A sales operations team needs to track how the total open pipeline value changes at the end of each month for the past 12 months. They currently have a summary report that shows the current pipeline. What should the consultant recommend?

Create a reporting snapshot of the summary report and schedule it to run monthly

Create a dashboard with a line chart and refresh it monthly

Use the report's built-in historical trending feature

Schedule the report to run monthly and email it to the team

A sales analyst needs a report that shows the total opportunity amount for each product family, broken down by quarter, with the ability to see the intersection of product and quarter. Which report format should be used?

Matrix report with Product Family as rows and Close Date (by quarter) as columns

Summary report grouped by Product Family, with a subtotal for each quarter

Joined report combining Product Family and Close Date

Tabular report with columns for Product Family and Close Date

SalesforceCertified Agentforce Sales Consultant

Domain 9Objective 1

Given a Set of Desired Metrics, Determine the Appropriate Report, Dashboard or Reporting Snapshot Solution. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 3)

Part of the SALES CLOUD ANALYTICS domain, which accounts for 8% of the AGENTFORCE-SALES-CONSULTANT exam.

17questions here

4free pages

6concepts

8%of the exam

Questions 11–15

11application · medium
A sales VP wants a dashboard that shows the current quarter's revenue against the quarterly target, with a clear visual indicator of whether the target is on track. Which dashboard component should be used?
Select an answer first
12application · medium
A sales operations team needs to track how the total open pipeline value changes at the end of each month for the past 12 months. They currently have a summary report that shows the current pipeline. What should the consultant recommend?
Select an answer first
13application · medium
A sales analyst needs a report that shows the total opportunity amount for each product family, broken down by quarter, with the ability to see the intersection of product and quarter. Which report format should be used?
Select an answer first
14foundation · easy
A sales manager wants to analyze opportunities that are stored in Salesforce. Which data source should be used to create a report?
Select an answer first
15foundation · easy
A sales operations manager wants to track how the total pipeline value changes from week to week. Which feature should be used to capture a point-in-time snapshot of the report data?
Select an answer first

Finished these 5 questions?

Review the revealed explanations, or continue through the curriculum.

Next 5 questions →Back to AGENTFORCE-SALES-CONSULTANT

Free Basic Practice is a study aid with revealable answers — not a scored exam. Examers.io is independent and not affiliated with or endorsed by Salesforce. “AGENTFORCE-SALES-CONSULTANT” is a trademark of its owner, used for identification only.

Given a Set of Desired Metrics, Determine the Appropriate Report, Dashboard or Reporting Snapshot Solution. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 3)

Questions 11–15

A sales VP wants a dashboard that shows the current quarter's revenue against the quarterly target, with a clear visual indicator of whether the target is on track. Which dashboard component should be used?

A sales operations team needs to track how the total open pipeline value changes at the end of each month for the past 12 months. They currently have a summary report that shows the current pipeline. What should the consultant recommend?

A sales analyst needs a report that shows the total opportunity amount for each product family, broken down by quarter, with the ability to see the intersection of product and quarter. Which report format should be used?

A sales manager wants to analyze opportunities that are stored in Salesforce. Which data source should be used to create a report?

A sales operations manager wants to track how the total pipeline value changes from week to week. Which feature should be used to capture a point-in-time snapshot of the report data?

Keep studying — SALES CLOUD ANALYTICS