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Basic report on leads
Basic report on leads
Analysis by status, conversion by source, responsible employee and and utm-tags
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Gratis
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EvaluaciónMuy pocas evaluaciones
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Instalaciones1511
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DesarrolladorAlaio, inc
Descripción
A Bitrix24 BI connector data source for Power BI that connects to the crm_lead table. Provides 56 fields covering lead lifecycle, assignment, source attribution, status, and UTM parameters.
No pre-built visualizations are included — the connection and data structure are already configured, and reports are built independently in Power BI.
No pre-built visualizations are included — the connection and data structure are already configured, and reports are built independently in Power BI.
Soporte técnico
Instrucciones de instalación
Standard installation from the BI-Analytics tool
Seguridad de los datos
Basic report on leads
La aplicación solicita permiso para acceder a los siguientes datos:
Usuarios (mínimo)
leer la lista de usuarios y los nombres sin la información de contacto
Evaluación
5 /5
5 estrellas
1
4 estrellas
0
3 estrellas
0
2 estrellas
0
1 estrella
0
Reseñas
Total de reseñas: 1
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
Respuesta del desarrollador
10.01.2024
Thank you for your feedback!
You can build such reports by using a request to process custom fields' data based on the exampl... más
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
Respuesta del desarrollador
10.01.2024
Thank you for your feedback!
You can build such reports by using a request to process custom fields' data based on the example for crm_deal_uf dataset: https://helpdesk.bitrix24.com/open/15433420/
In this case you'd need to adapt it to crm_lead_uf entity.
You can build such reports by using a request to process custom fields' data based on the example for crm_deal_uf dataset: https://helpdesk.bitrix24.com/open/15433420/
In this case you'd need to adapt it to crm_lead_uf entity.