An amoCRM sales report generated from data exported from myBI Connect includes thee tabs:
- You can use the Transactions tab to configure the real-time display of all your transaction parameters. For example, find the manager with the lowest average order value at a specific stage of your funnel.
- The Tasks tab displays task allocation. This is where you will find past-due tasks.
- The Calls tab displays the distribution of calls by manager and type as well as the number of calls and their duration.
The report is based on data from the myBI Connect store located in Yandex.Cloud. The report is generated using standard amoCRM fields and is available to all Cloud Marketplace users for free.
Any user can get 14-day trial access to myBI Connect, export data from their amoCRM to a database, and use the data to populate a report template. The template is a demo. For more complex tasks, you can use a full myBI Connect data export and build a report that takes into account your amoCRM’s advanced properties and special features.
You can view a report demo in Yandex Datalens and its video review is available here (in Russian).
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Get your myBI Connect trial at the official website. A 14-day trial is available to all users.
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Follow the instructions (in Russian) to sign up for an amoCRM account.
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Export data for the last month to the myBI Connect store.
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To view your data on a Datalens dashboard, replace access to the database in the template’s Connections section with the one provided in the myBI Connect interface.
The deployment instructions in video format are available here (in Russian).
- Creating transaction reports based on different parameters, such as funnels, managers, and stages.
- Monitoring real-time task allocation and completion.
myBI Connect
You can contact technical support in the chat and myBI Connect interface.
Yandex Cloud
Yandex Cloud technical support is available 24/7 to respond to requests. The types of requests available and their response time depend on your pricing plan. You can activate paid support in the management console. Learn more about requesting technical support.
Yandex Cloud does not provide technical support for this product. If you have any issues, please refer to the developer’s information resources.