Universal Containers' sales operations team needs to provide visibility on sales pipeline changes on a monthly basis.
How should the consultant meet this requirement?
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A. B. C. D.C
To meet the requirement of providing visibility on sales pipeline changes on a monthly basis for Universal Containers' sales operations team, the consultant can consider the following options:
A. Create an Opportunity History report for open pipeline Opportunities in a given date range: This option involves creating an Opportunity History report that focuses on open pipeline opportunities within a specific date range. The report would provide a historical view of changes made to opportunities over time. However, it's important to note that this option may not necessarily provide a comprehensive view of the sales pipeline changes specifically on a monthly basis.
B. Create training on how to use date filters on reports to compare pipeline for different date ranges: This option involves providing training to the sales operations team on how to utilize date filters on reports. By using these filters, team members can compare the sales pipeline for different date ranges, including monthly comparisons. This option emphasizes empowering the team to generate and analyze reports independently.
C. Create a sales pipeline dashboard that includes filters for Opportunity date ranges: This option involves creating a sales pipeline dashboard that provides a visual representation of the sales pipeline changes. The dashboard would include filters for opportunity date ranges, allowing users to specify the monthly time frame they want to analyze. This option offers a convenient and visually appealing way to track and monitor monthly sales pipeline changes.
D. Create a custom pipeline date range field and display it on the Forecasting tab: This option involves creating a custom pipeline date range field that can be added to the Forecasting tab in Salesforce. This field would allow sales team members to specify the relevant date range for their pipeline, such as monthly time frames. By displaying this field on the Forecasting tab, users can easily access and update the pipeline data within the desired date range.
In terms of the most suitable option, it depends on the specific requirements and preferences of Universal Containers' sales operations team. Option C, creating a sales pipeline dashboard with filters for opportunity date ranges, seems to be the most comprehensive and user-friendly choice. It provides a visually appealing interface and allows users to analyze the sales pipeline changes on a monthly basis. However, it's essential to consider the specific needs and preferences of the team before making a final decision.