Plan-Fact 2.0: Commercial Planning Module for 1C-Bitrix by PUSK
Служба поддержки работает 24/7 — мы всегда на связи по вопросам хостинга и серверов.•Открыт прием заявок на аренду выделенных серверов и размещение оборудования в дата-центре.•Напоминаем: рекомендуем включить резервное копирование для дополнительной защиты данных.•Доступна новая линейка VPS/VDS с NVMe-дисками и увеличенной производительностью.•Технические работы на части серверов завершены. Все сервисы работают в штатном режиме.•
Служба поддержки работает 24/7 — мы всегда на связи по вопросам хостинга и серверов.•Открыт прием заявок на аренду выделенных серверов и размещение оборудования в дата-центре.•Напоминаем: рекомендуем включить резервное копирование для дополнительной защиты данных.•Доступна новая линейка VPS/VDS с NVMe-дисками и увеличенной производительностью.•Технические работы на части серверов завершены. Все сервисы работают в штатном режиме.•
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The 'Plan-Fact 2.0' module, developed by PUSK, is designed for planning commercial activities, specifically sales and marketing department metrics. The application also supports planning any other corporate indicators for which data is available in the corporate portal.
Technical details
Published
08.11.2024
Updated
11.11.2024
Version
1.0.3
Installed
Less than 50 times
Suitable editions
'Corporate Portal', 'Enterprise', 'Online Store + CRM'
Responsiveness
No
Composite support
No
Compatible with Sites24
No
Developer
PUSK
See how it works
What this solution does
The 'Plan-Fact 2.0' module, developed by PUSK, is designed for planning commercial activities, specifically sales and marketing department metrics. The application also supports planning any other corporate indicators for which data is available in the corporate portal. Users can set target values for employees across various entities, such as converted leads, closed deals, sent emails, completed meetings, paid invoices, and other elements. In online mode, the module displays the current progress of plan execution for each employee as a filled progress bar.
The Plan-Fact 2.0 module allows setting values for various metrics: deal count, deal amount, number of leads and meetings, proposal amount, task count, and hours spent on tasks. Custom fields in numeric or currency formats are supported. The system automatically calculates employee bonuses based on the plan fulfillment percentage and enables analysis of aggregate departmental metrics.
Individual scenarios can be implemented within the same interface if required.
The Plan-Fact 2.0 module (developer PUSK) introduces gamification elements and competitive mechanisms into managers' workflows while providing management with tools for decision-making based on visual analytics.
The license is valid for one year from the date of purchase. Continued use requires an annual renewal at a price equal to 50% of the current product cost. License renewal ensures access to updates and new features, maintains compatibility with the latest Bitrix24 versions, and grants the right to contact the developer's technical support.
The 'Plan-Fact 2.0' module is designed to compare planned indicators with actual results. Version 2.0 includes updated functionality for analyzing variances.
General iT can install and configure this module and check how it works on your website.
UPDATE HISTORY
What’s new
2 releases
1.0.3 (11.11.2024)Latest update
language files
1.0.2 (07.11.2024)
Added processing of smart invoices with custom fields for them
The 'PUSK: Activities — Tasks Related to Entity' module is designed to search for all tasks, including completed ones, linked to a selected entity in CRM. The component supports searching by the following entity types: lead, deal, contact, company, invoice, and smart process.
The PUSK: Activity - Search Files in Task module is designed to automatically search for identifiers of all files associated with a task. The component covers files specified in the task body (description) as well as files attached to comments. This is an additional block for configuring business processes in CRM.
The PUSK: Chat Management module is designed to organize and optimize employee chats in Bitrix24. With active use of the platform, users accumulate numerous conversations, many of which become outdated—for instance, after an employee leaves or a specific event concludes. The standard Bitrix24 version lacks a tool for permanently deleting chats, allowing only their hiding.
The module restricts the ability to edit contacts in the CRM system exclusively to users belonging to the group with the symbolic identifier "editusercontacts".
In the standard CRM workflow, employees cannot manually select a specific number for outgoing calls. Clicking a client's phone number in the entity card initiates a call using the number configured in the employee's telephony settings as the default outgoing number.
Submit a request on the solution page. A manager will check your selection, confirm the terms and arrange the purchase. We can also help with installation and setup.
Is a 1C-Bitrix licence included?
The default price covers the solution itself. If the developer offers a bundle with a 1C-Bitrix licence, you can select it separately on the solution page.
Can I try a solution first?
Available online demos and trial periods are shown on the solution page. The trial length depends on the solution.
How much does renewal cost?
Renewal is calculated as 50% of the full solution price before discounts. A manager will confirm the renewal terms and period before you order.
Can you help implement the solution?
Yes. We can build a website or store based on a template, or install, configure and check a module for compatibility. The scope and cost of the work are agreed separately.
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