<p>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.</p>
<h3>Answer Key Business Questions</h3>
<ul>
<li>What are my total sales &amp; opportunities?</li>
<li>What products and product categories represent the higher percentage of sales?</li>
<li>How are my sales distributed across the country?</li>
</ul>
<h3>Monitor &amp; Improve KPIs</h3>
<ul>
<li>Total Sales</li>
<li>Total Opportunities</li>
<li>Product Sales Prediction Trend</li>
<li>YOY Sales Difference</li>
<li>Sales by State</li>
</ul>
<h3>Required Data Attributes</h3>
<ul>
<li>Amount (number)</li>
<li>Billing City (text)</li>
<li>Close Date (date)</li>
<li>Name (text)</li>
</ul>


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)

Next Best Offer: Retail Banking

Retail Banking dashboard providing product sales predictions & next-best offer for the business

Next Best Offer: Retail Banking

99e5-表:Description|桜

Answer Key Business Questions

Monitor & Improve KPIs

Required Data Attributes

4c7a-表:Features|桜

6d57-表:Resources|桜