Category: Reporting

Where can we see KPIs on our department’s projects?

April 10, 2017
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This week the Cloud Coach team dives into Business Units and shows how you can link projects with departments and run reports showing KPIs.

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Forecasting with Resource Capacity

March 26, 2017
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The ability to forecast when you have capacity to take on additional work is a vital part of a good project management system. In this week’s two-minute video, the team discusses how you can use Cloud Coach Resource Capacity to ensure you have the proper work types available to take on additional projects.

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The Basics of Project Reporting

March 24, 2017
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Whether you’re a project manager by title or just by function, you probably get tired of the question: “What’s the status of Project XYZ?” With project reporting in Salesforce, you can leverage out-of-the-box reports and build your custom dashboards and reports (using existing Salesforce functionality), you always have the answers to these questions. Plus, you […]

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Reporting Tips & Tricks [Customer Success Webinar Series]

November 9, 2016
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In today’s webinar the Cloud Coach Teams discusses tips and tricks to capture Cloud Coach data in Salesforce reports, including: Using Analytic Snapshots for historical reporting on projects Leveraging formula fields and highlighting to customize reports Creating custom Report Types to capture unique data points

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