BI-analytics in BITRIX24

Powerful data reports tool from Bitrix24.
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BI-Analytics is a data management solution implemented and used in companies to collect data, while using statistics and software to analyze raw information and deliver insights for making better business decisions. BI-Analytics capabilities are:

  • obtaining up-to-date details of your organization;
  • presenting data in easy-to-read formats (e.g. tables and charts);
  • delivering data to employees of your organization on time.

WHAT business TASKS ARE SOLVED BY BI-ANALYTICS?

identification of unprofitable and profitable activities

sales planning, evaluation of the plans implementation in real time

competitors' analysis, marketing research and others

WHAT CAN WE CONFIGURE BASED ON Bitrix24 DATA?

Customize your current analytics dashboard or build a new dashboard:

  • Dashboard by sales pipeline stages – time spent
  • Financial indicators in Deals dashboard: general and by each manager
  • Dashboard on completed and failed leads and deals
  • Sales manager daily activity dashboard with KPI calculations
  • Dashboard of sales and marketing activities
  • Data quality report
  • Project management, inventory or any other dashboard


Enrich your data with other data sources,
for example:

  • Accounting System, ERP, WMS, Excel, SQL
  • Google, Facebook/Instagram
  • Any other internal or external system


EXAMPLE OF BI-ANALYTICS IMPLEMENTATION:

Client: A software development and implementation company.

Implementation task: to visualize Leads and Deals data, specifically:

  • visualization of general Leads and Deals data
  • visualization of managers' effectiveness
  • visualization of Leads and Deals numbers at various stages
  • visualization of the obtaining leads sources numbers

PLAN-FACT ANALYSIS

In the "Plan-Fact" report, you can analyze the ratio of the planned Leads and Deals quantity to the actual amount. You can also analyze the total Leads and Deals quantity in the selected period (for example, won or lost).

LEAD ANALYSIS

In the "Leads" report you can analyze the quantity of Leads in the selected period, also in the report you can analyze the managers results (quantity of their Leads, FR% and CR%). In addition, in the report you can see which Leads sources are the most effective, as well as how many Leads are at which stage.

DEAL ANALYSIS

In the "Deals" report, you can analyze the ratio of open and closed Deals in the selected period, the managers results (total Deals quantity, Deals quantity in progress and others). In addition, in the report you can see the total Deals number, won and failed Deals number, Deals number in progress. 


BI-ANALYTICS IN BITRIX24

In this video we describe the BI-analytics possibilities step by step with explanations and examples.

Watch the video how it works

WHAT WILL YOU GET?

data CONSOLIDATION FROM ANY SOURCES
(MS EXCEL, 1C, MS SQL) IN ONE REPORT

INCREASED DATA ACCURACY WITH THE POSSIBILITY OF DETECTING AND REDUCING INEFFICIENCY

ORGANIZED ANALYSIS OF KEY COMPANY DATA

COLLECTION AUTOMATION OF COMPANY ANALYTICAL DATA

DATA VISUALIZATION, WITH THE POSSIBILITY OF AUTOMATIC DATA CONVERSION INTO DIFFERENT CHARTS

A COMPETITIVE ADVANTAGE BY REDUCING THE TIME AND EFFORT REQUIRED TO OBTAIN AND ANALYZE DATA

Get BI-analytics for FREE!

Extend the functionality of your Bitrix24 with our functional solution!

Fill out the form and we will contact you!

WHAT TECHNOLOGIES ARE USED?

Open-source

Apache Superset

Self-service BI

Power BI, FineBI

Embedded analytics

Embedded analytics with JavaScript

HOW DOES THIS WORK?

You leave a request

step 1.

Leave a request on the site or contact us.
We will arrange a consultation meeting with you and discuss all the details.

We configure the BI-analytics

step 2.

After signing the contract we proceed with configuring the BI-analytics in accordance with the actions described above.

We support you

step 3.

We are always in touch with you!
If you have any questions about analytics in Bitrix24, you can always count on our support.

BITRIX24 WITH THE SUPPORT OF A RELIABLE PARTNER

Certified Bitrix24 

Gold Partner


Working with Bitrix24
 for over 15 years


Recommended Bitrix24 hosting partner


Over 500 large implementations


CRM form will load here

HAVE QUESTIONS?
CONTACT US!

We will be happy to provide you with a consultation!

Contacts:

NOCLOUD SOLUTIONS INC.
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