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发给客户的周报

报告基于 Jira 数据撰写,并补充 BA 的分析意见。开头始终是摘要和需要客户确认的决定,让忙碌的读者只读一段就够了。

相关项目案例: 基于 Jira API 的团队 KPI 仪表盘

周进度报告

英文文档

Project
PRJ (confidential)
Period
Mon 09 – Fri 13
Prepared by
Business Analyst
Audience
Client PM, Client CTO
Sprint 14 · On track

1. Summary

Sprint completion81%21 of 26 points
Blockers21 resolved, 1 needs the client
Open High bugs0last week: 1
Oldest open bug6 dayslast week: 15
Sprint 14Committed points
  • Done
  • Carried over to Sprint 15
  • 26 points committed81% done

The 5 carried-over points are US-04 CRM sync, which depends on the client's CRM sandbox (B-2).
  • Decision needed from the client: confirm the CRM field mapping (section 5) by Tuesday to keep US-04 in Sprint 15.

2. KPIs

KPIsLast week → this week
  • Last week
  • This week
  • Sprint completion✓ 68% → 81%

    68%
    81%
  • Throughput (tickets to Done)✓ 11 → 14

    11
    14
  • Cycle time (median)✓ 3.5 days → 2.5 days

    3.5 days
    2.5 days
  • Oldest open bug✓ 15 days → 6 days

    15 days
    6 days
  • Blocked tickets✓ 2 → 1

    2
    1
  • Client feedback backlog✓ 5 → 2

    5
    2
Open bugsBy severity
  • High
  • Medium
  • Low
  • Last week11

  • This week8

3. Delivered this week

Ticket Title Status Note
US-01 Renewal reminders UAT signed Timezone bug fixed and re-verified
US-02 Grace period and read-only mode UAT signed
US-03 Admin manual extension with audit log In UAT Client UAT scheduled for Monday
BUG-231 Duplicate webhook extends subscription twice Done Idempotency check added; regression passed

4. Blockers and risks

Blockers and risksWho owns what, and what we need
ImpactOwnerStatus or ask
B-1 · Payment sandbox rate-limitedWebhook tests blocked 1 dayDev AResolved on Thursday
B-2 · CRM sandbox access missingUS-04 cannot startClientPlease share access by Tuesday
R-1 · Legacy accounts enter grace on release dayMediumBABanner and support macro ready
R-1: we recommend releasing on Tuesday, not Friday, so support has a full week to absorb any extra volume.

5. Decisions needed from the client

DecisionsBoth needed by Tuesday
  • CRM field mapping for the "about to churn" list: confirm or edit the five proposed fields (attached).Tue
  • Release window: Tuesday 08:00 PT for the expiry feature (see R-1).Tue

6. Plan for next week

Next week
  1. B-2 resolvedclient shares CRM access
  2. US-04 CRM synccarried over
  3. Billing regressionbefore release
Also new: US-05 daily churn-risk email, from the meeting on the 12th; three clarification questions sent.

7. Client feedback log

Date Feedback Ticket Status
10th Banner text is too alarming during the grace period FB-22 Done Copy softened, screenshot attached
12th Sales also wants the churn list by email FB-23 Analysed Turned into US-05

Verified by the Business Analyst. Source: Jira API extract, Friday 17:00 ICT.

示例文档,模拟数据。结构和呈现方式与我实际工作中的做法一致。