Sales Metrics, Reports & Dashboards Flashcards
Question 1 Of 23
A sales manager of Cosmic Innovation would like to create dashboards about certain key performance indicators in Lightning Experience. She would also need the ability to edit and delete those dashboards when required. The Salesforce Administrator of the company has enabled enhanced folder sharing for reports and dashboards in Salesforce. Which of the following user permissions must be assigned to the sales manager for the requirement?
Choose 2 answers.
A. Create and Customize Dashboards
B. Run Reports
C. Create and Customize Reports
D. Run Dashboards
Question 2 Of 23
The sales director of Cosmic Innovation would like to understand how responsive the sales team is at reaching out to new leads on each day of the week and how long leads remain open before they are worked on. What can be done to help him understand how the number of open leads varies over the week?
Choose 1 answer.
A. Create a reporting snapshot that runs daily and includes the date of open leads.
B. Create a custom Visualforce report.
C. Create a Lead report and schedule it to run each week.
D. Create a trigger that populates the number of leads created each day into a custom object, and report on that.
Question 3 Of 23
Cosmic Cloud Solutions is a small company with 80 users in Salesforce. The VP of Sales requires a view of the number of leads assigned to each of the sales team members and how it varies per week. Which of the following should be recommended for this requirement?
Choose 1 answer.
A. Summary report on Lead object, grouped by Owner
B. Matrix report on Lead object, grouped by Owner and CreatedDate
C. Reporting snapshot built on a Lead Summary report
D. Joined report between Lead and User object
Question 4 Of 23
Cosmic Hispana is a company in Spain that manufactures sports equipment. It uses various custom objects to store information about products and sales orders. The company’s Salesforce Administrator created public dashboard folders that contain dashboards displaying important information related to the custom objects. The analytics manager of the company should be able to create, rename, and edit dashboards in all folders as well as manage their sharing. What solution should be recommended for this requirement?
Choose 1 answer.
A. Assign the ‘Editor’ access level to the analytics manager for each public dashboard folder
B. Assign the ‘Manage Dashboards’ permission to the analytics manager through a permission set
C. Assign the ‘Manager’ access level to the analytics manager for each public dashboard folder
D. Assign the ‘Manage Dashboards in Public Folders’ permission to the analytics manager through a permission set
Question 5 Of 23
The Business Intelligence Officer of Cosmic Felix owns a report folder that contains various reports related to accounts and opportunities. He has shared this folder with certain sales representatives so that they can view these reports, but in the future, he would like a sales manager to share the folder with the sales representatives who require access to the reports. The sales manager already has the user permission to view and edit reports in shared folders. What should a Sales Cloud consultant recommend for this requirement?
Choose 1 answer.
A. The sales manager should be granted ‘Manage’ access to the report folder.
B. The sales manager should be granted ‘Administrator’ access to the report folder.
C. The sales manager should be granted ‘Edit’ access to the report folder.
D. The sales manager should be granted ‘Collaborator’ access to the report folder.
Question 6 Of 23
The sales director of Cosmic Enterprises would like to view the number of follow-ups performed for each opportunity to understand if the number influences the opportunity closure rate. Which reporting solution should be recommended to meet this requirement?
Choose 1 answer.
A. Create a custom report based on a custom report type with ‘Activities’ as the primary object and ‘Opportunities’ as the related object.
B. Create a custom report based on a custom report type with ‘Opportunities’ as the primary object and ‘Activities’ as the related object.
C. Create a roll-up summary field to count the number of activities related to opportunities and create a custom opportunity report that includes the field.
D. Use the Team Performance dashboard in Revenue Insights, and view the ‘Activities Completed’ and ‘Win Rate%’ metrics
Question 7 Of 23
Cosmic Grocery sells its products to non-profit organizations at a discounted rate. A formula field has been defined on the Opportunity object to show whether the account is for a non-profit organization or a regular customer. A sales manager would like to view a report that shows the opportunities owned by each of his team members, grouped by the type of customer, i.e., non-profit organization or regular customer. Which report format is best to meet the requirement?
Choose 1 answer.
A. Tabular report
B. Matrix report
C. Summary report
D. Joined report
Question 8 Of 23
The sales manager at Cosmic Solutions wants a report on campaigns that show their influence on the number of opportunities and the amount of revenue. What report should be run?
Choose 1 answer.
A. A report with the standard report type ‘Campaigns with a filter for opportunities’
B. A report with the standard report type ‘Opportunities with Influenced Campaigns’
C. A report with a custom report type showing campaigns and opportunities
D. A report with the standard report type ‘Campaigns with Influenced Opportunities’
Question 9 Of 23
The analytics manager of Cosmic Gemina has created a few public report folders that contain reports related to accounts, opportunities, contacts, leads, and custom objects such as ‘Sales Order’. The sales director of the company would like to have the ability to create, edit, and delete the reports in these folders. He would also like to share the folders with other sales users within the company. Which permission should be assigned to the sales director for this use case?
Choose 1 answer.
A. Manage Reports
B. Create and Customize Reports in Public Folders
C. Customize Reports in Public Folders
D. Manage Reports in Public Folders
