Popular and useful reports
Descriptions of the most popular reports in this documentation: Bitrix24 , amoCRM .
Deals, Activities, Contacts, Companies, Tasks, Goods (B24 also has Leads, Accounts and others, Buyers are added to amoCRM)
These are basic reports for the respective entities. All of them contain standard ratios:
- how many deals were created and how many were successful,
- the amount of successful deals,
- the average duration of deals,
and many others.
You can use standard metrics or customize your own.
Filters are usually used in metrics - for example, calculating the count of meetings by the custom field “meeting date” - in Nemind this is done in seconds. Basic reports are the most popular and most often undergo transformations when standard parameters are changed to custom ones.
Activities: calls, letters, chats, tasks.
Reports are very popular where you can track the communication between managers and clients. Here we offer dozens of standard ratios:
- the count (and share) of incoming and outgoing calls, e-mail, SMS, meetings.
- the count of clients processed and much more,
- the average number of cases per successful client.
Often this report is set up based on what entity is being analyzed - deals, companies, contacts, and the work of client managers is studied. Sometimes, for the purposes of analyzing cases, it is more convenient to go not from communications, but from clients; there are different reports on this topic, for example, “Deals (companies): activities by periods and planned”.
Deals: activities by periods and planned
Monitor open deals: find out where managers are not improving. Deals without work for a week (the period is configurable) will be filtered and shown for each manager, you can go directly to problem deals. You can also see how many deals (companies or leads in bitrix24) are overdue, do not have a link to a company, or have other features that you want to control.
Conversion - report on conversion into successful deals (or other target parameters)
To get such a report, you need to open the "Deals" report template and select the "Conversion" report:
In the screenshot above, we see that the average conversion to successful ones is 34.5% (spelled out in each cell on a colored strip), and we can see which segments give a higher conversion (for example, Responsible 1 has 47.15%) and which are below average (Responsible 2, 5.87% below average).
Also, the conversion can be viewed by sources, cities and other parameters.
Conversion is not a “every day” report, since conversion does not change quickly, but it is very useful for making management decisions: which business areas to develop (usually those with higher conversion rates) and which ones to limit.
