Custom reports in CRM Bitrix 24
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563 8 0 Good day! You need to work either with the API to extract the change history initially, or do something on your own to record the history of stage changes in the deal. (Record the date and time of each transition for each deal). I understand that we are talking about deals, not leads. The question is about the number of pipelines and the number of stages in them. You can implement a report on (Google Looker), which is free. Extract the information into it and generate the report there. Attach the report in B24. Feel free to contact us for a chat.
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400 2 0 Good afternoon!
The task is interesting, I have experience with similar tasks.
Cloud or Box?
The price varies significantly depending on the type of product. It would also be worth familiarizing oneself with the funnel.
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338 Hello! My team and I specialize in similar implementations in Bitrix24, so we can develop flexible sales funnel reports for you considering:
- The number of transitions between stages — with details by managers, sources, directions;
- Conversions at each stage — with the ability to quickly analyze "bottlenecks";
- Retrospective analysis — to see how efficiency changes over time.
Ready to discuss
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Колегі, не жаліємо страйків. Ця хвороба не лікується розмовами
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