Planfix report: leads, sales, and sources

Planfix CRM reports in a client document

Planfix is a builder: companies use it for CRM, service desks, project management and production, and two identical setups are rare. A deal may be a template task, a process with its own statuses or a directory record, so the usual read all deals and count approach does not work. Reportkey relies on what the account already has configured: saved CRM reports.

The standard Planfix CRM configuration includes reports on sales, deal stages and conversion by source. Their rows become client report blocks with charts, period comparison and ad data alongside.

Planfix integration: token and report recipient

The connection is made on behalf of an employee. You need the account address and that employee’s API token with read-only report access, or access through an OAuth app. The key Planfix rule: saved report data is visible to the report’s recipients. Before connecting, open the CRM report, add the employee as a recipient and turn on scheduled generation.

The connection is entered once on the integrations page and then chosen in projects. If the token is revoked, it asks for a new sign-in while the chosen report and column mapping stay in the project.

How data is loaded

Reportkey lists the account’s reports, then the saved versions of the chosen one, and reads rows from the latest version. Planfix returns large reports in chunks, which are joined automatically. Starting generation through the API works only on Plan X, at most once every ten minutes and one report at a time, so the main path is a schedule inside Planfix.

Planfix conversion by source

The most requested block is leads and sales by source:

• Leads — inquiries from each source in the month.
• Sales — how many of them ended in a sale.
• Conversion rate — sales as a share of the source’s leads.
• Sales amount — when the report calculates it.

Columns are mapped during project setup, and the Planfix report itself defines the period and grouping, usually by month.

Planfix sales analytics: stages and losses

The second block shows deals and amount at each pipeline stage. The third covers lost deals and reasons, when the configuration has such a report. Together they show a sales head where deals leak and show an agency whether the issue is handling rather than traffic.

Planfix with Yandex Direct in one report

Planfix blocks usually follow advertising: Yandex Direct spend and campaigns, VK Ads and Yandex Metrica visits and goals. Calls come from Mango Office or Calltouch, and Roistat links spend to sales per lead.

Report branding and AI comments on blocks are not on every plan. Similar systems are grouped under CRM, a finished example is the in-house team demo report, and costs are on the pricing page.