Deal analytics

Complex Deal Analytics gives sales managers a comprehensive, multi-dimensional view of the deal pipeline — revenue dynamics, conversion, source attribution, manager performance, and deal forecasting — all in one place.

Why businesses use it

Standard deal reports show one dimension at a time. Sales managers need to see revenue trends, source performance, manager results, and pipeline forecast simultaneously to make informed decisions without switching between reports.

Business value

• Monitor revenue, conversion, and average deal metrics across all key dimensions
• Analyze deal performance by source and responsible manager in one view
• Forecast deal volume and revenue by expected close date
• Compare revenue year-over-year and on a cumulative basis

Common use cases

• Review cross-dimensional deal performance in weekly sales meetings
• Identify which sources and managers are driving the best conversion rates
• Check the forecast of deals expected to close in the coming period
• Compare year-over-year revenue trends with deal-level detail

How it works

The dashboard connects to the crm_deal table. Twenty-two visualizations cover KPI cards, revenue dynamics, year-over-year comparisons, deal distribution by source, manager performance tables, expected close date forecasts, and deal lists. Filters: Period, Grouping, Responsible person, Pipeline.

FAQ

Our weekly sales meetings pull data fr om multiple reports and still don't give a complete picture. Can one dashboard cover it?
Yes — this dashboard combines revenue trends, year-over-year comparison, source attribution, manager performance, and pipeline forecast in a single view designed for exactly that use case.

We know total revenue but can't tell which sources or managers are driving it. Wh ere do I find that breakdown?
The conversion and revenue by responsible table and the conversion by source table give you both dimensions simultaneously — with conversion rates alongside revenue, not just headcounts.

We want to see what's in the pipeline for next month, but in-progress deals are scattered. Is there a consolidated forecast view?
The "quantity and amount of deals by expected close date" chart shows the in-progress deal portfolio distributed by their planned close dates — a direct pipeline forecast from CRM data.

What is needed to connect to Bitrix24?
Access credentials for the Bitrix24 BI connector, configured during app installation.