Tracker
Manage agile projects, backlogs, testing, releases, and project reporting within Tableau.
Deloitte MCS Ltd.Paid
Certinia Professional Services Cloud
by CertiniaSalesforcePaid
Manage professional services projects, resources, finances, and lifecycle workflows inside Tableau.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
What it does
Manages project schedules, resource assignments, time and expense approvals, and project financial information in Tableau. Supports processes from sales and delivery through billing, renewals, and revenue recognition. Provides forecasts and reports covering expenses, assignments, milestones, resource requests, backlog, and other project data. Client and partner communities can share project documents, billing information, and planners.
Key capabilities
from the Salesforce AppExchange listingProject scheduling
Users can edit schedules and assign people to projects.
Project financials
Financial views cover project health and risk notifications.
Services lifecycle
Workflows span sales, delivery, billing, renewal, and revenue recognition.
Forecasting and reporting
Reports and forecasts use data such as expenses, assignments, milestones, resource requests, and backlog.
Project communities
Clients and partners can share project documents, billing information, and planners.
Gantt planning
The Gantt view shows downstream impacts of project changes.
Use cases
- A services organization can coordinate staffing, schedules, milestones, and backlog across multiple engagements.
- Client and partner stakeholders can access shared project information through built-in communities.
- Services teams can monitor revenue across time-and-materials, fixed-fee, and percentage-complete work.
Who it's for
The vendor names sysadmins, sales and services teams, clients, and partners.
How it compares
Certinia Professional Services Cloud covers project scheduling, resource assignments, project financials, services lifecycle processes, and client or partner communities in Tableau. Tracker is described as an agile project management and development lifecycle application for the whole project team on Salesforce Lightning. The listing also names Slack, Jira, and Concur integrations, while Tracker's description does not name those integrations.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Tracker | Paid | Cloud |
In the catalog
2 plugins in Tableau · Project Management
Price distribution: 2 paid
Pricing & deployment
Platform
Salesforce
Product
Tableau
Deployment
Cloud
Pricing
Paid
More from Certinia
Similar plugins in Tableau · Project Management
View all 2 →
Sales Insights Model and Metrics
Provides sales metrics and calculated fields for analytics in Tableau, Agentforce Sales, and Data 360.
Salesforce LabsFree
Spinify: Everything You Need To Improve Sales Performance
Runs sales gamification in Tableau with competitions, leaderboards, recognition, coaching tools, and performance tracking.
SpinifyPaid
Bump Chart Dashboard Extension
Visualizes metric rank changes across dimensions and time in Tableau.
Salesforce LabsFree
What the vendor says
«PROJECT MANAGEMENT NATIVE TO SALESFORCE Schedule the right people on the right projects at the right time. Edit schedules with a click and see how you need to drive recruitment. Slack integration streamlines communication and time/expense approvals. FULL VIEW OF PROJECT FINANCIAL HEALTH Comprehensive financial views …»