor its pipeline instead of manually calculating expected income for the quarter?

  • A Set up collaborative forecasting to view quota against the open pipeline.
  • B Show the finance team how to use the Opportunity Kanban List View.
  • C Create a custom Forecasting object to inform the finance team on the status of deals.
  • D Run a report at the end of each quarter to update the finance team on pipeline status.
Explanation

Collaborative Forecasting uses Opportunity-based pipeline data to manage revenue forecasts and compare open pipeline with quota attainment. It provides the ongoing, forward-looking visibility needed to estimate quarterly income without manual calculations.

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