Bitrix24 Usage Examples
This article provides practical examples of building reports with Bitrix24 data in LightLead.
Report Examples
- Sales funnel report: deal entity, grouped by deal_stage. 2. UTM source analysis: grouped by utm_source with a deal count metric. 3. Manager report: grouped by responsible_user.
Step-by-Step Example: Sales Funnel Report
Let's create a report to analyze the sales funnel:
Choose the data source: the CRM connection
Choose the entity: the primary entity (deal/order/lead)
Set up grouping: choose the pipeline or status field
Add metrics: COUNT, SUM
Set up filters: exclude test and deleted records
Choose the visualization: a "Funnel" chart or "Bar chart"
Step-by-Step Example: Manager Report
To analyze manager performance:
Entity: the main working entity
Grouping: the responsible person or manager field
Metrics: COUNT, SUM by amount, AVG by amount
Filters: period (this month), exclude cancelled
Sorting: by amount (descending)
Visualization: "Horizontal bar chart"
Step-by-Step Example: Report with UTM Tags
To analyze the effectiveness of advertising channels:
Entity: the main CRM entity
Grouping: utm_source
Metrics: COUNT, SUM by amount
Filters: exclude empty utm_source
Visualization: "Pie chart" or "Table"
Additional Capabilities
Period comparison: compare the current month with the previous one
Filtering by custom fields: use business-specific fields
Combining data: combine CRM data with advertising account data
Automatic delivery: set up regular report delivery by email