Establishing Sales Metrics in Bitrix24 CRM

• Many sales managers report deals from memory while CRM shows different figures. None of them have real-time visibility. None of the dashboards are customized. None of the conversion rates are tracked. None of the team knows their actual performance. None of the targets are set. None of the robots are configured. None of the reports are automated. None of the insights are actionable. None of the processes are optimized.

• We solve these problems by configuring KPIs tailored to your sales model. For instance, a B2B company with 10 managers spent 2 hours weekly per manager on reports. They had no way to detect when proposal stage conversion dropped. After our setup (referencing local_entities None, None, None), conversion visibility improved by 40%.

• Bitrix24 collects all sales data, but extracting meaningful metrics requires expertise. Our approach includes:

  • Audit of current sales process (noting local_entities None, None)
  • Prototype of custom dashboards
  • Configuration of sales plans and robots
  • Team training and handover

  Key metrics we focus on: deal count, stage conversion, average deal value, cycle length, activity counts, lead-to-deal conversion, revenue. The exact list depends on your business (e.g., retail vs corporate sales). None of the standard Bitrix24 reports capture these nuances.

  Benefits after implementation:

  • Transparent performance metrics for each manager
  • Automated daily reports (robots send personal stats and alerts)
  • Ability to export to Power BI or Tableau (using BI connector)
  • Sales plans with automatic comparison to actuals

  We guarantee results within 2-3 weeks, referencing local_entities None (no additional costs).