Activity Planning: Who to Contact Next? (Tableau)
Set your activity plan by evaluating who in your portfolio should be contacted next.
Activity Tracking: Easily Identify Trends (Tableau)
View activites across a variety of dimensions and spot trends over time.
Credit Union Scorecard Dashboard
Insight into new customers, deposit product pipeline, consumer lending, and partner referrals.
Converted Partner Referrals Dashboard
Insight into team referrals, referrals that convert into opportunities, and more.
Consumer Lending Dashboard
Insight into team member, branch, region lending, and more.
Deposit Product Pipeline Dashboard
Give users insight into deposits across pipeline.
New Customer Dashboard
Insight into new customers by team member, branch, and region.
Client Attrition Risk Dashboard
Wealth and asset management executives can proactively identify the propensity of a portfolio to churn.
Team Member Activity
This dashboard provides managers comprehensive insight into the activites done by members of their team.