See team performance and workload in one Bitrix24 dashboard

Pulls your CRM deals, leads, and tasks into one visual dashboard inside Bitrix24 automatically.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues; runs once per each batch of records.

Pattern: Parallel Split (2) · Synchronisation (3) · Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(("user opens dashboard")):::human s0["pull crm data"]:::svc s1[["combine data in batches"]]:::mi s2["render dashboard"]:::svc trig --> s0 s1 --> s2 gx{"+ which records to pull"}:::gate s0 --> gx p00["fetch deal records"]:::task gx -->|"deals"| p00 p10["fetch lead records"]:::task gx -->|"leads"| p10 p20["fetch assigned tasks"]:::task gx -->|"tasks"| p20 jn{"+ all data collected"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s1 out[/"live team performance dashboard"/]:::out pay{{"instant visibility without manual compiling"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
An outside serviceRuns once per itemA personEvery pathWaits for allResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineReporting & AnalyticsAPI & Webhook Integration
Connects
Bitrix24

The problem it solves

You want a clear picture of how your team is performing and what's on their plate, but that means digging through separate lists of deals, leads, and tasks. Piecing it together by hand takes time you don't have.

Who it fits

Sales managers or operations leads using Bitrix24 who want a real-time view of team workload.

How it works

  1. You open the dashboard from your Bitrix24 profile menu.
  2. The system pulls your deals, leads, and any custom processes, along with assigned tasks.
  3. It works through the data in batches so nothing gets missed even with large volumes.
  4. The information is displayed as an interactive, chart-based dashboard right inside Bitrix24.
What you get

Team workload visible in one screen

You get a live, visual dashboard of your team's deals, leads, and tasks right inside Bitrix24.

What you get

A live, visual dashboard showing deal, lead, and task status for your team.

What you need

A Bitrix24 account with CRM, user, and tasks permissions enabled.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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