Which two values roll up the hierarchy to the manager for Collaborative Forecasting? (Choose two.)
Which two values roll up the hierarchy to the manager for Collaborative Forecasting? (Choose two.)
In Collaborative Forecasting, the two values that roll up the hierarchy to the manager are Quota amount and Opportunity amount. Quota amount refers to the sales target assigned to the manager's team for a given period, while Opportunity amount represents the total value of all opportunities owned by the team. These metrics are important for sales performance management and tracking, as they provide insight into how well the team is performing against their sales targets.
B,C In Collaborative Forecasting, the two values that roll up the hierarchy to the manager are: Quota amount: This is the sales quota or target amount for the manager's team for a given period. Opportunity amount: This is the total value of all opportunities owned by the manager's team for a given period.
Does anyone know the exact answer for this question? I think A and D. Because it is described in the following documents. "The quota rollup is done manually by users and managers. Quotas can use revenue, quantity, or custom measure data." https://help.salesforce.com/s/articleView?id=sf.forecasts3_quotes_intro.htm&type=5
According to the reference here https://help.salesforce.com/s/articleView?id=sf.forecasts3_forecast_types_overview.htm&type=5
Wouldn't it be D instead of C?
Collaborative Forecasting in Salesforce primarily focuses on revenue and opportunity-based metrics