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Maximize Customer Revenue Model Template
Analyze which types of accounts are leading to higher sales based on the last 365 days. Use a linear regression model to predict which accounts could bring additional revenue.
Use Case
Prerequisites
Einstein Discovery checks whether your Salesforce org meets the requirements to generate an app from this template. It finds your most recently closed opportunity and uses data from the year before that to generate the model training dataset.
| Checks | What’s Required |
|---|---|
| Minimum requirements | At least 400 unique accounts with closed won opportunities within the first 6 months of the previous year. |
| Optional objects |
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| Object and field access | The integration user and the logged-in user have access to the objects and fields required to build an app from the template.
|
Generated Assets
Einstein Discovery generates an app containing these assets.
| Asset | Default Name | Description |
|---|---|---|
| Model | Maximize Customer Revenue | Explains the driving factors for maximizing the customer revenue for an account, as well as recommendations on how to improve the outcome. The initial model focuses on fields that could provide good predictive signals and avoids obvious data leakage. |
| CRM Analytics Dataset | Account Training Dataset | Dataset used to train the machine learning model. |
| CRM Analytics Data Prep Recipe | appName_recipe | Data Prep recipe that pulls relevant account information from Salesforce to generate a dataset that is used to train a machine learning model. Design is based on best practice feature engineering and data filters. |
| Dashboard | About This Story |
|
| Prediction Definition, Model | Predicted Customer Revenue, Predicted Revenue | Deployed automatically. |
Salesforce Objects
- Account
- Opportunity
- Product
- Leads
Model Outcome Variable and Derived Variables
The generated dataset includes the following data. For a complete list, refer to the dataset or model.
| Variable Name | Data Type | Description |
|---|---|---|
| Total Revenue (outcome) | numeric | Sum of all closed won opportunities for each account within the past three years. |
| # Leads Converted | numeric | Number of leads converted for each Account in the past number of days. |
| # Won Deals | numeric | Total number of deals won per Account based on the time frame used to calculate total revenue. |
| Aggregates.FirstDealDate | date | Close date for the first closed won Opportunity for each account based on the time frame used to calculate total revenue. |
| AvgDealAge | numeric | Average time to close a deal per Account based on the time frame used to calculate total revenue. |
| AvgDealSize | numeric | Average deal size per Account based on the time frame used to calculate total revenue. |
| Top Product Family | text | Top product family associated with each Opportunity based on the Opportunity Line Item with the largest total price. |
| Top Product Name | text | Top product associated with each Opportunity based on the Opportunity Line Item with the largest total price. |
