PSA Billings Dashboard

The PSA Billings dashboard displays data from the Billings dataset which includes data from the Est Vs Actuals, Milestones, Expenses, Miscellaneous Adjustments, Budgets, and Timecards objects in PSA. By default, this dashboard displays data for the current fiscal quarter.

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 scheduled billings and actual billings.
  • View your historical actual billings data.
  • Compare your actual billings data to your scheduled billings for the same period.

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

PSA Billings Dashboard Charts

The PSA Billings Dashboard contains the following charts:

Billings Charts

Chart

Type

Description

Regions, Practices, and Groups Column comparison chart Enables you to compare the sum of actual and scheduled billings by region, practice and group. You can use the Hierarchy Level drop-down menu to breakdown the data into its different levels.
Time Periods Timeline chart Displays two timeline graphs. The first one enables you to view the sum of actual and scheduled billings over time. The second timeline graph enables you to view the average actual bill rate and the average scheduled bill rate over time. You can use the drop-down menu to change the timescale you want to group the data by.
Accounts, Project, Resources, and Project Managers Bar comparison chart Enables you to compare the sum of actual and scheduled billings by account, project, resource or project Manager.

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