PSA Overview Dashboard

The PS Cloud Analytics PSA Overview 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 Overview 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 Overview Dashboard Guide

PSA Overview Dashboard Elements

Element Number	Name	Description	Calculation	Referenced Calculation	Source Dataset
1.	View By Picker for Bill Rate Line Chart	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).	Daily Actual = Actual Bill Rate Total Days	None	Billings Dataset PS Cloud Analytics Output Fields
			Hourly Actual = Actual Bill Rate Billings Value / 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). This is the effective bill rate for fixed fee and time and materials hours.	Daily Actual = Actual Bill Rate Total Days	None
			Daily Scheduled = Scheduled Bill Rate Total Days	None
			Hourly Actual = Actual Bill Rate Billings Value / Actual Bill Rate Total Hours	None
			Hourly Scheduled = Scheduled Bill Rate Billings Value / Scheduled Bill Rate Total Hours	None
4.	View Details	Click to view PSA Billings Dashboard.	Not applicable	Not applicable
5.	Billings KPI	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 monthly comparison of actual vs scheduled billings.	Scheduled = Billings Value filtered by Subtype = Scheduled, grouped by End Date = Year-Month	None
			Actual = Billings Value filtered by Subtype = Actual, grouped by End Date = Year-Month	None
7.	View Details	Click to view PSA Billings Dashboard.	Not applicable	Not applicable
8.	Backlog KPI	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
9.	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
10.	View Details	Click to view PSA Backlog Dashboard.	Not applicable	Not applicable
11.	Total Utilization KPI	Total utilization as a percentage of total hours.	Total Utilization (%) = sum(Billable Hours) + sum(Credited Hours) / sum(Calendar Hours) - sum(Excluded Hours)*100	None	Utilization Dataset PS Cloud Analytics Output Fields
12.	Total Utilization Bar Chart	Displays a monthly comparison of utilization by target rate vs target attainment.	Target Rate = sum(Utilization Target Hours) * 100 / sum(Calendar Hours)	None
			Target Attainment = sum(Billable Hours) + sum(Credited Hours) * 100 / (sum(Calendar Hours) - sum(Excluded Hours)) * 100 / sum(Utilization Target Hours) * 100 / sum(Calendar Hours)	None
13.	View Details	Click to view PSA Utilization Dashboard.	Not applicable	Not applicable
14.	Remaining Capacity KPI	Total remaining hours as a percentage of total hours.	Remaining Capacity = sum(Total Remaining Hours) / sum(Total Capacity Hours) *100	None	Capacity Dataset PS Cloud Analytics Output Fields
15.	Remaining Capacity Bar Chart	Displays remaining capacity in hours by month.	Total Capacity Hours = sum(Total Capacity Hours), grouped by Utilization End Date = (Year-Month), filtered by Time Period Type = Month and Has Resource = Yes	None
16.	View Details	Click to view PSA Capacity Dashboard.	Not applicable	Not applicable

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

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