Analytics / BI / Datalens
BI layer for the owner and manager: end-to-end reports, summaries on the sales department, sources, managers and dynamics by period. This is not a replacement for CRM, but a screen where the business picture becomes readable.
Live preview
Below is a live example of a management screen for a client: dynamics, channels, team and sections by period. If Yandex will show a captcha or not give an iframe, the dashboard can still be opened separately in a new tab.
The dashboard is built in as a live example for the client. If Yandex DataLens has its own protection or access check triggered, the client will still be able to open the same screen using the button above in a separate tab.
What is included in the BI layer
Revenue, amount in progress, plan/actual, conversion, average bill, deal cycle and closing forecast.
Channels, segments, traffic quality, repeat leads and the cost of each real contract.
Managers, response speed, activity, stuck deals, workload and discipline failure points.
Example of a heat map
What does the company get?
| Block | What is visible | Why does business need this? |
|---|---|---|
| Sales | Revenue, cycle, forecast, conversion | Understand where the business really makes money and where it squanders |
| Sources | Traffic quality and contract cost | Stop budget burnout on weak channels |
| Team | SLA, delays, stuck deals | See who creates losses and who extracts results |
| Clients | Segments, repeat sales, LTV | Count not only applications, but also the quality of the database |
FAQ
Because BI is needed where the company does not have enough standard CRM screens. DataLens consolidates sales, sourcing, team, reps and finance into one readable system for the owner.
No. BI becomes useful at a time when it is important for a business to see the quality of channels, repeat sales, dynamics by period and the complete picture, and not separate pieces from different services.
No. CRM remains the team's working system, and BI provides an owner and manager layer where data becomes a decision-making tool.
Related Pages
If you need a more applied management screen with daily AI signals, and not just BI reports.
The commercial route if BI is to become part of a full-fledged management analytics and control system.
When you need to fall from the general BI layer into the analytics of a specific sales circuit and transaction stages.
If the task is to bring BI to management conclusions for the team, and not just to beautiful graphs.
