Wealth Management | Tableau Accelerator
Analyzes advisor performance, client portfolios, assets under management, onboarding, and client or asset risk in Tableau.
The Information LabAnalyze customer segments, engagement, revenue, and lifetime value in Tableau using Data Cloud objects.

Connects with standard Data Cloud objects in Tableau to analyze customer data. The accelerator examines customer distribution, segments, media engagement, revenue, and lifetime value by demographics. It also tracks segment trends, links browsing time with revenue, evaluates campaign performance, and monitors KPIs.
Provides views of customer distribution and segments, including demographic breakdowns.
Tracks year-over-year changes across segments, age groups, and geographic locations.
Relates browsing time to revenue for each customer segment.
Identifies campaigns associated with revenue and page visits.
Monitors average revenue, customer lifetime value, and other stated KPIs.
Supports detailed analysis of individual customer profiles.
86 plugins in Tableau · Analytics
Price distribution: 80 free, 1 freemium, 5 paid
Analyzes advisor performance, client portfolios, assets under management, onboarding, and client or asset risk in Tableau.
The Information LabProvides sales metrics and calculated fields for analytics in Tableau, Agentforce Sales, and Data 360.
Salesforce LabsRuns sales gamification in Tableau with competitions, leaderboards, recognition, coaching tools, and performance tracking.
SpinifyVisualizes metric rank changes across dimensions and time in Tableau.
Salesforce Labs«Unlock customer insights and discover the possibilities of customer data with Keyrus Customer Insights with Data Cloud Accelerator. Seamlessly integrate with standard Data Cloud objects to unveil actionable insights. Optimize engagement strategies for various customer segments in near-real time. Gain granular insights …»