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Data 360 Report Examples
Find answers to business questions with Data 360 reports. These examples illustrate how different industries can use Data 360 reports to identify which customers or areas of business to focus on.
| Industry | Example | Data 360 Report |
|---|---|---|
| Automotive | Identify customers due for service | Create a Vehicle Telematics DMO report, and bucket customers by mileage. Sort the bucket column to identify customers who have reached maintenance schedule milestones, such as 30,000 miles, 60,000 miles, or 90,000 miles, so that you can remind them to schedule service appointments. |
| Automotive | Identify customers to recommend additional services to | Create a Vehicle Telematics DMO report, and group records by vehicle model and the latest signals from the vehicle. Identify which customers can benefit from services, such as buying an extended car warranty or part replacement, and follow up with them. |
| Banking | Identify the top 1% of customers who performed high-value transactions last year and offer them a lower interest rate on loans | Create a Financial Account Transaction DMO report. Summarize the transaction amount for each customer, and filter the transactions for the past year. Sort the transaction amount in descending order to identify the top 1% of customers who performed high-value transactions. |
| Cosmetics and Personal Care | Analyze customer browser behavior to optimize marketing strategies | Create a Product Browse Engagement DMO report. Group the report by product and engagement type (open, clicks, and so on). Sort the engagement type in descending order to identify products that customers are most interested in. Group the columns by engagement channel to identify which channels customers are using to browse. Work with the Marketing team to send product deals to the popular channels. |
| Ecommerce | Analyze the performance of email marketing campaigns across countries | Create an Email Engagement DMO report. Group the data by device, country, and engagement type (for example, opens, clicks) to identify where your campaigns are most effective. Use this data to optimize future campaigns and improve campaign engagement. |
| Healthcare | Identify patients who need health check reminders | Create a calculated insight report on a unified patient profile, and group patients by age and health score. Based on the health score, identify available next steps for the patient’s age group, such as a health screening or wellness visit. |
| Healthcare | Identify enrollees by program eligibility | Create a Care Program DMO report, and group enrollees by care program eligibility, such as wellness classes and fitness plans. Based on the report, inform enrollees about the programs that they’re eligible for. |
| Healthcare | Identify patients who need reminders for follow-up visits after surgeries and hospitalizations | Create an Individual DMO report. Filter the report by date to identify patients who had hospitalizations and surgeries in the past year. Use this data to send reminders to patients for their follow-up visits. |
| Healthcare | Optimize communication strategies based on patient consent data | Create a custom DMO report using the Engagement Channel Type DMO and Engagement Channel Type Consent DMO. Filter the data to display only the channels where consent is given to capture data. Then, group by engagement channel to identify the channels that have the most users who provided their consent to receive communications. Deliver personalized and relevant communications while respecting user preferences. |
| Hospitality | Provide discounts to active loyalty members based on their tier level | Create a Loyalty Program Member DMO report. Filter the report by membership expiration date to show active loyalty members. Group customers by loyalty member type to identify their tier level and offer them discounts on room bookings or services based on their tier. |
| Insurance | Identify insurance policies due for renewal | Create an Insurance Policy DMO report, and bucket customers by policy renewal date due in the next 30, 60, or 90 days. Contact policy holders, and notify them about their upcoming policy renewal dates. |
| Retail | Manage inventory levels efficiently based on sales data | Create a Sales Order Product DMO report. Filter the data by sales order product status to identify products that are in pending status. Group the data by product, and create a row-level formula to calculate the difference between ordered quantity and actual quantity. Restock products that have zero or negative values in the formula column. |
| Retail | Identify loyalty program members eligible for benefits | Create a custom report type that combines individual and loyalty program member DMOs to identify individuals who are active members within each loyalty tier. Determine which individuals receive additional benefits, such as exclusive deals or free shipping. |
| Telecommunications | Improve case resolution speeds | Create a Case DMO report and group the data by case type. Filter the report by closed cases. Then, create a row-level formula to calculate the number of days that the case was open based on the creation and close dates. Improve case resolution speeds by providing targeted training to agents on the most time-consuming cases. |
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