(Beta) PS Cloud Core Analytics Services Forecasting Overview

Services forecasting combines revenue and cost forecasts, enabling you to achieve an accurate margin analysis, and helping you to make more informed decisions about your business.

For speed of retrieval, forecasts are stored in Analytics. You can edit your forecasts in WorkGrid and send snapshots of your edited forecasts to Analytics for comparison with your live forecasts.

Warning:

Services Forecasting is Beta functionality in this release. Further development is required to deliver a fully functional solution. Contact Certinia Support.

Revenue Forecasting is unaffected and continues to work in the same way as before.

To use services forecasting, you must:

• Generate the Services Forecast Live and Services Forecast Plans datasets in PSA
• Generate the Services Forecast Reporting dataset in Analytics, which combines the Services Forecast Live and Services Forecast Plans dataset

The resulting reporting dataset enables services leaders to more easily analyze the services business by comparing snapshots of baseline forecasts with actual data and updates to forecasted projects.

Services Forecast Live and Services Forecast Plans Datasets

The Services Forecast Live dataset includes information about revenue, costs, and margin in PSA. The Services Forecast Plans dataset includes information about your services forecast plans from WorkGrid. For more information, see (Beta) PSA Services Forecasting Overview.

Services Forecast Reporting Dataset

The Services Forecast Reporting dataset combines data from the Services Forecast Live and Services Forecast Plans datasets created in PSA. It also stores all plan data that has been sent to Analytics from WorkGrid.

For more information, see (Beta) Creating the Services Forecast Reporting Dataset.