PSA Backlog Dashboard

The PSA Backlog dashboard displays data from the Backlog dataset.

This dashboard is created as part of the PS Cloud Advanced Analytics app.

This dashboard enables you to:

  • View key performance indicators (KPIs) for your backlog and your unscheduled backlog.
  • View your backlog and unscheduled backlog data, including additional information, such as the project status, project bookings value, project billable hours, and unscheduled revenue.

By default, this dashboard displays data for the current fiscal quarter.

For more details of the fields used by the PSA Backlog dashboard, see Backlog Dataset PS Cloud Analytics Output Fields.

Your filter selections determine the data displayed on the dashboard. To set or change your filters, use the following drop-down options:

  •  Backlog Calculation: select the backlog calculation you want to view data for. You can select multiple backlog calculations to visualize in the dashboard charts.
    • Time Period Type: select the time period type you want to group the data by. Only the time period types available for the selected backlog calculation are displayed. For example, if you create and select a calculation that uses both weekly and monthly time period types, you can only select between those two time period types for this filter.
  • Date: select the time period you want to view data for. You can select between fiscal year, fiscal quarter, calendar year, calendar quarter, calendar month, and day. You can also select all time or custom to input the time period of your choosing.
  • Backlog Type: select the backlog type you want to view data for.
  • Billing Type: select the billing type you want to view data for.
  • Stage: select the stage of the project you want to view data for.
  • Region: select the region, according to your PSA region, practice, and group settings, you want to view data for.
  • Practice: select the practice, according to your PSA region, practice, and group settings, you want to view data for.
  • Group: select the group, according to your PSA region, practice, and group settings, you want to view data for.
  • Account: select the account whose related projects you want to view the data for. You can also select All to view data from all accounts.
  • Project Name: select the project by name you want to view the data for. You can also select All to view data from all projects.
  • Project Manager: select the project manager whose assigned projects you want to view the data for. You can also select All to view data from all projects.

PSA Backlog Dashboard Charts

The PSA Backlog Dashboard contains the following charts:

Backlog Charts

Chart

Type

 

Description
Regions, Practices, and Groups Stacked column comparison chart Enables you to compare the sum of the backlog and unscheduled backlog by region, practice, or group. You can use the Hierarchy Level drop-down menu to breakdown the data into its different levels.
Backlog Project Status Stacked column comparison chart Enables you to compare the sum of backlog amount and project status over time. You can use the time period type filter to change the timescale you want to group the data by.
Accounts and Projects Treemap comparison chart Enables you to compare the sum of the backlog and unscheduled backlog by account or project. This chart is faceted with the Summary table enabling you to use the drop-down menu to group the summary data.
Summary Summary table Displays a summary of the backlog amount of your selection. This chart is faceted with the Accounts and Projects chart, enabling you to use the drop-down menu to group the summary data.
Types, Stages, Project Managers, and Opportunities Treemap comparison chart Enables you to compare the sum of backlog amount by billing type, project stage, project manager or opportunity.
Tip: There is an additional functionality in the PSA Backlog dashboard charts. The drop-down menu for Backlog by Account or Project is linked to the summary chart. Use this functionality to have a more detailed view of your backlog data.
For example, you can click Account to show the account names the current projects belong to in the summary chart.

For more information about dashboard functionality, see Using the Dashboards Charts.