Using the Engagement Summary Dashboard

You can access the Engagement Summary dashboard from the Summary tab of an engagement record.

This dashboard enables you to:

• Identify the amount and percentage of revenue generated per revenue stream.
• Identify the amount of revenue generated, the amount invoiced to date, the cost incurred, and the profit margin achieved per revenue stream.
• View additional information for each engagement source.

More information about each chart is provided below. For more information about how the values are calculated, see Engagement Analytics Dataflow Reference.

Total Revenue Donut Chart

The Total Revenue donut chart enables you to view the portion that each revenue stream contributes towards the engagement's total revenue amount.

You can hover over a slice to view the percentage that a particular revenue stream contributes towards the total revenue amount.

You can also click a slice of the chart to highlight a revenue stream. The remaining charts on the dashboard refresh automatically to display only the data for the selected revenue stream.

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 revenue streams.

Each revenue stream 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 revenue stream contributes towards the total amount for the selected measure.

By Revenue Stream Column Chart

You can access the column chart by clicking By Revenue Stream. The chart groups measures by revenue stream. For example, if you use Billing Central, PSA, and SCM with Engagement Analytics, the dashboard displays three groups: Order Management, Services, and Subscriptions. Each group enables you to view the revenue, invoiced, cost, and margin amounts for a given revenue stream.

Source Details Table Chart

The Source Details table provides more information about each engagement source. Depending on how your Engagement Analytics app is set up, an engagement source might be a billing contract, a project, or a sales order.

Notes:

• When an engagement source is a billing contract, some information comes from the billing contract, such as Source Number, Source Name, Start Date, and End Date. Other values are populated from a billing contract line item, such as Revenue, Invoiced, Margin, and Product Name.
• When an engagement source is a sales order, some information comes from the sales order, such as Source Number, Source Name, and Start Date. Other values are populated from the sales order line item, such as Revenue, Invoiced, Margin, and Product Name. The End Date is populated from the last Current Promise Date or Commitment Date across all the line items included in the sales order.
• In Summer 2021, only sales order line items with the type "Drop Ship" are included in Engagement Analytics.

You can click the number of a source to open its record page. For services, this opens the project record. For subscriptions, this opens the billing contract record. For order management, this opens the sales order record.