---
schema_version: "1"
id: 7aca4a72169f73f0530a34889c8f0616d8ef16cd3b0acc53377a716043041588
title: Customize Tableau Next Assets of CSI Score
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/csi_score_customisation_visualisation.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.csi_score_customisation_visualisation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c8b0dd37a25a05793fbd42575a4fcc715fcee1b21a472f8bc510b150342686de
description: After the CSI Score is installed, a set of Tableau Next assets are added. The assets include visualizations and dashboards. Like the installed CSI Score semantic model, the installed visualizations and dashboards are locked. All locked visualizations use resources from the installed CSI Score semantic model that's also locked. You can't change resources used in locked visualizations to resources from your custom semantic model. The locked dashboards can be cloned but the new dashboards inherit locked visualization from the parent dashboard. You can either add widgets that use metrics from your custom semantic model. Or, you can replace the model and metric of the inherited widgets.
products:
  - Cross Cloud
release: "264"
---
# Customize Tableau Next Assets of CSI Score

After the CSI Score is installed, a set of Tableau Next assets are added. The assets include visualizations and dashboards. Like the installed CSI Score semantic model, the installed visualizations and dashboards are locked. All locked visualizations use resources from the installed CSI Score semantic model that's also locked. You can't change resources used in locked visualizations to resources from your custom semantic model. The locked dashboards can be cloned but the new dashboards inherit locked visualization from the parent dashboard. You can either add widgets that use metrics from your custom semantic model. Or, you can replace the model and metric of the inherited widgets.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=analytics.csi_score_learn_requirements.htm&amp;release=264.0.0&amp;type=5" title="Learn about the Salesforce editions, products, and licenses required for CSI Score.">View supported editions</a></td></tr></tbody></table>

## Installed Dashboards

All the visualizations provided by CSI Score are part of these dashboards:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:50%">
            <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="d4459e83">Dashboard</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4459e86">Purpose</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Dashboard" class="slds-cell-wrap" style="vertical-align:top;" headers="d4459e83 "><a href="https://help.salesforce.com/s/articleView?id=analytics.csi_score_work_overview.htm&amp;release=264.0.0&amp;type=5" title="Business executives and line-of-business leaders use the CSI Overview tab to review the overall company health and performance. An AI-generated summary provides leaders insights about the top composite scores that are driving the all-up CSI score. Each of department's perception and the behavioral CSI score highlights the performance gaps and departmental risks. Leaders can also view a target list of accounts that require executive intervention to protect revenue or drive growth.">CSI Score
                  Overview</a></td>

              <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d4459e86 ">
                <p>Shows the comprehensive all-up CSI score and the composite scores. The
                  dashboard also shows: </p>
                <ul>
                  <li>The perception and the behavioral CSI score for each department.</li>

                  <li>An AI-generated summary of the signals that are driving the CSI score.</li>

                  <li>A list of accounts to watch based on CSI Score trends and customer
                    engagement</li>

                </ul>
              </td>

            </tr>
            <tr class="">
              <td data-label="Dashboard" class="slds-cell-wrap" style="vertical-align:top;" headers="d4459e83 "><a href="https://help.salesforce.com/s/articleView?id=analytics.csi_score_work_metrics.htm&amp;release=264.0.0&amp;type=5" title="Business executives and line-of-business leaders use the CSI Metrics tab to uncover the drivers of business health with the composite scores. Detailed breakdowns of the composite scores spanning sentiment, operations, and revenue quantify performance across the customer lifecycle. Comprehensive KPIs and targeted account watchlists for each composite score empower leaders to diagnose root causes, predict churn risks, and unlock growth opportunities.">CSI Score
                  Metrics</a></td>

              <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d4459e86 ">
                <p>Shows the key metrics for each composite score such as:</p>
                <ul>
                  <li>The break-up of the score by department.</li>

                  <li>The KPIs that power the composite score.</li>

                  <li>A list of accounts to watch based on score trends.</li>

                </ul>
              </td>

            </tr>
            <tr class="">
              <td data-label="Dashboard" class="slds-cell-wrap" style="vertical-align:top;" headers="d4459e83 "><a href="https://help.salesforce.com/s/articleView?id=analytics.csi_score_work_kpi_relationships.htm&amp;release=264.0.0&amp;type=5" title="Visualizes the correlation between the composite scores and their KPIs on a unified timeline. See the global top drivers for the composite scores that are derived from predictive models. Overlay KPI trends and use SHAP values to reveal cause-and-effect connections to validate hypotheses and pinpoint the exact levers driving overall business health.">CSI Score KPI
                  Relationships</a></td>

              <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d4459e86 ">Visualizes the trajectories of the individual KPIs that form each composite
                score and identifies the top drivers that impact the composite scores.</td>

            </tr>
          </tbody>
        </table>

## Tableau Next Resources for Asset Creation

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:28.57142857142857%">
            <col style="width:28.57142857142857%">
            <col style="width:42.857142857142854%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4459e186">Customization Option</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4459e189">Resource</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4459e192">Example Scenarios</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Customization Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d4459e186 ">Create a visualization for existing and new metrics, KPIs, and scores</td>

              <td data-label="Resource" class="slds-cell-wrap" style="vertical-align:top;" headers="d4459e189 "><a href="https://help.salesforce.com/s/articleView?id=analytics.tua_create_viz.htm&amp;language=en_US" target="_blank">Build Insightful Visualizations in Tableau
                  Next</a></td>

              <td data-label="Example Scenarios" class="slds-cell-wrap" style="vertical-align:top;" headers="d4459e192 ">
                <ul>
                  <li>Create a trend line visualization that tracks the all-up CSI score over a
                    rolling 12-month period to identify seasonal patterns in customer health.</li>

                  <li>Build a comparative bar chart showing NPS versus CSAT scores across
                    different service channels to pinpoint underperforming channels.</li>

                </ul>
              </td>

            </tr>
            <tr class="">
              <td data-label="Customization Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d4459e186 ">Create a dashboard to bring together existing and new visualizations</td>

              <td data-label="Resource" class="slds-cell-wrap" style="vertical-align:top;" headers="d4459e189 "><a href="https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard.htm&amp;language=en_US" target="_blank">Create Effective Dashboards With Tableau
                  Next</a></td>

              <td data-label="Example Scenarios" class="slds-cell-wrap" style="vertical-align:top;" headers="d4459e192 ">
                <ul>
                  <li>Design an Executive Health Overview dashboard that combines the all-up score
                    widget with a Top Movers and Shakers list to highlight accounts requiring
                    immediate attention.</li>

                  <li>Construct a Regional Deep Dive dashboard that aggregates all composite
                    scores for specific geographies, enabling regional leaders to benchmark
                    against global averages.</li>

                </ul>
              </td>

            </tr>
          </tbody>
        </table>

## Clone and Customize Installed CSI Score Dashboards

You can clone an installed dashboard and customize the widgets in it based on your company's requirements.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d4459e275">User Permissions
                Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4459e275 ">To clone Tableau Next dashboards:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4459e275 ">Tableau Next Admin permission set</td>

            </tr>
          </tbody>
        </table>

1. On Tableau Next, go to the workspace where the CSI Score dashboards are installed.
2. From the Dashboards section, click ![Dropdown](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-csi_score-264-0-0-production-enus/5eb470d9-337a-48d8-b35b-1bd7b712912f/resources-global/_corporate/images/dropdown.png) next to the dashboard you want to clone and select **Clone.**.
3. Give the new dashboard a unique name.
4. Click one of the existing widgets on the dashboard.
5. On the widget toolbar, click **Replace**.
6. Select your custom model and click **Select**.
7. Select the metrics that you want to show on the dashboard and click **Select**.
8. Use the widget toolbar to update the visual representation of the metric.