You can access the Engagement Services dashboard from the Services tab of an engagement record.
This dashboard enables you to:
- Identify the amount of revenue generated by services.
- Identify the amount of revenue generated, the amount invoiced to date, the cost incurred, and the profit margin achieved per project.
- View additional information for each project.
More information about each chart is provided below. For more information about how the values are calculated, see Engagement Analytics Dataflow Reference.
Services Revenue Donut Chart
The Services Revenue donut chart enables you to view the portion that each project contributes towards the amount of revenue generated by services.
You can hover over a slice to view the percentage that a particular project contributes towards the services revenue amount.
You can also click a slice of the chart to highlight a project. The remaining charts on the dashboard refresh automatically to display only the data for the selected project.
By Measure Stacked Bar Chart
If it is not already displayed, you can access the stacked bar chart by clicking By Measure. The chart enables you to view the cumulative revenue, invoiced, cost, and margin amounts across all projects included in the engagement.
Each project displays in a different color, enabling you to view the portion that it contributes towards the total amount for a specific measure. You can hover over a part of each bar to view the percentage that a particular project contributes towards the total amount for the selected measure.
By Project Bar Chart
You can access the bar chart by clicking By Project. The chart groups the revenue, invoiced, cost, and margin measures by project.
Status Donut Chart
The Status donut chart enables you to view the current status of the projects included in the engagement.
The chart displays one of four dimensions. Use the drop-down list located above the chart to change the dimension. The following options are available:
- "Project Status" - default option
- "Scope Status"
- "Financial Status"
- "Schedule Status"
Each of the dimensions is expressed with a value of either "Red", "Yellow", or "Green". The appropriate color is applied to the relevant slice of the donut. This allows you to identify the number of projects that have a specific status. If a value for a specific status isn't defined in PSA, the value displays as "N/A" in the chart and a gray color is applied to the chart.
Project Details Table Chart
The Project Details table provides more information about each project included in the engagement.
You can click the number of a project to open its record page.