🚀 Calculated Expressions for Bitrix24: Sales Automation Excellence

Introduction:
Sales teams waste countless hours on manual calculations, data entry, and administrative tasks. Our plugin transforms Bitrix24 into an intelligent sales machine that automates pricing, discounts, commissions, and deal management, freeing your team to focus on closing deals.

🎯 Key Benefits for Sales Teams

1. Automated Pricing & Discount Calculations

  • Dynamic pricing based on deal size, customer tier, and product mix
  • Automatic discount approval workflows
  • Real-time margin protection
  • Example formulas: 
    UF_CRM_FINAL_PRICE = UF_CRM_BASE_PRICE * (1 - UF_CRM_DISCOUNT_RATE)
UF_CRM_DISCOUNT_RATE = IF(OPPORTUNITY > 100000, 0.15, 
                         IF(OPPORTUNITY > 50000, 0.10, 0.05))
UF_CRM_APPROVAL_NEEDED = IF(UF_CRM_DISCOUNT_RATE > 0.20, "Yes", "No")

2. Commission Calculations & Incentive Management

  • Real-time commission tracking per deal
  • Tiered commission structures
  • Accelerator bonuses for over-performance
  • Example formulas: 
    UF_CRM_BASE_COMMISSION = OPPORTUNITY * UF_CRM_COMMISSION_RATE
UF_CRM_ACCELERATOR = IF(UF_CRM_QUOTA_ACHIEVED > 1.0, 1.25, 1.0)
UF_CRM_FINAL_COMMISSION = UF_CRM_BASE_COMMISSION * UF_CRM_ACCELERATOR

3. Deal Scoring & Prioritization

  • Automatic lead scoring based on multiple factors
  • Intelligent deal prioritization
  • Capacity management and workload balancing
  • Example formulas: 
    UF_CRM_DEAL_SCORE = (OPPORTUNITY * 0.4) + (PROBABILITY * 0.3) + 
                   (UF_CRM_CUSTOMER_TIER * 0.2) + (UF_CRM_URGENCY * 0.1)
UF_CRM_PRIORITY_LEVEL = IF(UF_CRM_DEAL_SCORE > 80, "High",
                         IF(UF_CRM_DEAL_SCORE > 60, "Medium", "Low"))

4. Sales Cycle Optimization

  • Automatic stage duration tracking
  • Bottleneck identification
  • Forecast accuracy improvement
  • Example formulas: 
    UF_CRM_STAGE_DURATION = DATE_DIFF(DATE_MODIFY, DATE_CREATE, "days")
UF_CRM_CYCLE_TIME = SUM(UF_CRM_STAGE_DURATION) 
UF_CRM_FORECAST_VARIANCE = ((UF_CRM_ACTUAL_CLOSE - UF_CRM_EST_CLOSE) / UF_CRM_EST_CLOSE) * 100

5. Territory & Quota Management

  • Automatic territory assignment
  • Real-time quota tracking
  • Performance against target calculations
  • Example formulas: 
    UF_CRM_QUOTA_ACHIEVED = UF_CRM_YTD_SALES / UF_CRM_ANNUAL_QUOTA
UF_CRM_TERRITORY_PERFORMANCE = (UF_CRM_TERRITORY_SALES / UF_CRM_TERRITORY_QUOTA) * 100
UF_CRM_QUOTA_GAP = UF_CRM_ANNUAL_QUOTA - UF_CRM_YTD_SALES

6. Customer Success & Retention Metrics

  • Customer health scoring
  • Renewal probability calculations
  • Upsell/cross-sell opportunity identification
  • Example formulas: 
    UF_CRM_CUSTOMER_HEALTH = (UF_CRM_ENGAGEMENT_SCORE * 0.3) + 
                        (UF_CRM_USAGE_LEVEL * 0.4) + 
                        (UF_CRM_SATISFACTION * 0.3)
UF_CRM_RENEWAL_PROBABILITY = IF(UF_CRM_CUSTOMER_HEALTH > 80, 0.95,
                              IF(UF_CRM_CUSTOMER_HEALTH > 60, 0.75, 0.35))

📊 Sales Department Case Study

Challenge:
A 25-person sales team was spending 30% of their time on:

  • Manual pricing and discount calculations
  • Commission tracking in spreadsheets
  • Deal prioritization and routing
  • Forecast accuracy issues

Bitrix24 Field Solution:

      // Smart Pricing Engine
UF_CRM_BASE_PRICE = UF_CRM_PRODUCT_PRICE * UF_CRM_QUANTITY
UF_CRM_DISCOUNT_TIER = IF(UF_CRM_CUSTOMER_TIER == "Enterprise", 0.20,
                         IF(UF_CRM_CUSTOMER_TIER == "Commercial", 0.15, 0.10))
UF_CRM_FINAL_PRICE = UF_CRM_BASE_PRICE * (1 - UF_CRM_DISCOUNT_TIER)

// Commission Automation
UF_CRM_COMMISSION_RATE = IF(OPPORTUNITY > 100000, 0.12,
                          IF(OPPORTUNITY > 50000, 0.10, 0.08))
UF_CRM_COMMISSION_AMOUNT = OPPORTUNITY * UF_CRM_COMMISSION_RATE
UF_CRM_QUOTA_STATUS = IF(UF_CRM_YTD_COMMISSION > UF_CRM_QUOTA, "Above Quota", "Below Quota")

// Deal Intelligence
UF_CRM_DEAL_VALUE_SCORE = (OPPORTUNITY * 0.6) + (PROBABILITY * 0.4)
UF_CRM_RECOMMENDED_ACTION = IF(UF_CRM_DEAL_VALUE_SCORE > 75, "Accelerate",
                             IF(UF_CRM_DEAL_VALUE_SCORE > 50, "Nurture", "Qualify"))

Results (after 90 days):

  • ⏱️ Time Savings: 15 hours per rep monthly on administrative tasks
  • 💰 Revenue Impact: 23% increase in deal velocity
  • 📈 Accuracy: 99% reduction in pricing/commission errors
  • 🎯 Performance: 18% improvement in quota achievement

🔧 Supported Sales Fields & Scenarios

Core Sales Fields:

  • OPPORTUNITY - Deal amount
  • PROBABILITY - Win probability
  • STAGE_ID - Sales stage
  • CLOSEDATE - Expected close date
  • ASSIGNED_BY_ID - Sales rep assignment

Custom Sales Fields:

  • UF_CRM_DISCOUNT_RATE - Discount percentage
  • UF_CRM_COMMISSION_RATE - Commission rate
  • UF_CRM_DEAL_SCORE - Deal quality score
  • UF_CRM_QUOTA_STATUS - Quota achievement
  • UF_CRM_TERRITORY - Sales territory
  • UF_CRM_PRODUCT_COUNT - Number of products
  • UF_CRM_CUSTOMER_TIER - Customer classification

Advanced Sales Scenarios:

  • Price optimization
  • Territory management
  • Sales capacity planning
  • Forecast modeling
  • Commission acceleration
  • Deal desk automation

📋 Industry-Specific Sales Formulas

For SaaS Sales:

      UF_CRM_ARR = OPPORTUNITY  // Annual Recurring Revenue
UF_CRM_ACV = UF_CRM_ARR / UF_CRM_CONTRACT_YEARS  // Annual Contract Value
UF_CRM_GROWTH_RATE = (UF_CRM_ACV - UF_CRM_PREV_ACV) / UF_CRM_PREV_ACV * 100

For Manufacturing Sales:

      UF_CRM_MARGIN = (OPPORTUNITY - UF_CRM_PRODUCTION_COST) / OPPORTUNITY * 100
UF_CRM_MIN_ORDER_QTY = IF(UF_CRM_PRODUCT_TYPE == "Custom", 1000, 500)
UF_CRM_VOLUME_DISCOUNT = IF(UF_CRM_QUANTITY > 5000, 0.15, 0.08)

For Enterprise Sales:

      UF_CRM_DECISION_TIMEFRAME = IF(UF_CRM_BUDGET_CYCLE == "Q1", 90,
                              IF(UF_CRM_BUDGET_CYCLE == "Q2", 180, 270))
UF_CRM_APPROVAL_LAYERS = IF(OPPORTUNITY > 500000, 4,
                          IF(OPPORTUNITY > 100000, 3, 2))