What steps does Sergei need to take to see the number of opportunities assigned to each salesperson in his report?

Prepare for the Smartsheet Core Product Exam. Enhance learning with flashcards and multiple-choice questions, each with detailed explanations. Ensure your success by studying effectively with our resources!

To see the number of opportunities assigned to each salesperson in his report, Sergei needs to group the data by Sales Rep and summarize it with a count. This approach allows him to aggregate the opportunities associated with each salesperson effectively. By grouping the opportunities based on the Sales Rep, the report organizes the data in a way that makes it easy to visualize how many opportunities are linked to each individual.

The summarization with a count further enhances this by providing a clear numeric representation of the opportunities per Sales Rep, enabling Sergei to quickly assess team performance or identify workload distribution among team members. This combination of grouping and summarizing provides a straightforward and efficient means of analyzing the data in his report, as opposed to merely sorting or filtering, which would not offer the same level of insight into the total number of opportunities per salesperson.

Subscribe

Get the latest from Examzify

You can unsubscribe at any time. Read our privacy policy