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Use Revenue Management for Financial Services Component Library
Revenue Management for Financial Services Cloud provides components to build customized dashboards. Components are container elements that contain groups of charts, tables, filters, text, and more in multiple dashboards, making it easy to add a group of objects to your dashboard.
| Available in: Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited Editions |
- Book of Business Components
Use the Book of Business components to understand your business performance. They include a summary of your metrics, customer and advisor leaderboards, client segmentation charts and whitespace analysis charts. - Revenue Management Components
Use the Revenue Management components to get performance insights to build better pipelines, improve forecast accuracy, and generate more revenue. They include Revenue Tracker, Top Open Opportunities chart, Opportunity Conversion chart, Pipeline Forecast Changes chart, and Opportunities by Product and Opportunity Stage chart. - Lead Conversion Components
Use the Leads Conversion components to get a comprehensive view of your lead pipeline. They include a Lead Pipeline chart, Leads by Time chart, Lead Conversion Rate by Lead Source chart, Open Lead Distribution by Lead Source chart, Lead Projections by Lead Source chart, and Summary Metrics.
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