Hi,
I have a dashboard to show top opportunities. Now, I want to add field to show what is next best action for the opportunity.
Can we show next best action in CRM Analytics?
#Tableau CRM #Einstein Discovery Stories
When you create a model in Einstein Discovery, you can define the actionable variables of the model. Einstein Discovery will make improvement suggestions based on these actionable variables.
This is different to Einstein Next Best Action (which is rule-based), but can suggest the next best step. Highly depends on the details of your use case.
I don't know a way to display Einstein Next Best Action in a dashboard.