To fully enable impact analysis in Action plans, you must define the metric fields available for impact calculations. You must also define the fields available to users when defining control groups and impact groups. Optionally, you can specify a minimum sample size of records for impact analysis.

For detailed information about creating action plans, see Action plans.

To configure impact analysis for action plans:

1. On the Reporting > Report Helpers > Action Plans Settings > Metrics screen, define the metrics available to users. For each metric, complete the following steps:
   1. Click New Metric.
   2. Enter a Name for the metric, as it should appear to users in action plans.
   3. Select the type of Calculation to perform for the metric.
   4. Select a numeric Field to use as the basis for the metric.
   5. Optionally, configure other properties for the metric, as described in Action plan metrics.
   6. Click Save.
2. On the Reporting > Report Helpers > Action Plans Settings > Fields screen, define the fields available to users when creating control and impact groups in action plans:
   1. In the Selected Fields property, select the fields you want to make available, and then click Add.
   2. If you want Medallia Text Analytics topics to be available in control group and impact group definitions, turn on the Add Topics Control property.
   3. If you want Text Analytics themes to be available in control group and impact group definitions, turn on the Add Themes Control property.
   4. Click Save.
3. Optionally, define a minimum number of records required for metrics in impact analysis to display data:
   1. Open the Reporting > Report Helpers > Action Plans Settings > Metrics screen.
   2. In the MinimumSampleSize property, enter the required minimum number of records.
   3. Click Save.