The PSA Services CPQ Estimate Manager dashboard enables you to view the performance of your team's estimation process over time, using data derived from the Project Reporting dataset. This dashboard is designed to be embedded in the Services Estimation workspace.
This dashboard is created using the PSA Core Analytics app.
Suggested Use Cases
Data displayed in this dashboard can help you perform the following tasks:
- Understand the efficiency of your team's estimation process by viewing how long it takes team members to win contracts based on their estimates, and how many estimates they create per opportunity.
- Consolidate the performance of team members into a single dashboard.
- Set estimation targets and review the performance of team members against these targets.
- Assess the accuracy of estimates by matching your team's estimate data against project data.
Dashboard Calculations
The following calculations are used to display values in the Services CPQ Estimator and Estimate Manager dashboards.
Overall Margin Values
(Estimate Net Amount - Estimate Cost) / Estimate Net Amount
Time to Close
The maximum difference between an estimate's creation date and the opportunity close date, using the oldest estimate created before the close date.
Estimates per Opportunity
The number of estimates created per opportunity.
PSA Services CPQ Estimate Manager Dashboard Elements
The PSA Services CPQ Estimator dashboard contains the following pages, tables, local filters, and components:
|
Chart Name |
Chart Type |
Description |
Tooltip |
|---|---|---|---|
| Estimates per Opportunity (Last 90 Days) | Bar Chart | Displays the average number of estimates per opportunity for each team member for opportunities with the status "Closed Won" in the last 90 days. By default, the threshold indicator pill displays in red if the team average of estimates per opportunity exceeds 3.1. Clicking on a bar in this chart facets the data displayed in the rest of the dashboard charts. |
|
| Time to Close Estimate (Last 90 Days) | Bar Chart | Displays the average time taken in days for team members to close estimates over the past 90 days, in comparison with the preceding 90 days before that. By default, the threshold indicator pill displays in red if the team's average time to close is more than 35 days. Clicking on a bar in this chart facets the data displayed in the rest of the dashboard charts. |
|
| Estimate Margins (Last 90 Days) | Line Chart |
Displays the following for a given period of time:
The Team Margin indicator pill displays the variance between the last 90 days and the preceding 90 days before that. By default, the threshold indicator pill displays in red if the variance is less than 40 percent. |
|
| Estimate Accuracy (Last 5 Projects) | Bar Chart | Displays the variance between the last five projects and the estimates from which they were derived, using a comparison between the sum of the estimate cost and the sum of total project costs. By default, the threshold indicator pill displays in red if the variance is above 15 percent. |
The threshold tooltip displays the variance of the last five projects in a table, ordered by variance size. Table data is grouped under the following column headings:
|
Configuring PSA Services CPQ Estimator Dashboard Elements
You can edit the default threshold values provided for the dashboard charts and the time range displayed in the Estimate Margins (Last 90 Days) chart. For more information, see Configuring the Services CPQ Estimate Dashboards.