PSA Performance Summary Dashboard

The PSA Performance Summary dashboard components display a summary of your key performance indicators (KPIs) as well as complementary graphs that enable you to visualize your business trends. You can navigate to the KPI specific dashboard to view further details by clicking the View Details button or the title for any of the components.

This dashboard is created as part of the PS Cloud Advanced Analytics app.

Note: Depending on your optional data selections when creating your active PS Cloud Analytics Setup record, the PSA Performance Summary dashboard displays data from the Backlog and or Revenue Forecast datasets. This is reflected in the charts displayed in the dashboard. For more information, see Creating an App from the PS Cloud Core Analytics Template.

PSA Performance Summary Dashboard Guide

Key:
S = Standard Component
O = Optional Component

PSA Performance Summary Dashboard Elements

Element Number	Name		Description	Calculation	Referenced Calculation	Source Dataset
1.	View By Picker for Bill Rate Line Chart	S	Defines the data displayed in the Bill Rate line chart.	Daily	Displays daily bill rate.	Not applicable
				Hourly	Displays hourly bill rate.
2.	Bill Rate KPI		Actual bill rate for the value selected in the view by picker (1).	Actual/Day = sum(Actual Bill Rate Billings Value) / sum(Actual Bill Rate Total Days)	None	Billings Dataset PS Cloud Analytics Output Fields
				Actual/Hour = sum(Actual Bill Rate Billings Value) / sum(Actual Bill Rate Total Hours)	None
3.	Bill Rate Line Chart		Displays actual vs scheduled bill rate for the value selected in the view by picker (1).	Daily Actual = sum(Actual Bill Rate Billings Value) / sum(Actual Bill Rate Total Days)	None
				Daily Scheduled = sum(Scheduled Bill Rate Billings Value) / sum(Scheduled Bill Rate Total Days)	None
				Hourly Actual = sum(Actual Bill Rate Billings Value) / sum(Actual Bill Rate Total Hours)	None
				Hourly Scheduled = sum(Scheduled Bill Rate Billings Value) / sum(Scheduled Bill Rate Total Hours)	None
4.	View Details	S	Click to view PSA Billings Dashboard.	Not applicable	Not applicable
5.	Billings KPIs		Scheduled vs actual billing comparison.	Scheduled = Billings Value filtered by Subtype = Scheduled	None
				Actual = Billings Value filtered by Subtype = Actual	None
6.	Billings Bar Chart		Displays a comparison of actual vs scheduled billings for the specified time periods.	Scheduled = Billings Value filtered by Subtype = Scheduled, grouped by time period.	None
				Actual = Billings Value filtered by Subtype = Actual, grouped by time period.	None
7.	View Details		Click to view PSA Billings Dashboard.	Not applicable	Not applicable
8.	Remaining Capacity KPI	S	Displays remaining capacity as a percentage.	Remaining Capacity = 1 - (sum(Billable Assignment Hours) + sum(Credited Assignment Hours) + sum(Non Billable Assignment Hours) + sum(Time Excluded Assignment Hours) + sum(Utilization Excluded Assignment Hours) + sum(Held Resource Request Hours) + sum(Utilization Excluded Held RR Hours)) / sum(Calendar Hours)	None	Utilization Results Dataset PS Cloud Analytics Output Fields
9.	Remaining Capacity Bar Chart		Displays percentage of remaining capacity for the specified time periods.	Remaining Capacity = 1 - (sum(Billable Assignment Hours) + sum(Credited Assignment Hours) + sum(Non Billable Assignment Hours) + sum(Time Excluded Assignment Hours) + sum(Utilization Excluded Assignment Hours) + sum(Held Resource Request Hours) + sum(Utilization Excluded Held RR Hours)) / sum(Calendar Hours), grouped by time period.	None
10.	View Details		Click to view PSA Capacity Dashboard.	Not applicable	Not applicable
11.	Utilization Rate KPIs	S	Scheduled vs Actual utilization comparison.	Scheduled (%) = sum(Billable Assignment Hours) + sum(Credited Assignment Hours) / (sum(Calendar Hours - sumTime Excluded Assignment Hours))	None
				Actual (%) = (sum(Billable Timecard Hours) + sum(Credited Timecard Hours)) / (sum(Calendar Hours) - sum(Time Excluded Timecard Hours))	None
12.	Total Utilization Bar Chart		Displays a comparison of actual vs scheduled utilization percentages for the specified time periods.	Scheduled (%) = (sum(Billable Assignment Hours) + sum(Credited Assignment Hours)) / (sum(Calendar Hours) - sum(Time Excluded Assignment Hours))	None
				Actual (%) = (sum(Billable Timecard Hours) + sum(Credited Timecard Hours)) / (sum(Calendar Hours) - sum(Time Excluded Timecard Hours))	None
13.	View Details		Click to view PSA Utilization Dashboard	Not applicable	Not applicable
14.	Backlog KPI	O	Backlog amount.	Sum of Backlog Amount, filtered by Has Project = Yes, Time Period and Start Date = This fiscal quarter, and Backlog Time Period Type = Month	None	Backlog Dataset PS Cloud Analytics Output Fields
15.	Backlog Bar Chart		Displays backlog amount by region.	Sum of Backlog Amount, grouped by Project Region Level 01, filtered by Time Period and Start Date = This fiscal quarter, and Backlog Time Period Type = Month	None
16.	View Details		Click to view PSA Backlog Dashboard.	Not applicable	Not applicable
17.	Revenue KPIs	O	Total, actuals, and forecast revenue values.	Total Revenue = Actuals + Forecast	None	Revenue Forecast Dataset PS Cloud Analytics Output Fields
				Actuals = Actual Revenue	None
				Forecast = Forecast Revenue	None
18.	Revenue Bar Chart		Displays a comparison of actual, scheduled, and unscheduled revenue by month.	Actuals = Actual Revenue	None
				Scheduled = sum(Scheduled Revenue) including adjustments	None
				Unscheduled = sum(Unscheduled Revenue) including adjustments	None
19.	View Details		Click to view PSA Revenue Forecast Dashboard	Not applicable	Not applicable

For more information about dashboards in PS Cloud Analytics, see Using PS Cloud Analytics.

See the Salesforce Help for general information about using dashboards in Analytics.