Every business owner can tell you that you need to keep your eye on the ball for your business running smoothly. It's vital to analyze sales funnels, employee performance, sales trends, etc.
In Bitrix24, you can get all the needed information in the CRM Analytics section.
How it works
The main advantage of CRM Analytics reports is that you can filter reports by any field, even by custom fields.
For example, you can create a separate report for deals requiring delivery.
Also, you can click on any value, for example, the number of active leads, and Bitrix24 will show the list of such leads.
Click the CRM Analytics button in the main menu. Reports are divided into two main groups: Lead analysis and Sales.
Click All to track how leads are moving from one status to another and to evaluate employee performance.
The lead funnel shows the number of leads that passed through each status. Hover the cursor over a column to view additional information - the number of leads, conversion rate, leads amount and how much time leads stay in this status.
In this section, you can also view the total amount of converted leads, average lead time (how much time elapsed from lead creation to lead conversion) and conversion rate (the percentage of leads that were successfully converted).
Under the lead funnel, there is the Employee performance table. In this table, you can see how many active, converted and junk leads each employee has and the percentage of lost and converted leads.
The All report takes into account all leads (initial and repeat). You can view separate reports for initial and repeat leads by clicking the corresponding buttons.
In the Sales section, you can view reports that help to track the sales process starting from the "new lead" status and finishing with the "deal won" stage.
The Sales funnel report combines the lead funnel and the deal funnel.
Hover the cursor over a column to view additional information - the number of deals, conversion rate, deals amount and how much time deals stay at this stage.
Scroll down to view the Employee performance table. It'll help you to evaluate the effectiveness of your employees concerning working with leads and deals.
The Sales trends report shows how deals amounts change within the selected reporting period. It also helps to compare amounts of repeat deals and initial deals.
The Comparison report helps you to compare the total amount of deals within one reporting period with the total amount of deals within the previous reporting period.
For example, you've started a 1-month marketing campaign and you want to compare total deal amounts before and after this campaign. You just need to select Month as a reporting period > select a month and a year > Bitrix24 will build a report showing results for the selected month and for the previous month.