Connection to Bitrix24 and amoCRM
To connect to Bitrix24 and amoCRM, just select the “Bitrix24” or “amoCRM” tile
or find them in the file menu, then enter your domain and connect - everything happens automatically.
For Bitrix24, you need to install the connector application from the link, for amocrm, the installation of the connector widget will appear in the browser itself
After connecting, a choice of one of dozens of report templates will appear,
and then you will see a report with ratios in a table and a diagram - everything is already configured.
Many additional options allow you to select the necessary sections, tables, charts, create new ratios, use plans, period comparisons, tools for quick conversion estimation and much more. To make it easier to familiarize yourself with these settings, we have added built-in step-by-step tutorials. In half an hour you will not only learn about the most popular functionality, but you will also be able to “feel” it by simply clicking on the indicated places
Built-in lessons
We recommend that all users complete the first lesson "Getting started. Analyze data in 7 minutes."
If you need to add new ratios, we recommend that you go through the second and third lessons: "How to create custom ratios" and "Conversion".
In addition to the built-in lessons, information is available in the video, on the website, and in the help that you are currently reading.
Report templates
Popular reports are in bold:
There is a search at the top.
Each report here is a report template in which ratios and default filters are specified, then this template is saved to a project file with the .npt extension. In the project, you can save the settings from the template "as is" or completely redo them by deleting the existing ones and creating new ones - while you can always re-open the template report - it will not disappear.
Daily work with reports for the manager
The manager examines the reports either by opening the .npt files, or simply by opening the program - and it will automatically load the latest projects - for the latter there is a special setting:
At the top of the program interface there is a switch between projects and reports-views inside them:
