Creating the Services Forecast Plans Dataset

The Services Forecast Plans dataset contains data sent to Analytics from your services forecast. You must create the dataset from the Services Forecast Setup tab or PSA Administration tab to ensure that it contains the correct structure. This also helps you create a matching data source in WorkGrid.

You must have been assigned the CRM Analytics Platform Admin permission set to create the Services Forecast Plans dataset.

To create the Services Forecast Plans 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 Plans Dataset.
  3. Search for and select your PS Cloud Core Analytics app as the destination app for the dataset.
  4. Click Create.

When the dataset is created, it includes a placeholder row.

You can view the contents of the dataset from Analytics Studio. For more information on using Analytics Studio, see the Salesforce Help.