Bitrix24 Reports: Discover all the available analysis possibilities

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If you manage a team, whether commercial or not, you certainly track key metrics and prepare reports as a fundamental part of your routine.

Although some professionals still incorporate this responsibility as a mere formality, it is now almost indisputable that those who opt for a data-driven approach and who document the results are able to make the best decisions in a short space of time – a skill that is especially necessary in an increasingly volatile, uncertain, complex and ambiguous world .

Knowing that data analysis is present in the DNA of results-driven companies, the Bitrix24 platform offers real-time reporting features , which cross-reference different information entered into the tool and organize it visually to empower managers in different areas.

Continue reading this article to learn how marketing, sales , operations, finance, projects, and even HR teams can leverage Bitrix24 reporting to identify risks and growth opportunities .

What you need to know about Bitrix24 reporting
Virtually all information present within Bitrix24 can be converted into reports , from traditional sales reports to the time each employee takes to perform a single task.

Therefore, we can say that Bitrix24 makes it possible to easily view both commercial and individual employee performance data .

Of course, you don't need to use all of them in your analysis – and we don't recommend it – but, depending italy telemarketing data on your objective or the problem you need to solve, they can provide very good guidance on issues such as:

Do I need to hire more people or improve my process?
Which salesperson is contributing most to achieving the goal?
What is hindering my team's productivity?
What deals do I need to win this week to be on target?
Where are the most qualified leads coming from?
Why is my project late?
To do this, you can use the standard reports or customize your own report, using fields and the different filters available in the tool.

? READ ALSO: Bitrix24 Reporting Wizard

Check out some reports you can extract from the tool:

1) Expense Reports
Every project has a budget, but things don't always go as expected. At this point, it's important to keep a record of any extra expenses .

To do this, Bitrix24 allows employees to request a budget for expenses directly through the platform, which are then listed for review:

Expense reports

Source: Bitrix24.com

This is a great way to know if your money is being used well and also to anticipate similar expenses in your next planning.

? Click here to see a step-by-step guide on how the Bitrix24 Expense Reports feature works.

2) Business Reports
The entire Bitrix24.CRM part has a special tool: CRM Analytics . In it, you can access the following reports in real time :

Lead Analysis
Here you can check how many leads are stuck at each stage of your funnel, as well as detailed information such as the value of each lead, the average time they spend there and the conversion rate between one stage and another.

Bitrix24 Lead Analysis

Source: Bitrix24.com

Just below your funnel analysis, you also have Employee Performance . This lists all employees who are linked to a lead, as well as the total number of leads worked by them in the period you define.

You also have information such as conversion rate, lost and discarded leads.

Employee Performance

Source: Bitrix24.com

Sales Analysis
Just like Lead Analysis , you will have data on the advancement of opportunities in the funnel until they are converted into deals , as well as Employee Performance. As you can see in the image below, in addition to deals, you can also track leads that are in the pipeline and previous deals.