Sales report of sales

Demo User May 23, 2024

If I use jira to manage sales cases, how can I display sales by service in a report?

I have created a number of assignments with custom fields, is there a page or something that details how to show the sum of those values in a report?

2 answers

0 votes
Marlene Kegel - codefortynine
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
June 12, 2024

Hello @Demo User,

I am Marlene, product manager of Quick Filters for Jira Dashboards.

With our app you can sum up any Jira number field with our dashboard gadgets.

If you want to check out Quick Filters for Jira Dashboards without installation, feel free to visit our demo dashboards.

quick-filters-jira-dashboards_sum-up-custom-number-fields.png 

0 votes
Aron Gombas [Midori]
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 23, 2024

The problem you are describing is not specific to the CRM use case. If you look at this on an abstract level, then the question can be rephrased as "how to sum custom fields in Jira"?

A few ideas:

  1. Use a reporting app: https://marketplace.atlassian.com/search?category=Reports&hosting=cloud&product=jira
    1. There are many of these, from complex-and-flexible ones to simple-but-less-flexible ones.
  2. Or, you could even try an app that is developed specifically for the CRM use case: https://marketplace.atlassian.com/search?hosting=cloud&product=jira&query=crm
    1. These could give you a lot more features that will be useful along your journey.
Demo User May 26, 2024

Thank you for your response.

Does this mean that custom field totals can't be done out of the box?

Demo User May 26, 2024

https://community.atlassian.com/t5/Jira-questions/Reports-for-sales-project/qaq-p/1875253

In this answer, you said that it can be done, but is it different from that?

If possible, I would like to know how to do this.

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