As a marketing team, we understand that it is important to keep track of your expenses. You will be able to see the difference in no time! That is why sumUp is here to help! Our Grouped Filter Results gadget makes it easy to compare your actual costs with your budget. In this example, you will learn how to use sumUp to compare last year's budget and costs per quarter.
VERSION 3.8.0 is required!
As you can see, we have configured the gadget so that you can see the budget for each quarter and the total cost and number of issues. On the bottom of the gadget you can see the total budget for the year and the total cost and total number of issues. At the top you can see the options to select a different time period.
We switched from the configured option All-time to a customized time period to display the data for 2023.
You can tweak the date options on top of the gadget at any time without breaking your configurations.
Configuration
| Option | Settings |
|---|---|
| What is the name of your gadget? | A precise name like Marketing Campaign cost analysis makes it easy to locate the gadget on the dashboard. |
| Which issues do you want to analyze? | Select the Filter Filter for "Marketing Campaigns", which returns all issues of the Marketing Campaign project and was defined in advance. |
| Which fields would you like to display? | To use the custom number fields Budget and Total Costs you have to create a custom calculation rule for the respective fields you want to sum up. Then select the fields in the gadget. |
| How do you want to group the results? | Group the results by End Date to ensure the costs are correctly grouped. End Date is a custom date field that must also be created. |
| How many rows do you want to display per page? | For a quarterly view, there are only four entries. Therefore, the default option of 10 rows is enough. |
| Which time period do you want to display as default? | To view all data, select All-time. |
| Which default for the date aggregation level do you choose? | If you choose the Quarterly option, the data is displayed per quarter. |
| Refresh Interval: | Select the default value Never, so that the data is not automatically reloaded, only when the gadget is reloaded or a manual refresh is performed. |
If you still have questions, feel free to refer to our support team.
