Loading
Salesforce now sends email only from verified domains. Read More
Tableau Next
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configure the Service-Risk Adjusted Win Score Composite Metric

            You are here:

            1. Salesforce Help
            2. Docs
            3. Tableau Next

            Configure the Service-Risk Adjusted Win Score Composite Metric

            The Tableau Next Service-Risk Adjusted Win Score composite metric template combines sales conversion performance with service-risk. It signals which accounts have strong win rates and low service escalations, ideal targets for upsell and expansion. This template installs the pre-configured metric and 1 calculated field used to determine your service-risk adjusted win scores. Designed to allow analysts to visualize their data instantly and provide stakeholders with actionable insights, bypassing the time-consuming process of manual chart configuration and complex data modeling.

            Required Editions

            View supported editions.
            User Permissions Needed
            To view Marketplace templates: Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst permission set
            To install semantic models in Data 360: Data Cloud Architect permission set

            This template requires:

            • C360 Semantic Data Model
            • C360 DMOs: Account, Opportunity, and Case

            This template is designed to work with the C360 data, mapping your data into a composite metric.

            1. From your Tableau Next workspace, click Add and select Metric (Beta).
              The metric option in the Add dropdown list.
            2. In the Marketplace, select the Service-Risk Adjusted Win Score tile.
              Select the Service-Risk Adjusted Win Score template.
            3. View the template details and click Next.
            4. Configure the metric.
              The metric configuration page with a data space and semantic model selected.
              1. Select the data space for the model and metric.
              2. Select an existing semantic model to use. To extend the existing C360 semantic into a new model for customization, leave this blank.
            5. Click Create with Selected Model to start the installation process with your selected model. Or click Create with New Model to install with a new semantic model.

            The template checks your org to make sure that all prerequisites and permissions are set up correctly to install the metric. If the template validation is successful, the installation process begins. If it fails, you’re provided with a list of errors to resolve.

            If you create a model, a successful install opens a new model extended from the C360 semantic model.

            Primary Metric Calculation: 

            0.60×WinRate+0.40×(1−EscalationRate)
             
            Loading
            Salesforce Help | Article