Using the PSA Project Overview Dashboard Configuration Page

You can configure the PSA Project Overview dashboard to define the revenue forecast version used as planned revenue on the Forecast Total Revenue card.

To perform these steps, ensure that you:

  • Have the Analytics Platform Admin permission set
  • Are using the Analytics Studio app (not the Analytics app)

To configure the PSA Project Overview dashboard:

  1. From the PSA Project Overview dashboard, click Edit to open the dashboard in edit mode.
  2. Navigate to the Configuration page.
  3. Click More actions menu button., then select Pick Initial Values.
  4. In the Forecast Version to Compare picker, select the revenue forecast version you want to use as planned revenue.
  5. In the second picker, select the threshold to use.
  6. Click Done to save your selection.
  7. [Optional] To view your changes, navigate to the Main page and click Preview.
  8. Click Save.

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.