Next Best Offer: Retail Banking
by Keyrus
Description
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)
Features
Connects to Salesforce
Supports data mapping