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Automated Reporting and CRM KPI Dashboards
We automate reporting so managers see fresh numbers — sales conversion, pipeline value, support SLAs, and finance KPIs — without waiting for manual Excel updates. Data flows from CRM, ERP, and ads platforms into dashboards (including Yandex DataLens) with scheduled delivery to email or Telegram.
Who it is for
- Executives tired of outdated weekly reports assembled by hand
- Sales managers tracking funnel metrics and manager performance daily
- Operations teams monitoring SLAs, backlog, and resource utilization
What you get
- Same definitions everywhere — no conflicting versions of truth
- Hours saved each week previously spent on copy-paste reporting
- Early warning when KPIs drift — alerts before month-end surprises
- Foundation for forecasting and bonus schemes tied to real data
What we deliver
- Define KPI dictionary aligned with roles: CEO, sales head, ops lead
- Build ETL from Bitrix24, databases, and spreadsheets into a reporting layer
- Design dashboards in DataLens, Metabase, or Power BI — mobile-friendly views
- Schedule PDF/Excel exports and Telegram or email digests for stakeholders
- Document metric formulas so numbers stay consistent when staff changes
How we work
- Metrics workshop — which KPIs matter and where source data lives
- Data pipeline setup — extraction, cleansing, and warehouse or direct connect
- Dashboard design review with key users before go-live
- Launch, training for self-service filters, and iteration on new metrics
FAQ
Do you work with Yandex DataLens specifically?
Yes. We connect CRM and DB sources to DataLens, build charts and dashboards, and configure access for teams and executives.
How often can reports refresh automatically?
From near real-time (webhook-driven) to hourly or daily batches — depending on source APIs and how fresh each metric must be.
Let’s discuss your task
Consultation is free. We estimate scope and share a plan — no budget surprises.
Send a request →