63%

Increased customer count

72%

Increased product sales

42%

Increase in marketing goal achievement

32%

Increased customer retention

This product cross sell dashboard shows banks which customers are likely to need which product next. Retail banking relationship managers and product teams use it to shape tailored offers, grow revenue from existing customers, and raise share of wallet. Infocepts built it as a custom dashboard with data product design.

What problem did this dashboard by Infocepts solve for the bank?

Cross selling works best when the offer fits the customer. A generic offer promoted to everyone rarely does. Infocepts built a dashboard that analyzes customer behavior and shows which product a specific customer is likely to need next. It turns cross selling from a broad campaign into a targeted one.

What does the product cross sell dashboard track?

It tracks customer behavior, product holdings, and engagement signals, built from transaction history and brought together into one view. From that view it surfaces cross sell opportunity scores for each customer. It sits alongside CRM and core banking systems as an analytics layer, so existing customer data becomes a guide to the next offer.

Who uses product cross sell dashboards in banks and how?

Retail banking relationship managers use it to see which customers are underserved and which product to offer them. Product teams use it to grow revenue per existing customer instead of relying only on new customer acquisition. Both groups work from the same behavior based view, so offers stay consistent and relevant.

What business impact did the bank see after rollout?

Reported results include 63% higher customer count, 72% higher product sales, 42% higher marketing goal achievement, and 32% higher customer retention. Together they point to a larger share of each customer’s wallet and a stronger long term relationship.

Key metrics: customer count, product sales, marketing goal achievement, customer retention, share of wallet, and cross sell opportunity scores.

Explore more examples in the Financial Services section, see the transaction analytics dashboard or the credit card analytics dashboard, or read our case studies.

Want a cross sell dashboard for your bank? Talk to our team about what to track and how to build it.

Frequently asked questions

A product cross sell dashboard analyzes customer behavior to show which product a customer is likely to need next. Banks use it to replace generic offers with targeted ones. Relationship managers and product teams see who is underserved and what to offer, based on how each customer already banks.

A bank gains share of wallet when a customer moves more of their financial business to it. The dashboard surfaces customers who are underserved relative to their behavior pattern. The bank can then offer the product most likely to be relevant, rather than promoting the same product to everyone.

Typically transaction history, product holdings, and engagement signals. The dashboard brings them together to build a behavior based view of what a customer might need next. It works alongside CRM and core banking systems and does not replace them. It adds an analytics layer on top of data the bank already holds.

Track product sales, customer count, customer retention, and how well teams hit marketing goals. This dashboard reports all four. Tie each measure to a specific offer so you can see which products resonate with which customers, and adjust the next round of outreach accordingly.

Start by listing the customer data the bank already holds, such as core banking and CRM records. Connect those sources into one analytics layer, then design views that relationship managers and product teams will actually open. Infocepts supports the first step through data engineering and integration.

The cross sell dashboard has one job: show which product each customer is likely to need next. Decision360 is a fully managed analytics platform that delivers automated insights, NLP driven data search, data stories, and real time alerts to business teams. Choose the dashboard for a focused sales use case and Decision360 for broader managed analytics.