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Basic report on leads
Basic report on leads
Analysis by status, conversion by source, responsible employee and and utm-tags
インストール
無料
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評価評価が少なすぎます
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インストール数1517
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開発者Alaio, inc
説明
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.
テクニカルサポート
インストール手順
Standard installation from the BI-Analytics tool
データのセキュリティ
Basic report on leads
このアプリは以下のデータへのアクセス権限を要求します:
ユーザー (最小)
ユーザーリストと名前の読み取り (連絡先情報を含まない)
評価
5 /5
5 つ星
1
4 つ星
0
3 つ星
0
2 つ星
0
1 つ星
0
レビュー
合計レビュー数: 1
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
開発者の返信
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... 続き
Hasan Z.
07.04.2023
How to build reports on custom fields of leads
開発者の返信
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.