BI Builder lets you create analytical reports based on your account data. Use it to build dashboards and visualize key metrics.

Go to the BI Builder section. You will see a list of all available dashboards.

Create a dashboard

You have two options:

Edit a built-in dashboard

1. Select a dashboard.
2. Click Edit in the Actions column.
3. The system creates a copy you can customize.

Edit dashboards in BI Builder

Add a custom dashboard

1. Click the arrow next to Create.
2. Select New dashboard.
3. Enter a name.
4. Choose who can see it.
5. Set parameters.

Parameters act as filters. They help you display specific data in your dashboard.
Configure dashboard parameters in BI Builder

Set the dashboard date range

To update the date range:

1. Select a dashboard from the list.
2. Open the menu (≡).
3. Click Settings.
4. Choose the date range you need.

A longer date range slows down loading. For better performance, use a shorter range when possible.

To open BI Builder, select a dashboard and click Edit in the Actions column.

Use BI Builder

Rename a dashboard

1. Click Edit dashboard in the top right.
2. Enter a new name.

Navigate the tabs

BI Builder includes four main tabs for managing dashboards and data.

Dashboards. Dashboards are pages with charts and tables that update automatically with your data. Open this tab to view all dashboards from Bitrix24.

Do not create new dashboards in this tab. If you do, they will not be available in Bitrix24.

Charts. Charts display data in a visual format. They turn numbers into graphs and tables. Use this tab to create new charts or edit existing ones.

Datasets. A dataset is a collection of data from Bitrix24, such as leads, deals, and other entities. Use this tab to view datasets created by built-in dashboards. You can use an existing dataset or create a new one.
Description of entity fields in BI Analytics

Dataset types:

• Physical dataset
  Stored in the database
• Virtual dataset
  Created from an SQL query
  Pulls data from one or more tables
  Combines data from multiple sources, such as deals and custom fields

The crm_lead_status_history table is physical, it is stored in the database. The bitrix_deal_products table is virtual, it receives data when executing an SQL query.

Built-in datasets are read-only. To customize data:

1. Go to the Actions column.
2. Click Edit.

Dataset settings:

• Source: Select a dataset or run an SQL query.

• Measures: Define metrics such as total revenue, number of sales, or average value.

• Columns: Choose which fields to include. Set names, formats, and descriptions.

• Calculated columns: Add new fields using formulas. For example, create a column that adds 1 to the company_id value.

You can also assign certification details to measures, columns, and calculated columns. This helps track ownership and identify who to contact.

SQL. Use this tab to write SQL queries. Combine data from deals, products, and custom fields. Build advanced datasets for reporting.
How to add a chart based on a virtual dataset to a report

Create a dataset and add a chart

To add data to your dashboard, create or select a dataset, then build a chart.

Create a dataset

1. Go to the Datasets tab.
2. Select an existing dataset or click + Dataset.

Set up the dataset

Fill in these fields:

• Trino database: Stores and manages your data.
• Bitrix24 Schema: Defines how data is structured and related.
• Table: Select a dataset for leads, deals, or other entities. Tables marked with are used in built-in dashboards.

After you select a table, you will see available fields and data types. Click Create dataset and create chart.

Select a dataset from Bitrix24, decide how to present the data, and click Create new chart.

Use the Query Mode setting to control how your data is processed.

Available modes:

• Aggregate
  Groups data by selected criteria.
  Applies calculations such as sum, average, maximum, and minimum.
  Use this mode to analyze trends or compare groups (for example, in bar or pie charts).
• Raw records
  Displays each record as a separate row.
  Use this mode for detailed analysis of individual items, such as deals or leads.

In the chart editor, drag and drop metrics into the Columns area. As you move fields, the system highlights valid drop zones. Colors show where you can and cannot place each metric.

Click Save.

Enter a chart name, select your dashboard, and click Save & Go to dashboard.

Check your dashboard. Adjust the chart position, add other charts, or change their layout.

Save your changes. Go back to Bitrix24 and reopen the report to see updates.