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Sales enablement Get estimates, invoices, payments, catalog, inventory, e-signature, CRM store
Analytics & reports Analyze sales funnel, employee performance, Sales Intelligence, BI Builder dashboards
Mobile CRM Leads, deals, invoices, payments, telephony, emails, inventory, calendar at your fingertips
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CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
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CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
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Online documents & file storage Store, share and edit documents online easily with co-workers using company drive
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Shared calendars Plan with company & personal calendar, open time slots, meeting room booking, calendar sync
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CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
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Sites & Stores Create websites that sell
Website builder Use our free CMS, templates, hosting, AI-generated images and texts to create awesome sites
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Landing pages Generate leads with capture forms, automated funnels and Google Analytics integration
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Mobile sites & online stores Responsive design, online orders, client management in your pocket
Website widget Enable widget to chat with site visitors, use popular messengers and accept callback requests
Online marketing tools Increase sales with email marketing, Facebook or Google Ads, marketing automation, CRM integration
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
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Employee management Use employee profiles, company structure, access permissions, Active Directory
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Mobile HR Chat, video calls, employee profiles, approvals, notifications on the go
Work management Track employee performance with KPI, work reports, supervisor view
Internal communications Communicate via video announcements, memos, public and private chats
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
Information management Work with knowledge bases, online documents, file storage, access permissions
Automation Streamline operations with requests, approvals, expense reports, RPA, workflow automation
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CoPilot
CoPilot Your AI-powered assistant in Bitrix24
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
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Deal analytics summary
Free

Deal analytics summary

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

Install
Free
  • Rating
    Too few ratings
  • Installations
    16575
  • Developer
    Bitrix24
Description

Use charts in this dashboard to understand sales trend over a specified time period. Learn how deals and revenues change over time and identify sources that brought about the most successful deals.

Charts in this dashboard:

  • Deals over time
  • Deals by status
  • Deal sources
  • Conversion by source
  • Revenue by source
  • Summarized statistics over time
This report is provided as a BI Builder dashboard. Standard dashboards are installed on demand; the installation does not require user input. Once installed, the dashboards will be available in the menu if BI Builder is available on your plan.
Installation instructions
Technical support
Data security
Added: 11/13/2023
Technical Support

If you are facing an issue or would like to receive some more information about the app, kindly contact Bitrix24 support.

Our dedicated support team will be delighted to assist you and provide guidance on any inquiries you may have regarding the app.

Installation instructions
System dashboards are installed automatically and do not require your participation. After installation, they will be available in the appropriate menu item, and you can use them if the BI Builder is available on your plan.
Data security
Learn more
Deal analytics summary
The application requests access to the following data:
app-scope-icon
BI analytics connector
add BI dashboards
Rating
5 /5
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Total reviews: 1

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