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Basic report on leads
Basic report on leads
Analysis by status, conversion by source, responsible employee and and utm-tags
Cài đặt
Miễn phí
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ĐiểmQuá ít đánh giá
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Cài đặt1516
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Nhà phát triểnAlaio, inc
Sự miêu tả
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.
Hỗ trợ kỹ thuật
Hướng dẫn cài đặt
Standard installation from the BI-Analytics tool
Bảo mật dữ liệu
Basic report on leads
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Điểm
5 /5
5 sao
1
4 sao
0
3 sao
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2 sao
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1 sao
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Đánh giá
Tổng số đánh giá: 1
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
Câu trả lời của nhà phát triển
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... thêm
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
Câu trả lời của nhà phát triển
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.