Use the Advanced Product Recommendation Dashboards
Get product recommendations for customers who are most likely to buy your products. View
customers whose predicted product purchase scores indicate the need your attention. Prioritize
the customers who need your immediate attention by profiling the customers. The predictions are
based on existing snapshot data in Salesforce.
Required Editions
Available in: Professional, Enterprise, and Unlimited editions
with the Revenue Intelligence for Financial Services license
The Product Recommendations for Top Customers (Advanced AI)
Dashboard
See product recommendations for your top customers based on their
predicted product purchase scores. Set filters to see the products recommended for each
branch, account, account record type, marketing segment, and predicted product purchase
score. View the products recommended based on the number of related accounts and for each
marketing segment.
The chart (1) shows the number of customers likely to buy each recommended product.
The chart (2) shows the recommended products based on the marketing segment.
The chart (3) shows the recommended products based on deposit balance.
The chart (4) shows the recommended products for each record type. To see the deposit
balance for a record type in the next chart, click a sector.
The table (5) shows customer details.
The Top Customer Recommendations (Advanced AI) Dashboard
To see customers who are likely to buy a product, embed this dashboard on the product’s record
page. View the prediction data based on the predicted product purchase score of an
account.
The Top Product Recommendations (Advanced AI) Dashboard
To see a list of recommended products for an account, embed this dashboard on the account's
record page. View the recommended products based on the probability of purchase.
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