Unleashing the Power of AI: Revolutionizing Customer Success Teams
In today’s rapidly evolving business landscape, organizations are constantly looking to find innovative ways to improve customer satisfaction and retention....
As a busy project manager, having access to up-to-date, accurate project information is important. With Cloud Coach, project reporting is always at your fingertips 24 hours a day, 365 days a year.
Ready-to-Use Reports
Cloud Coach has many ready-to-use reports, including those focusing on project status, task status, time consumption on projects, and team utilization.
These reports can be customized to your own business needs, and added to visual dashboards. You can also build your own custom reports from your project data.
Create Visual Representations of Your Data Using Dashboards
Using Salesforce dashboards, you can create a single visual view from multiple data sources. For example, an executive dashboard may include ITSM data, sales data, and project data.
From any dashboard report, you can click through to see the underlying data.
See in real time how your business is performing against your KPIs
When you manage your projects in Cloud Coach, your reports are always up-to-date. Salesforce and Cloud Coach provide real-time access to your
Cloud Coach, native to the Salesforce platform, provides real time access to your project data. At any time, you can update your reports to see the most up-to-date information on how your business is performing against your KPIs.
You can also schedule report distribution to your key account stakeholders to ensure that the team stays in the loop on project progress and resource utilization.
Learn more about Salesforce reports:
AUTHOR
Brandi Johnson
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