Revenue calculation in smart processes bitrix24

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Each “revenue forecast” stores several “revenue distributions” for the company’s employees. In order to avoid errors in revenue distribution and conversion of values ​​from one currency to another, we have developed an application for distributing revenue between the company’s employees.

The application controls that 100% of the planned revenue for a given transaction is distributed. In addition to distributing revenue as a percentage between employees, the application calculates latvia mobile database the amount that will be taken into account for a particular employee.

revenue distribution in b24 transactions


When calculating the amount, the currency is automatically converted into rubles. The conversion is based on the current exchange rate, which is automatically loaded into Bitrix24. In addition, the portal stores historical exchange rates, which allow you to calculate the amount in rubles on the date of receipt of revenue from the transaction.

Since one Contact in CRM can participate in several Deals at the same time, it is important to understand what role a particular contact plays in a specific deal. For this purpose, we have added the entity “customer contacts”. It allows you to store the role of a specific contact within a deal.

the role of contact within the transaction in bitrix 24

To register communications with the client, we added the smart process Activities. In it, managers register all activities with the client (meetings, calls, letters, calls, etc.). The following properties are recorded for the activity:

the company employees who were involved in this meeting,

activity status,

CRM entities associated with this activity,

type of activity,

planned date of activity,

activity topic,

detailed description of the activity.

When adding activity related to a deal or contact, the Last Activity Date field is automatically updated. It allows you to understand how long ago you interacted with the client on the object.