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Utilization Analytics provides data on your organization's utilization with capabilities to process large data sets. You can use Analytics to visualize the utilization data by leveraging its real time data aggregation and slicing capabilities. However, you can also visualize Salesforce reports in some low volume environments. The Utilization Analytics dashboard can also be displayed on any page within PSA.
- For more information on how to setup utilization analytics, see Setting up Utilization Analytics.
- For information on how to embed the dashboard and configure the dashboard component, see Embedding PS Cloud Analytics Dashboards in a Lightning Page.
- For information on the dashboard, see PSA Utilization Analytics Dashboard.
- For information about PSA Analytics, see Using PS Cloud Analytics
- For general information about dashboards in Analytics, see the Salesforce Analytics Help. For information about PSA Analytics, see Using PS Cloud Analytics.
Generating Utilization Results for Use in Analytics
The Utilization Analytics dashboard uses data from the Utilization Result object in PSA. Utilization result records are created when you start a utilization run. They show a resource's billable, credited, time excluded, non-billable, utilization excluded, held resource request and calendar hours.
- For more information on utilization setup, see Configuring Utilization Setup.
- For more information on utilization runs, see Starting a Utilization Run.