3 Min.
Jira Reports for Sales Teams Working in Confluence ATLASSIAN APPS FOR JIRA AND CONFLUENCE
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- Technologie
Jira Reports for Sales Teams Working in Confluence
https://www.oldstreetsolutions.com/jira-reports-for-sales-teams
Increasing numbers of sales teams are using Jira for sales management. Our partner Deviniti uses Jira Software as its customer relationship management platform, and there are some great features and templates for sales teams in Jira Work Management. That said, many sales teams stick with tried and true CRMs like Salesforce, Microsoft Dynamics, and Hubspot, rather than Jira.
The sales team, perhaps more than any other, is the one that needs to know what’s going on in the rest of the organization. If they’re selling a product, they need to know what the product team is doing. If they’re selling a service, they need to know what the service management team is doing.
And with customers these days buying so many products as a service, they need to work closely with both. They’ll want eyes on the marketing team, too, who will be working on campaigns and materials that the sales team needs, and the HR team when hiring new salespeople.
The product team is most likely to be working in Jira Software on bug fixes, new features, and new releases. The service management/support team is likely to be working in Jira Service Management on request fulfillment, maintenance, and implementation projects. The marketing and HR teams could be working in Jira Software or Jira Work Management on campaigns and recruitment. And the best way of communicating all these teams’ progress is through Jira reports.
The problem is, if the sales team isn’t working in Jira, how can they see Jira reports? Easy. By looking at them in Confluence.
How sales can get eyes on Jira… in Confluence
The sales team is probably using Confluence in the way all the teams in your organization are using Confluence: it’s the company intranet and quite often a digital substitute for the office in these remote, globally distributed times. The sales team may also use Confluence to produce sales materials or make and manage sales contracts.
But what the sales team might not know is that they can also use Confluence for reporting on Jira data. The fact that Jira and Confluence are both Atlassian products means they’re easily integrated, and Confluence comes with a Jira charts macro that lets you make a small handful of charts and graphs on a Confluence page. If your Jira and Confluence cloud instances have the same URL, you can also add a bunch of other preconfigured reports, e.g. sprint health and sprint burndown.
Unfortunately, the native capabilities are basically useless if the sales team doesn’t have access to Jira, which, if they’re not working in it, they probably don’t. The out-of-the-box charts will simply be blank when the sales team views the page.
With the Atlassian Marketplace app Custom Jira Charts for Confluence, this problem is no longer. Custom Charts is a macro that lets you load Jira reports onto a Confluence page using a Jira user’s permissions; this allows the sales team to see what the Jira teams are up to without having to set foot in Jira.
Moreover, Custom Jira Charts for Confluence comes with tons more visualization options, from different charts to different colors and labels. You can’t do much of anything with the native reports apart from, urm, change the width. But with Custom Charts you could make a 2D stacked bar chart that’s colored, ordered, and labeled however you want.
To learn more about Jira Reports for Sales Teams Working in Confluence, please follow the links below:
https://www.oldstreetsolutions.com/
Jira Reports for Sales Teams Working in Confluence
https://www.oldstreetsolutions.com/jira-reports-for-sales-teams
Increasing numbers of sales teams are using Jira for sales management. Our partner Deviniti uses Jira Software as its customer relationship management platform, and there are some great features and templates for sales teams in Jira Work Management. That said, many sales teams stick with tried and true CRMs like Salesforce, Microsoft Dynamics, and Hubspot, rather than Jira.
The sales team, perhaps more than any other, is the one that needs to know what’s going on in the rest of the organization. If they’re selling a product, they need to know what the product team is doing. If they’re selling a service, they need to know what the service management team is doing.
And with customers these days buying so many products as a service, they need to work closely with both. They’ll want eyes on the marketing team, too, who will be working on campaigns and materials that the sales team needs, and the HR team when hiring new salespeople.
The product team is most likely to be working in Jira Software on bug fixes, new features, and new releases. The service management/support team is likely to be working in Jira Service Management on request fulfillment, maintenance, and implementation projects. The marketing and HR teams could be working in Jira Software or Jira Work Management on campaigns and recruitment. And the best way of communicating all these teams’ progress is through Jira reports.
The problem is, if the sales team isn’t working in Jira, how can they see Jira reports? Easy. By looking at them in Confluence.
How sales can get eyes on Jira… in Confluence
The sales team is probably using Confluence in the way all the teams in your organization are using Confluence: it’s the company intranet and quite often a digital substitute for the office in these remote, globally distributed times. The sales team may also use Confluence to produce sales materials or make and manage sales contracts.
But what the sales team might not know is that they can also use Confluence for reporting on Jira data. The fact that Jira and Confluence are both Atlassian products means they’re easily integrated, and Confluence comes with a Jira charts macro that lets you make a small handful of charts and graphs on a Confluence page. If your Jira and Confluence cloud instances have the same URL, you can also add a bunch of other preconfigured reports, e.g. sprint health and sprint burndown.
Unfortunately, the native capabilities are basically useless if the sales team doesn’t have access to Jira, which, if they’re not working in it, they probably don’t. The out-of-the-box charts will simply be blank when the sales team views the page.
With the Atlassian Marketplace app Custom Jira Charts for Confluence, this problem is no longer. Custom Charts is a macro that lets you load Jira reports onto a Confluence page using a Jira user’s permissions; this allows the sales team to see what the Jira teams are up to without having to set foot in Jira.
Moreover, Custom Jira Charts for Confluence comes with tons more visualization options, from different charts to different colors and labels. You can’t do much of anything with the native reports apart from, urm, change the width. But with Custom Charts you could make a 2D stacked bar chart that’s colored, ordered, and labeled however you want.
To learn more about Jira Reports for Sales Teams Working in Confluence, please follow the links below:
https://www.oldstreetsolutions.com/
3 Min.