SECTIONSPSA Revenue Forecast Dashboard
This dashboard enables you to:
- Embed analytics to display forecasted revenue broken down by actual, scheduled and unscheduled revenue.
- View comparisons of your live forecast against a saved version, or comparisons of two saved versions.
- Filter forecast versions by expected, best and worst case scenarios.
- View the value of adjustments made to projects, opportunities and milestones, or aggregated adjustments at RPG level.
We recommend you embed the dashboard in the Revenue Forecast Workspace. For more information, see Embedding the PSA Revenue Forecast Dashboard.
PSA Revenue Forecast Dashboard Guide
The PSA Revenue Forecast Overview contains the following elements.
The dashboard displays data from the Revenue Forecast dataset. For more details about the fields used in the dashboard calculations, see Revenue Forecast Dataset PS Cloud Analytics Output Fields.
Filters
The following filters are available on the PSA Revenue Forecast dashboard. For more information about the dataset fields that provide the values for some of the dashboard filters, see Revenue Forecast Dataset PS Cloud Analytics Output Fields.
|
Name |
Description |
Source of Filter Options |
|---|---|---|
| Account Name | Select the accounts to filter by. | Dataset field: Account Name |
| Adjustments | Select if adjustments are included or excluded, or if only adjustments are displayed in the dashboard. | Fixed values: Adjustment Excluded, Adjustment Included, and Adjustments Only |
| Group | Select the specific groups to filter by, and apply the relevant operators to include or exclude them from the displayed data. | Dataset field: Group Name |
| Group Level | Select the specific group levels to filter by. Selections determine the options displayed in the Group filter. | Dataset field: Group Level XX, where XX represents a number between 00 and 12. |
| Opportunity | Select the opportunities to filter by. | Dataset field: Opportunity Name |
| Period From | Select the earliest period you want to view data from in the dashboard. | Filtered by Time Period Start Date dataset field, but the value from the Time Period Name dataset field is displayed in the picklist. |
| Period Picker |
Determines if the data displayed in the dashboard is grouped by month or quarter. |
Not applicable |
| Period To | Select the latest period you want to view data from in the dashboard. | Filtered by Time Period End Date dataset field, but the value from the Time Period Name dataset field is displayed in the picklist. |
| Practice | Select the specific groups to filter by, and apply the relevant operators to include or exclude them from the displayed data. | Dataset field: Practice Name |
| Practice Level | Select the specific practice levels to filter by. Selections determine the options displayed in the Practice filter. | Dataset field: Practice Level XX, where XX represents a number between 00 and 12. |
| Project | Select the projects to filter by. | Dataset field: Project Name |
| Project Manager Name | Select the project managers to filter by. | Dataset field: Project Manager Name |
| Region | Select the specific groups to filter by, and apply the relevant operators to include or exclude them from the displayed data. | Dataset field: Region Name |
| Region Level | Select the specific region levels to filter by. Selections determine the options displayed in the Region filter. | Dataset field: Region Level XX, where XX represents a number between 00 and 12. |
For more information about dashboard functionality, see Using the Dashboards Charts.
This dashboard is designed to complement the enhanced Revenue Forecasting Workspace functionality available in PSA. For more information on this functionality, see the PSA Help.
Prerequisites
This dashboard displays data from the Revenue Forecast dataset and requires access to the following objects in PSA:
- Revenue Forecast Version
- Revenue Forecast Version Detail
- Revenue Forecast
- Revenue Forecast Type
This dashboard is created as part of the PS Cloud Core Analytics app.
Before running the configuration wizard to create the Revenue Forecast dataset, you must carry out the following steps in the Revenue Forecasting Workspace:
- Create Revenue Forecast Version
- Recalculate Revenue Forecast
For more information on how to perform these tasks, see Revenue Forecasting Overview.
The following fields are used to represent different forms of revenue totals in the dashboard:
- Actual Best Case Value
- Actual Worst Case Value
- Adjustment Best Case Value
- Adjustment Value
- Adjustment Worst Case Value
- Forecast Best Case Value
- Forecast Best Case Value (excl Adj)
- Forecast Value
- Forecast Value (excl Adj)
- Forecast Worst Case Value
- Forecast Worst Case Value (excl Adj)
- Scheduled Revenue Value
- Total Value (excl Adj)
- Total Best Case Value (excl Adj)
- Total Value
- Total Worst Case Value
- Total Worst Case Value (excl Adj)
- Unscheduled Revenue Best Case Value
- Unscheduled Revenue Value
- Unscheduled Revenue Worst Case Value
For details of how these fields are calculated, see Revenue Forecast Dataset PS Cloud Analytics Output Fields.
Suggested Use Cases
Explore and visualize the data displayed in this dashboard 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 forecast revenue is not linked to scheduled work?
- How accurate has our forecast been compared to our actuals?
Embedding the Dashboard
This dashboard is optimized to be embedded in the page layout for your Revenue Forecasting workspace in Lightning Experience.
For more information on how to embed the PSA Revenue Forecast Dashboard, see Embedding the PSA Revenue Forecast Dashboard.