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After a successful implementation of Sales Cloud at Universal Containers, sales management wants to add a Negotiation stage immediately prior to the Closed stage. After adding the stage, a user reports that some Opportunities are missing from quarterly forecasts.
How should the consultant resolve this issue?
Suggested Answer: D
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13 comments · newest first
VI
Vincenza
12 months ago
Editing the Forecast Category seems like the simplest fix.
CH
Cherilyn
12 months ago
Wait, how did they miss that stage in the first place?
SH
Shawnda
12 months ago
Definitely need to adjust the forecast!
YV
Yvonne
1 year ago
I think creating a new forecast is a bit overkill.
AL
Aliza
1 year ago
Sounds like a forecast category issue to me.
OM
Omega
1 year ago
I think using forecast adjustments could be a quick fix, but I wonder if it addresses the root cause. Option D seems like a band-aid solution.
FE
Fernanda
1 year ago
I feel like tracking Opportunities in the Negotiation stage could help, but I'm not convinced that's the main issue here. Option C might not solve the missing forecast problem.
ZE
Zena
1 year ago
I'm not entirely sure, but I think creating a new forecast might be overkill. Option B seems like it could complicate things unnecessarily.
AS
Ashton
1 year ago
I remember we discussed how the Forecast Category impacts what shows up in the forecast. Maybe option A is the right choice?
BE
Becky
1 year ago
Okay, I've got it. The two objectives for internal stakeholders would be maximizing shareholder wealth and improving the working conditions and pay levels for employees. The other options are more focused on external factors.
BE
Belen
1 year ago
I'm a bit confused by the wording of the answers. Can someone clarify the difference between "primary operations" and "incidental transactions"? That's the part I'm struggling with the most.
AN
Antonio
1 year ago
This seems like a straightforward question about how Dynamics 365 Sales handles currency. I think I can handle this one.
AH
Ahmed
1 year ago
I remember discussing how a guardian named in a will isn't always binding for the court, so I think A could be correct.