---
schema_version: "1"
id: 968447946c80aa9bbef9580e6a1e82fc46ef49387d1252b476ca4a2a36480d0d
title: Maximize Customer Revenue Model Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_edd_template_maximize_customer_revenue.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_edd_template_maximize_customer_revenue.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6f85fb981dfc47e9326a5f6195ab371942738c26caa65d6741671023ad53c378
description: Analyze which types of accounts are leading to higher sales based on the last 365 days. Use a linear regression model to predict which accounts could bring additional revenue.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Maximize Customer Revenue Model Template

Analyze which types of accounts are leading to higher sales based on the last 365 days. Use a linear regression model to predict which accounts could bring additional revenue.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note Einstein Discovery stories are now models. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it.

## Use Case

[Numerical Use Cases](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_about_use_case_numeric.htm&release=264.0.0&type=5 "Numerical solutions target numeric outcomes represented as quantitative data (measures), such as currency, counts, or percentages.")

## Prerequisites

Einstein Discovery checks whether your Salesforce org meets the requirements to generate an app from this template. It finds your most recently closed opportunity and uses data from the year before that to generate the model training dataset.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:19.193857965451055%">
          <col style="width:80.80614203454894%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d134974e48">Checks</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d134974e50">What’s Required</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Checks" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e48 ">Minimum requirements</td>
            <td data-label="What’s Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e50 ">At least 400 unique accounts with closed won
              opportunities within the first 6 months of the
              previous
              year.</td>
          </tr>
          <tr class="">
            <td data-label="Checks" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e48 ">Optional objects</td>
            <td data-label="What’s Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e50 ">
              <ul>
                <li>Opportunity Line Items</li>
                <li>Leads</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Checks" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e48 ">Object and field access</td>
            <td data-label="What’s Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e50 ">
              <p>The integration user and the logged-in user have
                access to the objects and fields required to build
                an app from the template.</p>
              <ul>
                <li>Account</li>
                <li>Opportunity<ul>
                    <li>Amount</li>
                    <li>Closed Date</li>
                  </ul>
                </li>
              </ul>
            </td>
          </tr>
        </tbody>
      </table>

## Generated Assets

Einstein Discovery generates an app containing these assets.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:16.666666666666664%">
          <col style="width:33.33333333333333%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d134974e94">Asset</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d134974e96">Default Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d134974e98">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Asset" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e94 ">Model</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e96 ">Maximize Customer Revenue</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e98 ">Explains the driving factors for maximizing the
              customer revenue for an account, as well as
              recommendations on how to improve the outcome. The
              initial model focuses on fields that could provide
              good predictive signals and avoids obvious data
              leakage.</td>
          </tr>
          <tr class="">
            <td data-label="Asset" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e94 ">CRM Analytics Dataset</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e96 ">Account Training Dataset</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e98 ">Dataset used to train the machine learning
              model.</td>
          </tr>
          <tr class="">
            <td data-label="Asset" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e94 ">CRM Analytics Data Prep Recipe</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e96 "><samp class="parmname">appName</samp>_recipe</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e98 ">Data Prep recipe that pulls relevant account
              information from Salesforce to generate a dataset
              that is used to train a machine learning model.
              Design is based on best practice feature engineering
              and data filters.</td>
          </tr>
          <tr class="">
            <td data-label="Asset" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e94 ">Dashboard</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e96 ">About
              This Story</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e98 ">
              <ul>
                <li>Model description</li>
                <li>Dataset description</li>
                <li>Number of Accounts Analyzed</li>
                <li>Average Customer Value</li>
                <li>Fields Created for the Training Dataset</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Asset" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e94 ">Prediction Definition, Model</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e96 ">Predicted Customer Revenue, Predicted
              Revenue</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d134974e98 ">Deployed automatically.</td>
          </tr>
        </tbody>
      </table>

## Salesforce Objects

- Account
- Opportunity
- Product
- Leads

## Model Outcome Variable and Derived Variables

The generated dataset includes the following data. For a complete list, refer to the dataset or model.

  
| Variable Name | Data Type | Description |
| --- | --- | --- |
| Total Revenue (outcome) | numeric | Sum of all closed won opportunities for each account within the past three years. |
| \# Leads Converted | numeric | Number of leads converted for each Account in the past number of days. |
| \# Won Deals | numeric | Total number of deals won per Account based on the time frame used to calculate total revenue. |
| Aggregates.FirstDealDate | date | Close date for the first closed won Opportunity for each account based on the time frame used to calculate total revenue. |
| AvgDealAge | numeric | Average time to close a deal per Account based on the time frame used to calculate total revenue. |
| AvgDealSize | numeric | Average deal size per Account based on the time frame used to calculate total revenue. |
| Top Product Family | text | Top product family associated with each Opportunity based on the Opportunity Line Item with the largest total price. |
| Top Product Name | text | Top product associated with each Opportunity based on the Opportunity Line Item with the largest total price. |

#### See Also

- [Create a Model from a Template](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_create_template.htm&release=264.0.0&type=5 "Quickly create a model using Einstein Discovery model templates. Each model template provides a starter implementation for a common Einstein Discovery use case. A template gives you what you need to build the app, prepare and load your data, create an initial model, deploy a model, and save predictions into your CRM Analytics dataset.")
- [Jumpstart Solutions with Model Templates](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_template.htm&release=264.0.0&type=5 "Model templates provide out-of-the box solution starter kits that you can customize to your solution requirements. Model templates provide end-to-end implementations of common business use cases. Designed to integrate seamlessly with your Salesforce data, model templates are built with industry best practices in mind. Einstein Discovery handles the heavy lifting of building the initial training dataset, creating a data pipeline with feature engineering, generating the first Einstein Discovery model, deploying a model into Salesforce, and getting predictions on your data and writing them back to the dataset.")