Customer 360 dashboard
The Customer 360 Dashboard brings revenue, open cases, sentiment, invoices and key contracts for any account onto one screen, built from your CRM, ERP and data warehouse, so account teams walk into every call prepared. Build your own views and share them with your team.
Revenue Intelligence
Customer 360 Dashboard
Revenue, open cases, sentiment, invoices and key contracts for any account on one screen, so account teams walk into every call prepared.
How it works
- 1
Connect your systems
Your CRM, ERP and data warehouse feed the Enterprise Data Model.
- 2
See the whole account
Revenue, open cases, sentiment, invoices and key contracts on one screen.
- 3
Build your own views
Start from the ready-made Customer 360 view or build your own dashboards.
- 4
Share with your team
Share each dashboard with the people who need it; every viewer sees only the data their permissions allow.
Ask questions like these
Ask the Customer 360 Dashboard agent in plain language; every answer shows its sources.
- What's the full picture on the Contoso account before tomorrow's call?
- Which accounts have open escalations and a renewal this quarter?
- How has revenue from our top accounts changed this year?
Works with the systems you already run
Uses your CRM, ERP and data warehouse, through connectors such as these.
More Revenue Intelligence agents
- Customer Relationship IntelligenceSee what's really going on in your customer base, with information from across your company and the web brought together into one picture of relationship health.
- Upsell/Cross-sell MaximizerFind upsell and cross-sell opportunities your team may have missed, and turn them into new pipeline.
- Proposal GeneratorUse in-depth customer intelligence to produce targeted, on-brand proposals quickly.
- RFP ResponseAnalyze incoming RFPs and DDQs to improve your odds of winning, generate executive summaries and document sets from approved answers, and automate DDQs.
- Win/Loss AnalyzerLearn from past wins and losses to fine-tune your sales approach.
See the Customer 360 Dashboard agent at work
Questions about Revenue Intelligence or this agent? Send us a note and we'll get back to you by email.