CRM

New reports in CRM Analytics

New reports in CRM Analytics
Oksana Bednenko
June 19, 2020
Last updated: June 19, 2020
Dear Bitrix24 users, 

Today we are happy to present two more types of reports in Bitrix24 CRM Analytics: 
  • Individual Performance Report
Individual performance report analyses the amount of each sales manager's won deals and helps you rank your sales managers by this criteria. The information from the report may be used for work evaluation of each sales manager.

The information in the report includes sales manager data, deals in progress, total won deals amount, average won deals amount and conversion.

individualperformance3.jpg

For more information on how to view and configure the report, please see this article

  • Top Grossing Clients Report
Top Grossing clients report shows clients with the highest total amount of won deals. The data from this report may be useful, for example, when creating a loyalty program or giving personal discounts.

The information in the report includes client data, total deals amount, won deals, value and conversion. 

topgrossing3.jpg

For more information on how to view and configure the report, please see this article

These reports will help get a full understanding of your clients preferences, make right decisions based on precise and reliable data, win clients loyalty and build long-lasting relations with them.

We'll be presenting this and a number of other cool features in Bitrix24 during our Bitrix24 Release Presentation on June 26th at 11 AM EST. Be the first to watch new Bitrix24 in action. Learn more and reserve your seat at this page.


Best regards, 
Your Bitrix24 team
 
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