My Customers Dashboard
Analyze customer performance and prioritize engagement by quickly spotting customers at risk of attrition, with recent withdrawals, or open cases. Evaluate total balances, withdrawal trends, and case counts to maintain a holistic view of customer health and service needs. Identify top customers and key demographic segments to better understand your portfolio's composition and focus high-value relationship management efforts.
Required Editions
For example, a retail personal banker can use the My Customer dashboard to spot customers at risk of attrition, identify those with recent fund withdrawals, and determine their total balance and service tier. Compare this data with the customers at risk of attrition and customers withdrawing funds sections to confirm which high-value customers require immediate attention and mobilize a targeted follow-up to address their concerns and retain their business.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Financial Services Cloud Add-on License. |
Learn about the key metrics on the My Customers dashboard.
| Metric | Description |
|---|---|
| Total Balance | Shows the aggregate monetary value across all customer's accounts. Use this metric to assess the overall financial relationship and potential value of a customer's portfolio. |
| Customers Withdrawing Funds | Shows the list of customers who have recently made significant fund withdrawals. Use this metric to monitor withdrawal trends and quickly confirm which customers require immediate attention. |
| Quarter | Shows the period used for data aggregation and analysis. Use this metric to review customer performance and engagement metrics over a financial quarter. |
| Year | Shows the period used for data aggregation and analysis. Use this metric to review customer performance and engagement metrics over a financial year. |
| Amount Withdrawn | Shows the total monetary value of funds recently withdrawn from customer accounts. Use this metric to monitor overall cash outflows and identify customers with significant fund withdrawals. |
| Cases Created | Shows the total number of new service cases that have been recently opened by or for customers. Use this metric to track new service demand and prioritize timely case assignment and resolution. |
| Customer Details | Shows comprehensive information about a specific customer's profile. Use this metric to maintain a complete view of the customer relationship for targeted analysis. |
| Account | Shows the core banking account details associated with a customer. Use this metric to identify specific account information relevant to a customer's balance or recent activity. |
| Financial Account | Shows the list of financial accounts held by the customer. Use this metric to get a holistic view of all the customer's assets and liabilities with the bank. |
| Total Balance | Shows the aggregate monetary value across all customer's accounts. Use this metric to assess the overall financial relationship and potential value of a customer's portfolio. |
| Client Category | Sorts customers into predefined groups so that we can analyze the different types of customers. Use this metric to understand the portfolio's composition by grouping clients for targeted analysis. |
| City | Shows the geographic location of the customer's primary address. Use this metric to segment customers for analysis by local or regional market trends. |
| Gender | Categorizes customers by gender. Use this metric to analyze the composition of the portfolio by key demographic segments. |
| Service Tier | Shows the assigned level of service or relationship value for a customer. Use this metric to determine a customer's value to the bank. |
| Customer Count | Shows the total number of customers within the currently filtered view. Use this metric to evaluate the overall size of the customer segment. |
| Balance Bucket | Shows the grouping of customer balances into predefined value ranges or tiers. Use this metric to analyze the portfolio's composition by financial segment and prioritize high-value client management. |
| Balance | Shows the current monetary value held by the customer or customer segment. Use this metric to monitor the aggregated total balance of the portfolio. |
| By State | Categorizes customer data by the state of residence. Use this metric to analyze and prioritizing engagement based on geographical location. |
| By Gender | Categorizes customer data by gender. Use this metric to analyze and prioritize engagement based on demographic segmentation. |
