Next Best Offer: Retail Banking

Retail Banking dashboard to understand the next best offer for customers who might have a high probability to acquire new products. The dashboard allows companies to quickly ingest data from Salesforce Data Cloud into Tableau utilizing accelerated queries to monitor near real-time harmonized data. The solution harmonizes 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)