Business situation:

You wish to manage customers, clients, sales leads with owner KAMs, lead statuses, revenue and contract related data, etc.

Technical conditions:

You have one or more Jira projects which contain lead and other CRM data, several Jira custom fields containing relevant user data. Custom field types can be single- or multi-line text, number, radio button, checklist, single or multiple choice, date picker, date-time picker, etc.

You may have a simple Jira workflow to represent new lead processes, but in case you have a stricter process, JExcel respects possible workflow steps, conditions and validators.

Custom fields used for the example:

1. Company (single-line text)

2. Lead name (originally the Summary field - with JExcel you have the option to rename Jira fields in a convenient and simple way, only in your JExcel workbooks)

3. KAM (user picker)

4. Contract value (EUR) (number)

5. Propbability for contracting ( % ) (number)

6. Expected revenue (this is a special JExcel calculated “column”, technically it is like you have created a scripted Jira custom field without script knowledge and without Jira admin permissions/knowledge. Columns like this exist only in your workbook so you can imagine the benefits of such “virtual fields”, e.g. fields visible only to you)

CRM lead workflow:

How can JExcel support your work as a Sales manager or as a Key Account Manager:

• See CRM Lead data in one excel-like view

• Colour Jira tickets representing leads and keep organized your Jira tickets - use flags

• Manage lead status in one view

• Compare contract values, expected revenues with showing charts (in case the same currency applies to all leads).

• Create reports for KAMs, leads, new contracts - use filters

• Create reports for specific time frame

• Visualize numeric values

• Filter and visualize numeric values at the same time - show contract values in a certain time period

• Create calculated columns by your own instead of going to your Jira administrator for new custom fields and scripting. See average/sum/min/max values for numeric or financial columns.

• Manage upcoming dates like date of next action or next meeting

• Rename your Jira fields to better suit your needs (it will only be visible in your workbook, the original name of fields will be shown when viewing issues in Jira)

• Create new tasks directly from your workbook

• View task details directly from your workbook by opening JExcel sidebar (similar to issue detail view in agile boards)

• See if your colleagues left you a comment about a lead or uploaded a new document - just have to show comment and attachment columns