SF-Admin Data and Analytics Management Practice Question
A sales manager at Universal Containers wants to see the total amount of all closed won opportunities for the current fiscal year, grouped by sales representative. The administrator needs to create a report that shows this information and allows the manager to easily identify the top performers. Which report format should the administrator use?
⚠ Common exam trap
The trap here is choosing a matrix report because it also groups data, but matrix reports group by both rows and columns, which is unnecessary and can obscure the simple per-owner totals.
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
✓
Summary report grouped by Opportunity Owner, with a filter on Stage = Closed Won and Close Date = This Fiscal Year.
A summary report grouped by Opportunity Owner with the appropriate filters provides a clear, grouped total of closed won amounts per sales representative. It automatically calculates subtotals, making it easy for the manager to identify top performers. This is the standard and most efficient solution for this type of analysis.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✓
Summary report grouped by Opportunity Owner, with a filter on Stage = Closed Won and Close Date = This Fiscal Year.
Why this is correct
A summary report allows grouping by a field such as Opportunity Owner, and it automatically calculates subtotals for each group. With filters for Closed Won and This Fiscal Year, it shows the total closed won amount per sales representative. This directly provides the required grouped totals and is the most suitable format.
- ✗
Matrix report with groupings on Opportunity Owner and Stage, with a filter on Close Date = This Fiscal Year.
Why it's wrong here
A matrix report groups by both rows and columns, which would show amounts by owner and stage. However, the requirement is to group only by sales representative, not by stage. The matrix format would add unnecessary complexity and might not clearly show the total per representative if stages are columns. The filter on Stage is also missing, so it would include open opportunities.
- ✗
Tabular report with a filter on Stage = Closed Won and Close Date = This Fiscal Year.
Why it's wrong here
A tabular report simply lists all records without any grouping or subtotals. While it can show the filtered opportunities, it does not group by sales representative or provide totals per representative. The manager would have to manually sum amounts, which is inefficient. This format does not meet the requirement for grouped totals.
- ✗
Joined report combining Opportunity and Opportunity History data, with a filter on Stage = Closed Won.
Why it's wrong here
A joined report is used to combine different report types, but here we only need Opportunity data. It would not automatically group by owner or provide the total per representative in a simple way. Additionally, the filter on Close Date is missing, and joined reports are more complex than necessary. This format does not efficiently meet the requirement.
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Last reviewed September 2026 · checked against the official Salesforce exam blueprint
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