Embedding PS Cloud Analytics Dashboards in a Lightning Page

The following options are available to embed the PSA Revenue Forecast dashboard in the Revenue Forecasting Workspace.

Before running the configuration wizard to create the PSA Revenue Forecast dashboard and the Revenue Forecast dataset, you must carry out the following steps in the Revenue Forecasting Workspace:

• Create Revenue Forecast Version
• Recalculate Revenue Forecast

For more information on how to perform these tasks, see Revenue Forecasting Overview.

1. From Setup, navigate to the Lightning App Builder.
2. Navigate to the Revenue Forecasting Workspace.
3. Click Clone to create and open a copy of the Revenue Forecasting Workspace in the editor.
4. In the components panel search for the CRM Analytics Dashboard.
5. Drag and drop the CRM Analytics Dashboard component to the new tab.
6. In the dashboard panel, navigate to the PSA Revenue Forecast dashboard.
   

Alternatively, you can embed the dashboard using the following steps:

1. Navigate to the Revenue Forecasting Workspace from the App Launcher.
2. Click Setup | Edit Page.
3. Perform steps 4-6 described above to add the PSA Revenue Forecast dashboard to the page. This creates a version of the workspace with your changes applied to it.
   

Video Tutorial

To embed the PSA Project Burnup Plus dashboard in Lightning we recommend you create a new tab in the Project Lightning Page layout:

1. From Setup | Object Manager | Project | Lightning Record Pages, open the Project Lightning Page.
2. Click Clone to create and open a copy of the Project Lightning Page in the editor.
3. Select the details tab component, then click Add Tab to create a new details tab.
4. Click the new details tab to edit it and change the tab label to custom.
5. Name your custom label "Project Burnup Plus".
6. In the components panel search for the CRM Analytics Dashboard.
7. Drag and drop the CRM Analytics Dashboard component to the new tab.
8. Click Add Dashboard Filter.
9. In the Dataset Field, search for and select "Project Name" and set Operator to "Equals".
10. Under Object Field click Select, and select the Project Name field.
11. Click OK.

To embed the these dashboards in the Resource Management Workspace:

1. From Setup, navigate to the Lightning App Builder.
2. Navigate to the Resource Management Workspace.
3. Click Clone to create and open a copy of the Resource Management Workspace in the editor.
4. In the components panel search for the CRM Analytics Dashboard.
5. Drag and drop the CRM Analytics Dashboard component to the new tab.
6. In the dashboard panel, navigate to your required dashboard.
   

To embed the CS Cloud Customer Success Manager dashboard in the Customer Success Workspace:

1. From Setup, navigate to the Lightning App Builder.
2. Navigate to the Customer Success Workspace.
3. Click Clone to create and open a copy of the Customer Success Workspace in the editor.
4. In the components panel search for the CRM Analytics Dashboard.
5. Drag and drop the CRM Analytics Dashboard component onto the workspace.
6. In the properties pane, select CS CloudCustomer Success Manager dashboard from the Dashboard field.
7. In the properties pane, set the component height. The recommended height for this dashboard is 500.

1. Select the CRM Analytics Dashboard to open its configuration panel.
2. Search for and select the PSA Revenue Forecast dashboard to display.
3. Set the height for this embedded dashboard. We recommend you use 1200 pixels for this setting.

1. Select the CRM Analytics Dashboard to open its configuration panel.
2. Search for and select the PSA Project Burnup Plus (Embedded) dashboard to display.
3. Set the height for this embedded dashboard. We recommend you use 720 pixels for this setting.
4. Expand the Dashboard Filters section .
5. Click Filter Builder, then click + Add Dashboard Filter.
6. Select the Billings dataset.
7. Select the Project ID dataset field.
8. Select the Equals operator.
9. Select the Record ID object field, then click OK.

1. Select the Analytics Dashboard to open its configuration panel.
2. Search for and select the PSA Utilization Analytics (Embedded) dashboard to display.
3. Set the height for this embedded dashboard. We recommend you use 1090 pixels for this setting.