The PSA Services CPQ Estimate Manager dashboard enables you to view the performance of your team's estimation process over time, using data derived from the Project Reporting dataset. This dashboard is designed to be embedded in the Services Estimation workspace.
PSA Services CPQ Estimate Manager Dashboard Guide
The PSA Services CPQ Estimator dashboard contains the following elements:
Estimate Manager Dashboard Elements
Element Number
Name
Description
Calculation/Field Name
Referenced Calculation
Source Dataset
1
Team Average (Estimates per Opportunity (Last 90 Days))
Displays the the average number of estimates created per closed-won opportunities for the entire team over the past 90 days.
By default, the threshold indicator pill displays in red if the team average of estimates per opportunity exceeds 3 (edit this value in conditional formatting in edit mode.)
Count of Estimates / Count of unique Opportunities
(lens formula)
Filter:
Last 90 days by opportunity close date
Not filtered by:
Opportunity status= closed-won
Project Reporting, filtered by Object Type = Estimate
See [link] for more information.
2
Estimates per Opportunity (Last 90 Days) bar chart
Displays the average number of estimates created per closed-won opportunity for each team member for opportunities in the last 90 days.
Count of Estimates / Count of unique Opportunities
(lens formula)
Filter:
Last 90 days by opportunity close date
Not filtered by:
Opportunity status= closed-won
Group: Estimate Owner Name
3
Team Average (Time to Close Estimate (Last 90 Days))
The threshold indicator pill displays the overall average time taken in days for team members to close estimates over the past 90 days, in comparison with the preceding 90 days before that.
It displays in red if the team's average time to close is more than 35 days.
Change the 35 days value by going to **(note here)
Average (Estimate Time to Close)
filtered by last 90 days
Field:
Time_To_Close_Estimate__c
4
Time to Close Estimate (Last 90 Days) bar chart
Displays the average time taken in days for team members to close estimates over the past 90 days, in comparison with the preceding 90 days before that.
This calculation takes the earliest creation date of all estimates on an opportunity and the opportunity close date
Average (Estimate Time to Close)
Referenced Field: Estimate Time to Close
Filter:?
Group: Estimate Owner Name
5
Team Margin (Estimate Margins (Last 90 Days))
Displays the variance between the last 90 days and the preceding 90 days before that. By default, the threshold indicator pill displays in red if the variance is less than 40 percent.
Displays the overall variance between the last five projects which have closed and the estimates from which they were derived, using a comparison between the sum of the estimate cost and the sum of total project costs.
(Sum(Project Total Costs - Estimate Cost)) / (Sum(Estimate Cost))
8
Estimate Accuracy (Last 5 Projects) bar chart
Displays the variance between the last five projects and the estimates from which they were derived, using a comparison between the sum of the estimate cost and the sum of total project costs. By default, the threshold indicator pill displays in red if the variance is above 15 percent.
(Project Total Costs - Estimate Cost) /Estimate Cost
This dashboard is created as part of the PS Cloud Core Analytics app.
Suggested Use Cases
Data displayed in this dashboard can help you perform the following tasks:
Understand the efficiency of your team's estimation process by viewing how long it takes team members to win contracts based on their estimates, and how many estimates they create per opportunity.
Consolidate the performance of team members into a single dashboard.
Set estimation targets and review the performance of team members against these targets.
Assess the accuracy of estimates by matching your team's estimate data against project data.
Dashboard Calculations
The following calculations are used to display values in the Services CPQ Estimator and Estimate Manager dashboards.
Overall Margin Values
(Estimate Net Amount - Estimate Cost) / Estimate Net Amount
Time to Close
The maximum difference between an estimate's creation date and the opportunity close date, using the oldest estimate created before the close date.
Estimates per Opportunity
The number of estimates created per opportunity.
Configuring PSA Services CPQ Estimator Dashboard Elements
You can edit the default threshold values provided for the dashboard charts and the time range displayed in the Estimate Margins (Last 90 Days) chart. For more information, see Configuring the Services CPQ Estimate Dashboards.
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