BI Constructor is a powerful and flexible tool for analytics, but it is not artificial intelligence. It does not provide advice, tips, or long-term forecasts based on the collected data. The constructor helps make the right decisions, but it does not generate them itself.
Also, in BI Constructor it is impossible to customize the appearance of diagrams, graphs and tables. It is not possible to design them in accordance with the brand book or the design of the corporate portal.
In addition, it is impossible to set up automation in Bitrix24 based on any data from the designer dashboards.
How to get started with BI Constructor
The “BI Constructor” section is displayed in the Bitrix24 menu on the left. The tool is ready to work right away – go inside and start tracking dozens of metrics for your business.
By default, there are 26 standard (system) reports in the list. Here are some of them:
This list is constantly expanding: in a year and a half, the developers have added 21 new standard reports and brought BI Constructor beyond the CRM. Now, with the help of this tool, you can analyze not only sales, but also tasks, business and smart processes, product catalog, and personal performance indicators of each employee.
It is easy to use a ready-made report:
Open any of the list, and the designer will andorra email list automatically generate it, “pulling” the necessary data from the corporate system. Before starting work, in “General Settings”, you can set the required analysis period for all reports at once.
Any system report can be copied, renamed and edited – add or remove filters, cards, graphs and tables based on the desired data set. There are many editing options, but you need to understand which data set to use and how, how to set up filtering correctly.
BI Constructor: what data sets can you work with?
Data sets, also known as datasets, also known as entity fields, are all different names for information about company processes, transactions, partners, accounts, and much more. From Bitrix24, you can use more than 40 data sets from these groups:
You can add your own datasets from CSV files, 1C and connected advertising accounts: Yandex Direct, VK Advertising and others. In particular, for advertising, it is possible to add advertising sources and advertising expense statistics to reports. To do this, you will need to combine data sets using an SQL query. If you do not know the language of structured queries, write to us, we will help.
5 Essential BI Constructor Reports for Managers
Every business is unique and has its own specifics. But many have common metrics that most managers need to track and analyze.
Here are five standard BI Constructor reports that you should use right now to look at your business from a new angle:
- Transaction analytics. Look at the overall sales picture, identify periods of customer activity and where they most often come to you what is google trying to do with eeat’s credibility? from. With this data, you can improve planning and adjust your sales strategy.
- Lead generation analytics. Study how successfully the company attracts leads. The dashboard shows how many leads came in different months, from which sources, the number of leads for each manager, the distribution of leads by stages, and other indicators.
- Key business indicators. Look at revenue dynamics, the number of deals in progress and their amount, assess the trend and forecast the amount of profit or loss.
- ABC Customer Analysis: Classify all customers into 3 categories and determine which segment to focus on to increase sales and revenue.
- Comprehensive deal analytics. Differs from the first report by a wider range of data and analysis of conversion and revenue. A convenient tool for identifying sales trends and evaluating team performance.
These reports can be used without laborious setup to view and analyze key business indicators. And line employees can be given access to the reports “My workload and efficiency” and “My personal indicators”. They will help everyone to objectively evaluate their work, pay attention to successes and failures, determine their contribution to the company’s work and their real role in the team.
