Bitrix24 and Power BI Integration

Power BI is one of the world's most popular tools for business intelligence (BI) analytics, designed for collecting, processing, and visualizing data in a clear and intuitive way. Power BI supports integration with a wide range of external systems, including Bitrix24. By using the Power BI connector with Bitrix24, you can continue working with your familiar analytics tools while seamlessly accessing data from Bitrix24.

Bitrix24 and Power BI Integration
Advantages of using Power BI for your business
  • Data analysis with the AI assistant Copilot
  • Availability of the free Power BI Desktop and Power BI Free versions
  • Integration capability with Bitrix24
Examples of standard reports in Bitrix24's built-in BI analytics
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Deal Analysis
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Sales Analysis
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Lead Analysis
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Lead Analysis by UTM Tags

BI analytics will help solve the following tasks for your business:

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Automation of Data Analytics Work
  • Connecting all data sources into a unified system
  • Regular automatic report generation
  • Automatic creation of pivot tables
  • Creation of visual dashboards with various views
  • Flexible configuration of access rights to analytics
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Support for Company Business Decisions
  • Monitoring the company's main KPIs
  • Monitoring KPIs for each company department
  • Profitability analysis by business line
  • Analysis of plan fulfillment
  • Data preparation for strategic sessions
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Analysis of Company Business Processes
  • Analysis of marketing effectiveness
  • Identifying bottlenecks in sales
  • Identifying bottlenecks in logistics
  • Analysis of production cycles
  • Discovery of insights and trends

Why order Bitrix24 implementation from ATEVI?

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Bitrix24 platinum partners in Europe

the highest possible partner status

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16 years of experience with Bitrix24

All our projects are based on Bitrix products exclusively

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Strong team of Bitrix24 developers

12 certified programmers

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Extensive experience working with big clients

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Experience in integrating VoIP telephony

Extensive experience in developing telephony integration solutions

Stages of Work
for BI Analytics Implementation
1
Business analysis

An online meeting with an experienced business analyst to define the project's goals and objectives, identify the data that will form the basis of the analytics, and determine the necessary dashboards.

2
Development of Technical Specifications

Creation of a detailed document—the technical specifications—that thoroughly describes the Bitrix24 data on which the BI analytics will be built, along with a detailed description of all reports and dashboards.

3
Bitrix24 Configuration and Data Preparation

Execution of work to implement and configure Bitrix24 functionality that will serve as the foundation for building data in BI analytics. This can include both standard Bitrix24 features and the development of new custom functionality.

4
Configuration of Power BI Reports and Dashboards

Development of reports and dashboards according to the agreed-upon technical specifications. This may involve customizing standard Power BI dashboards or creating reports and dashboards completely from scratch, including: developing the data model, writing scripts, creating new datasets, and data visualization

5
Training on Working with Analytics

Conducting online training on how to work with the configured BI analytics.

6
Post-Launch Support

For 14 days after the project launch, we will provide free support to assist you and answer any questions that arise. Further support is provided under the terms of an SLA.

Frequently asked questions

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Is it necessary to pay extra for a Power BI license?

If you plan to work with analytics individually, you can fully use the free version of Power BI. If you plan to collaborate on analytics with colleagues, you will most likely need to purchase Power BI licenses.

Can external data sources be connected?

Yes, of course. Power BI can connect to almost any external data source: any external databases (SQL, MySQL, PostgreSQL, Oracle, IBM Db2, etc.), cloud platforms (Google Analytics, Bitrix24, Jira, etc.), services, as well as Azure and Microsoft Fabric sources.

What is the difference between CRM analytics and BI analytics?

Bitrix24 CRM analytics is a set of standard CRM reports without customization options. Power BI is a powerful tool for building professional analytics, not only based on CRM data but also data from any part of Bitrix24. It is tailored and adapted directly to your business needs using custom dashboards.

Does BI analytics work in the on-premise version?

Yes, it works, but it is important that your on-premise Bitrix24 license is active. The BI analytics module transmits data to Power BI servers online, so for the Power BI integration to function, your on-premise Bitrix24 will require internet access.

How much does Bitrix24 and Power BI integration cost?

We will provide you with a free consultation on Bitrix24 and Power BI integration.

What else can we offer?
rework

any customisation of your Bitrix24 on-premise version, as well as application development

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customisation of regular functionality of your Bitrix24 to satisfy the needs of your business

support

providing continuous support and development of your Bitrix24 functionality

ip

delivery and configuration of Yeastar IP PBX integration module with Bitrix24

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