InformationTitleBite Size Analytics: How to Use Standard Revenue Forecast DatasetURL NameBite-Size-Analytics-How-to-Use-Standard-Revenue-Forecast-DatasetDetailsProduct AreaHelp Product AreaReporting & AnalyticsRelease VersionHelp Release VersionEnvironmentHelp EnvironmentSpring 2021 and newer versionsAdditional NotesHelp Additional Notes If you have any feedback or requests for future Bite Size Analytics post in the Reporting Chatter group. ProcedureHelp ProcedureThis dataset combines all data from the Services Revenue Forecasting feature in PSA. That means that it is taking the following objects: Revenue Forecast Version AdjustmentRevenue Forecast Version DetailRevenue Forecast VersionRevenue 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: AccountRegion-Practice-GroupProject nameProject managerTime See the video below for an introduction to the dataset and how it is structured so you can understand the under-the-hood workings. ObjectiveHelp ObjectiveWe 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.
Was this article helpful?00Choose a general reason-- Choose a general reason --FeedbackUpload FilesUpload FilesOr drop filesSubmit