Engagement Analytics Supported Environment

The following FinancialForce products are required to use Engagement Analytics.

Required FinancialForce Products for Engagement Analytics

FinancialForce Product

Version

Note
Billing Central Spring 2021 Only required if you use Billing Central with the engagement functionality and want to include billing contracts in Engagement Analytics.
Professional Services Automation Summer 2022 Only required if you use PSA with the engagement functionality and want to include projects in Engagement Analytics.
Revenue Management Spring 2022 Only required if you want to include revenue recognized and cost amortized amounts.
Supply Chain Management Fall 2021 Only required if you use SCM with the engagement functionality and want to include sales orders in Engagement Analytics.

The following versions of existing Business Analytics apps are also required for Engagement Analytics:

Required Business Analytics Apps

App

Version

Note
Financial Analytics Spring 2022 (V2022.200)

Only required if:

  • You use Billing Central with the engagement functionality and want to include billing contracts in Engagement Analytics.
  • You use SCM with the engagement functionality and want to include sales orders in Engagement Analytics.
  • You use both Billing Central and SCM with the engagement functionality and want to include both billing contracts and sales orders in Engagement Analytics.
PS Cloud Core Analytics Summer 2022 (V2022.300) Only required if you use PSA with the engagement functionality and want to include projects in Engagement Analytics.
Note:

The Engagement Analytics dashboards are optimized for desktop users. Mobile and tablet views aren't currently supported.