Template

Sales and Marketing Report Template for Atlassian Jira, Jira Service Management and Confluence

Track campaigns, leads, revenue impact, and marketing performance using Jira data, Confluence reporting, and interactive dashboards.

 

Sales and Marketing Report Template for Atlassian Jira and Confluence

The Sales and Marketing Report Template provides a unified reporting framework that captures marketing activities, sales outcomes, conversions, and performance metrics—directly inside Jira and Confluence. Leads are tracked as Jira Service Management tickets. Campaigns,  opportunities, content production, events, and sales activities are tracked as Jira issues, while EazyBI dashboards and Confluence spaces present insights for managers, sales teams, and executives.
This template ensures full visibility into pipeline health, marketing ROI, team performance, customer acquisition trends, and content delivery.

Why you need a Sales and Marketing Report Template with Jira and Confluence

Full Funnel Visibility

Opportunities transition seamlessly into delivery work, ensuring handover clarity and visibility from initial lead to project execution.

Direct Link to Service Desk Insights

Support requests and customer feedback from JSM reveal upsell, expansion, and renewal opportunities directly in sales and marketing dashboards.

Direct Linkage From Campaign Planning to CAC Reporting

Marketing campaigns tracked in Jira feed directly into cost-per-acquisition metrics, giving full visibility from planned activities to actual CAC performance.

Improved Coordination Between Teams

Sales and marketing share campaigns, feedback, and key customer insights through connected Jira tasks and Confluence pages.

Single Source of Truth for Marketing & Sales Data

Campaign tasks, leads, opportunities, and deliverables are all tracked in Jira, removing fragmented spreadsheets or disconnected CRMs.

Tailored Views for Different Stakeholders

Individual contributors see actionable tasks, while managers and executives view high-level performance indicators and trends.

Who will use Sales and Marketing Report Template for Atlassian Jira, JSM and Confluence

  • Marketing Teams – Track campaigns, content, events, promotions, and performance metrics.
  • Sales Teams – Manage leads, follow-ups, opportunities, meetings, and deal progression.
  • Marketing Managers – Monitor campaign ROI, performance insights, and team productivity.
  • Sales Managers – Review pipeline health, revenue forecasts, and rep performance.
  • Executives – View strategic KPIs, customer acquisition trends, and revenue outcomes.
  • Business Analysts – Work with dashboards, funnel data, and performance analytics.
  • Product Marketing / Content Teams – Track deliverables, deadlines, and impact metrics.

Shared Sales and Marketing Kanban Boards Template with Atlassian Jira

Shared Sales and Marketing Kanban Boards Template with Atlassian Jira

Marketing video content creation template with approvals in Confluence

marketing content creation template with approvals in Confluence

What is included in Sales and Marketing Report Template for Atlassian Jira, JSM and Confluence

  • Marketing Campaign Project Templage – Track goals, audience, channels, KPIs, budget, tasks, and results.
  • Lead & Opportunity Tracking – Structured Jira issue types representing leads, opportunities, and deal stages.
  • Sales Pipeline Workflow – Standardized stages (New → Contacted → Qualified → Proposal → Negotiation → Won/Lost).
  • Content Production Tracking – Jira issues for blogs, case studies, emails, landing pages, and assets with review workflows.
  • Event & Webinar Management – Track tasks, registrations, attendance, and post-event follow-ups.
  • Campaign Performance Dashboard (EazyBI) – Metrics on lead volume, conversion rates, cost per lead, ROI, and channel performance.
  • Sales Funnel Dashboard – Lead progression, win rates, average deal size, forecasting, and sales cycle duration.
  • Customer Segmentation Fields – Industry, region, persona, account size, and ICP markers.
  • Personal Workspace in Confluence – Each sales manager has an individual workspace with automatically updated data and analytics reflecting their personal performance.
  • Cross-Team Collaboration Hub in Confluence – Shared reporting pages, messaging frameworks, and feedback loops.
  • Budget & Cost Tracking – Optional fields to track campaign cost and compare against outcomes.
  • Automations – Follow-up reminders, SLA-style alerts for stalled deals, and notifications for key campaign milestones.

This Template is an Integrated Part of Solution:

Templates that Integrate with Sales and Marketing Report Template for Atlassian Jira, JSM and Confluence

Consulting Services Related to Sales and Marketing Report Template for Atlassian Jira, JSM and Confluence

Frequently Asked Questions about Sales and Marketing Report Template for Atlassian Jira, JSM and Confluence

Yes. Campaigns can be categorized by channel, region, audience, or objective, each with its own KPIs.

Yes. Meetings, calls, and follow-ups can be recorded as Jira issue types with structured fields.

Yes. Dashboards can display where leads originate and how they move through the funnel.

Yes. Shared dashboards can combine data across multiple projects and pull in data from third party tools as well.

 

Yes. EazyBI can pull live data from Jira and Jira Service Management so reports stay updated with no manual work.

 

Yes. Content types have dedicated templates, workflows and content calendar integrated into the system.

Contact me for a free consultation!

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