SECTIONSOverview of Utilization Analytics
Utilization Analytics provides data on your organization's utilization with capabilities to process large data sets. It is a new and improved method of calculating and visualizing Utilization. It leverages Salesforce Queueable Architecture, providing quicker computation of data as well as handling of larger data volumes. You can use Analytics to visualize the utilization data by leveraging its real time data aggregation and slicing capabilities.
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 configure and start (or schedule) 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 how to setup Utilization Analytics, see Setting up Utilization Analytics.
- For more information about utilization setup, see Configuring Utilization Setup.
- For more information about utilization runs, see Starting a Utilization Run.
- For more information about utilization analytics calculation, see Utilization Analytics Calculation Reference.
Visualizing Utilization Results in Analytics
The Utilization Analytics dashboard uses data from the Utilization Result object in PSA. This data can then be fetched and visualized in Analytics providing built-in Salesforce Analytics capabilities to aggregate, filter and view the data for a Resource, Role, Region, Practice, or Group. The Utilization Analytics dashboard can also be displayed on any page within PSA.
If needed, utilization results data can also be visualized in Salesforce reports in low volume environments.
- For information on how to setup PS Cloud Analytics App, see Setting up PS Cloud Analytics Apps
- For information on the Utilization Analytics dashboard, see PSA Utilization Analytics Dashboard
- For information on how to embed the dashboard and configure the dashboard component, see Embedding Dashboards on Region Practice Group and Resource Pages.