How to get a Total for Opportunity Value

Question

Hi All,

Is there any tool on Jira through the Dashboard, where you can get a grand total for opportunity value.

Currently, we are using the lead sales tracker to monitor the jobs we bid for. With this we put them into categories of:

Opportunity

Quoted

WIP

Complete

Cancelled.

We would like to be able to see the total for say all the jobs that have been cancelled to see the cost it is potentially having on our business. Is there any possible way of this through Jira Dashboard?

Thanks

Sami Linnanvuo _Screenful_ · Answer

Hi @Matthew Hardy

I suggest taking a look at the Analytics & Reports add-on by Screenful. This Jira add-on makes it easy to set up weekly/monthly/quarterly reports and have them automatically delivered to the right stakeholders. Here’s an example report delivered to the email:

You can use any date range in these reports and you can freely customize the content. You can learn more about our reports feature from this guide. Feel free to reach out to support@screenful.com for more details.

Ilze Leite-Apine - eazyBI · Answer

Hi @Matthew Hardy

I am from eazyBI for Jira app support.

eazyBI allows to import and analyze the majority of custom fields; after importing (usually, it needs only selecting this field from the custom field list in eazyBI import options), they can be used in the reports as any default Jira field and can be combined with other numeric values (measures) and dimensions (list of values). There is more about custom field import into eazyBI: Jira custom fields in eazyBI

When Opportunity is imported as a dimension, you can use it in reports. Get count of issues by each opportunity and the issue's current or historical (in some time period) status, for example, combining measure "Issues created" and dimensions "Status" and newly imported "Opportunity". You can add other dimensions and measures to the report as well.

See the example below. Instead of the "Opportunity" field, I used a custom field "Color" which is imported as a dimension into eazyBI. I created a report of the issue count by the issue's current status, additionally added a measure for logged hours; the report is filtered by a project.

You may check out the eazyBI demo account for more report examples: eazyBI demo dashboard "Start simple".

Feel free to contact eazyBI support support@eazybi.com for any further questions!

Ilze, eazyBI Customer Support consultant

Matthew Hardy_rf2x5b · Answer

Hi @Bill Sheboy

Thank you for your response. I will have a look through the app marketplace to see if I can find a solution.

Thanks