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Basic report on leads
Basic report on leads
Analysis by status, conversion by source, responsible employee and and utm-tags
Instalar
Grátis
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AvaliaçãoMuito poucas avaliações
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Instalações1515
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DesenvolvedorAlaio, inc
Descrição
A Bitrix24 BI connector data source for Power BI that connects to the crm_lead table. Provides 56 fields covering lead lifecycle, assignment, source attribution, status, and UTM parameters.
No pre-built visualizations are included — the connection and data structure are already configured, and reports are built independently in Power BI.
No pre-built visualizations are included — the connection and data structure are already configured, and reports are built independently in Power BI.
Suporte técnico
Instruções de instalação
Standard installation from the BI-Analytics tool
Segurança de dados
Basic report on leads
O aplicativo solicita permissões para acessar os dados:
Usuários (mínimo)
ler lista de usuários e nomes sem informações de contato
Avaliação
5 /5
5 estrelas
1
4 estrelas
0
3 estrelas
0
2 estrelas
0
1 estrela
0
Comentários
Total de comentários: 1
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
Resposta do desenvolvedor
10.01.2024
Thank you for your feedback!
You can build such reports by using a request to process custom fields' data based on the exampl... mais
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
Resposta do desenvolvedor
10.01.2024
Thank you for your feedback!
You can build such reports by using a request to process custom fields' data based on the example for crm_deal_uf dataset: https://helpdesk.bitrix24.com/open/15433420/
In this case you'd need to adapt it to crm_lead_uf entity.
You can build such reports by using a request to process custom fields' data based on the example for crm_deal_uf dataset: https://helpdesk.bitrix24.com/open/15433420/
In this case you'd need to adapt it to crm_lead_uf entity.