--- title: SecurFinancial Dashboard Panels slug: docs/securfinancial-dashboard-panels docTags: createdAt: 2024-12-02T09:50:58.001Z --- [SecurFinancial customer interaction analysis project](https://experience.adobe.com/#/@demosystem4/platform/analytics/#/workspace/edit/6421158d2a9c6e2d2a4ddf6b) will help businesses to analyze and understand key performance metrics and customer engagement - along with orchestrated journeys performance. ![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/54c7kdw2_2Vxj-JlbZqMs_image.png) We have arranged metrics and visualizations in different panels to focus on various use cases including page/product interactions, call center performance, customer re-engagement, etc. ::::VerticalSplit{layout="middle"} :::VerticalSplitItem ## Marketing Snapshot ![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/JE34byTazKA8kJ__Na7RP_image.png) ::: :::VerticalSplitItem This panel includes KPIs around people engagement, conversions, and revenue; along with session overlap and page level errors, s, etc. ::: :::: ::::VerticalSplit{layout="middle"} :::VerticalSplitItem ## Journey Optimizer & External Campaigns ![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/6pP2rTcxwIf0DEloICpMt_image.png) ::: :::VerticalSplitItem Assuming, marketing campaigns, orchestrated over external channels like Facebook, Display, etc. have UTM / tracking parameters to capture customer interaction details in the Experience Platform. This may include third-party data as well. ::: :::: ::::VerticalSplit{layout="middle"} :::VerticalSplitItem ## Intelligent Reengagement ![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/q1h9urfSYvOoe6CCZwO1C_image.png) ::: :::VerticalSplitItem This panel will allow businesses to understand customer engagement across various channels. We can highlight session overlap, errors on which page is leading to a large amount of call-center interactions, and what action the customer performed before reaching out to the call center. ::: :::: ::::VerticalSplit{layout="middle"} :::VerticalSplitItem ## Call center Reengagement ![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/I1zUQIqCmidRN9mRXHVye_image.png) ::: :::VerticalSplitItem This panel focuses on the analysis of customer engagement over the call center, which will allow you to show call trends by category, sessions over the web, mobile, and store visits to call center discussions. We have included various visualizations to show the value and rate of change over call-center dial-ins, average call duration and cost over quarter, and session overlaps from the web, mobile, and store visits to the call center as well as activities performed by customers before dialing to call-center. We can show metrics for customers dial-in with a grievance and the percentage of those customers converging post discussion. We can show call-center performance by considering the number of calls and average cost by call duration, bucketed as less than 10 minutes, 10 to 15 minutes, and more than 15 minutes - along with call grievance resolution satisfaction, rated as less than 5, 5 to 8 and greater than 8. ℹ️ ***Call duration bucket***: **\<10 **minutes, **10 - 15** minutes, and **>15** minutes ℹ️ ***Call satisfaction rating bucket***: **\<5**, **5 - ,8** and **>8** ::: :::: ::::VerticalSplit{layout="middle"} :::VerticalSplitItem ## Branch Reengagement ![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/md2t946LpWhKKf0KrJ2va_image.png) ::: :::VerticalSplitItem This panel focuses on data available related to store visits or interactions. It includes trends over store visits, conversions, and revenue generated at retail stores. Along with that, the panel includes top-performing stores by visits and revenue. It also enables you to show customer interactions, and post store visits and campaigns, encouraging customers to visit the branch. ::: :::: :::hint{type="info"} Experience event data from **2021 **to date is made available for this project. :::