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Finances

Measuring the overall success of your project

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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
Tier 1 1
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
Tier 1 1
APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS
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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
Tier 1 1
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
Union 1
APPLICABLE TO ULTIMATE CLOUD COACH TIER
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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 

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
Timelines & Collaboration Timelines & Collaboration Find Out More

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