Finding Your Way Around Revenue Forecasting

Services Revenue Forecasting Workspace

The Services Revenue Forecasting workspace acts as a starting point for all Revenue Forecasting activities. It enables you to:

  • Navigate to the various Revenue Forecasting pages with a single click.
  • Quickly generate revenue forecast calculations and take static data snapshots, called "revenue forecast versions".
  • View revenue forecasts and revenue forecast versions at a glance in chart form.
  • Find the information you need easily.

For more information, see Services Revenue Forecasting Workspace Overview.

Revenue Forecast (Embedded) Dashboard

The Revenue Forecast (Embedded) Dashboard is a PSA Analytics dashboard that is designed to be embedded in the Services Revenue Forecasting workspace.

The dashboard enables service leaders to explore and visualize the Revenue Forecasting data to answer critical business questions such as:

  • How much revenue have we generated to date?
  • How much revenue do we expect to generate going forward?
  • How much forecasted revenue is not linked to scheduled work?
  • How accurate has our forecast been compared to our actuals?

For general information about PSA Analytics, see Using PS Cloud Analytics.

For general information about the dashboard, see PSA Revenue Forecast Dashboard.

For information about the data required to use the dashboard, see Preparing the Data Environment for PS Cloud Analytics.

For information on how to embed the dashboard and configure the dashboard component, see Embedding PS Cloud Core Analytics Dashboards in a Lightning Page.

For information about dashboards in Einstein Analytics, see the Salesforce Einstein Analytics Help.

Revenue Forecast Preview

The Revenue Forecast Preview enables services leaders, regional managers, and project managers to preview revenue forecast data for a particular project before a revenue forecast is run to determine which records will be included in the revenue forecast.

For more information, see Previewing Revenue Forecasts.

Review Forecast Version Page

The Review Forecast Version page enables services leaders, regional managers, and project managers to review revenue forecast data snapshots for projects and opportunities, broken down by region, practice, or group (RPG).

From this page, you can:

  • Adjust values at RPG, project, opportunity, and milestone level to make the revenue forecast version as accurate as possible.
  • Lock a version to prevent adjustments from being made.
  • Switch between corporate and local currencies.
  • Apply filters so that only the data you want to view is displayed.
  • View forecasted data for best case, expected, and worst case scenarios.

For more information, see Reviewing Revenue Forecast Versions and Adjusting and Locking a Revenue Forecast Version.