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Reports for sales project

Hi, 

 

I want to build a report for my SALES pipeline project. 

I want to have a dashboard report, where I can filter by date and see : 

• #Won/Lost Deals
• Total $ Won
• Total $ Won / User
• Total $ Won / Categories
• To be able to brake down with the fiels I added to my deals. 

 

Do you know if an app (or anything else) could help me ? 

1 answer

0 votes

If you model your deals with Jira issues that have custom fields like "Won", "$ Value" and such, then you don't need a sales-specific report tool, any Jira report feature will work with your data.

Most of the things you're looking for can be implemented with the 1D and 2D report gadgets fueled by some relatively simple JQL queries.

The last item may require a more professional report app, there are several options here. (EazyBI is very popular.)

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