Føj dashboards for basisproduktanbefalinger til Lightning
Vis interaktive visualiseringer af anbefalede produkter, der er forudsagt ved brug af klyngetransformation ved at føje dashboards til Financial Service Cloud-sider.
EditionsHeading
Tilgængelig i: Professional, Enterprise og Unlimited Edition med Revenue Intelligence for Financial Services-licensen
Dashboardet Produktanbefalinger for topkunder (basisk AI)
Føj dette dashboard til startsiden. Dashboardet viser anbefalede produkter for kunder. Du kan filtrere forudsigelsesdata for hver forgrening, konto, kontoregistreringstype, produkt og marketingsegment.
Dashboardet Topkundeanbefalinger (basis-AI)
Føj dette dashboard til produktregistreringssiderne. Dashboardet viser kunder, der med stor sandsynlighed køber dette produkt. Du kan filtrere forudsigelsesdata for hvert mål.
Dashboardet Topproduktanbefalinger (basis-AI)
Føj dette dashboard til kontoregistreringssiderne. Dashboardet viser en liste over anbefalede produkter for denne konto
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