Embedding the PSA Revenue Forecast Dashboard

To embed the PSA Revenue Forecast dashboard, we recommend you create a new tab in the Project Lightning page layout, as follows:

  1. Edit the Lightning page you want to add the PSA Revenue Forecast dashboard to.
  2. In the Tabs panel, click Add Tab.
  3. Click the new tab, then in Tab Label, select "Custom".
  4. In Custom Label, enter Revenue Forecast.
  5. Click Done.
  6. Drag and drop the CRM Analytics Dashboard component from the Components panel to the new tab.
  7. In Dashboard on the CRM Analytics Dashboard panel, select "PSA Revenue Forecast".
  8. In Height, set the dashboard height. We recommend 1200 pixels. If you are embedding the dashboard in a workspace, go to step 17. If you are embedding the dashboard in a record page, continue to step 9.
  9. Click + Add Dashboard Filter.
  10. In Data Source, select "Revenue Forecast".
  11. In Data Source Field, select "Project ID".
  12. In Operator, select "Equals".
  13. Click Select.
  14. In Select Field, select "Record ID".
  15. Click Done.
  16. Click OK.
  17. Deselect Show Title.
  18. Deselect Show Header.
  19. In Open Dashboard, select "Disable open dashboard feature".
  20. Select Open Links in New Window.
  21. Select Hide on Error.
  22. Click Save.