New reports in CRM Analytics

Dear Bitrix24 users, 

Today we are happy to present two more types of reports in Bitrix24 CRM Analytics: 

• Individual Performance Report

Individual performance report analyses the amount of each sales manager's won deals and helps you rank your sales managers by this criteria. The information from the report may be used for work evaluation of each sales manager.

The information in the report includes sales manager data, deals in progress, total won deals amount, average won deals amount and conversion.



For more information on how to view and configure the report, please see this article. 

• Top Grossing Clients Report

Top Grossing clients report shows clients with the highest total amount of won deals. The data from this report may be useful, for example, when creating a loyalty program or giving personal discounts.

The information in the report includes client data, total deals amount, won deals, value and conversion. 



For more information on how to view and configure the report, please see this article. 

These reports will help get a full understanding of your clients preferences, make right decisions based on precise and reliable data, win clients loyalty and build long-lasting relations with them.


Best regards, 
Your Bitrix24 team