Metrics Intermediate Processing Fields

After importing the input fields from the different sources and joining them together, the Metrics recipe filters out non-relevant or repeated records, creates calculated fields, and removes temporary fields required for calculations. You can access the recipe from the Data Manager Lightning app in your org. This enables you to view all the recipe nodes and see a preview of the data at each stage of the recipe using Salesforce's Data Prep feature. For more information about the Data Prep feature, see the Salesforce Help.

Warning: We recommend that you never modify the Metrics recipe. This might cause dashboards, lenses, and other recipes to stop working. In addition, any changes that you make to a recipe are lost when you upgrade or reconfigure the app.

Value Health Points Calculation

Value health points contribute to the calculation of an account's overall health score. They dictate how many of the available 100 health score points each metric contributes to an account's health score on a given date.

The value health point field is calculated using the following fields:

• Lower Threshold
• Upper Threshold
• Threshold Difference
• Weighting
• Value
• Metric Score

The way the Metric Score is calculated is different depending on the field values listed above, but is as follows:

• When Value is equal to or less than Lower Threshold, the metric score is zero. Therefore, no value health points are awarded.
• When Value is between the lower and upper thresholds, then the Metric Score is determined in proportion to the weighting corresponding to the Value's place between the upper and lower thresholds. The following calculation determines the Metric Score: 100 * (Value - Lower Threshold) / Threshold Difference.
• When Value is equal to or exceeds the upper threshold, then the Metric Score is 100. Therefore, the maximum number of health points are awarded equal to the value in the Weighting field.

The calculation for Value Health Points is (MetricScore * Weighting) / 100. Where Metric Score is calculated as above, and represents the percentage of the weighting that will be awarded.

The following is an example of the full calculation for determining the value health points awarded:

• When the Lower Threshold is 10, the Upper Threshold is 20, the Weighting is 50, and the Value is 12. The Metric Score is 20 since the value is 20% between the lower and upper thresholds, and therefore 20% of the weighting is awarded. So the total value health points awarded is 10.

Note:

In cases where the goal is to minimize the value, such as open support cases, the Lower Threshold value is greater than the Upper Threshold value. If this applies, then the Metric Score is calculated as above, with the exception of switching the Lower Threshold and Upper Threshold logic.

• For example: The Lower Threshold is 20, the Upper Threshold is 10, the Weighting is 50, and the Value is 12. The value is 80% between the lower and upper thresholds, and therefore the Metric Score is 80. So the total value health points awarded is 40.

Filters

This is the filter node from the Metrics recipe that relates to the dataset.

Filter Nodes Related to the Metrics Dataset

Filter Node	Description
AccountLevel_FILTER	Refines the data to only return metric rows where Score Level equals Account.
RemoveDuplicates_FILTER	Removes all but the most recent customer success metric account value records when more than one is present for a given date.

Calculated Fields

These are the fields calculated by the Metrics recipe.

Calculated Fields Created for the Metrics Dataset

Field Label	Field API Name	Description
AccountHealthScore	AccountHealthScore	Calculated as follows: (AggregatedHealthPoints * 100) / MetricWeightingSum.
AggregatedHealthPoints	AggregatedHealthPoints	Calculated using the sum of all of the health point values for an account on a given date.
Date	Date	The date taken from the Date field on the customer success metric account value record, or the projected date for dates which have no associated record. See the Value field description for more information about how this is calculated.
MetricWeightingSum	MetricWeightingSum	Calculated using the sum of all of the metric weightings for an account on a given date.
ThresholdDifference	ThresholdDifference	Calculated as follows: upperThreshold - lowerThreshold. Used in the ValueHealthPoints calculation. See the Value Health Points Calculation section above for further details.
Value	Value	Taken from the Value field on the customer success metric account value record when a record is available for the given date. When a record is not available for the given date, the value from the most recent customer success metric account value record prior to the given date is used. When more than one record exists for a given date, the most recent of those values is used.
ValueHealthPoints	ValueHealthPoints	Calculated according to the following fields: Lower Threshold Upper Threshold Threshold Difference Weighting Value See the Value Health Points Calculation section above for further details.