SoftwareBitrix24 cloud (any paid plan)
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.
$29.00 View
A target only works if everyone can see how far they are from it. Sales Targets puts each manager's monthly target next to what they have actually won in Bitrix24 — updated from your deals, no spreadsheet.
This month at a glance
A ring per manager and for the team: won so far, the target, what is left, how much per remaining workday it takes, and the open deals due this month that could close the gap. Measure won revenue or the number of deals won, for one pipeline or all.
Plan the year in one grid
Managers down, months across. Type the targets — or fill a whole year with one figure, split an annual figure evenly, or copy this month forward. Under each target sits the actual, green when reached, amber at 70%, red when missed. Only Bitrix24 administrators edit targets; everyone else sees them.
For the office TV
The TV board shows the month's leaderboard in large type with a target mark on every bar and refreshes itself every five minutes. Open it on a browser on the office screen and press Full screen.
What you get
- Monthly targets per manager
- Measure won revenue (base currency) or deals won
- Per pipeline or all pipelines; targets kept per year, measure and pipeline
- Month view: progress rings, amount to go, needed per workday
- Forecast from open deals due this month
- Year plan grid with actuals under every target
- Fill a year, split an annual target, or copy this month forward
- Green / amber / red for reached, close and missed
- TV board: large leaderboard, target marks, clock, auto-refresh every 5 minutes
- Targets edited by administrators only; stored in your Bitrix24
Specifications
| 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 |
| Actuals | won deals by close date and responsible person |
| Data | read only, except targets (stored in your Bitrix24 app settings) |
| Tested | against our stand-in of the Bitrix24 REST API built from its documentation (5 managers, 12 months of deals; admin and non-admin users), in Chrome; not yet run on a live Bitrix24 portal |
| Package | zip with index.html, ready to upload |
| Licence | one Bitrix24 account |
Questions before you buy?
Ask about compatibility or licensing. Need it to do something it doesn't? We build custom versions for a fixed quote.
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