Sales Dashboard for Bitrix24
Won revenue, win rate, sales cycle, pipeline by stage and a manager leaderboard from your Bitrix24 deals — on one page, with CSV and PDF export.
Won revenue, win rate, sales cycle, pipeline by stage and a manager leaderboard from your Bitrix24 deals — on one page, with CSV and PDF export.
Find duplicate contacts, companies and leads in Bitrix24 by phone in any format, e-mail in any case or name — and merge them in one click.
Edit hundreds of Bitrix24 deals, contacts, companies or leads in one spreadsheet-style grid, change many at once, undo, and import or export CSV.
See who is actually working the pipeline: calls made, answered and missed, talk time, e-mails, meetings and to-dos per person, by day and by hour.
Measure how fast every new Bitrix24 lead gets a first call or e-mail — by person and source, against your target, in clock or business hours.
Find the Bitrix24 records that quietly lose you sales — owned by people who left, unreachable contacts, bad e-mails, stale deals — and fix them in bulk.
Turn the time your team tracks on Bitrix24 tasks into timesheets by person, project or client — with hourly rates, amounts and CSV for billing or payroll.
Monthly sales targets per manager in Bitrix24, plan vs actual with a forecast from open deals, a year plan grid and a full-screen TV leaderboard.
Which products actually sell: revenue, units, average price and discounts by product, manager and month — from the products on your won Bitrix24 deals.
Upcoming client birthdays, customer anniversaries and colleague birthdays from Bitrix24 — with one-click reminder tasks and ready greeting text.