💰 Calculated Expressions for Bitrix24: Real-Time Financial Control

Introduction:
Finance departments spend dozens of hours weekly reconciling CRM data and preparing financial reports. Our plugin automates key financial calculations directly in Bitrix24 deals, ensuring accuracy and compliance while saving valuable time.

🎯 Key Benefits for Finance Department

1. Automatic Tax Calculations

  • Real-time VAT/GST calculations for UF_CRM_TAX_AMOUNT field
  • Support for multiple tax rates based on country/region
  • Automatic tax base calculations
  • Example formulas: 
    UF_CRM_VAT_AMOUNT = OPPORTUNITY * 0.20
UF_CRM_TAX_BASE = OPPORTUNITY - UF_CRM_VAT_AMOUNT
UF_CRM_TOTAL_WITH_TAX = OPPORTUNITY + UF_CRM_VAT_AMOUNT

2. Profitability Analysis & Margin Control

  • Automatic gross and net margin calculations
  • Real-time profitability monitoring per deal
  • Cost tracking and analysis
  • Example formulas: 
    UF_CRM_GROSS_MARGIN = ((OPPORTUNITY - UF_CRM_COST) / OPPORTUNITY) * 100
UF_CRM_NET_PROFIT = OPPORTUNITY - UF_CRM_COST - UF_CRM_EXPENSES
UF_CRM_PROFIT_MARGIN = (UF_CRM_NET_PROFIT / OPPORTUNITY) * 100

3. Multi-Currency Financial Management

  • Automatic currency conversion at current exchange rates
  • Financial reporting in base currency
  • Exchange rate difference calculations
  • Example formulas: 
    UF_CRM_BASE_AMOUNT = OPPORTUNITY * UF_CRM_EXCHANGE_RATE
UF_CRM_FX_GAIN_LOSS = (UF_CRM_EXCHANGE_RATE - UF_CRM_BASE_RATE) * OPPORTUNITY

4. Budget Control & Financial Planning

  • Real-time budget utilization tracking
  • Automatic budget variance alerts
  • Project financial health monitoring
  • Example formulas: 
    UF_CRM_BUDGET_USAGE = (OPPORTUNITY / UF_CRM_BUDGET) * 100
UF_CRM_BUDGET_VARIANCE = ((OPPORTUNITY - UF_CRM_BUDGET) / UF_CRM_BUDGET) * 100
UF_CRM_REMAINING_BUDGET = UF_CRM_BUDGET - OPPORTUNITY

5. Financial Reserves & Risk Management

  • Automatic provision calculations based on deal risk
  • Bad debt reserve allocations
  • Risk-weighted financial planning
  • Example formulas: 
    UF_CRM_RISK_RESERVE = OPPORTUNITY * 
                     IF(PROBABILITY < 30, 0.15, 
                     IF(PROBABILITY < 70, 0.08, 0.03))
UF_CRM_BAD_DEBT_PROVISION = OPPORTUNITY * (1 - PROBABILITY/100) * 0.5

6. Compliance & Financial Controls

  • Automatic calculation of financial ratios
  • Regulatory compliance checks
  • Internal control monitoring
  • Example formulas: 
    UF_CRM_CURRENT_RATIO = UF_CRM_CURRENT_ASSETS / UF_CRM_CURRENT_LIABILITIES
UF_CRM_DEBT_TO_EQUITY = UF_CRM_TOTAL_DEBT / UF_CRM_EQUITY
UF_CRM_COMPLIANCE_STATUS = IF(UF_CRM_CURRENT_RATIO > 1.5, "Compliant", "Review")

📊 Finance Department Case Study

Challenge:
A manufacturing company's finance team spent 15+ hours weekly on:

  • Manual tax calculations for 200+ monthly deals
  • Budget vs actual reporting
  • Currency conversion for international deals
  • Risk provision calculations

Bitrix24 Field Solution:

      // Comprehensive tax handling
UF_CRM_VAT_RATE = IF(UF_CRM_COUNTRY == "DE", 0.19, 
                    IF(UF_CRM_COUNTRY == "FR", 0.20, 0.21))
UF_CRM_VAT_AMOUNT = OPPORTUNITY * UF_CRM_VAT_RATE
UF_CRM_NET_AMOUNT = OPPORTUNITY - UF_CRM_VAT_AMOUNT

// Advanced margin tracking
UF_CRM_DIRECT_COST = UF_CRM_MATERIAL_COST + UF_CRM_LABOR_COST
UF_CRM_CONTRIBUTION_MARGIN = OPPORTUNITY - UF_CRM_DIRECT_COST
UF_CRM_CM_PERCENT = (UF_CRM_CONTRIBUTION_MARGIN / OPPORTUNITY) * 100

// Multi-currency financial reporting
UF_CRM_EUR_AMOUNT = IF(CURRENCY_ID == "USD", OPPORTUNITY * UF_CRM_EUR_RATE,
                      IF(CURRENCY_ID == "GBP", OPPORTUNITY * UF_CRM_GBP_EUR_RATE, 
                      OPPORTUNITY))

// Risk-adjusted financial planning
UF_CRM_EXPECTED_VALUE = OPPORTUNITY * (PROBABILITY / 100)
UF_CRM_RISK_ADJUSTED_PROFIT = UF_CRM_EXPECTED_VALUE - UF_CRM_DIRECT_COST

Results (after 3 months):

  • ⏱️ Time Savings: Reduced financial reporting time from 15 to 2 hours weekly
  • ✅ Accuracy: Eliminated 98% of calculation errors
  • 📊 Better Decisions: Real-time financial visibility improved forecasting accuracy by 30%

🔧 Supported Financial Fields & Scenarios

Core Financial Fields:

  • OPPORTUNITY - Deal amount
  • CURRENCY_ID - Transaction currency
  • PROBABILITY - Deal probability (for risk calculations)

Custom Financial Fields:

  • UF_CRM_VAT_AMOUNT - VAT/Tax amount
  • UF_CRM_GROSS_MARGIN - Gross margin percentage
  • UF_CRM_NET_PROFIT - Net profit amount
  • UF_CRM_BUDGET - Project budget
  • UF_CRM_EXCHANGE_RATE - Currency exchange rate
  • UF_CRM_RISK_RESERVE - Risk provisions
  • UF_CRM_COST - Direct costs
  • UF_CRM_EXPENSES - Operating expenses

Advanced Financial Scenarios:

  • Revenue recognition calculations
  • Commission calculations for sales teams
  • Project profitability tracking
  • Client profitability analysis
  • Cash flow forecasting

📋 Industry-Specific Financial Formulas

For Manufacturing:

      UF_CRM_PROD_COST = UF_CRM_RAW_MATERIAL + UF_CRM_LABOR + UF_CRM_OVERHEAD
UF_CRM_UNIT_MARGIN = (UF_CRM_PRICE - UF_CRM_PROD_COST) / UF_CRM_PRICE
UF_CRM_BREAK_EVEN = UF_CRM_FIXED_COSTS / UF_CRM_UNIT_MARGIN

For Professional Services:

      UF_CRM_BILLABLE_HOURS = UF_CRM_HOURS_WORKED * UF_CRM_UTILIZATION_RATE
UF_CRM_REALIZATION_RATE = (UF_CRM_BILLED_AMOUNT / UF_CRM_STANDARD_COST) * 100
UF_CRM_PROFITABILITY = UF_CRM_BILLED_AMOUNT - UF_CRM_LABOR_COST - UF_CRM_OVERHEAD

For SaaS Companies:

      UF_CRM_MRR = OPPORTUNITY / 12  // Monthly Recurring Revenue
UF_CRM_LTV = UF_CRM_MRR * UF_CRM_AVG_CUSTOMER_LIFETIME
UF_CRM_CAC = UF_CRM_MARKETING_COST / UF_CRM_NEW_CUSTOMERS
UF_CRM_LTV_CAC_RATIO = UF_CRM_LTV / UF_CRM_CAC