Accelerate Semantic Model Creation with Marketplace Templates

These out-of-the-box templates are designed to decrease the time you spend on foundational data architecture and complex data mapping. They provide a comprehensive, ready-to-use structure that includes:

• Pre-Mapped Data— mapping of essential data fields to common business concepts, eliminating the tedious and error-prone process of manual mapping.
• Defined Data Model Objects (DMOs)— establishing key objects, like Customer, Account, and Order, with best-practice attributes.
• Established Relationships— pre-configuring the logical connections and dependencies between these data model objects, ensuring data integrity and correct aggregation paths.
• Pre-Built Metrics— defining and calculating commonly required business metrics, like Total Sales, Service Case Count, and Customer Lifetime Value.
• Calculated Fields— essential computed fields necessary for deeper analysis, saving you the effort of scripting formulas.

With Tableau Next Marketplace templates, you can bypass the heavy lifting of initial setup and data structuring. Analysts, data architects, and business users can focus immediately on higher-value tasks, like analysis, customization, and deriving insights. These templates focus on high-priority areas such as Customer 360 data for a complete view of your customer, or specialized data for sales and service performance monitoring.

Access your org’s Marketplace from the Tableau Next home page or from any workspace when you add a new semantic model. The Marketplace contains prebuilt semantic model templates that install semantic models, metrics, calculated fields, and other data assets.

• Configure the C360 Semantic Model
  The Tableau Next C360 semantic model template offers a unified perspective of your data by consolidating metrics from various Customer 360 features, such as Sales, Service, Marketing, and Commerce. The template installs the semantic model and more than 40 pre-configured metrics, including open pipeline, open and closed cases, email delivery and open rates. These detailed insights are designed to support program managers and stakeholders. By providing a clear breakdown of performance across multiple dimensions, the template allows effective progress monitoring, the identification of areas needing improvement, and the execution of data-driven decision-making.
• Configure the Sales Insights Semantic Model and Metrics
  The Tableau Next Sales Insights Model and Metrics template offers comprehensive visibility into your sales data. It includes key metrics for analyzing sales, team performance, leaderboards, stage progression, conversion rates, and sales lead analysis. This template installs the semantic model along with 15 pre-configured metrics and over 70 calculated fields. Designed for sales managers and key stakeholders, these insights provide a detailed breakdown of performance and forecasting across multiple dimensions, empowering them to monitor sales progress, pinpoint areas for improvement, and make data-driven decisions.
• Configure the Service Insights Semantic Model and Metrics
  The Tableau Next Service Insights Model and Metrics template offers a comprehensive look at your service data with metrics for cases, customer satisfaction, Omni-Channel, service agents, and knowledge. Designed for service managers and stakeholders, this template delivers detailed breakdowns of CSAT and case escalation across various dimensions. By installing the semantic model, you immediately gain access to over 25 pre-configured metrics and more than 100 calculated fields. These insights are essential for continuous service progress monitoring, identifying areas that need improvement, and driving data-informed decisions.
• Configure the Service Agent Analytics Semantic Model and Metrics
  The Tableau Next Service Agent Model and Metrics template is designed to enhance service agent performance and conversation metric tracking. It helps you optimize agents by providing a tailored set of data. The template installs the semantic model, 14 pre-configured metrics, and over 30 calculated fields. These insights offer a detailed analysis of agent sessions across various dimensions, enabling data-driven decisions, improving agent quality, and identifying specific areas for agent improvement.