Dear Bitrix24 users,
Automation rules can perform various mathematical operations in your Bitrix24 account. Now you can automate the profit calculation process by using automation rules.
You will need to configure fields in CRM elements forms, configure the automation rule and add expenses and profit fields to the report.
When the profit is calculated, you can see it in the automatically prepared CRM reports.
Thanks to this report you can automate the long calculation process and see the final results right away.
For a detailed step-by-step instruction on how to configure the profit calculation report, please see this article.Best regards,
Your Bitrix24 team
FAQ
What is the profit calculation feature in Bitrix24?
The profit calculation feature in Bitrix24 allows users to automate the process of calculating profits using automation rules. By configuring fields in CRM element forms and adding expenses and profit fields to reports, users can see the final results in the prepared CRM reports.
How can automation rules be used to automate the profit calculation process in Bitrix24?
Automation rules can be used to automate the profit calculation process in Bitrix24 by configuring custom fields for expenses and profits in CRM entity forms, adding and configuring the Modify item automation rule to the second deal stage, and adding Expenses and Profit fields to reports in the Reports section.
