Reporting includes various data visualization tools:
Posted: Thu Jan 23, 2025 6:27 am
Charts that provide a visual representation of the movement of purchases through all stages.
Dynamics with graphical display of performance indicators by periods.
Forecasts based on historical data.
Reports on managers with detailed information on the performance of each.
To view the reports, go to CRM and select "Analytics" in the top menu. If the standard reports from Bitrix24 are not enough and you need more specific ones, you can use the BI designer.
Integrating the funnel with other tools
Integration with analytical tools simplifies sales netherlands telegram number database management, helps identify weak points and improve conversion rates.
CRM Analytics
Located in: CRM → Analytics.
A tool for comprehensive analysis of key indicators. Used to understand how effectively staff works and which stages require improvement.
Tracks:
sales volume;
conversions by stages;
number of transactions and their status;
cycle duration;
staff efficiency.
CRM reports
Located in: CRM → Reports.
Suitable for customizing reports to suit business needs. Helps analyze customer sources, advertising effectiveness, and sales trends
. Tracks:
customer sources;
Advertising ROI;
employee workload;
success of purchases;
sales trends.
End-to-end analytics
Located in: CRM → End-to-end analytics.
Needed to evaluate the effectiveness of marketing investments. Combines data from advertising platforms and CRM to analyze the customer's path from first contact to purchase.
Tracks:
advertising expenses;
cost per lead;
channel efficiency;
the impact of marketing on sales.
Manager's desktop
Located in: CRM → Desktop.
A visual tool for monitoring personal and team KPIs. Helps managers stay on top of tasks and goals, and helps executives track department results in real time.
Tracks:
personal KPIs;
overdue tasks;
achieving department goals.
Process automation and robots
Located in: CRM → Transactions → Robots.
Simplifies routine tasks and automates all stages. This speeds up purchase processing and reduces the workload on managers.
Manages:
transitions between purchase stages;
automatic processes;
tasks at the purchasing stages.
Desktop widgets and reports
Located: CRM Desktop → My Reports.
Used to visualize key business indicators. Allows you to instantly evaluate the dynamics and effectiveness of current campaigns.
Tracks:
purchasing dynamics;
new leads;
fulfillment of the monthly plan.
Cases of implementation of sales funnels
The practical experience of implementing this active tool can be illustrated by the example of various business models. Let's consider three effective cases of their application in Russian companies.
MebelCarbon company case
Tasks:
Dynamics with graphical display of performance indicators by periods.
Forecasts based on historical data.
Reports on managers with detailed information on the performance of each.
To view the reports, go to CRM and select "Analytics" in the top menu. If the standard reports from Bitrix24 are not enough and you need more specific ones, you can use the BI designer.
Integrating the funnel with other tools
Integration with analytical tools simplifies sales netherlands telegram number database management, helps identify weak points and improve conversion rates.
CRM Analytics
Located in: CRM → Analytics.
A tool for comprehensive analysis of key indicators. Used to understand how effectively staff works and which stages require improvement.
Tracks:
sales volume;
conversions by stages;
number of transactions and their status;
cycle duration;
staff efficiency.
CRM reports
Located in: CRM → Reports.
Suitable for customizing reports to suit business needs. Helps analyze customer sources, advertising effectiveness, and sales trends
. Tracks:
customer sources;
Advertising ROI;
employee workload;
success of purchases;
sales trends.
End-to-end analytics
Located in: CRM → End-to-end analytics.
Needed to evaluate the effectiveness of marketing investments. Combines data from advertising platforms and CRM to analyze the customer's path from first contact to purchase.
Tracks:
advertising expenses;
cost per lead;
channel efficiency;
the impact of marketing on sales.
Manager's desktop
Located in: CRM → Desktop.
A visual tool for monitoring personal and team KPIs. Helps managers stay on top of tasks and goals, and helps executives track department results in real time.
Tracks:
personal KPIs;
overdue tasks;
achieving department goals.
Process automation and robots
Located in: CRM → Transactions → Robots.
Simplifies routine tasks and automates all stages. This speeds up purchase processing and reduces the workload on managers.
Manages:
transitions between purchase stages;
automatic processes;
tasks at the purchasing stages.
Desktop widgets and reports
Located: CRM Desktop → My Reports.
Used to visualize key business indicators. Allows you to instantly evaluate the dynamics and effectiveness of current campaigns.
Tracks:
purchasing dynamics;
new leads;
fulfillment of the monthly plan.
Cases of implementation of sales funnels
The practical experience of implementing this active tool can be illustrated by the example of various business models. Let's consider three effective cases of their application in Russian companies.
MebelCarbon company case
Tasks: