Services CPQ Advanced Analytics Overview

Services CPQ Advanced Analytics enables you to leverage the power of Analytics and Einstein Discovery to analyze your estimate data.

Services CPQ Advanced Analytics combines the data from PS Cloud Analytics and Einstein Discovery models to accurately predict the win rate percentage of your estimate. For more information about Einstein Discovery models, see the Salesforce Help.

Dependencies

Before you create or reconfigure a Business Analytics app to use Einstein Discovery models, you must ensure you have the following:

Limitations

Limitations on the minimum amount of data required to generate meaningful predictions are as follows:

  • A minimum of 400 primary estimate records, where the related opportunity is closed, to generate predictions using the Estimate Win Rate (%) model.

Assets

Services CPQ Advanced Analytics creates the following assets.

Assets Created by Services CPQ Advanced Analytics
Asset Name Description
Recipe Services CPQ Advanced Analytics Pulls data from the Project Reporting dataset in PS Cloud Core Analytics.
Dataset Estimate Win Rate (%) Dataset created by the Services CPQ Advanced Analytics recipe.
Model Estimate Win Rate (%) Model created from the Estimate Win Rate (%) dataset.

Estimate Win Rate (%) Model

The Estimate Win Rate (%) model enables you to predict the win rate (%) of the estimate's associated opportunity based on the historical performance of estimates.

To do this, the Services CPQ Advanced Analytics recipe extracts the relevant fields from the Project Reporting dataset in PS Cloud Core Analytics to create the Estimate Win Rate (%) dataset.

Once the model is deployed, the model maps to the Estimate object and selects the most influential fields from the dataset. For more information, see Training Estimate Win Rate (%) Models.