Kommo Usage Examples

This article provides practical examples of building reports with Kommo data in LightLead.

Report Examples

1. Building a sales funnel report: select the lead entity, group by lead_pipeline and lead_status. 2. Conversion analysis by manager: group by lead_responsible. 3. Deal amount report: use the SUM metric on lead_price.

Step-by-Step Example: Sales Funnel Report

Let's create a report to analyze the sales funnel:

1. Choose the data source: the CRM connection

2. Choose the entity: the primary entity (deal/order/lead)

3. Set up grouping: choose the funnel or status field

4. Add metrics: COUNT, SUM

5. Set up filters: exclude test and deleted records

6. Choose visualization: "Funnel" chart or "Bar chart"

Step-by-Step Example: Manager Report

To analyze manager performance:

1. Entity: the primary working entity

2. Grouping: the assignee or manager field

3. Metrics: COUNT, SUM on amount, AVG on amount

4. Filters: period (this month), exclude cancelled

5. Sorting: by amount (descending)

6. Visualization: "Horizontal bar chart"

Step-by-Step Example: UTM Tag Report

To analyze the performance of advertising channels:

1. Entity: the primary CRM entity

2. Grouping: utm_source

3. Metrics: COUNT, SUM on amount

4. Filters: exclude empty utm_source

5. 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 ad account data

• Automatic delivery: set up regular report delivery by email

Related Pages

• Filters

• Attribution

• UTM Fields