The Universal Containers sales team wants a visual way to manage their opportunity pipeline that allows them to see all deals at once, track progress…

The Kanban view provides a visual representation of a set of records, such as an opportunity pipeline,

organized by a specific field like "Stage". It allows sales teams to see all their deals as cards in

columns. The primary benefit of Kanban is its "drag-and-drop" functionality, which lets users move a

card from one column to another to automatically update the stage, effectively "moving

opportunities forward" with minimal effort. While reports (Option A) and dashboards (Option B)

provide visual summaries, they do not allow for the interactive, one-click record updates that the

Kanban view offers11. Standard list views (Option D) show data in a grid format which is less visual

for tracking pipeline progress compared to the column-based Kanban layout.