Cloud Kicks has 12 stages in its sales process. The probability of winning the sale must be indicated. The sales manager uses sales stages and probability for forecasting. The sales manager wants a condensed summary of the forecasts without affecting the sales team.
Which approach should a consultant recommend to streamline forecast reporting?
Aligning forecast categories to multiple opportunity stages and reporting on forecast category allows for a condensed summary of forecasts. This approach leverages existing opportunity stages without reducing them, thus not impacting the sales team's workflow. Forecast categories provide a higher-level grouping that is useful for summary reporting and forecasting while preserving detailed stage information for the sales team.
B is it
D I reckon, because forecasts are grouped by Category