Next Best Offer: Retail Banking
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Retail Banking dashboard to understand the next best offer for customers who might have a high probability of acquiring new products. The dashboard allows companies to quickly ingest data from Salesforce Data Cloud into Tableau utilising accelerated queries to monitor near real-time harmonised data. The solution harmonises data across Salesforce Sales Cloud orgs.
Answer Key Business Questions
- What are my total sales & opportunities?
- What products and product categories represent the higher percentage of sales?
- How are my sales distributed across the country?
Monitor & Improve KPIs
- Total Sales
- Total Opportunities
- Product Sales Prediction Trend
- YOY Sales Difference
- Sales by State
Required Data Attributes
- Amount (number)
- Billing City (text)
- Close Date (date)
- Name (text)
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