Q: 7
Universal Containers has implemented Salesforce for all of its sales reps. All sales reps are required
to select the win or loss stage on every
closed opportunity. Managers like to measure the win ratio for all of the sales reps.
How should a consultant meet the requirement?
Options
Discussion
Option B
B
C , because if managers want to see the win ratio on every opportunity itself instead of just getting it from reports, custom formula fields would show that directly on the record. The question doesn’t clearly specify whether it’s supposed to be aggregated across teams or visible per opportunity. If it was only about reporting, I’d lean B. Anyone else read it like this?
B
B , since the requirement is about managers measuring win ratio, not showing it on every Opp record. Reports with custom summary formulas do this best. If the question said reps or managers needed to see win ratio per record, I'd rethink it, but that's not mentioned here.
Honestly, Salesforce reporting is such a pain sometimes. Probably B since summary formulas in a report do the job.
Guessing B. Building a report with summary formulas is the easiest way for managers to see win ratios for all reps, not just on individual opportunities. C feels off, since win ratio isn't really a per-record field.
B vs C, but C is a trap here-B covers manager-level win ratio the question asks for.
Probably B, but if managers ever needed the win ratio visible directly on each Opportunity record, that'd actually make C valid instead.
Don’t think C is the way-it’s more for single Opportunity records. B makes sense because summary formulas in reports let you calculate win ratios over all reps, which is what managers want. Seen similar on practice sets. If anyone picked A, it’s a trap since standard reports don’t give that custom ratio.
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