The report is written from memory
On Monday, salespeople try to remember what they did last week. The numbers are approximate and cannot be verified.
Process automation · Reports
Automated reporting: the Monday-morning report writes itself
In many companies in Moldova, someone loses a day every month pulling numbers out of spreadsheets, chats and notebooks for "the report to the director". Bsmart configures the CRM and its integrations so the data collects itself, and sales, lead and performance reports arrive automatically, on a fixed schedule, by email, in Telegram or on a dashboard.
Reports are only as accurate as the data that enters the system — which is why we automate data collection too, not just how it is displayed.
What does automated reporting mean?
Automated reporting means that sales, lead, task and call data is collected automatically in the CRM from your company's sources (website, Meta, telephony, forms, Telegram), aggregated by rules set once, and turned into reports that generate themselves — daily, weekly or monthly — and reach the right people without anyone compiling them by hand. The manager gets a real-time dashboard; nobody copies numbers from one file into another any more.
What manual reporting usually looks like
The situations we see most often before automation:
Three files, three versions
The manager's spreadsheet, the accountant's spreadsheet and the team chat show different numbers for the same month.
Reporting day
Someone spends 4–8 hours a month just compiling data. Time that never shows up in any report.
Reports arrive too late
The director finds out on the 5th that leads were lost last month for lack of a response. Too late to do anything about it.
The source is unknown
How many sales came from Facebook versus the website or referrals? Without tracking at the point of entry, the report cannot answer.
The metrics change every month
Every report has different columns, so month cannot be compared with month.
Which reports can be automated
We configure them around the metrics you track. The most requested:
Sales report
Deals closed per day/week/month, value, product or service, comparison with the previous period.
Lead sources
How many enquiries came from the website, Meta, phone, Telegram, referrals — and how many turned into sales.
Conversion by stage
How many leads move from contact to quote, from quote to contract; where most of them get stuck.
Performance per employee
Leads taken, response time, tasks completed and overdue, deals closed — per person.
Unanswered leads
Daily: enquiries not contacted within the agreed time, with the person responsible.
Loss reasons
Why deals are lost: price, response time, wrong product, competition — if the reason is mandatory at "Lost".
Team workload
How many active leads and tasks each person has; who is overloaded, who has capacity.
AI summary for the manager
Optional: a natural-language summary of the week, with what went well, what got stuck and a suggested next step — generated from CRM data, verifiable.
How it works, concretely
An automated report has four parts. If the first is missing, the other three look good and lie.
The data enters on its own
Website, Meta, telephony, forms, Telegram — every enquiry, call and stage change becomes a record in the CRM, with source and time. Nobody copies anything.
Outcome: complete, comparable data
The aggregation rules are set once
What "lead", "quote" and "sale" mean; which period; which groupings. We define them together and they stay fixed, so you can compare month with month.
Outcome: stable metrics
Reports are generated on a schedule
Daily at 8:30 (unanswered leads), Monday at 9:00 (last week), on the 1st of the month (last month) — or on demand.
Outcome: reports on time
They reach the right person
By email, in Telegram or on the dashboard in the Web Admin; each employee sees their own report, the manager sees everything.
Outcome: decisions based on data, not on recollection
Example flow
- Monday, 9:00: the manager receives the weekly report in Telegram — 41 leads (website 18, Meta 15, phone 8), 29 contacted within the first hour, 6 quotes sent, 2 contracts, 3 lost (reason: price).
- The report includes the list of the 12 leads contacted after the first hour, with the person responsible.
- The manager opens the dashboard, filters by agent and sees that a single employee accounts for 9 of the 12 delays.
- The meeting starts from numbers, not impressions. Nobody compiled anything.
The figures in this example are fictional; they illustrate the report format, not any client's results.
Where the reports go
- Dashboard in the Web AdminReal time, with filters by period, employee, source, product.
- EmailPDF or table, on a fixed schedule, to a list of recipients.
- TelegramA short summary for the manager, or an individual report for each employee.
- Excel / Google SheetsAutomatic export for accounting or for your own analysis.
Frequently asked questions about automated reporting
Short answers.
We already have Bitrix24. Can reports be automated there?
Yes. We configure Bitrix24 reports and dashboards around your metrics, plus automatic delivery; where the platform falls short, we add an export or an external report.
We have no CRM. Can reports be automated from Excel?
Partly — files can be aggregated, but the problem of manual collection remains. We usually recommend automating data entry first (CRM + integrations), then the reports.
How long does it take?
Reports are usually configured as part of the CRM implementation (roughly 14 days for a standard customised CRM). On an existing CRM, a few days, depending on the number of reports and integrations.
Can reports be sent to Telegram?
Yes — a summary for the manager, an individual report for each employee, or real-time alerts (unanswered leads).
What can AI do in reports?
A natural-language summary of the CRM data, with what went well and what got stuck. The numbers stay those from the system; the AI explains them, it does not invent them.
How much does it cost?
It depends on the number of reports, the data sources and whether a CRM already exists. You get a clear quote after a conversation.
Continue with
Request a demo
We show you what your automatically generated weekly report would look like, on the metrics you currently track by hand. No commitment.
- A 45–60 minute conversation about what you report today and how
- The list of reports that can be automated in your company
- A clear quote after the conversation