{"id":24297,"date":"2019-12-19T10:33:23","date_gmt":"2019-12-19T09:33:23","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=24297"},"modified":"2024-12-05T09:08:29","modified_gmt":"2024-12-05T08:08:29","slug":"ertekesitesi-elorejelzes-riport","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/ertekesitesi-elorejelzes-riport\/","title":{"rendered":"\u00c9rt\u00e9kes\u00edt\u00e9si el\u0151rejelz\u00e9s riport"},"content":{"rendered":"<div class=\"alert alert-danger\">A riportok norm\u00e1l \u00e9s korl\u00e1tozott jogosults\u00e1ggal nem el\u00e9rhet\u0151k!<\/div>\n<p>Az \u00e9rt\u00e9kes\u00edt\u00e9si el\u0151rejelz\u00e9s megmutatja, hogy hozz\u00e1vet\u0151legesen mekkora bev\u00e9telre sz\u00e1m\u00edthatsz a m\u00e9g lez\u00e1ratlan \u00e9rt\u00e9kes\u00edt\u00e9si folyamataidn\u00e1l. Az el\u0151rejelz\u00e9s alapja az &#8220;\u00c9rt\u00e9k&#8221; \u00e9s &#8220;Lez\u00e1r\u00e1s d\u00e1tuma&#8221; adatlapi mez\u0151k.<\/p>\n<div class=\"alert alert-danger\">A riport haszn\u00e1lat\u00e1hoz mindenk\u00e9ppen szerepelnie kell az adatlapon a k\u00f6vetkez\u0151 k\u00e9t mez\u0151nek: &#8220;\u00c9rt\u00e9k&#8221; \u00e9s &#8220;Lez\u00e1r\u00e1s d\u00e1tuma&#8221;. Ezek hi\u00e1ny\u00e1ban a riport a k\u00f6vetkez\u0151 \u00fczenetet jelen\u00edti meg: &#8220;Nincs elegend\u0151 adat a grafikon elk\u00e9sz\u00edt\u00e9s\u00e9hez&#8221;. Ilyenkor <a href=\"https:\/\/www.minicrm.hu\/help\/hogyan-hozhatok-lerte-vagy-modosithatok-mezoket\/\">fel kell venned a sz\u00fcks\u00e9ges k\u00e9t mez\u0151t az adatlapra<\/a>.<\/div>\n<div class=\"alert alert-info\">A sz\u00e1m\u00edt\u00e1s m\u00f3dj\u00e1r\u00f3l b\u0151vebben a riport neve melletti kis k\u00e9rd\u0151jelre kattintva t\u00e1j\u00e9koz\u00f3dhatsz.<\/div>\n<div><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/salesforecast.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-24354\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/salesforecast.png\" alt=\"\" width=\"1675\" height=\"808\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/salesforecast.png 1675w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/salesforecast-300x145.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/salesforecast-1024x494.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/salesforecast-768x370.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/salesforecast-1536x741.png 1536w\" sizes=\"auto, (max-width: 1675px) 100vw, 1675px\" \/><\/a><\/div>\n<div><\/div>\n<div>\n<h3>Riport sz\u0171r\u0151k<\/h3>\n<div>\n<div style=\"border: 4px solid #8fbf4c; padding: 2px 5px; border-radius: 3px;\"><strong>Adatlap r\u00f6gz\u00edt\u00e9s d\u00e1tuma:<\/strong> Melyik id\u0151szakban r\u00f6gz\u00edtett adatlapok jelenjenek meg a riportban?<br \/>\n<strong>Felhaszn\u00e1l\u00f3k \u00e9s csoportok: <\/strong>Egy adott <a href=\"..\/felhasznalok-kezelese\/\">koll\u00e9ga<\/a>, vagy <a href=\"..\/csoportkorlatozott-jogosultsagok\/\">csoport<\/a> adatlapjaira sz\u0171rhetsz. Ki a jelenlegi felel\u0151se az adatlapoknak?<br \/>\n<strong>N\u00e9zet:\u00a0<\/strong>Az adatlapok sz\u00e1m\u00e1t heti, havi, illetve \u00e9ves csoportokban l\u00e1thatod a diagramon, illetve a t\u00e1bl\u00e1zatban.<\/div>\n<\/div>\n<\/div>\n<h3>A kimutat\u00e1s oszlopai<\/h3>\n<div style=\"border: 4px solid #2187ae; padding: 2px 5px; border-radius: 3px;\"><strong>&#8220;Realiz\u00e1lt&#8221; \u00e1rbev\u00e9tel:<\/strong> A Lez\u00e1rt nyert adatlapokon szerepl\u0151 \u00c9rt\u00e9k mez\u0151k.<br \/>\n<strong>Folyamatban l\u00e9v\u0151 \u00e9rt\u00e9k:<\/strong> Az \u00c9rt\u00e9k mez\u0151k azokn\u00e1l az adatlapokn\u00e1l, amikn\u00e9l az \u00e9rt\u00e9kes\u00edt\u00e9s m\u00e9g folyamatban van, vagy m\u00e9g tart a felt\u00e9rk\u00e9pez\u00e9s.<br \/>\n<strong>V\u00e1rhat\u00f3 \u00e9rt\u00e9k:<\/strong> Ez az oszlop mutatja, hogy \u00c9rt\u00e9kes\u00edt\u00e9s folyamatban, illetve Felt\u00e9rk\u00e9pez\u00e9s \u00e9rt\u00e9kes\u00edt\u00e9si st\u00e1tuszban l\u00e9v\u0151 adatlapokn\u00e1l mennyi bev\u00e9telre sz\u00e1m\u00edthatsz majd a lez\u00e1r\u00e1skor.<\/div>\n<h3><\/h3>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A riportok norm\u00e1l \u00e9s korl\u00e1tozott jogosults\u00e1ggal nem el\u00e9rhet\u0151k! Az \u00e9rt\u00e9kes\u00edt\u00e9si el\u0151rejelz\u00e9s megmutatja, hogy hozz\u00e1vet\u0151legesen mekkora bev\u00e9telre sz\u00e1m\u00edthatsz a m\u00e9g lez\u00e1ratlan \u00e9rt\u00e9kes\u00edt\u00e9si folyamataidn\u00e1l. Az el\u0151rejelz\u00e9s alapja az &#8220;\u00c9rt\u00e9k&#8221; \u00e9s &#8220;Lez\u00e1r\u00e1s d\u00e1tuma&#8221; adatlapi mez\u0151k. A riport haszn\u00e1lat\u00e1hoz mindenk\u00e9ppen szerepelnie kell az adatlapon a k\u00f6vetkez\u0151 k\u00e9t mez\u0151nek: &#8220;\u00c9rt\u00e9k&#8221; \u00e9s &#8220;Lez\u00e1r\u00e1s d\u00e1tuma&#8221;. Ezek hi\u00e1ny\u00e1ban a riport a k\u00f6vetkez\u0151 \u00fczenetet [&hellip;]<\/p>\n","protected":false},"author":42,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2292,2298],"tags":[],"class_list":["post-24297","post","type-post","status-publish","format-standard","hentry","category-beepitett-es-egyedi-riportok","category-beepitett-kimutatasok-hasznalata"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u00c9rt\u00e9kes\u00edt\u00e9si el\u0151rejelz\u00e9s riport - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"A riportok norm\u00e1l \u00e9s korl\u00e1tozott jogosults\u00e1ggal nem el\u00e9rhet\u0151k! 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