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Getting started with BI Builder

BI Builder is a tool where you can view and create analytical dashboards based on your business data. There are three ways to start using it.

Use built-in dashboards

Go to the BI Builder section and select a dashboard from the list. The data will be loaded automatically from your account to complete the dashboard.

Bitrix24 provides 11 standard dashboards.

Deal analytics summary

The dashboard displays your company's total sales. It includes the number of deals, their status, monthly revenues, and source effectiveness. You can see your best customer sources and times of high or low activity. Use this information to improve your sales planning and strategy.

Lead trends

The dashboard explains how your company gets leads and converts them into deals. It helps you understand the best ways to attract new customers and increase sales.

Sales trends

The dashboard sets out the overall sales performance of your business. It displays total revenue and deal success. Use this data to find the most profitable months, understand how sales progress through stages, and see each employee's contribution.

Call analytics

The dashboard shows how calls relate to sales. It helps you see how calls contribute to sales, identify the best days to talk to customers, and find out the average number of calls needed to close a deal.

ABC Analysis

The dashboard helps you understand your company's revenue and decide which customers need more focus. It divides clients into three categories: A, B, and C. Each category contributes differently to total revenue. Category A clients bring in 80% of the profits, Category B brings 15%, and Category C brings the remaining 5%.

Lead generation

The dashboard helps you see how the company attracts potential customers and how effective the methods are. It shows data on lead trends, their sources, and conversions by channels and campaigns.

Deal analytics

The dashboard shows the number and status of deals, helping you spot trends and changes in sales. It also provides indicators of how quickly and well deals are closed, allowing you to assess employee performance.

Key performance indicators

The dashboard reflects revenue trends and helps you evaluate the company's performance. It provides data on the number of deals and their closing times, helping you identify weaknesses in the sales process.

Customer churn and retention

The dashboard helps you understand customer retention and churn. It shows data over different periods by customer categories: new, retained, returned, and churned.

Deals and products

The dashboard shows sales volume by product category and revenue trends. It includes revenue with discounts, so you can evaluate pricing effectiveness and the impact of promotions on sales.

Workflow analytics

The dashboard shows the number of workflows started and completed, the number of employees involved, and the time taken to finish. This data helps you evaluate process effectiveness and identify any issues in the approval chain.

To set the same date range for all dashboards, go to BI Builder > Settings > General preferences, then select the desired date range.

Install dashboards from Market or order custom ones

In addition to the built-in dashboards, you can look for a solution for your business in our Market.

If you have not found the dashboard you need, order a custom one from our partners via a special form.

Create dashboards or edit built-in ones

Navigate to BI Builder to view all the dashboards, edit them, or add new ones.
Create dashboards in BI Builder
Edit dashboards in BI Builder

In brief

  • Use built-in dashboards to define and analyze your business indicators.

  • Look for more dashboard templates in the Market, or order a custom one from Bitrix24 partners.

  • Edit or create dashboards according to your needs in BI Builder.

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