Creating the Services Forecast Live Dataset

The Services Forecast Live dataset includes information about revenue, costs, and margin and is used as a basis for creating services forecasts.

To create the Services Forecast Live dataset:

  1. Do one of the following:

    • From the PSA Administration tab, scroll down to the Services Forecasting section.
    • From the Services Forecast Setup tab, open the active services forecast setup record. If one does not already exist, you must create one.
  2. Click Manage Services Forecast Live Dataset.
  3. Search for and select your PS Cloud Core Analytics app as the destination app for the dataset.
  4. Click Run Now.

To check the progress of the RFQ_ForecastTypesToCSVProcessor or CFQ_ForecastTypesToCSVProcessor jobs, go to the Apex Jobs page. For more information, see the Salesforce Help.

You can use the Salesforce Data Manager app that is available from the App Launcher to check when the process is complete. For more information on using the Data Manager app, see the Salesforce Help.