Relatórios

Trabalhe de forma mais eficiente e aumente seus lucros com Edward, o primeiro assistente de CRM para o Bitrix24.

Extrator

Analyze deal data for the required time period. Identify the most efficient customer handling scenarios as well as tight spots that may need improvement.

Your sales managers do not have to fill in any additional fields to get sales analyzed by the Payment Calendar. All analytics is based on already existing CRM invoice data.

The KPI application helps to plan key performance indicators, observe the situation regarding implementation of the plan in real time, calculate bonuses e.t.c.!

Telephony calls as PowerBI data source

Leads as Google Looker Studio data source

Deals as PowerBI data source

Analysis by status, conversion by source, responsible employee and and utm-tags

Discover clear, intuitive charts to track your company's sales trends and highlight top-performing deal sources. Quickly understand your sales performance and revenue growth.

Deals as Google Looker Studio data source

Any CRM data as Google Looker Studio data source

Leads as PowerBI data source

Deal stage history as PowerBI data source

Any CRM data as PowerBI data source

Analyze deals and identify tight spots that may need improvement.

Identify and prioritize key customers

Analyze customer retention and churn

Analyze your sales.

Analyze inbound and outbound calls, and related costs and sales