New Features and Enhancements in Services CPQ Advanced Analytics Spring 2024

The following new features have been introduced in the Spring 2024 release of Services CPQ Advanced Analytics.

Einstein Discovery in Services CPQ

Services CPQ Advanced Analytics App

We have introduced the new Services CPQ Advanced Analytics app to enable Einstein Discovery in Services CPQ. Using the new app, you can predict the win rate of the estimate's associated opportunity based on historical estimate data. The assets produced by the model enable you to simulate the win rate of an estimate in Services CPQ. For more information, see Simulating the Win Rate of an Estimate.

To set up a Services CPQ Advanced Analytics app, you must first set up a PS Cloud Core Analytics app. For more information, see Setting up PS Cloud Analytics Apps.

The following new features have been introduced in the Spring 2024 release of Services CPQ Analytics App.

Einstein Discovery Prediction Model for Estimate Win Rate (%)

Estimate Win Rate (%) Model

We have created the Estimate Win Rate (%) Predictor model, which enables you to predict the win rate (%) of the estimate's associated opportunity based on the performance of historical estimates. This model is supported by the Estimate Win Rate (%) dataset.

For more information on Services CPQ Advanced Analytics, see Services CPQ Advanced Analytics Overview and Estimate Win Rate Input Fields.

Dataset Enhancements

We've added the Total Hours and Total Bill Amount of Vendor Line Items fields to the Project Reporting dataset. For more information, see Project Reporting Dataset Output Fields and Project Reporting Flow Input Fields.

Predicted Estimate Win Rate (%) Component

The Estimate Win Rate (%) model enables you to add the Predicted Estimate Win Rate (%) component to the Estimate record page. The component displays the predicted win rate of the estimate as a percentage. The top predictors of the predicted estimate win rate are displayed, alongside suggested improvements that enable you to improve your estimate win rate percentage. For more information, see Predicted Estimate Win Rate (%) Component.