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Sales-Con-201 Sales Lifecycle Practice Question

A sales rep needs to quickly check key metrics such as win rate, total pipeline, and closed-won revenue for the current quarter without navigating away from the Home page. What is the best way to provide this visibility?

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

Embed a Lightning Dashboard component on the Home page.

Embedding a dashboard on the Home page using the Dashboard component provides quick access to KPIs.

Answer analysis

Option-by-option breakdown

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

  • Build an Apex page to query summary objects.

    Why it's wrong here

    Declarative tools like dashboards should always be used first.

  • Embed a Lightning Dashboard component on the Home page.

    Why this is correct

    Dashboard components can be embedded directly into Lightning pages.

  • Schedule a daily email report containing the metrics.

    Why it's wrong here

    Scheduled emails are not real-time and require leaving the UI.

  • Create a custom list view with summary metrics.

    Why it's wrong here

    List views do not display aggregate metrics like win rates natively.

About these practice questions

Courseiva writes every Sales-Con-201 question from scratch — 321 in total, each with an explanation and a wrong-answer breakdown. None are copied from real exams or dumps. Learn why practice questions differ from exam dumps →

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JA

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.