Cloud Kicks社の営業部長は、今後数四半期の収益を予測し、目標を設定したり、営業担当者の業績をベンチマークしたりできるようにしたいと考えています。プラットフォーム管理者は、どの2つの機能を構成すべきでしょうか?
正解:B,D
To "predict upcoming revenue" and "benchmark performance," Salesforce provides the Collaborative Forecasting feature.
Forecasting (Option B): This tool allows managers to see their pipeline summarized by time period (quarters) and category. It provides a real-time view of what the team expects to close.
Opportunity Stages (Option D): Forecasting relies directly on the Opportunity Stage. Each stage is mapped to a "Forecast Category" (e.g., Pipeline, Best Case, Commit, Closed). By accurately defining these stages and their associated probabilities, the Platform Administrator ensures that the forecast reflects a realistic revenue prediction.
Sales Quotes (Option A) are for generating customer-facing documents. List Views (Option C) are for managing individual records but do not provide the multi-quarter aggregation and benchmarking capabilities required by the sales director.