---
schema_version: "1"
id: 2a3465ce9caac5c1ba78cdca3ec1be882e2bcaa4fcb01ee37099b28eaa9e9068
title: Maximize Win Rate 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_win_rate.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_edd_template_maximize_win_rate.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dd5e6beb164be2a2d532186f61f827801ea855400aa7579cc2ed42f4dd13eb95
description: Explore the key drivers for winning deals without the hassle of prepping your data.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Maximize Win Rate Model Template

Explore the key drivers for winning deals without the hassle of prepping your data.

![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.

This article describes the app and associated assets that Einstein Discovery generates when you create a model using the Maximize Win Rate model template.

## Use Case

[Binary Classification Use Case](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_about_use_case_binary.htm&release=264.0.0&type=5 "Binary classification solutions target business outcomes with only two possible results, which are represented as text data.")

## Prerequisites

Einstein Discovery checks your org to determine whether it meets the requirements to generate an app from this template.

<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="d172985e51">Check for</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d172985e53">What's Required</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Check for" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e51 ">Minimum requirements</td>
            <td data-label="What's Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e53 ">At least 400 closed opportunities with Amounts
              greater than 0.</td>
          </tr>
          <tr class="">
            <td data-label="Check for" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e51 ">Optional objects</td>
            <td data-label="What's Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e53 ">
              <ul>
                <li>Opportunity Line Items</li>
                <li>Activities</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Check for" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e51 ">Field access</td>
            <td data-label="What's Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e53 ">The logged-in user has access to all the fields
              needed to build an app from the template.</td>
          </tr>
          <tr class="">
            <td data-label="Check for" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e51 ">Salesforce configuration</td>
            <td data-label="What's Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e53 ">Org uses Record Types.</td>
          </tr>
          <tr class="">
            <td data-label="Check for" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e51 ">Data</td>
            <td data-label="What's Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e53 ">400 closed opportunities within the past three
              years (up to 1095 days). </td>
          </tr>
        </tbody>
      </table>

## Generated Assets

Einstein Discovery generates an app containing the following 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="d172985e97">Asset Type</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d172985e99">Default Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d172985e101">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Asset Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e97 ">Model</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e99 ">Maximize Win Rate</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e101 ">Explains the driving factors for maximizing the
              likelihood for an opportunity to win as well as
              recommendations on how to improve the outcome. The
              initial model focuses on fields that provide good
              predictive signals and avoids obvious data
              leakage.</td>
          </tr>
          <tr class="">
            <td data-label="Asset Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e97 ">CRM Analytics Dataset</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e99 ">Opportunity Win Rate Training Dataset</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e101 ">Dataset used to train the machine learning
              model.</td>
          </tr>
          <tr class="">
            <td data-label="Asset Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e97 ">CRM Analytics Data Prep Recipe</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e99 "><samp class="parmname">appName</samp>_recipe</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e101 ">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 Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e97 ">Dashboard</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e99 ">About
              This Story</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e101 ">
              <ul>
                <li>Model description</li>
                <li>Dataset description</li>
                <li>Rows Analyzed</li>
                <li>Win Rate</li>
                <li>Fields Created for the Training Dataset</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Asset Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e97 ">Prediction Definition, Model</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e99 ">Predicted Likelihood to Win, IsWon</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d172985e101 ">Deployed automatically.</td>
          </tr>
        </tbody>
      </table>

## Salesforce Objects

- Account
- Opportunity
- Opportunity History
- Product
- Price Book
- Task
- Event
- User
- UserRole

## 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 |
| --- | --- | --- |
| Won (outcome) | text | Model goal is to maximize Won (true). |
| \# Amount Decreased | numeric | The number of times the opportunity Amount was decreased. |
| \# Amount Increased | numeric | The number of times the opportunity Amount was increased before it was closed. |
| \# Closed Date Pushed | numeric | The number of times the closed date was pushed out on the opportunity before it closed. |
| \# Completed Activities | numeric | The number of completed activities on the opportunity. |
| \# Lost Opportunities on Account | numeric | The number of closed lost opportunities associated with an account. |
| \# Won Opportunities on Account | numeric | The number of closed won opportunities associated with an account. |
| Account Tenure | numeric | How long the account record has lived in Salesforce. Calculation: (Today - Account Created Date). |
| 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.")