---
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title: Unlock Account Growth or Service-Risk Insights with New Tableau Next Metric Templates (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_tua_metric_templates_sales_service.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_metric_templates_sales_service.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e95a4251f9b2cad7fb9fc34a5159904ed93234d1a30f967e7f5117ce3fa93232
description: Get a quicker start with pre-built composite metric templates for the Sales Insights and Service Analytics Agent semantic models. Installing these metrics provides instant insights into your account growth readiness and service-risk adjusted win scores. You can quickly prioritize account action, assessing which accounts have full-funnel readiness or identifying ideal expansion targets based on a combination of strong win rates and low service escalations.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Unlock Account Growth or Service-Risk Insights with New Tableau Next Metric Templates (Beta)

Get a quicker start with pre-built composite metric templates for the Sales Insights and Service Analytics Agent semantic models. Installing these metrics provides instant insights into your account growth readiness and service-risk adjusted win scores. You can quickly prioritize account action, assessing which accounts have full-funnel readiness or identifying ideal expansion targets based on a combination of strong win rates and low service escalations.

**Where:** This change applies to Tableau Next in Enterprise, Performance, and Unlimited editions.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-salesforce_release_notes-260-0-0-production-enus/ba62a63b-6cd1-440e-8d24-e867afab0363/images/icon_note.png)

Note Tableau Next Metric Templates is a pilot or beta service that is subject to the Beta Services Terms at [Agreements - Salesforce.com](https://www.salesforce.com/company/legal/agreements/) or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the [Product Terms Directory](https://ptd.salesforce.com/). Use of this pilot or beta service is at the Customer's sole discretion.

**How:**

1. In Tableau Next, click **Administration**, and then click **Settings**.
2. On the General page, enable **Metric Templates in Tableau Next Marketplace (Beta)**.
3. From your Tableau Next workspace, click **Add** and select **Metrics (Beta)**
    
    ![The metric option in the Add menu.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-salesforce_release_notes-260-0-0-production-enus/ba62a63b-6cd1-440e-8d24-e867afab0363/salesforce_release_notes/images/analytics/rn_tua_add_metric_to_workspace.png)
4. Select the composite metric template that you want to use and walk through the flow to create your metric.
    
    ![The composite metric templates in the Tableau Next Marketplace.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-salesforce_release_notes-260-0-0-production-enus/ba62a63b-6cd1-440e-8d24-e867afab0363/salesforce_release_notes/images/analytics/rn_tua_composite_metric_mrktplc_templates.png)

To use Sales and Service data, the Tableau Next metric templates require the prior installation of the associated data kit and data bundles.

#### See Also

- [_Salesforce Help_: Configure the Account Growth Readiness Score Composite Metric](https://help.salesforce.com/s/articleView?id=analytics.tua_create_account_growth_composite_metric.htm&language=en_US)
- [_Salesforce Help_: Configure the Service-Risk Adjusted Win Score Composite Metric](https://help.salesforce.com/s/articleView?id=analytics.tua_create_service_risk_composite_metric.htm&language=en_US)