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The CRM Analytics consultant at Cloud Kicks is asked to a dashboard displaying Opportunities data on the account's record page. The dashboard should display only opportunity data related to the current account viewed.
How should the consultant accomplish this?
Suggested Answer: B
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28 comments · newest first
ME
Meghann
11 months ago
Totally with B, it’s the simplest and most efficient way!
ET
Ettie
11 months ago
Wait, cloning dashboards for each account? That seems excessive!
FE
Felice
12 months ago
C sounds way too complicated for this task.
SH
Sherron
12 months ago
I think A is the right choice, opportunity's Id is key.
CA
Carey
1 year ago
Definitely B, filtering by account's Id makes sense!
SC
Scarlet
1 year ago
Cloning the dashboard for each account seems overly complicated. I feel like there's a simpler way, like just applying a filter based on the account's Id.
AL
Alberta
1 year ago
I recall a similar question where we had to filter data on a dashboard. I think the best approach is to filter by the account's Id to link it correctly.
FA
Fatima
1 year ago
I'm not entirely sure, but I remember something about using the opportunity's Id field. It feels like it could be the right choice, but I might be mixing it up.
BR
Brittni
1 year ago
I think we need to filter based on the account's Id field to ensure it only shows relevant opportunities. That sounds familiar from our practice sessions.
PA
Pansy
1 year ago
I think option B is the way to go. It's a direct solution that should get the job done efficiently.
LO
Lou
1 year ago
Option C sounds like the most flexible approach, but it might be more time-consuming to set up. I'll have to weigh the pros and cons carefully.
XO
Xochitl
1 year ago
Hmm, I'm a bit unsure about this one. I'm trying to decide between options B and C. I'll need to think it through a bit more.
AN
Antione
1 year ago
This seems pretty straightforward. I'd go with option B and apply a filter based on the account's Id field.
GA
Gary
2 years ago
B) is the way to go. Filtering by the account's Id is the secret sauce to serving up the perfect opportunity data on that dashboard. Now, where's the remote control for this thing?
FI
Filiberto
2 years ago
B) Definitely the right choice. Filtering by the account's Id is the key to keeping that dashboard clean and focused. No need to overcomplicate things.
MA
Magnolia
2 years ago
B) Definitely the right choice. Filtering by the account's Id is the key to keeping that dashboard clean and focused. No need to overcomplicate things.
PE
Pedro
2 years ago
A) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
PR
Princess
2 years ago
C) Cloning and filtering dashboards for each account? That's some next-level dashboard wizardry right there. I'm impressed, but B) is the simpler solution.
JA
Janey
2 years ago
A) Filtering by the opportunity's Id field? Nah, that's like trying to find a needle in a haystack. B) is the way to go!
AL
Alayna
2 years ago
A) Filtering by the opportunity's Id field? Nah, that's like trying to find a needle in a haystack. B) is the way to go!
AL
Alise
2 years ago
B) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
RO
Ronny
2 years ago
B) Apply a filter based on the account's Id field. Seems like the most straightforward approach to display only the relevant opportunity data.
DO
Doretha
2 years ago
C) Create a dashboard, clone it and filter It for each account record, and embed them into the account's record pages accordingly.
MY
Myong
2 years ago
B) Apply a filter based on the account's Id field. Seems like the most straightforward approach to display only the relevant opportunity data.
NO
Norah
2 years ago
A) Create the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.
NA
Nadine
2 years ago
I think creating a dashboard for each account record and embedding them accordingly is the best approach.
NO
Noble
2 years ago
I agree with Precious. It makes sense to filter the dashboard based on the account being viewed.
PR
Precious
2 years ago
I think the consultant should apply a filter based on the account's Id field.