A sales manager at Adventure Works wants to predict the total revenue for the next quarter based on the current pipeline. The organization uses a standard sales process with stages. You need to set up a forecast that shows expected revenue by salesperson. What should you do?

Use a Power BI report to calculate the sum of open opportunities and share it with the team.

Create a goal for each salesperson and manually update the actual revenue each week.

Create a custom dashboard that lists all opportunities and their estimated revenue.

Create a forecast from a template that uses the opportunity pipeline and assign it to the sales team.

A sales manager at Fabrikam has a goal that tracks the number of calls made by each salesperson. The goal was created with a target of 100 calls per month, but the manager wants to change the target to 150 calls per month. The goal has been active for two weeks and has already rolled up some actuals. You need to update the target. What should you do?

Delete the goal and recreate it with the new target.

Change the goal metric to use a different field for the target.

Open the goal and change the target value to 150, then save the goal.

Modify the rollup query to include more calls in the actual.

A sales organization wants to implement forecasting quickly and consistently across multiple sales teams. They want to use a standard set of forecast columns and periods. You need to minimize configuration effort while ensuring consistency. What should you do?

Configure a goal for each team and use the goal rollup as a forecast.

Create a forecast from a predefined template that matches the sales process.

Create a new forecast from scratch for each sales team.

Use a shared Excel workbook to track forecasts for all teams.

A sales manager at Fabrikam notices that the quarterly revenue goal for the sales team is showing a target of $500,000, but the approved target is $750,000. The goal was created two weeks ago and has not yet been rolled up. You need to correct the target. What should you do?

Change the goal metric's target field to a different field and then adjust the value.

Modify the rollup query to include additional records that would increase the target.

Open the goal, change the target value to $750,000, and save the goal.

Delete the goal and recreate it with the correct target.

Microsoft Certified:Dynamics 365 Customer Experience Analyst Associate

Domain 1Objective 3

Configure Goals and Forecasting MB-280 Practice Questions (Page 2)

Part of the Implement Dynamics 365 Sales domain, which accounts for 30–35% of the MB-280 exam. Microsoft does not publish an official question count, but from its 100-minute exam (~40–65 total, ~12–23 in this domain), expect 2–5 from this objective — we provide 22 practice questions to prepare you well beyond it. (estimate)

22questions here

5free pages

5concepts

30–35%of the exam

Questions 6–10

6application · medium
A sales manager at Adventure Works wants to predict the total revenue for the next quarter based on the current pipeline. The organization uses a standard sales process with stages. You need to set up a forecast that shows expected revenue by salesperson. What should you do?
Select an answer first
7application · easy
A sales manager at Fabrikam has a goal that tracks the number of calls made by each salesperson. The goal was created with a target of 100 calls per month, but the manager wants to change the target to 150 calls per month. The goal has been active for two weeks and has already rolled up some actuals. You need to update the target. What should you do?
Select an answer first
8application · easy
A sales organization wants to implement forecasting quickly and consistently across multiple sales teams. They want to use a standard set of forecast columns and periods. You need to minimize configuration effort while ensuring consistency. What should you do?
Select an answer first
9application · easy
A sales manager at Fabrikam notices that the quarterly revenue goal for the sales team is showing a target of $500,000, but the approved target is $750,000. The goal was created two weeks ago and has not yet been rolled up. You need to correct the target. What should you do?
Select an answer first
10foundation · easy
Which component of a goal determines the data source and filter criteria for calculating actual revenue?
Select an answer first

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Configure Goals and Forecasting MB-280 Practice Questions (Page 2)

Questions 6–10

A sales manager at Adventure Works wants to predict the total revenue for the next quarter based on the current pipeline. The organization uses a standard sales process with stages. You need to set up a forecast that shows expected revenue by salesperson. What should you do?

A sales organization wants to implement forecasting quickly and consistently across multiple sales teams. They want to use a standard set of forecast columns and periods. You need to minimize configuration effort while ensuring consistency. What should you do?

A sales manager at Fabrikam notices that the quarterly revenue goal for the sales team is showing a target of $500,000, but the approved target is $750,000. The goal was created two weeks ago and has not yet been rolled up. You need to correct the target. What should you do?

Which component of a goal determines the data source and filter criteria for calculating actual revenue?

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