A sales manager at DreamHouse Realty wants sales users to have a quick way to view and update the opportunities in their pipeline expected to close…

To provide both a "quick view" and a way to "update" records efficiently, a List View combined with

the Kanban view is the most effective solution. The Platform Administrator can create a public list

view with the filter "Close Date equals NEXT 90 DAYS." By switching this list view to the Kanban

display, sales reps can see their deals organized by stage. The Kanban view allows for rapid updates

via drag-and-drop, which automatically changes the Stage field, and provides side-panel editing for

other key fields. While reports (Option A) and dashboards (Option B) are good for visualization, they

are not optimized for the rapid, bulk record updates the manager is requesting. The Kanban view is a

native productivity feature designed specifically to streamline pipeline management for sales users.