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What type of report is best suited for opportunities grouped by sales stage?

  1. Summary

  2. Tabular

  3. Matrix

  4. All Salesforce Reports

The correct answer is: Summary

A summary report is the best choice for opportunities grouped by sales stage due to its ability to organize data into categories and include subtotals. This type of report allows users to easily visualize and compare the different sales stages, providing valuable insights into the pipeline and overall opportunity management. By grouping opportunities by sales stage, a summary report generates a structured overview that helps sales teams strategize effectively and identify areas for improvement. In contrast, a tabular report presents data in a flat format without grouping, making it less effective for analyzing opportunities by sales stage. A matrix report allows for cross-tabulation, which is useful for comparing multiple dimensions, but it is typically more complex and may not be necessary for straightforward grouping by a single dimension like sales stage. Saying "All Salesforce Reports" lacks specificity, as not all report types are equally effective for the scenario presented; only summary reports provide the focused grouping and subtotals needed for this analysis.