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Data context engine › Customer success › Configure › Customer Success Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure DCE Visualizations

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. Select New.

  3. Enter the following details on the form.

FieldDescription
Data sourceSelect the data source that will be used to collect the data for visualization.
Resolving ContextSelect 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.
ConditionsDefine additional conditions to customize how the data is displayed.
BaselineSpecify the standard or expected value for this metric.
TargetSpecify the target or desired goal for this metric.
AggregateIf multiple data records are returned for a data source, select how the aggregate score should be calculated:- Average - Sum
DirectionYou 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.

  1. Select Submit.

  2. Navigate to the DCE Visualizations M2Ms Related list and select New.

  3. 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.

  4. Specify the Rank for this visualization and select 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.