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Edit dashboards in BI Builder

Go to CRM, expand the BI Builder tab, and select My dashboards. Here, you can view all the BI Builder reports, edit them, or add new ones.

Explore the features of the BI Builder by integrating several new charts or tables into a built-in dashboard.

There is no way to modify built-in dashboards, but you can copy any of them and edit as you need.

For example, let's configure the Deal analytics report. Click Edit under the Actions column, and Bitrix24 will create a copy that can be customized.

To sign in to BI Builder, copy your login and password from the pop-up window, and click the Sign in button.

The BI Builder opens in a new tab. Insert your username and password, then click Sign in.

The BI Builder is based on Apache Superset. For more information about available features, see the official Apache Superset documentation.

To add other charts to your report, click Edit dashboard.

Then click + Create new chart. In our example, we add a table that shows the products sold with each deal.

Follow these steps to add a new chart:

  1. Select a datasetThe dataset represent the information on leads, deals, users, companies, and other entities. Learn more from Bitrix24.
  2. Specify the type of chart for presenting the data.
  3. Click Create new chart in the bottom right corner.

To configure the table, do the following:

  1. Select the needed indicators on the left.
  2. Move them to the Dimensions block.
  3. Save the table.

After that, specify the table name and select the dashboard where you want to add it.

Once you've edited a dashboard, close all open reports in Bitrix24 to update them.

Open your customized dashboard in Bitrix24 to review the changes.


In brief

  • Edit or create reports according to your needs under My dashboards.

  • Explore the features of the BI Builder by integrating several new charts or tables into a built-in dashboard.

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