Question

A sales manager wants a report that groups opportunities into three categories based on their Amount: 'Small' (under $10,000), 'Medium' ($10,000–$50,000), and 'Large' (over $50,000). The manager wants this grouping to appear in the report without creating any new fields on the Opportunity object. What should the administrator use to meet this requirement?

Accepted Answer

Create a bucket column on the Amount field within the report

Answer

Create a formula field on the Opportunity object that categorizes the Amount

Answer

Add a cross filter on the Amount field to segment the opportunities

Answer

Create a summary formula in the report to calculate the ranges