The PSA Services CPQ Estimator dashboard enables you to view the performance of your 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 estimation process by viewing how long it takes to win contracts based on your individual estimates. You can view how long it takes you to win contracts based on your estimates, and how many estimates you create per opportunity.
- Review your performance against your organization's estimation targets.
- Match your 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 Estimator 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 by month for opportunities with the status "Closed Won" in the last 90 days. By default, the threshold indicator pill displays in red if the number of estimates per opportunity exceeds 3.1. Clicking on bars in this chart facets the data displayed in the Time to Close Estimate (Last 90 Days) chart. | The threshold tooltip displays a line chart |
| 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:
|
| Estimate Margins (Last 90 Days) | Line /Stacked Bar Chart |
Displays the following for a given period of time:
The Overall 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 45 percent. |
|
| Time to Close Estimate (Last 90 Days) | Line Chart | Displays the average time taken in days 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 time to close is more than 35 days. |
|
| Estimator | Dashboard Subtitle | Displays the name of the current dashboard user as the estimate owner. |
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.