1. Deals by pipeline stage
Show how many deals enter and leave each stage, and where opportunities are most often delayed or lost.
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Bitrix24 CRM analytics: seven reports for a sales team
Bitrix24 stores deals, stages, activities and lead sources. A sales team often needs a few connected views to understand what is moving, what is stuck and which channels produce results.
2. Conversion by lead source
Compare advertising, website enquiries, calls and referrals by qualified leads, signed deals and revenue.
3. Sales manager performance
Review calls, meetings, signed contracts, average deal duration and contract value by manager and period.
4. Deal ageing
Measure how long deals stay in each stage. Long delays can prompt a timely follow-up.
5. Contracts by month
Compare the number and value of signed contracts with targets, previous periods and projects.
6. Customers to contact again
Identify stalled or lost deals and prioritise follow-up by value, last contact and recorded reason.
7. Marketing cost per lead and contract
Connect campaign tags and advertising spend to compare acquisition cost across channels.
What is required
The setup typically needs access through a BI connector or REST API, stage history and consistently completed CRM fields. A review establishes whether the required information is available.
Start with the business question.
Tell us what you need to measure and where the data lives. We will review the request and outline a practical next step.