Custom dashboards and analytics with Bitrix24 BI Builder
crm
07/21/2026
Problem
In many companies, important data is already stored in Bitrix24. Still, in everyday work it is often difficult to quickly get clear answers from it: How are sales developing? Which tasks are left behind? Which employees are especially busy? Where do delays occur in smart processes?
Standard reports are not always enough for this. They show only part of the information or do not match the company's internal processes precisely. As a result, teams often export data manually to Excel, combine several tables or create recurring reports by hand.
This costs time and slows down decisions.
This leads to:
- High effort for manual reports.
- Delays in important decisions.
- Errors caused by Excel exports and manual data maintenance.
- Lack of transparency across sales, tasks and processes.
- Difficult control of KPIs, team performance and bottlenecks.
- No central overview for management, sales or operational teams.
Especially when Bitrix24 is used intensively, reporting should not happen outside the system. Relevant KPIs need to be available where the data is created.
Solution
WAM IT develops custom dashboards based on the integrated Bitrix24 BI Builder. The analytics are not built as standard templates, but are tailored to the questions, processes and KPIs of your company.
Managers and teams receive exactly the reports they actually need in everyday work. Data from CRM, tasks, smart processes, business processes and other Bitrix24 modules can be combined, filtered and visualized.
Possible dashboards:
- CRM activities dashboard for analyzing calls, meetings, emails, tasks, comments and processed CRM items.
- Sales dashboard for analyzing revenue, deal stages, sources, periods, responsible users and conversion rates.
- Smart process dashboard for analyzing statuses, processing times, responsible users, deadlines and items per stage.
- Employee performance dashboard for evaluating individual KPIs, workload, response times and completed tasks.
- Task analytics dashboard for an overview of overdue tasks, processing times, team workload and efficiency.
- Executive dashboard as a central management view with key figures from several Bitrix24 areas.
A dashboard can include different elements depending on the goal:
- Interactive charts and graphs.
- Clear tables and pivot analyses.
- Filters by period, responsible user, status, source or custom fields.
- Drill-down to the specific CRM item.
- Automatic data refresh.
- Export options for further analysis.
- Calculation of individual KPIs and additional metrics.
WAM IT supports not only the visual presentation of data, but also the preparation of the data basis. If needed, this includes SQL queries, linking multiple CRM entities, calculated metrics and structuring data sources.
The dashboards are built to fit the way you work. Instead of generic standard reports, you get an analytics interface that answers concrete questions and can be used directly in everyday business.
Output
With custom BI dashboards in Bitrix24, you get a clear and up-to-date view of your most important business data. Recurring Excel exports are reduced, KPIs become more transparent and decisions can be made faster.
Results:
- Central overview of important business KPIs.
- Current analytics directly in Bitrix24.
- Less manual Excel work.
- Faster decisions based on transparent data.
- Custom reports aligned with your internal processes.
- Better control over sales, tasks, smart processes and employee performance.
- Higher transparency for management and teams.
- Reusable dashboards instead of recurring manual reports.
WAM IT develops the dashboards individually for your Bitrix24 environment and aligns structure, filters, KPIs and visualization with your business processes. This turns existing data into a reliable basis for better operational and strategic decisions.
