Configuring Segment Metrics

You can configure segment metrics using the Configure Health Scores quick action. The Configure Health Scores window enables you to configure the segment metrics associated with a segment, such as updating the metric's weightings and thresholds. This provides you with a consolidated process for setting up your records accurately to generate health scores.

The Configure Health Scores quick action is available on CS Cloud Analytics setup record pages.

To configure segment metrics:

  1. From the CS Cloud Analytics setup record page that you want to configure segment metrics for, click Configure Health Scores.
  2. Select the segment that you want to create segment metrics for.
  3. Select at least two metrics to configure. You can select all metrics of a specific type, or select metrics individually by expanding the type.
  4. Update the global weighting for each metric type. The total global weighting must be equal to 100%.

    5. Update the following values for each segment metric:

    1. Weighting
    2. Upper Threshold
    3. Lower Threshold

      4. The lower threshold and upper threshold cannot be the same.

  5. Click Save. Any existing segment metric records associated with the selected segment have now been deleted and replaced with the ones configured in this process.
Note: You must complete all of the steps in the Configure Health Scores window and click Save for the process to complete. Clicking Back or Cancel will discard any information entered.