Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in
Celebration

Earn badges and make progress

You're on your way to the next level! Join the Kudos program to earn points and save your progress.

Deleted user Avatar
Deleted user

Level 1: Seed

25 / 150 points

Next: Root

Avatar

1 badge earned

Collect

Participate in fun challenges

Challenges come and go, but your rewards stay with you. Do more to earn more!

Challenges
Coins

Gift kudos to your peers

What goes around comes around! Share the love by gifting kudos to your peers.

Recognition
Ribbon

Rise up in the ranks

Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!

Leaderboard

Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,456,658
Community Members
 
Community Events
176
Community Groups

I need help with using Trello as a CRM and creating reports

My reps use Trello as their CRM. Each rep has their own board where they have their customers, prospects etc 

I have now employed a sales manager who wants to be able to pull reports on their activities. How many cold calls, how many customer visits, orders placed, new customers etc

Does anyone else use Trello in this way? I would love to hear how you get around these issues. 

2 answers

0 votes

Hi @Simonne Solarsh 

I have seen a few other sales orgs using Trello like that. For reporting you could look at Blue Cat Reports which can pull data from multiple boards into a single dashboard (or dashboards) for you.

https://trello.com/power-ups/5d9c90aa18965066fcd44730/reports-by-blue-cat

There are some general examples of creating charts/reports for sales teams here

Happy to answer any questions you might have :)

Hi @Simonne Solarsh , 

 

You can try installing power up - https://trello.com/power-ups/5d367a59d5db032812ddbf22/time-tracking-reporting

 

Basis on time logged , you will be able to use it for your purpose. 

 

Hope this helps.!

 

Thanks 

Shailey

Suggest an answer

Log in or Sign up to answer
TAGS

Atlassian Community Events