Use Tableau Next dashboards to gain insights that help your users improve operational efficiency and fine-tune your loyalty program processes.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
Note All Loyalty Management licenses provide access to Salesforce Foundations. The Tableau Next Limited
Consumer licences that are required to use Loyalty Management dashboards are available as a
part of Salesforce Foundations.
Tableau Next Dashboards
Provide loyalty program managers with actionable insights into loyalty programs to help them devise strategies to increase membership, retain customers, improve processes, and grow your business.
Note Depending
on your data volume, dashboards can take a few seconds or minutes to load.
About Tableau Next
Tableau Next is Salesforce's agentic analytics solution that provides personalized, actionable insights. It unifies business data using the Data 360 semantic layer, leverages Agentforce AI for context, and uses the #1 analytics platform to deliver these insights. It is API-first and offers enterprise-grade performance, security, and scalability.
- Set Up Tableau Next Analytics Dashboards for Loyalty Management
Install Loyalty Management dashboards to provide loyalty program managers with actionable insights for increasing memberships, retaining customers, and improving processes. - In-App Dashboards for Loyalty Management in Tableau Next
Loyalty Management in-app dashboards are standalone data visualizations that are typically accessed from dedicated analytics pages. Loyalty program managers use these dashboards as centralized hubs to analyze large datasets and monitor high-level performance metrics. - Embedded Dashboards for Loyalty Management in Tableau Next
Loyalty Management embedded dashboards are data visualizations integrated directly into record pages, with each dashboard designed to be added only to specific, relevant pages. They surface contextual, filtered insights alongside daily operational tasks without requiring navigation to a separate analytics hub.