Enterprise R&D Investment Analytics with Analytics Connectors
(Timesheets + BI Connectors)
Leadership and Finance build R&D investment views directly in your BI platform, in real time, without requesting exports.1
1. Install your analytics connector
Install the connector matching your BI platform from the Atlassian Marketplace: Power BI Connector for Jira (Cloud) · Tableau Connector for Jira (Cloud) · BigQuery Connector for Jira (Cloud) · Data Studio Connector for Jira (Cloud)
2. Define the investment data model
Map worklog data, team structure, space hierarchy, and Tempo Account categories into your BI schema. Plan for three considerations: schema design to replicate your investment KPIs, join logic for the one-to-many tables (teams, spaces, worklogs, users) the API returns, and a check on custom field mapping (IDs occasionally don't match expected values).
3. Build the R&D Investment Allocation dashboard
Include total R&D hours by initiative/portfolio, effort distribution trends over time, team allocation across strategic priorities, and an investment concentration (Pareto) view showing which 20% of initiatives consume 80% of effort.
4. Add cross-system context (if available)
Join Timesheets data with other sources in the BI layer, for example OKR/goal progress, delivery velocity from Jira, or headcount from HRIS, for a unified view of hours spent, outcomes delivered, and resources available.
5. Build executive summary views
Create a one-page executive dashboard with four metrics: Total R&D Investment (hours and/or dollars if Financial Manager is active), Top 5 Initiatives by Effort, Investment Shift vs. Previous Quarter, and Strategic Alignment Score (% of effort on P1/P2 priorities vs. sustaining).
6. Schedule automated refreshes
Configure recurring refreshes so the dashboard always reflects the latest Tempo data and leadership can access it on demand rather than requesting reports. Scheduling BI Connector exports
You'll know it's working when leadership and Finance build and consume R&D investment views directly in your BI platform, in real time, without requesting data exports.