Creating an App from the Services Estimator Advanced Analytics Template
To create a Services Estimator Advanced Analytics app, perform the following steps.
You must first ensure Services Estimator 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 Estimator 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.
- Click Create in Analytics Studio.
- Click App, and select the Services Estimator Advanced Analytics template.
- Click Looks good, next.
- 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.
Assets Generated when you Create a Services Estimator Advanced Analytics App
Package | App Template | Dataset | Component |
---|---|---|---|
Business Analytics | Services Estimator Advanced Analytics | Estimate Win Rate | Predicted Estimate Win Rate (%) |