Optimization of company reporting (Bitrix24 → Google Sheets / Automation / AI)
📌 Task Description
Our company needs to optimize the process of generating management reports.
Currently, we spend a lot of time every month preparing reports. All source data is stored in Bitrix24, and then manually exported and processed in Google Sheets.
The goal of the task is to automate and speed up this process as much as possible.
📊 Current Situation
We use Bitrix24 as the main CRM
Bitrix24 already has 80–90% of all necessary data, including:
number of orders
average check
conversion rates
revenue
expenses
profit
other key performance indicators
A total of about 10 reports are used
Every month:
data is exported from Bitrix24
downloaded to a computer
manually entered into Google Sheets
calculations are done through formulas
The process takes a lot of time at the beginning of each month
🎯 Goal
To ensure that:
reports are generated automatically
we spend minimal or no time on manual work
data automatically goes into Google Sheets
reports are relevant, structured, and ready for analysis
🛠️ What Needs to Be Done
We expect the freelancer to:
Analyze the current process
how reports are currently generated
what data is used
which reports are mandatory
Propose solutions
automation through:
Bitrix24 (API, built-in reports, BI)
Google Sheets (API, Apps Script)
AI agents / automation
third-party tools (if feasible)
pros and cons of each option
Implement the optimal solution
automatic data export
minimization of manual input
correct calculations and formulas
clear report structure
📁 Result Format
Reports are automatically generated in Google Sheets
Minimal manual actions from employees
Scalability (adding new reports)
Documentation or user instructions
✅ Requirements for the Performer
Experience with Bitrix24
Understanding of CRM reporting and analytics
Experience in automation:
API
Google Sheets / Apps Script
BI / dashboards
Ability to propose optimal architectural solutions, not just "as is"
💬 What to Include in the Response
Please include in your response:
Your experience with Bitrix24 and report automation
What solution options you propose
Approximate:
cost
timelines
Examples of similar projects (if any)
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7 days190 USD
279 7 days190 USDHello!
Your task is very close to me. I am not just a technical specialist, but a person with a background as an operational and financial director. I fully understand what P&L, Cash Flow, and Unit Economics are, not in theory, but in practice. Therefore, I will set up not just a "data transfer," but a tool for business management.
What I offer:
Technical solution: Implementation through Google Apps Script + REST API Bitrix24. This is the most reliable and budget-friendly option. Data will be automatically pulled into tables on a schedule (for example, every hour or every morning). You will not need to pay for third-party connector services (Make, Albato, etc.).
Architecture: I will set up the export of all key entities (Deals, Leads, Accounts, Expenses) and their aggregation into your 10 reports. I will make the system scalable—you will be able to add new reports based on the collected data yourself.
…
Bonus (Telegram monitoring): Additionally, I will set up a Telegram bot for you. It will send morning summaries with the main figures (revenue, average check, conversion) directly to your phone. This will allow you to keep your finger on the pulse without even opening your computer.
My experience in similar projects:
I developed a comprehensive BI system for management accounting in Google Sheets (OPEX, Cash Flow, Balance Sheet) for a construction holding.
I created an ERP system "Box" for project management and automatic salary calculation based on KPIs.
I set up automatic time tracking sheets and lead generation systems integrated with Telegram.
Conditions:
Timeline: 7–10 working days (including the stage of analyzing your current formulas and testing).
I am ready to call or chat to discuss the details and architecture. I am confident that my experience will help you forget about manual data transfer forever.
Best regards, Almas.
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6 days150 USD
3858 11 0 6 days150 USDHello! I have extensive experience in building automated reporting systems and synchronizing data between CRM systems and Google Sheets through n8n and Make. I specialize in creating architectures that completely eliminate manual work.
1. My experience and approach:
Working with CRM: I have significant practical experience in integrating various CRMs via API. I understand the logic of building management reporting: aggregating data on deals, leads, and calculating key metrics (ROI, conversion, average check, profit).
Turnkey automation: I create scenarios that automatically collect data on a schedule, perform necessary calculations, and generate reports ready for analysis.
Data processing: I can work with complex JSON structures, set up data refresh (updating existing records), and complex formulas in Google Sheets.
…
2. Solution options I propose:
Building scenarios in n8n: This is the most flexible option. The system will independently extract data from Bitrix24, filter it, and distribute it across the relevant tabs of the report.
Scalability: I will configure the architecture so that you can easily add new types of reports or change analysis criteria without reworking the entire system.
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7 days250 USD
432 1 0 7 days250 USDGood day, Sergey!
I can automate the generation of management reporting from Bitrix24 to Google Sheets by implementing integrations on Make.com or n8n — these platforms are suitable for working with the Bitrix24 API, regular data exports, and automatic calculations without code.
I would be happy to discuss the details to offer the optimal solution.
-
5 days350 USD
250 5 days350 USDGood day! We have extensive experience in developing custom reports for analytics in B24. We are ready to discuss the details.
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7 days130 USD
2227 5 1 7 days130 USDHello! I have reviewed your assignment and believe that I can successfully complete it. I would be happy to collaborate, please write to me personally for further details.
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7 days600 USD
3430 128 2 4 7 days600 USDGood day, experience with Bitrix 5 years, if it's a box then implement a reporting module and formulas to transfer to Bitrix, all to be implemented within Bitrix without unnecessary APIs and integrations, if it's cloud then an alternative interface with the same logic, less integration, fewer problems, MVP approximately 6 days 550$.
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5 days300 USD
430 2 1 5 days300 USDHello!
I am ready to help with the automation of management reporting based on Bitrix24 → Google Sheets.
I propose a phased approach:
1. analysis of current reports
2. setting up automatic export via API / Webhooks
3. automatic calculations in Google Sheets
4. documentation and scalable structure
… I use Bitrix24 API, Google Apps Script, and structured tables.
Estimation:
— MVP: 3–5 days
— Complete solution: discussed after analysis
— Cost: from $300 (phased)
I am ready to start with an audit and propose the architecture of the solution.
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Купіть підписку на конектор, який може імпортувати дані з Бітрікс в Looker Studio.
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Ось посилання https://helpdesk.bitrix24.com/open/25803419/
За допомогою конектора 80-90% даних можна імпортувати в Looker Studio. Потім можу допомогти налаштувати інераткивні дашборди
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