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Basic report on leads
Basic report on leads
Analysis by status, conversion by source, responsible employee and and utm-tags
Installer
Gratuit
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ÉvaluationTrop peu d'évaluations
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Installations1515
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DéveloppeurAlaio, 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.
Assistance technique
Instructions d'installation
Standard installation from the BI-Analytics tool
Sécurité des données
Basic report on leads
L'application demande des autorisations pour accéder aux données :
Utilisateurs (minimum)
lire la liste des utilisateurs et les noms sans les coordonnées
Évaluation
5 /5
5 étoiles
1
4 étoiles
0
3 étoiles
0
2 étoiles
0
1 étoile
0
Avis
Nombre total d'évaluations : 1
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
Réponse du développeur
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... plus
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
Réponse du développeur
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.