Comparison of Budget and Total Costs
- Frank Leclerc
- Rebecca Plattner
Use case
Compare the actual costs of a marketing campaign with the budget, broken down by quarter.
Prerequisites
For each marketing campaign, which is tracked in a separate issue, budgets and actual costs are tracked in individual custom number fields. To group the results by their campaign end date, we use a custom date field called End date.
All fields have been created and populated in advance.
Configuration
Which issues do you want to analyze?
For this project the Filter “Marketing Campaigns” contains the entire project, and was defined in advance.
Which fields would you like to display?
To compare the budget and cost, select Budget and Costs.
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.
Choose additional options
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Which time period do you want to display as default?
Select All-time.
Which default date aggregation level do you choose?
To view each quarter separately, select Quarterly.
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