Creating effective metric insights is essential for monitoring performance and driving
business decisions. You have two primary options for building these insights, developing custom
key performance indicators (KPIs) from scratch or by using a pre-configured metrics template.
Tableau Next metric templates offer a significant advantage by decreasing the time required to
construct your KPIs.
Required Editions
These templates are designed to provide you with prebuilt, high-value KPIs. They’re tailored
to integrate with your business data, focusing either on the comprehensive Customer 360 data
view or on more specialized data related to sales and service performance. This approach helps
you to deploy industry-standard and best-practice metrics without the extensive development
and configuration overhead associated with custom creation.
Access your org’s Marketplace from the Tableau Next home page or from any workspace when you
add a new metric. The Marketplace contains prebuilt metrics templates that install the
supporting semantic models and the metrics.
- Configure the Account Growth Readiness Score Composite Metric
The Tableau Next Account Growth Readiness Score composite metric template integrates sales conversion, service risk, and marketing email engagement data to assess full-funnel readiness of your accounts. This template installs the pre-configured metric and 3 calculated fields used to determine your account growth readiness scores. Designed to allow analysts to visualize their data instantly and provide stakeholders with actionable insights, bypassing the time-consuming process of manual chart configuration and complex data modeling.
- Configure the Service-Risk Adjusted Win Score Composite Metric
The Tableau Next Service-Risk Adjusted Win Score composite metric template combines sales conversion performance with service-risk. It signals which accounts have strong win rates and low service escalations, ideal targets for upsell and expansion. This template installs the pre-configured metric and 1 calculated field used to determine your service-risk adjusted win scores. Designed to allow analysts to visualize their data instantly and provide stakeholders with actionable insights, bypassing the time-consuming process of manual chart configuration and complex data modeling.
