Creating an App from the Services CPQ Advanced Analytics Template

To create a Services CPQ Advanced Analytics app, perform the following steps.

You must first ensure Services CPQ is selected in the Optional Data section of your active PS Cloud Analytics Setup record before creating your PS Cloud Core Analytics app. Then, create an app using the Services CPQ Advanced Analytics template.

To avoid errors in the creation of your app, we recommend you follow the steps described in Setting up PS Cloud Core Analytics Apps in the Business Analytics Help before creating it.

1. Click Create in Analytics Studio.
2. Click App, and select the Services CPQ Advanced Analytics template.
3. Click Looks good, next.
4. Name your app, then click Create.

By default, when you generate an app, the sharing settings are set to private. To give access to other users, click . This opens the app's Give Access tab. For more information about sharing Analytics apps, see the Salesforce Help.

Warning:

If the app creation process fails, you must re-run the app template after fixing the issue. You can re-run the app template by deleting the failed app or reconfiguring it.

Assets Generated when you Create a Services CPQ Advanced Analytics App

Generated Assets

Package	App Template	Dataset	Component
Business Analytics	Services CPQ Advanced Analytics	Estimate Win Rate	Predicted Estimate Win Rate (%)