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.
Required Editions
For example, a retail personal banker can use the Activity Performance dashboard to monitor and allocate time efficiently across the customer base. Review the customer value vs. time allocation section to see if your total calls and total emails are proportional to customer value. If a high-value customer has low activity, then use the activity details table to identify pending high-priority tasks and mobilize immediate, targeted outreach is serviced effectively.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Financial Services Cloud Add-on License. |
Learn about the key metrics on the My Customers dashboard.
| Metric | Description |
|---|---|
| Activity Type | Shows the various categories of outreach or interaction performed by the banker, such as calls, emails, or other tasks. Use this metric to analyze the overall mix and focus of the customer engagement strategy. |
| Total Calls | Shows the aggregate number of calls made or received by the banker with customers over a specified period. Use this metric to evaluate the volume of call-based outreach efforts in the banker's portfolio. |
| Total Emails | Shows the aggregate number of emails sent or received by the banker with customers over a specified period. Use this metric to evaluate the volume of email-based outreach efforts in the banker's portfolio. |
| Other Activities | Shows the total count of customer-related activities not classified as a call or an email, such as in-person meetings or general tasks. Use this metric to track and analyze all forms of customer engagement. |
| Activity Type Distribution | Shows the breakdown of a banker's activities across different interaction types, such as the percentage of calls, emails, and tasks. Use this metric to review the balance of the banker's time allocation across various engagement methods. |
| Activity History Trend | Shows the progression of customer-related activities over a specific timeline, such as weekly or monthly. Use this metric to monitor recent and historical engagement patterns and identify periods of high or low activity. |
| Activity Type | Shows the various categories of outreach or interaction performed by the banker, such as calls, emails, or other tasks. Use this metric to analyze the overall mix and focus of the customer engagement strategy. |
| Account | Shows the specific customer banking account associated with the activity record. Use this metric to link the activity directly to the relevant customer relationship and financial details. |
| Due Date | Shows the scheduled completion date for a recorded customer activity or task. Use this metric to monitor pending tasks and ensure timely follow-up and completion of all service obligations. |
| Description | Shows the detailed narrative or notes recorded for a specific customer interaction or task. Use this metric to provide context and comprehensive logs for all customer engagement for future reference. |
| Call Type | Shows the classification of a telephone activity (inbound, outbound, service-related, sales-related). Use this metric to segment and analyze the strategic purpose and effectiveness of call-based outreach. |
| Owner Name | Shows the name of the banker or staff member responsible for the recorded customer activity. Use this metric to track accountability and monitor the workload and performance of individual team members. |
| Priority | Shows the importance level assigned to a specific customer activity or task. Use this metric to identify and mobilize efforts on the most critical tasks first. |
| Status | Shows the current stage of the customer activity (open, in-progress, completed). Use this metric to monitor the progress of follow-ups and ensure that all tasks are moving toward resolution. |
| Subject | Shows a brief, high-level summary or title of the customer activity. Use this metric to understand the topic of the interaction in activity logs and tables. |
| Type | Shows the record classification of the activity, indicating whether it's a call, an email, or a task. Use this metric to ensure accurate categorization and analysis of different customer engagement methods. |
