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.
A CRM rarely breaks all at once. A salesperson leaves and their clients go quiet; contacts arrive without a phone; a typo turns an e-mail into a bounce; deals sit open long after they died. CRM Health Check scans your Bitrix24 and shows each of these problems with a count and a list.
Records owned by people who have left, contacts and companies with no phone and no e-mail, invalid e-mail addresses, invalid phone numbers, open deals with no amount, open deals past their close date, deals untouched for 30–180 days, and leads still open after 7–60 days. A health score sums it up, weighting the problems that lose customers most.
Reassign everything a former employee still owns — contacts, companies, leads and deals — to one colleague or shared evenly across several. Every other list opens in place, links to the records, and exports to CSV for whoever cleans it up.
| Platform | Bitrix24 cloud, any paid plan (Bitrix24 blocks REST apps on the free plan) |
|---|---|
| Install | Applications > Developer resources > Local application, upload the zip |
| Permissions | crm, user |
| Reassigning needs | edit rights on those records |
| REST | crm.*.list, crm.*.update, user.get |
| Tested | against our stand-in of the Bitrix24 REST API built from its documentation (500 records with planted problems and a departed employee; bulk reassign), in Chrome; not yet run on a live Bitrix24 portal |
| Package | zip with index.html, ready to upload |
| Licence | one Bitrix24 account |
Ask about compatibility or licensing. Need it to do something it doesn't? We build custom versions for a fixed quote.
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.