Brug dashboardet Customer Likelihood of Adding Assets (Kundesandsynlighed for tilføjelse af aktiver)
Identificer kunder, der med stor sandsynlighed tilføjer aktiver, og foretag de relevante handlinger. Vis forudsigelsesresultater for hver forudsigelsesscoregruppe. Du kan integrere dashboardet på Lightning-registreringssider.
EditionsHeading
Tilgængelig i: Professional, Enterprise og Unlimited Edition med Revenue Intelligence for Financial Services-licensen
Bemærk Hvis du ønsker metriske definitioner på Analytics for Wealth Management-dashboards, kan du se Ordliste for Analytics for Wealth Management-dashboards. Ordlisten beskriver også indholdet og brugen af globale filtre, der findes på dashboards.
Diagrammet (1) viser en liste over konti med kontoens forudsigelsesscores og aktiver under administration.
Diagrammet (2) viser wallet-shares for konti baseret på forudsigelsesscoregruppe. Brug diagrammet til at prioritere de konti, der har brug for din opmærksomhed.
Diagrammet (3) viser wallet-shares for konti baseret på marketingsegmenter. Brug diagrammet til at prioritere marketingsegmenter, der kræver din opmærksomhed.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
