Unlock a world of possibilities! Login now and discover the exclusive benefits awaiting you.
I work for an insurance company. A KPI for us is Premium Revenue by Agent. I have dimensions for Agent and for Premium. I want to be able to assign a score of 1 to 5 to each agent based on their premium volume. For example, if ABC Co. has greater than $5M then they deserve a score of 5. If less than $5m but greater than $2.5M, they deserve a score of 4. How do I create the "AgentPremiumScore" dimension and assign the value based on their volume and our scoring criteria?
Hi jay,
You can try to create 'Agentpremiumscore' as an additional column while loading your data using the if condition on the Premium.
If(Premium>$5m ,5,if( (Premium>$2.5m and premium <$4.5m),2)
'