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Basic report on leads
Basic report on leads
Analysis by status, conversion by source, responsible employee and and utm-tags
安裝
免費
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評分評分太少
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安裝1515
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開發人員Alaio, inc
描述
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.
安裝說明
Standard installation from the BI-Analytics tool
資料安全性
Basic report on leads
應用程式請求存取資料的權限:
使用者 (最小)
讀取使用者清單和名稱,但不包含連絡人資訊
評分
5 /5
5顆星
1
4顆星
0
3顆星
0
2顆星
0
1顆星
0
評論
評論總數:1
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
開發人員的回覆
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... 更多
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
開發人員的回覆
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.