Diagnóstico do espaço

Como Funciona

Workspace Diagnostics automatically analyzes your Kommo CRM workspace and generates a comprehensive health report with an overall score, detailed metrics, and AI-powered recommendations.

1. Install the widget from the Kommo marketplace — it's free.
2. Activate — click the gear icon next to the widget name and press "Activate".
3. Get your report — open "Diagnostics" in the settings menu. The system collects data, runs analysis, and generates AI recommendations in about 10 seconds.
4. Automatic updates — the report refreshes once a week. No manual action needed.

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O Que Analisamos

The widget evaluates 5 key areas of your CRM workspace:

Pipeline Structure

Checks whether your pipeline stages are properly configured or still using Kommo defaults. Detects "process-type" stage names (like "In Progress", "Thinking") vs. "result-type" names (like "Proposal Sent", "Contract Signed") — result-type stages are better for managing leads.

Pipeline Contamination

Measures how "clogged" your pipeline is. The formula combines overload (actual leads vs. team capacity) with overdue ratio (leads stuck for over 14 days). Identifies the most contaminated stage where leads get stuck.

Leads without Tasks

Percentage of active leads that have no scheduled tasks. A lead without a task means no one has planned the next step — it's likely forgotten.

Overdue Tasks

Percentage of tasks past their deadline. High overdue rate means broken discipline — managers aren't following through on their commitments.

Team Activity

Uses data from the Activity Panel widget to measure average team workload. Shows whether the team is actually working in CRM or just has it open in a tab.

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Sistema de Pontuação

Each metric is scored on a 4-level scale:

Status	Meaning
Green	OK — this area is working properly
Yellow	Attention — needs improvement
Red	Critical — immediate action required
Gray	Inactive — not enough data to measure

The overall score (0–100) starts at 100 and subtracts penalties for each problem area. The biggest penalties come from leads without tasks, pipeline contamination, and low team activity.

Grades

Grade	Meaning
Not Configured	Default pipeline, no customization
Partially Configured	Pipeline has structural issues
Configured but Not Used	Pipeline is set up but no lead flow
Configured with Issues	Working but with discipline problems
Configured Properly	Everything works as it should

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Recomendações IA

After analyzing all metrics, the AI generates a personalized report with:

• Diagnosis — the main problem in 1-2 sentences
• Impact — what it means for your sales
• Action steps — 3 prioritized steps to fix the issues
• Expected result — what to expect after implementing the steps

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Lista de Widgets

The report includes a checklist of essential widgets for a fully functional sales department:

• Lead Distribution — automatically assigns incoming leads among managers
• Activity Panel — shows what each team member is working on in real time
• Advanced Fields — extended field types: formulas, conditions, autofill
• Messengers — WhatsApp, Telegram, Instagram — receive messages directly in CRM
• Telephony — call recording and statistics per manager

Missing widgets are highlighted with install links — one click to add them to your workspace.