Let's start with a typical situation: A sales manager spends 15–20 minutes every morning gathering deal, lead, and activity data from reps. The CRM is there, but no useful info on the main screen—only deal lists without analytics. In such cases, we offer to configure a dashboard: one screen showing conversion, pipeline, and plan vs. actual. The result—full transparency in 30 seconds. Our experience (200+ configured dashboards) shows that after setup, reporting time drops by 70%, and forecast accuracy increases by 20%. Average monthly savings on manual report collection are calculated individually, with typical savings of $500 per manager per month.
A dashboard in Bitrix24 is not just a set of widgets; it's a management tool. Without proper setup, it shows wrong data or is overloaded with irrelevant information. For example, a rep sees the entire company funnel but not their own deals. Or a manager looks at outdated reports. We configure dashboards by specific role: for a rep—personal metrics, for a manager—team summary, for a director—strategic KPIs. We guarantee each sees only what's needed.
Three dashboard options are available: built-in CRM dashboard, BI dashboard, and widgets on the main page. The CRM dashboard suits quick metric checks: funnel, counters, forecast. The BI dashboard is for deep analysis with filters, drill-down, and period comparisons. The widgets on the main page are for personal tasks and activities. The choice depends on tasks and tariff. For data visualization, we use scorecard widgets, line charts, and funnels.
Why does the standard CRM dashboard not give the full picture?
The standard CRM dashboard shows only a basic funnel and counters. No way to compare the current month with the previous, see daily dynamics, or filter by a specific manager. In practice, a manager sees the total deal amount but doesn't understand why it dropped. The BI dashboard solves these limitations: it allows building custom reports, applying filters, and drilling down to a specific deal with a click. As noted in Bitrix24 official documentation, the BI dashboard processes data 10 times faster than standard CRM reports. More details in Bitrix24 documentation.
How we set up a dashboard
- Business process audit. Identify key metrics: revenue, conversion rate, pipeline velocity. Gather requirements from managers and reps.
- Design layout. Choose visualization type: funnel for pipeline, line chart for dynamics, scorecard for plan/actual. Arrange widgets by priority.
- Configure filters. By role: rep sees only their deals, manager sees team summary. By period: day, week, month, custom.
- Integrate sources. Connect data from CRM, tasks, projects. For BI dashboard, add external systems (telephony, email tracker).
- Test with real data. Verify calculation accuracy and response speed. Fix errors.
- User training. 1–2 hours on widget interpretation and filter usage. Provide documentation.
What's included in dashboard setup
As a result, you get:
- Analysis of current metrics and KPI definition
- Dashboard layout with selected widgets
- Configuration of CRM dashboard or BI dashboard
- Testing on sample data
- User training (1–2 hours)
- Dashboard documentation
- Setup guarantee—adjustments within a month
Typical savings after setup
After setup, reps spend 5 minutes on reports instead of 20, saving 15 minutes per day per employee. For 10 reps, that's 2.5 hours daily, or about 50 hours monthly. At an average hourly rate of $30, that's a monthly saving of $1,500. The dashboard pays for itself within a few months.
Comparison of CRM and BI dashboards
| Parameter | CRM dashboard | BI dashboard |
|---|---|---|
| Data sources | CRM only | CRM, tasks, projects, external systems |
| Number of widgets | Up to 5 | Unlimited |
| Period comparison | No | Yes |
| Drill-down | No | Yes |
| Role-based filters | Limited | Full |
| Response speed | Instant | Up to 2 seconds for complex queries |
| Required tariff | Basic | Extended (with BI analytics) |
Setup timelines
| Task | Time |
|---|---|
| Standard CRM dashboard | 1–2 hours |
| BI dashboard with 5–7 widgets | 3–5 hours |
| Dashboards for multiple roles | 1 day |
| Full cycle for sales department | 1–2 days |
Recent case: a chain of 10 branches with 3 sales funnels and 25 reps. We configured a BI dashboard with 12 widgets—the manager sees a summary by each branch in 10 seconds. Data visualization helped identify lagging areas within the first week.
Pricing is determined individually based on complexity and metric volume, starting from $150 for a basic CRM dashboard. Contact us for a consultation—we'll find the best option. Order a dashboard setup and get transparent sales tomorrow.