BI reports for management: 1C and Bitrix24 in one dashboard

Management sees business figures once a month and with a delay, and the data is scattered between 1C and Bitrix24. We build a management console, a BI dashboard of sales and profitability with live data from 1C and Bitrix24 on one screen: P&L, cash flow, receivables, profit and KPIs by sales manager, plan vs. actual, the funnel and deviations, in plain language, in real time and accessible from a phone.

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Why the figures do not help decision-making

Sales data is in Bitrix24, while money and costs are in 1C: there is no single picture.
The director's report is compiled by hand at the end of the month, when it is too late to act.
It is unclear which sales manager brings profit and which only brings turnover.
Cost and margin are visible to anyone: sensitive figures are not protected.

What it does

Builds the P&L, the cash flow statement and cost control in plain language for the director.
Combines 1C and Bitrix24 data in one executive dashboard: a management console on one screen.
A dashboard of sales, profitability and sales manager KPIs: profit and margin for each manager in real time.
Plan vs. actual, the sales funnel and deviations on one screen, without waiting for the end of the month.
Tracks receivables and payables: who owes us and whom we owe.
Analyzes expenses: trends, category shares, anomalies (growth over 20%, new items).
Provides predictions: counterparty scoring and payment forecasts.
Restricts access by role: cost and sensitive figures are hidden.
Opens on a phone: business figures at hand outside the office.
For the head of sales, a dashboard right in Bitrix24: lost deals and their reasons, stuck deals, average margin, discounts below the margin threshold.

How it works4 steps

We connect the sources

The dashboard pulls data from 1C (money, costs, receivables) and Bitrix24 (deals, sales, sales managers) without manual exports.
We calculate the metrics

P&L, the cash flow statement, cost control, receivables and payables, KPIs and plan vs. actual are updated in real time.
We show them by role

Everyone sees their own: the director sees profit and margin, a department head sees their KPIs. Cost is hidden from those who are not supposed to see it.
We highlight anomalies

Expense analysis catches growth of more than 20% and new cost items. Predictions provide counterparty scoring and payment forecasts.

Result

1C + Bitrix24 both sources in one dashboard

By sales manager profit is visible, not just turnover

Real time plan vs. actual without waiting for the end of the month

From a phone the management console is available outside the office

Who it is for

For owners and directors who need a picture of the business without waiting for a report.
For companies with sales in Bitrix24 and accounting in 1C that need unified analytics.
For department heads who care about KPIs and plan vs. actual in real time.

Frequently asked questions6

Is this your own development?

It is an existing product on the market that we implement and set up for your 1C and Bitrix24. We connect the sources, build the metrics you need and restrict access by role.

Who will see cost and margin?

Only those who are supposed to. Access is role-based: the director sees profit and margin, a department head sees their own KPIs, and sensitive figures are hidden from everyone else.

How fresh is the data in the dashboard?

Metrics are updated in real time from 1C and Bitrix24. The market benchmark: collecting reports takes a few seconds instead of a couple of hours.

Can the dashboard be viewed on a phone?

Yes. The management console opens on a phone: sales, profitability, sales manager KPIs and plan vs. actual are available outside the office.

Is there a dashboard for the head of sales right in Bitrix24?

Yes, the “AC PRO for Bitrix24” module is a dashboard inside Bitrix24, without a separate BI system or Excel exports. It shows lost deals (how much was lost and why, by sales manager and reason) and a profitability map of sales managers (who fell short and who gives discounts blindly), creates automatic “follow up with the contact” tasks if a deal is stuck for more than N days, and notifies the head of sales if a manager sets a discount below the margin threshold. It works with any Bitrix24 version; the trial is 14 days.

How much does the dashboard cost?

We calculate the cost after a free audit: we look at what data is in 1C and Bitrix24 and which metrics management needs, and propose a dashboard composition for the task.