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Basic report on leads
Basic report on leads
Analysis by status, conversion by source, responsible employee and and utm-tags
Install
Free
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RatingToo few ratings
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Installations1514
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DeveloperAlaio, inc
Description
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.
Technical Support
Installation instructions
Standard installation from the BI-Analytics tool
Data security
Basic report on leads
The application requests access to the following data:
Users (minimum)
read user list and names without contact information
Rating
5 /5
5 stars
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3 stars
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1 star
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Reviews
Total reviews: 1
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
Developer's reply
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... more
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
Developer's reply
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.