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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 the budget andlast year's budget and costs per quarter. |
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Configuration
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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? | Before "Filter" can be chosen, there has to be set a Filter for the project. 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 custom fields "Budget" and " and Total Costs" you have to creat create a custom calculation rule. By clicking "Add fields", you can search for "Budget" and "Total Cost" and add them. 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 "by End Date" to 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? | The default is a good choice because we only want to see one year of data.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 "select All-time". |
Which default for the date aggregation level do you choose? | If you choose the "the Quarterly" option, the data is displayed per quarter. |
Refresh Interval: | The gadget will refresh automatically when the side is reloaded, if you choose "Never". 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. |
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