REPORTING ON SALESFORCE

Say Goodbye to IT-Dependent Reporting

Data is the lifeblood of any organization. And sometimes you need it… fast! Relying on IT teams to configure and create reports slows down decision-making and adds unnecessary delays to your processes.

With Cloud Coach, you can take control and build the reports you need, when you need them – without IT support.

Create Configurable Reports and Dashboards That Match Your Business Needs

Cloud Coach enables you to configure both custom Salesforce reports and dashboards, tailoring them to your exact specifications for better insights, while also helping you build reusable templates that capture the information that really matters to your organization.

Build Reports and Dashboards

Generate detailed, real-time custom Salesforce reports and dashboards that matter to you, using your existing Salesforce knowledge.

Respond Quickly to Business Needs

Adapt reports and dashboards on the fly as business requirements shift, ensuring you always have the most relevant data at hand.

Save Time and Resources

Free up IT resources by allowing teams to handle reporting and dashboard creation on their own.

Build Reports and Dashboards

Generate detailed, real-time custom Salesforce reports and dashboards that matter to you, using your existing Salesforce knowledge.

Respond Quickly to Business Needs

Adapt reports and dashboards on the fly as business requirements shift, ensuring you always have the most relevant data at hand.

Save Time and Resources

Free up IT resources by allowing teams to handle reporting and dashboard creation on their own.

"Executives now have on-demand reports with complete consistency."

Dan Quinn, VP Professional Services, Sovos

Empower Teams to Make Data-Driven Decisions with Instant Insights

Waiting on IT for report and dashboard creation holds your team back from making timely, data-driven decisions. With Cloud Coach, you can create fully customized reports and dashboards directly within Salesforce, empowering you to take control of your data.

Faster Decision-Making

Access and analyze data instantly, enabling your team to make informed decisions without the wait.

Create Templates for Better Oversight

Build custom dashboards to monitor project health, team productivity, and resource utilization in real-time, allowing for more proactive management.

Gain Full Visibility and Build Accountability

Provide your team with clear insights into project progress and individual performance, fostering transparency and ensuring accountability across all tasks.