---
schema_version: "1"
id: 41e0db3d0c0171ebcda4244586928918aadcaf80eb485ecd08b37c62f070d586
title: Minimize Time to Close 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_minimize_time_to_close.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_edd_template_minimize_time_to_close.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 174d872d89ab27554e391839b53b482b9563b5b211a05e90b00462dbfc551c0d
description: Understand the key factors that drive shorter deal cycles without having to worry about where to begin.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Minimize Time to Close Model Template

Understand the key factors that drive shorter deal cycles without having to worry about where to begin.

![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 Minimize Time to Close model template.

## 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 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="d182066e51">Check for</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d182066e53">What's Required</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Check for" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e51 ">Minimum requirements</td>
            <td data-label="What's Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e53 ">At least 400 closed won opportunities.</td>
          </tr>
          <tr class="">
            <td data-label="Check for" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e51 ">Optional objects</td>
            <td data-label="What's Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e53 ">
              <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="d182066e51 ">Field access</td>
            <td data-label="What's Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e53 ">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="d182066e51 ">Salesforce configuration</td>
            <td data-label="What's Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e53 ">Org uses Record Types.</td>
          </tr>
          <tr class="">
            <td data-label="Check for" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e51 ">Data</td>
            <td data-label="What's Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e53 ">400 won 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="d182066e97">Asset Type</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d182066e99">Default Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d182066e101">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Asset Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e97 ">Model</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e99 ">Minimize Time to Close</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e101 ">Explains the driving factors for minimizing the
              time to close for an opportunity, as well as
              suggested actions to improve the predicted 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="d182066e97 ">CRM Analytics Dataset</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e99 ">Opportunity Training Dataset</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e101 ">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="d182066e97 ">CRM Analytics Data Prep Recipe</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e99 "><samp class="parmname">appName</samp>_recipe</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e101 ">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="d182066e97 ">Dashboard</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e99 ">About
              This Story</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e101 ">
              <ul>
                <li>Model description</li>
                <li>Dataset description</li>
                <li>Rows Analyzed</li>
                <li>Average Opportunity Age</li>
                <li>Average predicted time to close</li>
                <li>Mean Absolute Error</li>
                <li>Number of Open Deals with Predictions</li>
                <li>Top Open Deal Most Likely to Push</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="d182066e97 ">Prediction Definition, Model</td>
            <td data-label="Default Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e99 ">Minimize Time to Close, Age</td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d182066e101 ">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 story.

  
| Variable Name | Data Type | Description |
| --- | --- | --- |
| Age (Outcome) | numeric | Age of the Opportunity based on the number of days between the Opportunity Created Date and Close Date. |
| \# Amount Decreased | numeric | Number of times the Opportunity Amount was decreased before it was closed. |
| \# Amount Increased | numeric | Number of times the Opportunity Amount was increased before it was closed. |
| \# Closed Date Pushed | numeric | Number of times the closed date was pushed out on the Opportunity before it was closed. |
| \# Completed Activities | numeric | Number of completed activities on the Opportunity. |
| \# Lost Opportunities on Account | numeric | Number of past closed lost opportunities associated with an Account when each Opportunity is closed. |
| \# Won Opportunities on Account | numeric | Number of past closed won opportunities associated with an Account when each Opportunity is closed. |
| Account Tenure | numeric | Number of days the account has been a customer at the time each Opportunity was created. Calculation: (Opportunity Created Date - First Won Opportunity Created Date). |
| Owner Tenure | text | How long the Opportunity owner has been a Salesforce user. Calculation: (Today - User 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.")