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            Retail Banking Insights Dashboards

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            3. Financial Services Cloud Admin Guide

            Retail Banking Insights Dashboards

            Gain comprehensive, role-specific data insights, across customers, deposits, leads, referrals, and branch activity with the Retail Banking Insights dashboards. Monitor customer performance and engagement, analyze banker activity, and track customer acquisition and conversion efforts. Empowers Retail Personal Bankers and Branch Staff to make informed decisions and effectively prioritize their work.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Financial Services Cloud Add-on License.
            • Branch Management Dashboard
              Oversee the financial health and efficiency of your branches by tracking key performance indicators and historical trends for clients and balance. Evaluate individual banker contribution across total balance, activity volume, and lead conversion to identify top performers and coaching opportunities. Analyze branch-level and detailed client data, including financial accounts, open opportunities, and client interactions to drive strategic resource allocation.
            • Branch Unit Records Analysis Dashboard
              Measure the collective business impact of a branch by tracking total records including accounts, leads, contacts, cases, and opportunities. Benchmark branch and banker performance by using the leader boards and analyze activity distribution by reference object for strategic planning. Identify top performance drivers and operational needs by isolating the top reasons to guide coaching and resource allocation.
            • Customer Acquisition Dashboard
              Prioritize new business by instantly highlighting open leads and referrals that require immediate follow-up or show no recent activity. Analyze key metrics like lead age, total interactions, and conversion performance and optimize your pipeline. Evaluate lead source effectiveness and track acquisition trends to focus resources on the most profitable channels for growth.
            • My Activities Dashboard
              Optimize your customer outreach by analyzing the types of activities that you spend time on, including calls, emails, and other interactions. Evaluate the effectiveness of your efforts by comparing your time allocation against the value of your customer portfolio for efficient focus. Monitor all recent and historical activity trends and detailed logs to ensure timely follow-up and balanced customer service across all accounts.
            • 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.
            • My Referrals Dashboard
              Maximize your referral network and monitor conversion rates and total balances. Identify top-performing recipients and high-interest products. Use trend analysis to streamline your pipeline and filter by date or rating to focus on what matters most.
             
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