Transitions within a section

CRM

CRM / analytics

Setting up analytics amoCRM

We collect reports on real management issues: where the money came from, where the leads get stuck, which managers are dragging down the conversion rate, how quickly the team responds to requests, and at what stage the business loses the most margin.

Conversions Sources Managers Reasons for losses

Set up analytics Open AI Analytics

No setup

Why staff numbers often don’t help

Statuses do not reflect the actual stage of the transaction, so conversions lie.
The sources are filled chaotically, which is why advertising is evaluated “by eye.”
The reasons for refusal, pause and loss are not structured and do not provide meaning to the manager.

What we are setting up

Management circuit

Reports on funnel, response speed, sources, managers and losses.
Unified fields and directories for refusals, reasons for pause, lead quality and statuses.
Linking CRM data with BI, if standard analytics is no longer enough.

Result

The manager sees numbers that can be trusted

A control point appears for people, stages and channels.
It becomes clear where the budget is really being burned and conversion is lost.
From CRM you can make management decisions, rather than just look at cards.

What's included

What analytics blocks are configured in amoCRM

Sales funnel

Conversions by stage, transaction duration, freezes and failure points.

Lead Sources

Comparison of channels by quality, response speed, sales and loss of money.

Managers

Reaction, delays, conversions, discipline and workload for each employee.

Losses

Reasons for refusal, no-shows, stuck deals, missed deadlines and weak stages.

Finance

Amounts, payment, revenue by stages, products, directions and advertising channels.

BI layer

If there are few CRM panels, we deploy a separate management screen in BI.

Manager's reports

A separate layer about what exactly the owner or ROP should see on a daily basis.

To the head

AI Analytics

If you need a more developed screen with signals, losses and manager behavior.

AI layer

Audit amoCRM

To first understand whether the data in the current account can be trusted at all.

Check

Funnel setup

If you first need to put the stages of the transaction in order, otherwise the analytics will remain formal.

Base

FAQ

Frequently asked questions about analytics amoCRM

Are the standard amoCRM reports sufficient?

Sometimes yes, but only if the account structure is carefully put together. The management loop often requires a deeper layer and normal data logic.

Is it possible to see advertising, managers and funnel in one place?

Yes. For this purpose, a unified analytical logic is configured, and, if necessary, a separate BI screen is connected.

Why do reports often show a beautiful but useless picture?

Because the funnel, fields and statuses live on their own. Analytics is always secondary to the quality of the CRM structure.