Salesforce Sales Cloud Consultant Test

What type of data report does the finance team need access to see Sam's opportunity?

1. Opportunity history report

2. Account engagement report

3. Sales team collaboration report

4. Opportunity pipeline report

The correct answer is: Opportunity pipeline report

The opportunity pipeline report is essential for the finance team to assess Sam's opportunity as it provides a clear visualization of the current sales opportunities within a set timeframe, showing their stages and the potential revenue associated with each opportunity. This type of report highlights not just the total value of opportunities but also their progression through the sales process, allowing the finance team to strategize for revenue forecasting and budgeting. Accessing this report enables the finance team to evaluate which opportunities are likely to close and to understand the overall health of the sales pipeline, which is crucial for making informed financial decisions. Having this insight helps in assessing risk and ensuring appropriate financial planning in relation to the sales efforts being made by the team. While the other types of reports provide various insights—such as historical performance, account engagement, or team collaboration—they do not specifically focus on the current status and potential of ongoing sales opportunities like the opportunity pipeline report does. Therefore, for the finance team's requirements regarding Sam's specific opportunity, the pipeline report stands out as the most relevant data source.