How should an administrator support a finance team that is trying to use Opportunity data to keep an eye on their pipeline rather than manually calculating anticipated income for the quarter?
A.
Set up collaborative forecasting to view quota against the open pipeline.
B.
Show the finance team how to use the Opportunity Kanban List View.
C.
Create a custom Forecasting object to inform the finance team on the status of deals.
D.
Run a report at the end of each quarter to update the finance team on pipeline status.
A. Set up collaborative forecasting to view quota against the open pipeline.
Collaborative forecasting allows sales managers to create a sales forecast that is based on their team's pipeline of opportunities. This tool is designed to help the finance team get a real-time view of their pipeline and anticipate income for the quarter. Collaborative forecasting allows users to view the pipeline in a variety of ways, including by opportunity stage and product family, and also provides roll-up forecasts for the entire sales organization. It is a powerful tool that can provide valuable insight to both sales and finance teams.
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tMana
8 months ago