Best way to set up a dashboard for sales or other stakeholders?

[Adam Stein]

I'm looking for suggestions on how best to solve a particular use case, and I'm open to purchasing add-ons or additional Atlassian products. Our engineering team uses Jira Software to manage it's backlog and Agile workflow. Other departments in the company (understandably) don't want to dig around in boards and read through comment threads to understand the progress on issues they care about. Really what they want is:

• A list of clearly defined deliverables
• Each with a target delivery date
• And "latest status" update indicating where things current stand

In other words, they want a simple dashboard listing a bunch of things they care about and a quick summary of what is going on with that thing.

Any recommendations for how to implement something like this within Jira? We can go outside the tool to do this, for example by maintaining a status page on a wiki, but I'd love it if we could get some tool support for this. Any suggestions are welcome.

[Dave Mathijs · Accepted solution]

Hi @Adam Stein welcome to the Atlassian Community!

Have you considered Atlas for project updates?

Our team uses it to keep stakeholders informed of the progress, latest updates, project RAG status and so much more.

[Adam Stein]

Thanks, I will take a look.

[Adam Stein]

I'm still playing with Atlas to see how it can fit into our workflow, but it seems to be targeted at exactly the use case that I am trying to satisfy. Thanks for the tip.

[Walter Buggenhout]

Hi @Adam Stein and welcome to the Community!

While there's plenty of options, the suggestion you raise yourself is very likely one that adds a lot of value to stakeholders.

With Confluence (the wiki you refer to), you could pull in data from Jira through reports gadgets, but also the roadmap from an advanced roadmaps plan (if you are on a JSW premium plan). These can be embedded in Confluence pages showing real-time data.

The big benefit to the approach is that you can write an intro and explanations on how to read the charts, incorporate this with meeting notes, decision logs, product documentation and even requirements documentation, all in one place.

Hope this helps!

[Adam Stein]

Thanks, I will play with this and see if it meets our needs.

[Riley Venable]

You can use Jira Work Management boards to give you an easy and clear way to visualize work. You can get a snapshot of project progress, including what work is yet to be started, what's in progress, and what is completed. You can also use labels to sort issues into groups and find them easily in search. Additionally, you can use built-in reporting, your dashboard, and custom filters based on your searches to monitor activities. You can also use Scrum or Agile methodology to help teams see progress and spot blockers.

[Adam Stein]

I think I'm looking for something that sits one level above what you're describing. Our sales team is (understandably) reluctant to spend tons of time digging around in boards, performing searches, etc. to understand when a customer deliverable might be ready. But the devil is in the details with this stuff, so I will take a look to see if we might be able to use JWM.