No More Surprises. Just Real-Time Insight and Control.
Track delivery health, spot risk early, and make smarter decisions with live dashboards and performance analytics—right inside Salesforce.
Backward-looking
What’s Broken Today
You can’t improve what you can’t see. But most reporting tools are:
Too slow to act on
Disconnected from project reality
By the time you realize a project is in trouble, it’s already over budget—or worse:
You’ve lost the client.
Buried in spreadsheets
What Measure & Improve Unlocks
Cloud Coach gives you real-time insight into project performance—so you can lead proactively, not reactively. You don’t just measure what happened. You course-correct before it happens.
- 01Visibility
- 02Forecasts
- 03Trends
- 04Execution
Live dashboards track project health and risk
Forecasts show where revenue, margin, and timelines stand
Portfolio views help you spot trends and underperformance
Data is tied to work in-flight - not just closed work
Visibility
Live dashboards track project health and risk
Forecasts
Forecasts show where revenue, margin, and timelines stand
Trends
Portfolio views help you spot trends and underperformance
Execution
Data is tied to work in-flight - not just closed work
Real-World Scenarios
Project Margin Shrinkage
Your project looks fine in Salesforce until it’s not. With Cloud Coach, you see time logged spiking early, scope creep indicators firing, and progress lagging—before the margin disappears.
Executive QBR Prep
Instead of scrambling for decks and reports, Cloud Coach gives you a portfolio-wide snapshot. Delivery trends, forecasted vs. actuals, and utilization are all pre-loaded and presentation-ready.
Key Capabilities
Capability
Why It Matters
Results That Stick
30%
Fewer Project Overruns
90%
Forecasting Accuracy
100%
Portfolio Visibility Across All Projects
“We don’t just report project health—we manage it in real time. Cloud Coach helped us stop revenue loss before it starts.”
VP of Services, Enterprise Consulting Firm
“Can This Replace My PMO Reporting Stack?”
Yes—and then some.
Cloud Coach reporting lives in Salesforce
No exports, no BI tool dependencies
PMs, RevOps, and Executives get tailored views
Real-time means fewer fire drills, more foresight
Why It Matters to Every Buyer
Run the portfolio without surprises or firefighting
Manage by exception, not by panic
Tie revenue forecasts directly to delivery confidence
Native Salesforce dashboards = secure, no extra overhead
VP of Services
Run the portfolio without surprises or firefighting
Project Managers
Manage by exception, not by panic
CFO / RevOps
Tie revenue forecasts directly to delivery confidence
IT Admin
Native Salesforce dashboards = secure, no extra overhead
How We Stack Up
Certinia → “Finance-led reporting, not project-focused”
Cloud Coach → Built for services execution tracking.
Kantata → “Delayed data, hard to act on”
Cloud Coach → Real-time health scores + alerts.
Smartsheet / Excel→ ”Manual updates, disconnected context”
Cloud Coach → Auto-updating dashboards tied to delivery.
Looker / Tableau → “Powerful, but slow and costly to maintain”
Cloud Coach → Instant dashboards, no data warehouse required.
Lead with Insight. Deliver with Confidence.
Cloud Coach powers teams with insight, so every delivery stays on track.
