Create
cancel
Showing results forย 
Search instead forย 
Did you mean:ย 
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
4,456,738
Community Members
 
Community Events
176
Community Groups

Tracking income on Trello

Hey!
I'm using Trello for a while as a CRM and am very satisfied.

I have a Clients board where I keep all the information of my clients.

I want to add there the income that I get from every client and to be able to some up the total from each one.

Of course, it would be great if I could add every deal separately with info about it.

Is there any good and cheap way to do that?

1 answer

1 accepted

0 votes
Answer accepted
Hannah Morgan Community Leader May 24, 2022

Hi @Jana Katsir ! Welcome to the community ๐Ÿ™‚ I'd suggest using a mix of custom fields and dashcards for this. I created this board which sums up the values of custom fields in order to see how much $ is in the pipeline.

pipeline dashcards.PNG

The second card sums up the "Amount" custom field displayed in all my cards. It's filtered based on the month (so only showing values from leads expected to close this month), but you could display values from all active leads as well.

If that looks like what you want, I'd be happy to share more details if you need! ๐Ÿ˜Š

Looks impressive!
And I would like to know more.
It's not exactly what I was looking for because here you track I single opportunity and I want to track and sum up all the opportunities that I had with the client.
However maybe if I understood what you did there I'll get an idea of how to do my thing :)

Hannah Morgan Community Leader May 25, 2022

@Jana Katsir In the above example, it's summing up all opportunities (each opportunity is a card). You could filter it further if you want to see the value from one particular client. You would just need to make sure there's a field for the client name in your cards (e.g. a custom field, or label). 

So the way I set it up was I created two custom fields: 
One to hold the value of the opportunity (number)
One to hold the estimated close date (date)

To sum up the total $ amount of opportunities, enable the dashcards power up and create a custom dashcard.
Filter on cards in the "active lists" (so basically all lists except for closed).
Filter on cards with the expected close date set to this month (optional).

Once the dashcard is created, edit the settings of that dashcard to report on the sum of the custom field "amount" instead of the count of cards. 

There's no documentation for dashcards that I could find, so I can't point you to any guides to read more, but you're welcome to reach out to me if you need! hannah@simplaworkflows.com

 

Like โ€ข Jana Katsir likes this

Thanks!
The Dashcards are G R E A T !!!

Like โ€ข Hannah Morgan likes this

Suggest an answer

Log in or Sign up to answer
TAGS

Atlassian Community Events