Financials

Bloomfilters financial module empowers teams to track and optimize project costs by linking financial data to work items, epics, and initiatives. With customizable filters, insightful KPIs, and three powerful chart views, this tool provides clear, actionable insights to enhance financial transparency, improve resource allocation, and align projects with your business goals. Below, discover the value this tool delivers and how each chart view supports your team’s success.

Business Value: Financials bridges the gap between engineering output and financial accountability; giving project managers, portfolio owners, and leadership real-time visibility into cost vs. delivery, budget allocation, and initiative-level spend, enabling smarter resource decisions and ensuring every dollar is aligned to business priorities.

Why It’s Valuable:

Clear Financial Insights: Understand exactly how your budget is spent across tasks, epics, and initiatives, ensuring smarter financial decisions.
Boosted Efficiency: Identify cost trends and performance metrics to optimize team productivity and resource use.
Flexible Analysis: Filter data by date, team, or board to focus on what matters most, from portfolio-wide overviews to specific project details.
Seamless Jira Integration: Works effortlessly with your existing Jira workflows, making adoption quick and intuitive.
Strategic Alignment: Monitor spending at every level to ensure resources support your most critical initiatives.

KPI Overview

KPI Overview: Get a quick snapshot of critical metrics—total cost, cost per task, daily spend, throughput, and committed tasks—with trend lines for at-a-glance analysis.

Cost: The total spend over the time period, rolled up monthly
Cost per Task: Total spend divided by total throughput over the time period, rolled up monthly
Daily Spend: The average spend per day over the time period, rolled up monthly
Throughput: The number of tasks completed (moved into a done status) over the time period, rolled up monthly
Committed Tasks: The number of tasks with statuses of ‘todo’ or ‘doing’ over the time period, rolled up monthly

Cost vs. Output Chart

What It Shows: Tracks financial and performance metrics like total cost, daily spend, cost per task, velocity, and throughput over time.

Why It Helps:

See how spending correlates with team output to ensure you’re getting the most value from your budget.
Spot trends, like rising costs or slowing progress, to make timely adjustments.
Perfect for project managers balancing delivery goals with financial constraints.

Use Case: Optimize team efficiency by identifying high-cost, low-output areas and reallocating resources effectively.

Filters: The options available for selection in the side-filter are a standard set of unchangeable metrics:

Cost
Daily Burn
Cost per Point
Cost per Task
Committed Points
Velocity
Committed Tasks

Allocation of Costs Chart

What It Shows: Breaks down spending by task attributes, such as epic, sprint, assignee, priority, or label.

Why It Helps:

Pinpoint where your budget is going, from specific team members to high-priority tasks.
Reallocate resources to critical areas or adjust workloads for better balance.
Customize views to focus on the task details most relevant to your projects.

Use Case: Ideal for portfolio managers or financial analysts who need to justify spending or optimize budgets across projects.

Filters: This chart gives the user the ability to view expenditures against a variety of different task level characteristics:

Epic
Type
Label
Points
Sprint
Assignee
Due Date
Priority
Reporter
Component

Cost by Initiative Chart

What It Shows: Visualizes spending across high-level initiatives for a strategic view of resource allocation.

Why It Helps:

Ensure your budget aligns with your organization’s key priorities and goals.
Monitor initiative-level costs to make informed decisions about resource allocation.
Gain a clear, top-down perspective to support portfolio-wide planning.