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Embedded Dashboards with Tableau Next
The Customer Lifecycle Analytics app in Tableau Next Hub includes dashboards and scorecards that you can embed in Lightning Experience pages to understand customer satisfaction and loyalty.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Unlimited and Developer editions |
| Available with the Feedback Managenent - Starter, and Feedback Management - Growth licenses, Data Cloud license, and one of these Tableau Next licenses: Tableau Next Creator, Tableau Next Customer, or Tableau Next Limited Consumer. See Tableau licenses for the full list of applicable licenses. |
Here’s some general information about the Tableau Next embedded dashboards and the questions they answer.
Contact NPS
Determine if a customer's experience is an outlier or aligns with broader company trends. View Net Promoter Scores (NPS) at the individual contact level. Compare a specific person’s latest score against your organization's overall NPS.
Use the Contact NPS dashboard to answer key business questions, such as:
- What’s the latest NPS of the contact?
- What’s the overall NPS?
The dashboard supports filtering by Survey Response Metrics, allowing the embedded view to display NPS data scoped to a specific set of survey responses.
Account NPS
Understand the health of specific business relationships and evaluate customer loyalty. Compare a specific account's Net Promoter Score (NPS) against your organization's overall average. Contextualize these scores with survey questions to identify which key accounts are thriving, neutral, or at risk of churn.
Use the Account NPS dashboard to answer these key business questions:
- What's the latest NPS of the account?
- What's the overall NPS?
The dashboard supports filtering by Account NPS Metrics, allowing the embedded view to display NPS data scoped to a specific account and its associated surveys.
Case Customer Satisfaction
Pinpoint which cases resulted in high satisfaction and which require intervention. Compare a specific support case's CSAT rating against the average rating for all cases. View the exact survey question alongside the score to evaluate support rep performance and customer sentiment for every closed ticket.
Use the Case Customer Satisfaction dashboard to answer key business questions, such as:
- What’s the latest CSAT rating for the case?
- What’s the average of all the ratings?
The dashboard supports filtering by Survey Response Metrics, allowing the embedded view to display satisfaction rating data scoped to a specific set of survey responses.
Contact Customer Satisfaction
Understand individual customer sentiment and identify who is satisfied or at risk of churn. Compare a specific contact's latest rating against your organization's overall average.
Use the Contact Customer Satisfaction dashboard to answer key business questions, such as:
- What’s the latest CSAT rating of the contact?
- What’s the average of all the ratings?
The dashboard supports filtering by Survey Response Metrics, allowing the embedded view to display satisfaction rating data scoped to a specific set of survey responses.
Single Customer NPS Lifecycle
Pinpoint where an individual’s experience is thriving or failing. View a customer's latest score alongside their average ratings per lifecycle stage. Identify exactly when dissatisfaction occurs to make targeted service improvements.
Use the Single Customer NPS Lifecycle dashboard to answer key business questions, such as:
- Which stage of the customer’s lifecycle needs attention?
- What’s the average score across the stages of the customer lifecycle?
- What’s the latest NPS?
The dashboard supports filtering by Submitter Dataset and Survey, allowing the embedded view to display data scoped to specific survey submitters or surveys.
Single Customer CSAT Lifecycle
Pinpoint exactly where an individual’s satisfaction rises or falls throughout their journey. Identify specific lifecycle friction points before they lead to churn to make proactive interventions.
Use the Single Customer CSAT Lifecycle Map dashboard to answer key business questions, such as:
- Which stage of the customer’s lifecycle needs attention?
- What’s the average rating across the stages of the customer lifecycle?
- What’s the latest CSAT rating?
The dashboard supports filtering by Submitter Dataset and Survey, allowing the embedded view to display data scoped to specific survey submitters or surveys.
Customer NPS Lifecycle
Visualize how customer loyalty and sentiment shift across journey stages, use the Customer NPS Lifecycle dashboard. Correlate NPS scores with customer emotion to identify detractor hotspots and uncover the root causes behind shifts in brand advocacy.
Use the Customer NPS Lifecycle dashboard to answer key business questions, such as:
- Which stage of the customer’s lifecycle can be improved?
- What’s the NPS for the lifecycle?
- How many customers responded to the survey?
- What’s the total customer base?
- How many responses did we get?
- What’s the NPS across engagement channels and stages of the lifecycle?
Customer CSAT Lifecycle
Understand customer satisfaction across the entire customer journey. Benchmark average CSAT scores against specific lifecycle stages and feedback channels to identify exactly where friction occurs. Prioritize operational improvements where they have the most significant impact on retention.
Use the Customer CSAT Lifecycle dashboard to answer key business questions, such as:
- What’s the average CSAT rating?
- How many responses did we get?
- Which stage of the customer’s lifecycle can be improved?
- What’s the CSAT rating across engagement channels and stages of the lifecycle?
