Reporting & Dashboards
List of Benefits
Start your Reporting & Dashboards trail here
Real Time, Real Fast
Data and Insights: Open 24/7
All your project data is captured at key moments and available for reporting within seconds. Never miss a moment or a milestone, and get visualization into everything happening on your project, no matter the time of day:
- All data captured can be reported upon
- Reporting available 24/7
- See reports on web, mobile or by email
Sales to Project Handoff
Sales to Project Handoff
At Everyone's Fingertips
On demand reporting, without IT
Whether you want to customize one of our out of the box reports or create something brand new, Cloud Coach gives you the tools to create the reports that matters to you and your business:
- Create and update your own reports
- View data in multiple report formats
- Organize and group reports into folders
Project Dashboards
Get an Immediate Overview
For busy project managers, current and precise project data is crucial. Cloud Coach provides you with accessible project dashboards round the clock. Our range of dashboards encompass project and task status, project time consumption, and team utilization.
- Customize dashboards to suit you exact project needs
- Access key project data 24/7
- Drill into report details from your dashboards
Align to Client Goals
Skills based resourcing
Individual Dashboards
My Day
At Cloud Coach, we understand that everyone’s work day is different. We all have our own unique ways of working, prioritizing tasks and even visualizing key information. The right tool can make all the difference: and that’s why we have My Day!
- View all of your assigned work and daily meetings from one place
- Customize your My Day to display what matters to you
- Manage your working with an easy-to-use widget interface
External Stakeholder Dashboards
External Project View
Whether you’re dealing with a client facing project or managing an internal IT effort, you have internal and external stakeholders to manage and keep informed. With Cloud Coach’s External Project View, you can:
- Share real time project updates with external stakeholders
- Customize external dashboards to only show the most relevant information
- Send automated alerts to stakeholders via email
User Friendly Time Tracking
View Client Stakeholders
Resourcing Dashboards
Capacity & Load
Our resource management dashboards provide exactly what project and resource managers need to plan and execute projects effectively, with an intuitive look at both available capacity and resource loading.
- View upcoming capacity by month and filter by skill type
- Filter by user to team for a color-coded insight into availability
- View as a % of total capacity you have
Want to see Cloud Coach in action?
Let us show you why Cloud Coach is the highest-rated Customer Onboarding, PSA and Success solution native to Salesforce.
