Sales-Con-201 Sales Lifecycle Practice Question
A sales operations manager needs to build a custom report that identifies opportunities where the discount given exceeds 20% and the opportunity owner's manager has not approved the discount via an approval process. How can this be reported?
Answer choices
Why each option matters
Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.
Correct answer & explanation
✓
Create a custom report type on Opportunities with Approval History and filter by approval status and discount percentage.
Custom report types combined with approval history fields or custom approval status fields allow reporting on approval states.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✓
Create a custom report type on Opportunities with Approval History and filter by approval status and discount percentage.
Why this is correct
Approval history related lists/objects can be reported on using custom report types.
- ✗
Create a workflow rule that emails management when unapproved discounts occur.
Why it's wrong here
Workflows send emails; they do not fulfill reporting requirements.
- ✗
Export opportunity data to Tableau CRM (CRM Analytics) for complex approval logic.
Why it's wrong here
Tableau CRM is overkill when standard custom report types support Opportunities with Approval History.
- ✗
Use the standard Opportunity Audit report type with cross-filters for approvals.
Why it's wrong here
No standard Opportunity Audit report type exists with built-in approval cross-filters.
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Last reviewed August 2026 · checked against the official Salesforce exam blueprint
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