Finances
Measuring the overall success of your project
Create Projects
From your favorite Salesforce records
Measuring the success of your project comes down to tracking key financial metrics including internal costs such as labour, external costs from suppliers, and your own targeted financial benefits of the project, all of which you can manage in Cloud Coach. Furthermore by combining these metrics with timelines data, you can track planned & earned and planned at project and cross project levels.
- Get a true 360º view of your accounts
- Launch projects based on your business rules
- Connect with any Salesforce based objects
APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS
Create Projects
From your favorite Salesforce records
If you’re a professional services team delivering lots of time and materials projects, then Cloud Coach’s advanced rating engine will allow you to dynamically apply rates to work according to criteria such your sale prices for the different skills on your projects and combine time entries into invoices to send your clients. You can also tie your projects or ongoing work for clients into retainers, managing client spend over time in an efficient manner.
- Get a true 360º view of your accounts
- Launch projects based on your business rules
- Connect with any Salesforce based objects
APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS
Create Projects
From your favorite Salesforce records
To keep your accounting team and the tax man happy, you might also want to track revenue recognition against your projects. Cloud Coach lets you do this successful based on several key metrics, including task completion, milestone completion or overall completion percentages, the choice is yours (well your finance teams!)
- Get a true 360º view of your accounts
- Launch projects based on your business rules
- Connect with any Salesforce based objects
APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS
Create Projects
From your favorite Salesforce records
And if you have KPI’s for your project that don’t easily fit into a financial bucket, well don’t worry you can manage those with Cloud Coach too. Simply add KPI areas to your project, such as the number of users trained on a new tool or percentage improvements in CSAT and start tracking planned, forecast and actual values.
- Get a true 360º view of your accounts
- Launch projects based on your business rules
- Connect with any Salesforce based objects
APPLICABLE TO ULTIMATE CLOUD COACH TIER
What is your version of Project Success?
Learn more about how Cloud Coach can help your business from the angle that is most relevant to you, by any project process area, by use case, by functional area or by your role
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Project Management Project Management Find Out More
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Project Portfolio Management Project Portfolio Management Find Out More
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Professional Services Automation Professional Services Automation Find Out More
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Customer Success Customer Success Find Out More
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Customer Onboarding Customer Onboarding Find Out More
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Customer Onboarding Old Customer Onboarding Old Find Out More
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Customer Onboarding Detail Customer Onboarding Detail Find Out More
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IT Projects IT Projects Find Out More
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Project Management on Salesforce Project Management on Salesforce Find Out More
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Resource Management Resource Management Find Out More
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Project Portfolio Management Project Portfolio Management Find Out More
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Professional Services Automation on Salesforce Professional Services Automation on Salesforce Find Out More
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Time Entry Time Entry Find Out More
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Productivity Productivity Find Out More
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Resourcing Resourcing Find Out More
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Customer Health Customer Health Find Out More
Project Management
Project Management
Find Out More
Project Portfolio Management
Project Portfolio Management
Find Out More
Professional Services Automation
Professional Services Automation
Find Out More
Customer Success
Customer Success
Find Out More
Customer Onboarding
Customer Onboarding
Find Out More
Customer Onboarding Old
Customer Onboarding Old
Find Out More
Customer Onboarding Detail
Customer Onboarding Detail
Find Out More
IT Projects
IT Projects
Find Out More
Project Management on Salesforce
Project Management on Salesforce
Find Out More
Resource Management
Resource Management
Find Out More
Project Portfolio Management
Project Portfolio Management
Find Out More
Professional Services Automation on Salesforce
Professional Services Automation on Salesforce
Find Out More
Time Entry
Time Entry
Find Out More
Productivity
Productivity
Find Out More
Resourcing
Resourcing
Find Out More
Customer Health
Customer Health
Find Out More
Want to Learn More?
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on how to achieve project success.