Question

create a report with filter logic help erin fine-tune her opportunity report to show all the open opportunities with amount greater than $100,000 or probability greater than 50%. (you can set up the conditions in multiple ways; we're doing it this way so you can see how filter logic works.) create an opportunities report. set the following standard filter: date: close date range: all time verify that the following fields are included: amount probability stage set up the following custom filters in this order: amount: greater than 100000 probability (%): greater than 50 stage: contains closed add the following filter logic: (1 or 2) and not 3 save the report in a shared folder. report name: opportunities to work folder: public reports

Answer 1

The correct answer is creating a report in a CRM system with specific filters to exclude closed opportunities, focusing on ones with higher amounts or probabilities.

Step-by-step explanation:

The correct answer is option Business. This question is about creating and refining an opportunities report in a customer relationship management (CRM) platform, likely Salesforce based on the terminology used (opportunity, stage, and probability).

The instructions dictate establishing a report with specific filters concerning the opportunity amount and probability, as well as including a filter logic to display all open opportunities that either have an amount greater than $100,000 or a probability greater than 50%, but are not closed.

You would start by generating an opportunities report with the standard filter set to 'Close Date Range: All Time' and ensure the fields 'Amount', 'Probability', and 'Stage' are displayed.

Then, you should implement custom filters to find opportunities based on the set criteria: an amount over $100,000, a probability over 50%, and to exclude stages that contain 'Closed'. Finally, apply the following filter logic: (1 OR 2) AND NOT 3, and save the report with the given name in the specified shared folder.