Project Reporting in Cloud Coach

Brandi Johnson

Jul 27 2015 3 min read

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.

89 3

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.

89 4

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:


Brandi Johnson

Related Articles

Feature of the Month: Scenario Planning

Scenario planning is a strategic management tool, which is essential for professional services teams and  organizations looking to anticipate and...

Christian Langley

Mar 28 2024 3 min read

Want to see Cloud Coach in action?

Cloud Coach is secure and customisable platform for successfully delivering customer projects of all shapes and sizes.

See Cloud Coach In Action

Cloud Coach is secure and customisable platform for successfully delivering projects of all shapes and sizes.

Schedule a tailored demo with one of our project specialists.

  • Fill out the form below
  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
medal 2 1
reCAPTCHA logo@2x

protected by reCAPTCHA

medal 2 1

Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.