Which two features support this need?
The leadership team at Cumulus Financial has declared that customers who have deposited more than $250,000 in the last 5 years and who are not using advisory services, will be the central focus for all new campaigns in the next year.
Which two features support this need?
A . Calculated Insight
B. Report|
C. Segment
D. Dashboard
Answer: AC
Explanation:
These two features support the need to calculate each customer’s lifetime value (LTV) and create breakdowns of the revenue sourced by different channels. Calculated Insight allows you to create complex calculations based on stored data, such as LTV. Segment allows you to create audiences based on different criteria, such as revenue source.
Reference: https://help.salesforce.com/s/articleView?id=sf.c360_a_calculated_insights.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.c360_a_segmentation.htm&type=5
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