Recommended Visual Progress Tracker for Inside Sales Team

C

To meet the requirement of providing a visual way for the inside sales team at Cloud Kicks to see their progress for the year, the consultant should recommend option C: Set up a dashboard with the KPI reports.

Here's a detailed explanation for each answer choice:

A. Install a KPI Tracker app from the AppExchange: Installing a KPI Tracker app from the Salesforce AppExchange could be a viable option. However, without specific information about the available apps and their features, it is difficult to determine whether this option would meet Cloud Kicks' requirements. The question does not provide any additional details or constraints that would justify choosing this option over others.

B. Modify a report based on KPIs: Modifying a report based on KPIs is a potential option. However, reports are typically tabular in nature and may not provide the visual representation required to track progress visually over time. While it is possible to create charts or graphs within a report, a more comprehensive solution may be necessary to meet the requirement of visualizing the team's progress for the year.

C. Set up a dashboard with the KPI reports: Setting up a dashboard with the KPI reports is the recommended option. Dashboards provide a consolidated and visual representation of data from multiple reports and other components. They allow users to track key metrics and monitor progress in real-time. By creating a dashboard that includes the KPI reports, the inside sales team at Cloud Kicks can easily visualize their progress for the year at a glance. This option aligns with the requirement of having a visual way to see the team's progress.

D. Set up a Path based on the KPIs: Setting up a Path based on the KPIs is not the most suitable option to meet the requirement. Paths in Salesforce are typically used to guide users through predefined stages or steps in a business process, such as a sales process. While KPIs are important metrics to track, they are not typically associated with guiding users through specific stages. Therefore, setting up a Path would not provide an effective visual representation of the team's progress for the year.

In summary, the consultant should recommend option C: Set up a dashboard with the KPI reports. This option allows the inside sales team at Cloud Kicks to visualize their progress for the year effectively, as dashboards provide a consolidated and visual representation of data from multiple reports and other components.