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Analyze deal data for the required time period. Identify the most efficient customer handling scenarios as well as tight spots that may need improvement.
Telephony calls as PowerBI data source
Leads as PowerBI data source
Any CRM data as PowerBI data source
Deal stage history as PowerBI data source
Bitrix24 Enhanced Reports for CRM and Tasks, SQL export.
Analyze deals and identify tight spots that may need improvement.
View and analyze how your business creates leads
Analyze performance indicators most critical to your business
Identify and prioritize key customers
Analyze customer retention and churn
Analyze your business workflows.
Compare products or product groups by total sales, number of deals, items sold or discount.
Analyze workflow performance in your company.
Analyze the efficiency of SPAs inside your company.
Timeline activities as PowerBI data source
Data Connector is a professional solution for BI analytics integration.
Product rows of deals as PowerBI data source
CRM contacts as PowerBI data source
Companies as PowerBI data source