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Sales-Con-201 Sales Lifecycle Practice Question

An administrator is troubleshooting an issue where sales reps are unable to see expected forecast numbers in Collaborative Forecasting. The forecast type is based on Opportunity Revenue, and the role hierarchy is active. What is a common root cause for missing forecast data?

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

Quotas have not been defined for the users in the forecast hierarchy for the selected time period.

Forecasts require quotas to be set for the users in the hierarchy, and the user must be assigned to a role that has forecasting enabled. Additionally, date ranges must match.

Answer analysis

Option-by-option breakdown

For each option: why learners choose it and why it is or isn't the right answer here.

  • Einstein Activity Capture has not been enabled for the forecast owners.

    Why it's wrong here

    Activity capture is separate from forecasting data.

  • Quotas have not been defined for the users in the forecast hierarchy for the selected time period.

    Why this is correct

    Without quotas or correct user setup in the forecast hierarchy, forecast values may not display or calculate properly.

  • Advanced Currency Management conversion rates are missing for historical dates.

    Why it's wrong here

    Currency rates affect amounts, not the presence of forecast records.

  • Enterprise Territory Management is turned on, which disables role-based forecasting entirely.

    Why it's wrong here

    Role-based forecasting can coexist with territory forecasting if separate forecast types are used.

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Written and reviewed by Johnson Ajibi, MSc IT Security

Senior Network & Security Engineer · founder of Courseiva

Last reviewed August 2026 · checked against the official Salesforce exam blueprint

This Sales-Con-201 practice question is part of Courseiva's free Salesforce certification practice question bank. Courseiva provides original exam-style practice questions with explanations, topic-based practice, mock exams, readiness tracking, and study analytics to help learners prepare for the Sales-Con-201 exam.