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Account Insights Tableau Next Dashboard

By Atrium

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Pricing
Free
Listed since
2026

About Account Insights Tableau Next Dashboard

Unlock key Service Insights instantly from any account record page

The amount of time that it takes to predict and resolve issues with customer service can be incredibly costly: not only time and the revenue from lost customers, but also the cost of acquiring new customers, and the impact to your reputation can have severe long-term impacts.

Atrium's Accelerator for Service Cloud connects to Data Cloud to provide a 360-degree view of the customer—and their importance to your business—enabling quick prioritization and case resolution for customer service agents. With this Accelerator, provide your organization with measurable outcomes such as improved NPS and CSAT, faster case resolution, and more cases resolved per agent as a result.

Highlights

  • Which support cases are the highest priority at a glance?
  • What website pages have a customer visited, how much have they spent (and on what types of services or products), their current and historic NPS and CSAT, and other key points in their journey
  • What was a customer doing or viewing on the website when they opened a case?
  • How many cases has a customer opened and how quickly have they been resolved in the past?
  • Who is my customer? (E.g., where do they live, how old are they, and how can I contact them?)
  • How satisfied has this customer been with their past service experiences?
  • How much has the customer spent with us, and on what, each month over the last six months?

Screenshots

Account Insights Dashboard

Image 1 of 4

Account Insights Dashboard

Pricing

Free.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Tableau Next
Requires
  • CDP
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on August 28, 2026
Languages
  • English