Use the Customer Likelihood of Adding Assets Dashboard
Identify customers who are likely to add assets and take appropriate action. View
prediction results for each prediction score group. You can embed the dashboard in Lightning
record pages.
Required Editions
Available in: Professional, Enterprise, and Unlimited
editions with the Revenue Intelligence for Financial Services license
Note For metric definitions of Analytics for Wealth Management dashboards, see Analytics for
Wealth Management Dashboard Glossary. The glossary also describes the contents and the use of
global filters present on the dashboards.
The chart (1) shows a list of accounts with the account's prediction scores and assets
under management.
The chart (2) shows the wallet shares of accounts based on prediction score group. Use the
chart to prioritize the accounts that need your attention.
The chart (3) shows the wallet shares of accounts based on marketing segments. Use the
chart to prioritize marketing segments that need your attention.
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