Monitor Referral Promotion Performance by Using Tableau Next Dashboards

Give your marketing managers insights into referral participation, conversion rates, and financial performance. Marketing managers track advocate engagement, friend sign-ups, and friend activities. They can also measure revenue generated and reward liability to assess promotion success. These capabilities were previously available only in CRM Analytics, but now they’re also delivered through Tableau Next to improve scalability and provide expanded functionality.

Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Referral Marketing.