You're on your way to the next level! Join the Kudos program to earn points and save your progress.
Level 1: Seed
25 / 150 points
Next: Root
1 badge earned
Challenges come and go, but your rewards stay with you. Do more to earn more!
What goes around comes around! Share the love by gifting kudos to your peers.
Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!
Join now to unlock these features and more
The Atlassian Community can help you and your team get more value out of Atlassian products and practices.
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?
Hi @Jana Katsir ! Welcome to the community 🙂 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.
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! 😊
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 :)
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
@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
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.