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A sales manager at universal Containers wants to give a sales operations user access to the team's forecast. The sales manager is the forecast manager. The sales operations user will need to report on the forecast.
How can the sales operations user get access to the forecast data for the sales manager's team?
Suggested Answer: C
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13 comments · newest first
LI
Lindsey
12 months ago
I thought only managers could access that data, this is interesting!
GE
Gerald
12 months ago
Wait, can the sales manager really just share the forecasts page?
LI
Lizbeth
12 months ago
C could work, but it sounds a bit complicated.
CH
Chan
1 year ago
I disagree, B seems more straightforward.
JA
Jacklyn
1 year ago
I think option A is the best way to go!
IN
In
1 year ago
I feel like sharing the forecasts page directly could be a straightforward solution, but I wonder if there are limitations to that method.
ST
Stanton
1 year ago
I practiced a similar question where sharing reports was involved, but I can't recall if creating a custom report type is necessary here.
WI
Willard
1 year ago
I think the sales manager can assign the sales operations user as the manager temporarily, but I’m not completely confident that’s the best approach.
AL
Alida
1 year ago
I remember something about permissions, but I'm not sure if "View All Forecasts" is the right one for this scenario.
OR
Orville
1 year ago
Hmm, I'm a bit confused by the terminology used in these options. I'll need to review my notes on queue reports and agent-based reports to make sure I can distinguish between them.
HY
Hyman
1 year ago
Okay, I've got this. The investigation owner should have the ability to delete their own investigation, and the ess-admin users would also have that power to manage the system. I'll go with option C.
TY
Ty
1 year ago
Okay, I think I've got a good handle on the simulation features and capabilities. Let me go through the options and select the two that are true.
BA
Basilia
1 year ago
Okay, I remember learning about the efficient frontier in my finance class. It's the curve that shows the maximum expected return for a given level of risk. So I'll go with A for risk and return.