Datasets store data about leads, deals, companies, and other CRM items. Each item includes several datasets with both standard and custom fields.

Use these datasets to build charts and analyze performance. For example, you can track which ads bring customers and which products sell best. You can also combine datasets to include deal data and custom fields in one report.

Datasets

Deal — crm_deal. Contains basic information from standard deal fields. Use it to track how many deals an employee has closed, how long it took, and which deals are still open.

Deal: custom fields — crm_deal_uf. Stores values from custom fields, such as delivery time or order number. You can use this data in dashboards.

Deal: stage history — crm_deal_stage_history: Includes data about deal progress from standard fields, such as date, status, and responsible employee. Use this dataset to track a deal from start to finish.

Deal: products — crm_deal_product_row: Includes data from standard fields about products in deals. Use it to view added products, their quantity, and total amount.

Create a chart

1. Go to BI Builder.
2. Open the Charts tab.
3. Click + Chart.
4. Select the dataset from the list.
5. Choose a chart type, such as a big number, table, or line chart.
6. Click Create new chart.

Combine datasets

Combine datasets to include both standard and custom deal fields in one report.

1. Go to BI Builder.
2. Open SQL > SQL Lab.
3. Select the bitrix24 schema.
4. Enter the SQL query and click Run.

The result will include only the fields you specified in the query. Save it as a dataset and use it to build a chart for your dashboard.
Create a chart based on a virtual dataset

If you are new to combining datasets, start with a sample query.

SELECT 
   crm_deal.ID AS "Deal ID",
   crm_deal.TITLE AS "Deal name",
   crm_deal.DATE_CREATE AS "Deal creation date",
   crm_deal.OPPORTUNITY AS "Deal amount",
   crm_deal_uf.UF_CRM_1723105561632 AS "Custom field"
FROM 
   crm_deal
INNER JOIN 
   crm_deal_uf ON crm_deal.ID = crm_deal_uf.DEAL_ID
WHERE 
   crm_deal_uf.UF_CRM_1723105561632 IS NOT NULL AND crm_deal_uf.UF_CRM_1723105561632 <> ''