Configure DCE Visualizations

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Use the DCE Visualizations option to configure data sources, define baselines and targets, and apply aggregation rules. You can also define specific conditions to customize the data displayed.

    Before you begin

    Role required: sn_acct_lc.customer_success_application_admin

    Procedure

    1. Navigate to All > Data Context Engine > Insights > All DCE Visualizations.
    2. Click New.
    3. Enter the following details on the form.
      Field Description
      Data source Select the data source that will be used to collect the data for visualization.
      Resolving Context Select the context table on which the visualization is to be applied. For usage data such as adoption score or satisfaction score, select the Sold Products table.
      Conditions Define additional conditions to customize how the data is displayed.
      Baseline Specify the standard or expected value for this metric.
      Target Specify the target or desired goal for this metric.
      Aggregate If multiple data records are returned for a data source, select how the aggregate score should be calculated:
      • Average
      • Sum
      Direction You can select:
      • Maximize: The higher the target, the better the score. For example, CSAT score: A higher value indicates a better score.
      • Minimize: The lower the target, the better the score. For example, Number of P1 cases: Fewer cases indicates a better performance.
    4. Click Submit.
    5. Navigate to the DCE Visualizations M2Ms Related List and click New.
    6. Select a DCE Insights Item from the list.

      The DCE Insights Item maps a specific visualization to a designated location on a layout, ensuring that insights are displayed in the right context within the user interface. The DCE Insights Item table contains the following fields.

    7. Specify the Rank for this visualization and click Submit.
      Navigate to View product usage and capability data to view the configured metrics.
      Note:
      You can use the Color banding table to configure the colors that appear on the charts that appear on the product usage and capability pages.