Deal analytics summary

Deal Analytics helps sales managers monitor pipeline performance across time, not just point-in-time totals. It connects to the crm_deal table and shows revenue movement, conversion rates, and average deal size — filtered by period, pipeline, and grouping dimension.

Why businesses use it

Sales managers need more than closed-deal totals. They need to see whether revenue is trending up, how long deals take to close, and how won and lost deals are distributed — without building reports manually.

Business value

• Track revenue, conversion rate, and average deal cycle in a single dashboard
  
• Compare revenue year-over-year and on a cumulative basis
  
• Monitor deal counts by status group (in progress / won / lost) with conversion on a second axis
  
• Identify changes in average deal size over time
  

Common use cases

• Review weekly revenue trends and spot slowdowns early
  
• Compare this year's cumulative revenue to the previous year
  
• Check conversion rate movement across periods
  
• Filter results by a specific pipeline or grouping dimension
  

How it works

Install the app fr om Bitrix24.Market. The dashboard connects to the crm_deal table via the Bitrix24 BI connector. Eight visualizations cover KPI cards (revenue, conversion, average close time), a mixed chart of deal counts by status with conversion overlay, three line charts for revenue dynamics and year-over-year comparisons, and an average deal size trend line. Filters: Period, Grouping, Pipeline.

FAQ

• We see revenue totals in Bitrix24 reports, but can't tell if we're growing or declining month over month. Will this help?
  

Yes. The dashboard shows revenue dynamics over time, year-over-year comparison, and cumulative trends — so you can see the direction of movement, not just the current number.

• We don't know how long our deals actually take to close. Is there a way to track that?
  

The average deal cycle KPI shows the average number of days from deal creation to final status. If it's creeping up, it's a signal to look at wh ere deals are stalling.

• Our conversion rate dropped last month but we're not sure if it's a trend or a one-off. How do we check?
  

The mixed chart shows conversion on a second axis alongside deal counts by status — so you can see whether the drop aligns with a broader pattern or is isolated to one period.

• What is needed to connect to Bitrix24?
  

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