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            Use Revenue Management Embedded Dashboard

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            Use Revenue Management Embedded Dashboard

            The Revenue Management dashboard provides insights to build better pipelines, improve forecast accuracy, and generate more revenue. The dashboard includes the Revenue Optimizer page and Client 360 page.

            Required Editions

            Available in: Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited Editions.

            Revenue Optimizer

            Use the charts on the Revenue Optimizer page to get a quick view of the status of the revenue, top opportunities to focus on, and potential areas to increase revenue. You can filter the analytics data based on a team member, product, branch unit, revenue category, and specific period.

            • Revenue Tracker: Use this chart in places where you want a quick view of your team's progress based on revenue.
            • Top Open Opportunities: Quickly identify the top open opportunities. Use this chart to know where to focus your resources.
            • Opportunities to Focus: Get a quick view of opportunities that need your attention.

            Client 360

            Use the charts on the Client 360 page to get a comprehensive view of a specific client’s financial portfolio. The analytics provide insights to the financial managers to understand their clients better based on their current financial situation, to identify risks and opportunities, and to offer a personalized financial plan to improve their financial position. You can filter the analytics data based on billing country, billing state/province, status, and marketing segment. The Client 360 page consists of the Overview and Client Holdings tab, Leads and Opportunities tab, and Service and Engagement tab.

            • Overview and Client Holdings:
              • Financial Goal: View the client’s progress on various goal types.
              • Financial Account: Get a quick summary of client’s financial accounts based on the value and held away assets.
              • Financial Holdings: Get insights into the various financial holdings of the client based on price and market value.
              • Assets and Liabilities: Get a summary of client’s assets and liabilities by type.
            • Leads and Opportunities: Provides insights to identify high scoring leads and keep track of your contact timeline with the leads' accounts.
            • Service and Engagement:
              • Engagement Score: Indicates the client’s interaction with the organization or the financial manager.
              • Case Details: Get a summary of the cases filed by the client including the total count, count of open cases, count of escalated cases, and average time taken to resolve the request.
             
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