You are here:
Create Custom Report Types for Einstein Opportunity Scoring
Run reports that show how Einstein Opportunity Scoring impacts your business or what factors have the biggest affect on your deals. First, set up custom report types so that sales managers and other teammates can create the reports they need.
Required Editions
| Available in: Lightning Experience and Salesforce Classic. |
| Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and for an extra cost in Enterprise Edition |
| Available to eligible customers for no extra cost in: Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create or update Opportunity Scoring custom report types: | Manage Custom Report Types AND Use Einstein Opportunity Scoring |
| To create or update custom reports types related to model factors: | View Opportunity Scoring Model Factors AND Use Einstein Opportunity Scoring |
| To delete custom report types: | Modify All Data |
- Make sure you’re familiar with custom report types and the general steps for creating and maintaining them.
- Create custom report types with the appropriate object relationships, and configure them as necessary.
- To get started, check out these examples of custom report types to use with Einstein
Opportunity Scoring.
Report type Lets teammates run reports that show Primary Object Related Objects Make sure you also Opportunity Scores by Bucket Opportunities by score bucket (low, medium, high) Opportunities Opportunity Scores - Add the Opportunity Score field to the Opportunity Score page layout if you’re not using the default page layout.
- Tell users to add a bucket column when they create a report with this report type.
Opportunity Weighted Amount by Score Opportunity amount weighted by score Opportunities Opportunity Scores - Add the Opportunity Score field to the Opportunity Score page layout if you’re not using the default page layout.
- Tell users to do the following when they create a report with this report type.
- Group the report by the opportunity ID
- Add a summary formula to the report.
Opportunity.Amount:SUM*(SCORE_Opportunity.Score:SUM/100)
Orders Related to Opportunities with High Scores Opportunities with a high score that have orders Opportunities Opportunity Scores
Orders
- Add the Opportunity Score field to the Opportunity Score page layout if you’re not using the default page layout.
- Enable Orders
Top Model Factors for Opportunities Top positive and negative model factors for their opportunities Sales AI Score Model Factors – - Add the Cycle Type field to the report so that users can filter reports by Opportunity Scoring model factors. After you create the report type, click Edit layout. Click Add fields related via lookup. Click the Sales AI Score Cycle object, and then select the Cycle Type field.
- Tell users to do the following when they create a report with this report type.
- Filter the report by status='Active' and SalesAiScoreCycle.CycleType ='OpportunityScoreModeling'.
- Sort the report by the Score Correlation field to see the top positive or negative model factors.
- Focus on the Factor Summary Org Language and Score Correlation fields.
- Deploy the report types you want to make available.
- Let your sales teams know that they can create reports using these custom report types.
Did this article solve your issue?
Let us know so we can improve!
