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Bite Size Analytics: How to Use Standard Revenue Forecast Dataset

The ‘Revenue Forecast’ dataset is available in the Foundations package and the PS Cloud Core Analytics app. This dataset combines data from the Services Revenue Forecasting feature in PSA. It uses objects such as Revenue Forecast Version Adjustment and Revenue Forecast Version Detail. Users can build queries and dashboards to analyze revenue forecasts by various filters, including account, project, and time.

  • Aug 6, 2024
  • Knowledge

Title
Bite Size Analytics: How to Use Standard Revenue Forecast Dataset
URL Name
Bite-Size-Analytics-How-to-Use-Standard-Revenue-Forecast-Dataset
Summary
The ‘Revenue Forecast’ dataset is available in the Foundations package and the PS Cloud Core Analytics app. This dataset combines data from the Services Revenue Forecasting feature in PSA. It uses objects such as Revenue Forecast Version Adjustment and Revenue Forecast Version Detail. Users can build queries and dashboards to analyze revenue forecasts by various filters, including account, project, and time.

Objective

We are excited to introduce you to the ‘Revenue Forecast’ dataset. This functionality has been available since the Spring ‘21 release of PSA Analytics and is now available in the Foundations package and is in PS Cloud Core Analytics app.

Product Area
Reporting & Analytics
Release Version
Environment

Spring 2021 and newer versions

Procedure

This dataset combines all data from the Services Revenue Forecasting feature in PSA. That means that it is taking the following objects:

  • Revenue Forecast Version Adjustment
  • Revenue Forecast Version Detail
  • Revenue Forecast Version
  • Revenue Forecast ‘Live’
  • Permission Control (optional)

You can answer such questions as:

  • What is my total forecast by month for each region/practice/group/project?
  • How far have actuals deviated from our baseline forecast?
  • Show me the forecast by account.
  • Show me the forecast by project manager.

All queries (lens) and dashboards you build can be filtered by:

  • Account
  • Region-Practice-Group
  • Project name
  • Project manager
  • Time

See the video below for an introduction to the dataset and how it is structured so you can understand the under-the-hood workings.

Additional Notes
If you have any feedback or requests for future Bite Size Analytics post in the Reporting Chatter group.
Reporting & AnalyticsProfessional Services CloudCustomer Success CloudDatasetsFinancial Management Cloud
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Knowledge:Bite Size Analytics: How to Use Standard Revenue Forecast Dataset