- Ekran główny
- Sales and CRM
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Basic report on leads
Basic report on leads
Analysis by status, conversion by source, responsible employee and and utm-tags
Instaluj
Za darmo
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OcenaZbyt mało ocen
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Instalacje1515
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TwórcaAlaio, inc
Opis
A Bitrix24 BI connector data source for Power BI that connects to the crm_lead table. Provides 56 fields covering lead lifecycle, assignment, source attribution, status, and UTM parameters.
No pre-built visualizations are included — the connection and data structure are already configured, and reports are built independently in Power BI.
No pre-built visualizations are included — the connection and data structure are already configured, and reports are built independently in Power BI.
Wsparcie techniczne
Instrukcja instalacji
Standard installation from the BI-Analytics tool
Bezpieczeństwo danych
Basic report on leads
Aplikacja prosi o zezwolenie na dostęp do danych:
Użytkownicy (minimum)
odczytywanie listy użytkowników i nazw bez danych kontaktowych
Ocena
5 /5
5 gwiazdek
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1 gwiazdka
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Opinie
Łącznie opinii: 1
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
Odpowiedź twórcy
10.01.2024
Thank you for your feedback!
You can build such reports by using a request to process custom fields' data based on the exampl... więcej
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
Odpowiedź twórcy
10.01.2024
Thank you for your feedback!
You can build such reports by using a request to process custom fields' data based on the example for crm_deal_uf dataset: https://helpdesk.bitrix24.com/open/15433420/
In this case you'd need to adapt it to crm_lead_uf entity.
You can build such reports by using a request to process custom fields' data based on the example for crm_deal_uf dataset: https://helpdesk.bitrix24.com/open/15433420/
In this case you'd need to adapt it to crm_lead_uf entity.