Salesforce Sales Cloud Consultant Test

Which report type primarily focuses on transaction metrics?

1. Summary

2. Tabular

3. Matrix

4. Joined

The correct answer is: Summary

The report type that primarily focuses on transaction metrics is the Summary report. Summary reports allow users to group rows of data and summarize the information based on various criteria, such as transaction date, sales region, or product type. This grouping capability enables users to analyze transaction metrics effectively, as it provides aggregated totals and dynamic charts that give a clear picture of performance over time or across different categories. In contrast, while other report types like Tabular, Matrix, and Joined reports have their unique purposes, they do not focus as heavily on the summary and aggregation of transaction data. Tabular reports are straightforward lists of records and lack the grouping functionality. Matrix reports allow for cross-tabulation but are more complex and typically used for comparing data across two different dimensions, not specifically for transactional metrics. Joined reports can combine multiple report types, but their focus is broader and not specifically aimed at analyzing transaction metrics in a summarized manner.