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Learn About Real-Time Offer Management
Offer Analytics Dashboard for Real-Time Offer Management

Offer Analytics Dashboard for Real-Time Offer Management

Use the Offer Analytics Overview dashboard to track offer health and identify offers that need attention. Monitor active offer counts, channel coverage, intent, and segment distribution to spot gaps in your offer strategy before they affect performance.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management, Data 360, and Tableau Next

For example, if you see a high number of offers without a treatment configured, prioritize configuring treatments for those offers before they expire.

Here's the list of metrics available on the dashboard.

MetricDescription
Total Active Offers The count of offers with a status of Active.
Offers Created The total number of offers created, across all statuses, compared to the previous period.
Expiring within 7 Days The count of offers whose end date and time falls within the next 7 days.
Offers Without Treatments The count of offers that don't have an offer treatment configured.
Offer Status The number of offers in each status, such as Active, Draft, or Expired, across all statuses.
Offers by Channel Count The number of active offers grouped by how many channels each is configured on, such as 1, 2, or 3 or more.
Offers by Intent The number of active offer treatments grouped by intent, such as cross-sell or upsell.
Offers by Product or Category The number of active offers grouped by product or by category.
Offers by Segment The number of active offers grouped by target market segment.
 
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