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A CRM Analytics consultant is asked to make changes to the current sales dashboard at Cloud Kicks. The dashboard is crucial to track the daily sales performance of the company and needs to be
available for other users while the consultant works on the changes.
How should the consultant proceed to update the dashboard?
Suggested Answer: B
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30 comments · newest first
MA
Malika
11 months ago
I’m surprised they can work on it while it’s still live!
CA
Cathrine
11 months ago
Draft mode is a smart move, keeps everything smooth.
DO
Dottie
12 months ago
Wait, can you really just delete the old dashboard?
RA
Raina
12 months ago
I disagree, cloning seems unnecessary.
AN
An
1 year ago
Option B sounds like the best approach!
DO
Dominque
1 year ago
I vaguely recall something about draft modes, so option B might be the best way to go. It allows for updates without affecting current users.
MA
Mariann
1 year ago
I practiced a similar question, and I think waiting for a period of least usability is not a good idea. That seems like option A, which could cause issues.
GI
Gianna
1 year ago
I'm not entirely sure, but I feel like cloning the dashboard could be a safer approach, like option C. It might prevent any disruption.
AP
Apolonia
1 year ago
I think I remember that it's important to keep the dashboard live for users while making changes, so option B sounds familiar.
HE
Heidy
1 year ago
I think I'd go with cloning the dashboard and applying the changes to the new one, then sharing that with users. That way I can test the changes thoroughly before replacing the old one.
LA
Lacresha
1 year ago
Option B sounds like the best approach to me. Maintaining the live dashboard while updating in draft mode seems like the safest way to handle this without disrupting the users.
IL
Ilona
1 year ago
Hmm, I'm a bit unsure about this one. I'll need to think through the implications of each option carefully. Keeping the dashboard available for users while I work is important, so I'm leaning towards B or C.
LA
Lai
1 year ago
This seems like a pretty straightforward dashboard update question. I'd probably go with option B - that way I can make the changes in draft mode while keeping the previous version live for users.
HU
Huey
1 year ago
Okay, I've got this. Cost sharing means the contractor and the government share the costs, while cost-plus-incentive-fee has an incentive component for the contractor. I'm confident I can nail this one.
LA
Lai
2 years ago
I'd go with B. Maintaining a live version while making changes behind the scenes is just good common sense. Wouldn't want to upset the sales team and their precious dashboard, am I right?
EM
Emily
2 years ago
Option B is the way to go. Wouldn't want to step on any toes while updating the dashboard. Although, I hear Cloud Kicks is pretty casual – maybe they'd be cool with a little dashboard hijinks!
AL
Alyssa
2 years ago
C) Clone the dashboard to a new one, apply the changes, share the new dashboard with the users, and delete the old one.
ER
Erinn
2 years ago
Yeah, that sounds like the best approach. Better safe than sorry!
NE
Nell
2 years ago
B) Self assign as a dashboard publisher and make the changes to the dashboard in draft mode while maintaining a previous version live.
MA
Major
2 years ago
C might work, but then you have to deal with the hassle of sharing the new dashboard and deleting the old one. B seems like the path of least resistance.
TO
Tomas
2 years ago
I would go with option C and clone the dashboard to a new one. It's safer to have a backup in case something goes wrong.
SH
Shasta
2 years ago
I agree with B. Self-assigning as a publisher and working in draft mode is the most efficient approach here. Gotta keep that dashboard up and running!
MA
Marci
2 years ago
User 3: Definitely, it's important to keep the dashboard up and running for daily sales performance tracking.
FR
Francesco
2 years ago
User 2: Agreed, that way the dashboard can still be used by others while the changes are being made.
NA
Nan
2 years ago
I think B is the way to go. Self-assign as a publisher and work in draft mode.
BU
Buffy
2 years ago
I agree with Maryann. It's important to keep the previous version live while working on the changes.
MA
Maryann
2 years ago
I think the consultant should self assign as a dashboard publisher and make the changes in draft mode.
CA
Carin
2 years ago
Option B sounds like the way to go. Keeping the previous version live while making changes is the smart move. Don't want to disrupt the team's workflow.
FR
Frederic
2 years ago
Agreed, that way the team can still access the dashboard while changes are being made.
CA
Carlton
2 years ago
Option B sounds good. It's important to keep the previous version live.