• Yuliya Skorobogatova 6 September 2017

    What are the most important prerequisites of a very successful company? The list is too long to recite here. Although the performance assessment of managers and control over customer communications are certainly among them, these processes are difficult to track.

    Great news! An updated Bitrix24 Start CRM Page provides a complete Communication, Sales and Workload overview in a convenient single page display.


    How to work with CRM Start page

    The upper section of Bitrix24 Start Page shows the effectiveness of each communication channel, whether it comes to email, social media or CRM forms.

    CRM Start Page_1.png

    You can also see the Workload statistics for each manager and determine in which area and how active they are individually.

    Further on, you will find the analytical report area for sales and clients. A click on a number in each column leads to a page with a detailed list of records and other related information.

    CRM Start Page_2.png

    Sales, Customers and Deals reports are provided by default. They can be configured or supplemented by other analytical data if required by a sales professional.

    Counters for all managers are provided at the bottom of the page. Each of them shows the level of Employees’ engagement into the sales process and their overall performance.

    CRM Start Page_3.png

    You can see in detail, how much an employee has already achieved (‘Completed’ graph), as well as how much is left to be done (‘Remaining’ graph). The general volume of sales is also displayed for each manager.

    How to add your own Report

    Click ‘Add Report’ button in the right upper corner of the page.

    CRM Start Page_4.png

    Select a required CRM entity and its display format. After this, configure the displayed data and the report will appear on the Bitrix24 Start Page.

    CRM Start Page_5.png

    Getting all the key information on sales and manager performance has never been easier!

2,000,000+
organizations
are already using Bitrix24