Reports look like a separate module but are really another view of the same data. Nothing has to be prepared, exported or joined to get a report.
The most-viewed report is the funnel: how many records sit at each stage, what the conversion between stages is, where losses concentrate.
The funnel alone is not enough; read alongside rep performance and conversion by source the picture completes; showing whether the problem is the process, the team or the leads coming in.
The ready-made reports cover most needs, but every company has measurements of its own. BI Builder lets you build dashboards for them.
Dashboards can be shared, and which cards appear on the management screen can be set by role.
Alongside sales reporting, the team side is measured too: who completed how many tasks, how many ran late, how workload is spread.
That data is valuable when it is used to distribute work properly and spot training needs, rather than to police people.
Funnel, conversion, source and rep performance.
Your own dashboards, built by drag and drop.
Weighted forecasting based on stage probability.
Task, workload and efficiency measurements.
Control over what a report shows to whom.
Development for measurements the standard reports miss.
How would this work in your process?
In a free 30-minute call we listen to your workflow and map out how this would run in your company.
The modules we most often roll out alongside this one; they reinforce each other in the same setup.
Rebuilding the same spreadsheet every week costs you hours and, worse, decision quality. We connect your CRM data to live dashboards so the report builds itself while you work.
A target should be more than a number people hear once a year. We define goals per person, team and period in Bitrix24, then connect them to dashboards that refresh themselves from real data.
A performance conversation should start from data both sides accept. We configure Bitrix24's task reports, workload charts and efficiency scores around the way your company actually works.
Clicks and open rates don't prove a campaign worked; closed revenue does. We connect your campaigns to CRM data so every lira spent can be matched against the deals it produced.
CRM is the most used module in Bitrix24 and where most implementations start. Every touch with a customer collects on the same record; who called, what was said, which quote went out.
The task module works without the CRM, but its real value shows when they are connected: a task opens straight from a deal, with nothing copied between two systems.
Whichever channel a customer writes from, the message lands on the same screen and on the same customer record. Agents do not switch apps to switch channels.
No. Reports run directly on CRM and task data. There is no need to export, join or stand up a separate data store.
Yes. Clicking a card opens the list of records behind that figure, and from there you can open an individual record.
Yes. For our health tourism customers we built custom reports such as reachability, stage-change and conversion by form. We can do the same for your measurements.
Basic reports are available on lower plans; analytics and BI Builder come with Professional. Details are on the pricing page.
Book a free intro call and we'll walk through your process and show which settings fit you.
