You can access the Engagement Overview dashboard from the page header of an engagement record.
This dashboard enables you to view the main KPIs for an engagement at a high level. It includes the following information:
- Identify the total revenue and invoiced amounts from all revenue streams that contribute to the engagement.
- Identify the total cost amount of the projects and sales orders included in the engagement.
- Identify the number of active projects related to the engagement.
- Identify the number of projects at risk related to the engagement, if any. These are projects that have the Project Status field set to "Red".
- Identify the number of active billing contracts related to the engagement.
- Identify the annual recurring revenue across all active billing contracts related to the engagement.
For more information about how the values are calculated, see Engagement Analytics Output Fields.