My performance

My Personal KPIs gives employees a single-screen view of their own performance across tasks, CRM deals and leads, and business processes — filtered to the current user. It covers both activity volume and quality metrics including conversion rates and on-time completion.

Why businesses use it

Employees work across tasks, CRM, and processes simultaneously but have no unified view of their own performance across all three areas. A personal dashboard brings together the key metrics fr om each without requiring managers or admins to pull separate reports.

Business value

• See your task count, average task completion time, and on-time completion rate
  
• Track your deal metrics: closed deals, average deal size, average close time, revenue generated
  
• Monitor your lead conversion rate alongside deal conversion
  
• Review your business process count and the most popular processes you participate in
  

Common use cases

• Check your deal and lead conversion rates in one place
  
• Review your task completion rate and on-time percentage
  
• See your total revenue contribution from closed deals
  
• Prepare for a performance review with your own complete data
  

How it works

The dashboard filters all data to the current user. Eighteen visualizations cover: average deal size KPI, average deal close time KPI, average task completion time KPIs, closed deals KPI, on-time completion pie charts, deal conversion gauge, lead-to-deal conversion gauge, top business processes bar charts, revenue from my deals KPI, total business process count KPIs, and total task count KPIs. Filters: Period, Pipeline.

FAQ

• I want a complete picture of my own performance across deals, tasks, and processes without asking anyone. Is that possible here?
  

Yes — this dashboard pulls all your personal metrics into one view: deal and lead conversion rates, task volume and on-time rate, revenue from your deals, and your most active business processes.

• I need to show my contribution during a performance review but only have scattered data from different Bitrix24 sections. What should I use?
  

This dashboard is built exactly for that. It consolidates your closed deals, revenue generated, task completion rate, and conversion metrics in a single place you can reference directly.

• I don't know whether my lead conversion rate is good or not. Wh ere do I find it here?
  

The lead-to-deal conversion gauge shows the share of your leads that reached a successful deal. You can use this to benchmark against team averages or prior periods.

• What is needed to connect to Bitrix24?
  

Access credentials for the Bitrix24 BI connector, configured during app installation.