{"id":36733,"date":"2021-11-23T09:27:06","date_gmt":"2021-11-23T08:27:06","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=36733"},"modified":"2025-11-26T09:29:08","modified_gmt":"2025-11-26T08:29:08","slug":"business-intelligence-riport-peldak","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/business-intelligence-riport-peldak\/","title":{"rendered":"Business Intelligence riport p\u00e9ld\u00e1k"},"content":{"rendered":"

A MiniCRM Business Intelligence term\u00e9k\u00e9vel lehet\u0151s\u00e9ged ny\u00edlik olyan riportokat, kimutat\u00e1sokat k\u00e9sz\u00edteni a MiniCRM-ben t\u00e1rolt adatokb\u00f3l, amelyek \u00e1tfog\u00f3 k\u00e9pet adnak v\u00e1llalkoz\u00e1sod m\u0171k\u00f6d\u00e9s\u00e9r\u0151l, vagy \u00e9pp specifikusan egy-egy folyamat kritikus pontjainak hat\u00e9konys\u00e1g\u00e1t, eredm\u00e9nyess\u00e9g\u00e9t m\u00e9rheted vele.<\/span><\/p>\n

Az ebben a le\u00edr\u00e1sban \u00f6sszegy\u0171jt\u00f6tt\u00fcnk n\u00e9h\u00e1ny p\u00e9ld\u00e1t (a teljess\u00e9g ig\u00e9nye n\u00e9lk\u00fcl) olyan kimutat\u00e1sokra, melyek seg\u00edthetik v\u00e1llalkoz\u00e1sod fejl\u0151d\u00e9s\u00e9t, a c\u00e9ges tev\u00e9kenys\u00e9g monitoroz\u00e1s\u00e1t \u00e9s \u00f6tlett\u00e1rk\u00e9nt szolg\u00e1lhatnak sz\u00e1modra a saj\u00e1t riport-ig\u00e9nyeid megfogalmaz\u00e1sakor.<\/span><\/p>\n

Ezeket a p\u00e9ld\u00e1kat \u00fczleti folyamatok vagy a c\u00e9ges m\u0171k\u00f6d\u00e9s ter\u00fcletei szerint csoportos\u00edtottuk, \u00edgy k\u00f6nnyed\u00e9n megtal\u00e1lhatod a sz\u00e1modra relev\u00e1ns riportokat. ?<\/span><\/p>\n

\u00c9rt\u00e9kes\u00edt\u00e9s<\/h2>\n

\u00c9rt\u00e9kes\u00edt\u00e9si t\u00f6lcs\u00e9r<\/h3>\n

Az \u00e9rt\u00e9kes\u00edt\u00e9si t\u00f6lcs\u00e9r t\u00edpus\u00fa riport seg\u00edts\u00e9g\u00e9vel az \u00e9rt\u00e9kes\u00edt\u00e9si folyamatod hat\u00e9konys\u00e1g\u00e1r\u00f3l kaphatsz \u00e1tfog\u00f3 k\u00e9pet, ugyanis ez megmutatja, hogy a be\u00e9rkez\u0151 \u00e9rdekl\u0151d\u0151k sz\u00e1m\u00e1hoz k\u00e9pest h\u00e1ny aj\u00e1nlatot adott ki a csapat, \u00e9s ezekb\u0151l milyen ar\u00e1nyban lett t\u00e9nyleges elad\u00e1s. Ebb\u0151l tudsz k\u00f6vetkeztetni a Leadek min\u0151s\u00e9g\u00e9re, ez\u00e1ltal visszajelz\u00e9st ad a marketing csapatod sz\u00e1m\u00e1ra, illetve az \u00e9rt\u00e9kes\u00edt\u0151id eredm\u00e9nyess\u00e9g\u00e9t is vizsg\u00e1lhatod \u00e1ltala.<\/span><\/p>\n

\"Sales<\/a><\/p>\n

Kik\u00fcld\u00f6tt aj\u00e1nlatok \u00f6ssz\u00e9rt\u00e9ke<\/h3>\n

Leegyszer\u0171s\u00edtve: a jelenleg folyamatban l\u00e9v\u0151 potenci\u00e1lis bev\u00e9telek mennyis\u00e9ge (\u00e9rt\u00e9kes\u00edt\u00e9si el\u0151rejelz\u00e9s). Ezek a riportok abban seg\u00edtenek, hogy l\u00e1sd, mekkora bev\u00e9tel v\u00e1rhat\u00f3 a k\u00f6vetkez\u0151 id\u0151szakban, \u00edgy seg\u00edt tervezni pl. a kiad\u00e1saiddal.<\/span><\/p>\n

\"sales<\/p>\n

Tov\u00e1bbi megval\u00f3s\u00edthat\u00f3 p\u00e9ld\u00e1k:<\/h4>\n
    \n
  • Megszerzett \u00fcgyfelek sz\u00e1ma, vagy megszerzett bev\u00e9tel \u00e9rt\u00e9ke adott id\u0151szakban.<\/b> Ennek seg\u00edts\u00e9g\u00e9vel egy\u00e9rtelm\u0171en l\u00e1thatod a c\u00e9ged teljes\u00edtm\u00e9ny\u00e9t egy adott id\u0151szakra vonatkoz\u00f3an, ami seg\u00edthet a folyamatok k\u00e9s\u0151bbi finomhangol\u00e1s\u00e1nak tervez\u00e9s\u00e9ben, vagy a k\u00f6vetkez\u0151 id\u0151szakra vonatkoz\u00f3 c\u00e9lsz\u00e1mok kit\u0171z\u00e9s\u00e9ben.\u00a0<\/span><\/li>\n
  • Bev\u00e9tel megoszl\u00e1sa \u00e9rt\u00e9kes\u00edt\u00e9si csatorn\u00e1k szerint <\/b>(melyik csatorn\u00e1n kereszt\u00fcl \u00e9rkez\u0151 leadek hozt\u00e1k a legt\u00f6bb bev\u00e9telt?). A riport adatai alapj\u00e1n l\u00e1tni fogod, hogy melyik az a marketing csatorna, amelyre \u00e9rdemes lehet t\u00f6bbet k\u00f6lteni, nagyobb hangs\u00falyt fektetni, hiszen a leghat\u00e9konyabban hozza sz\u00e1modra az \u00e9rdekl\u0151d\u0151ket.<\/span><\/li>\n
  • \u00c9rt\u00e9kes\u00edt\u0151i dashboard (pl.: kik\u00fcld\u00f6tt aj\u00e1nlatok \u00f6ssz\u00e9rt\u00e9ke, \u00faj megszerzett \u00fcgyfelek sz\u00e1ma, megszerzett bev\u00e9tel adott id\u0151szakban, lead-veszt\u00e9si ar\u00e1ny, milyen feladatb\u00f3l mennyit v\u00e9gzett el (pl. x vagy y t\u00edpus\u00fa h\u00edv\u00e1sok sz\u00e1ma), stb.)<\/span><\/li>\n
  • Jutal\u00e9ksz\u00e1m\u00edt\u00e1si riportok<\/span><\/li>\n
  • Sz\u00e1ml\u00e1zand\u00f3 \u00f3r\u00e1k sz\u00e1ma \u2013 \u00d3r\u00e1nk\u00e9nt kalkul\u00e1lja a jutal\u00e9kot pl. adott t\u00edpus\u00fa teend\u0151 lez\u00e1r\u00e1s alapj\u00e1n. Ehhez sz\u00fcks\u00e9ges a pontos teend\u0151 vezet\u00e9s.<\/span><\/li>\n<\/ul>\n

    \u00a0Sz\u00e1ml\u00e1z\u00e1s<\/h2>\n
      \n
    • \u00d6sszes kintl\u00e9v\u0151s\u00e9g.<\/b> A riport seg\u00edts\u00e9g\u00e9vel re\u00e1lis k\u00e9pet kaphatsz arr\u00f3l, hogy mennyi a behajt\u00e1sra v\u00e1r\u00f3 kintl\u00e9v\u0151s\u00e9ged, illetve mekkora \u00f6sszeg be\u00e9rkez\u00e9s\u00e9vel tervezhetsz az aktu\u00e1lis id\u0151szakban.<\/span><\/li>\n
    • Az adott h\u00f3napban kisz\u00e1ml\u00e1zott \u00e9s t\u00e9nylegesen befolyt bev\u00e9tel viszonya, aktu\u00e1lis \u00e1ll\u00e1sa. <\/b>A riport haszn\u00e1lat\u00e1val \u00e1tfog\u00f3 k\u00e9pet kapsz az adott havi cashflow-r\u00f3l \u00e9s a m\u00e9g v\u00e1rhat\u00f3 bev\u00e9telekr\u0151l.<\/span><\/li>\n
    • Controlling riport a p\u00e9nz\u00fcgyi helyzetre vonatkoz\u00f3an, amely a bej\u00f6v\u0151 \u00e9s kimen\u0151 sz\u00e1ml\u00e1kon alapszik.<\/b> A riport k\u00e9pet ad a cashflow-r\u00f3l, \u00edgy hossz\u00fa t\u00e1von tervezni tudsz a realiz\u00e1lt bev\u00e9tel maximaliz\u00e1l\u00e1s\u00e1nak \u00e9rdek\u00e9ben.<\/span><\/li>\n<\/ul>\n

      Tov\u00e1bbi megval\u00f3s\u00edthat\u00f3 p\u00e9ld\u00e1k:<\/h4>\n
        \n
      • \u00c1tlagos fizet\u00e9si k\u00e9sedelem napban<\/span><\/li>\n
      • Hat\u00e1rid\u0151n bel\u00fcl fizetett sz\u00e1ml\u00e1k ar\u00e1nya<\/span><\/li>\n
      • Sztorn\u00f3zott sz\u00e1ml\u00e1k sz\u00e1ma \u00e9s\/vagy \u00e9rt\u00e9ke havonta<\/span><\/li>\n
      • Sz\u00e1ml\u00e1k \u00e9rt\u00e9k\u00e9nek \u00f6sszege \u00fcgyfelenk\u00e9nt (adott id\u0151szakban)<\/span><\/li>\n
      • Leger\u0151sebb \u00e9s\/vagy leggyeng\u00e9bb h\u00f3napok bev\u00e9teleinek \u00e9rt\u00e9ke<\/span><\/li>\n
      • Kifizetett sz\u00e1ml\u00e1k sz\u00e1ma (\u00e9rt\u00e9kes\u00edt\u00e9s sz\u00e1ma) adott id\u0151szakban<\/span><\/li>\n
      • Ki nem fizetett sz\u00e1ml\u00e1k sz\u00e1ma \u00e9s \u00e9rt\u00e9ke adott id\u0151szakban (kintl\u00e9v\u0151s\u00e9g)<\/span><\/li>\n
      • Kifizetett sz\u00e1ml\u00e1k \u00f6sszege \/ lej\u00e1rt sz\u00e1ml\u00e1k \u00f6sszege<\/span><\/li>\n<\/ul>\n

        Projektmenedzsment<\/h2>\n
          \n
        • Projekt \u00e1tfut\u00e1si id\u0151 \u2013 mennyi id\u0151t vett ig\u00e9nybe egy-egy projekt kivitelez\u00e9se. <\/b>Egy ilyen riport seg\u00edts\u00e9g\u00e9vel \u00e1tfog\u00f3 k\u00e9pet kaphatsz a kivitelez\u00e9s hat\u00e9konys\u00e1g\u00e1r\u00f3l \u00e9s re\u00e1lisabban tervezheted a j\u00f6v\u0151beli projektek hat\u00e1ridej\u00e9t, megval\u00f3s\u00edthat\u00f3s\u00e1g\u00e1t.<\/span><\/li>\n
        • H\u00e1ny projekten dolgozik\/dolgozott egy adott koll\u00e9ga adott id\u0151szakban.<\/b> Ez a riport seg\u00edt sz\u00e1modra az emberi er\u0151forr\u00e1s optim\u00e1lis kihaszn\u00e1l\u00e1s\u00e1ban, illetve a k\u00f6vetkez\u0151 projektek tervez\u00e9s\u00e9ben er\u0151forr\u00e1s-management szempontb\u00f3l.<\/span><\/li>\n
        • Az egyes projektekre ford\u00edtott er\u0151forr\u00e1s kimutat\u00e1sa – mennyi teend\u0151 ker\u00fclt lez\u00e1r\u00e1sra \/ mennyi id\u0151t t\u00f6lt\u00f6ttek a projekttel. <\/b>A riport seg\u00edts\u00e9g\u00e9vel prioriz\u00e1lni tudsz a megl\u00e9v\u0151 projektek k\u00f6z\u00f6tt, illetve tervezni tudsz a k\u00f6vetkez\u0151 projektekhez sz\u00fcks\u00e9ges er\u0151forr\u00e1ssal.<\/span><\/li>\n<\/ul>\n

          Tov\u00e1bbi megval\u00f3s\u00edthat\u00f3 p\u00e9ld\u00e1k:<\/h4>\n
            \n
          • Projekt el\u0151re tervezett \u00e9rt\u00e9ke \u00e9s ahhoz k\u00e9pest a projekt val\u00f3s \u00e9rt\u00e9ke (k\u00f6lts\u00e9g)<\/span><\/li>\n
          • Projektb\u0151l sz\u00e1rmaz\u00f3 bev\u00e9telek<\/span><\/li>\n
          • Projekt terhelts\u00e9g \u2013\u00a0 Melyik felhaszn\u00e1l\u00f3n mennyi teend\u0151 van nyitva. C\u00e9lja, hogy k\u00f6nnyebb legyen a munkaeloszt\u00e1s.<\/span><\/li>\n<\/ul>\n

            HR<\/h2>\n
              \n
            • Toborz\u00e1si t\u00f6lcs\u00e9r \u2013 H\u00e1ny jelentkez\u0151b\u0151l mennyien jutnak tov\u00e1bb egyes interj\u00fa-k\u00f6r\u00f6k\u00f6n, \u00e9s h\u00e1ny jelentkez\u0151b\u0151l lesz alkalmazott.<\/b> Ez a riport seg\u00edt a HR sz\u00e1m\u00e1ra az \u00e1ll\u00e1shirdet\u00e9s optimaliz\u00e1l\u00e1s\u00e1ban (\u00edgy cs\u00f6kkenthet\u0151 az \u00e1ll\u00e1shirdet\u00e9sre elk\u00f6lt\u00f6tt \u00f6sszeg), illetve lehet\u0151s\u00e9g\u00fck ny\u00edlik az interj\u00fa folyamat fejleszt\u00e9si pontjainak megtal\u00e1l\u00e1s\u00e1ra is.<\/span><\/li>\n
            • Fluktu\u00e1ci\u00f3 egy adott id\u0151szakban.<\/b> Ez seg\u00edt tervezni az er\u0151forr\u00e1ssal, illetve r\u00e1vil\u00e1g\u00edthat probl\u00e9m\u00e1s ter\u00fcletekre az alkalmazottak megtart\u00e1s\u00e1val \/ elveszt\u00e9s\u00e9vel kapcsolatban.<\/span><\/li>\n<\/ul>\n
                \n
              • K\u00e9pzetts\u00e9g\/b\u00e9rig\u00e9ny vagy tapasztalat\/b\u00e9rig\u00e9ny \u00f6sszef\u00fcgg\u00e9sei, esetleg \u00e9letkor\/b\u00e9rig\u00e9ny \u00f6sszef\u00fcgg\u00e9seinek kimutat\u00e1sa<\/span><\/li>\n<\/ul>\n

                \u00dcgyf\u00e9lszolg\u00e1lat<\/h2>\n

                Felhaszn\u00e1l\u00f3i el\u00e9gedetts\u00e9g (sz\u00e1zel\u00e9kos, vagy NPS)<\/h3>\n

                Ezzel a riporttal \u00e1tfog\u00f3 k\u00e9pet kapsz \u00fcgyfeleid el\u00e9gedetts\u00e9g\u00e9r\u0151l, ak\u00e1r \u00fcgyf\u00e9lszolg\u00e1latos koll\u00e9g\u00e1kra lebontva is. \u00cdgy ak\u00e1r szem\u00e9lyekre lebontva is l\u00e1thatod, mely koll\u00e9g\u00e1kat sz\u00fcks\u00e9ges oktat\u00e1ssal fejleszteni, tov\u00e1bbk\u00e9pezni.<\/span><\/p>\n

                \"NPS<\/p>\n

                  \n
                • \u00c1tlagos hibajegy megold\u00e1si id\u0151.<\/b> A riport seg\u00edts\u00e9g\u00e9vel re\u00e1lis k\u00e9pet kaphatsz a hibajegykezel\u00e9si folyamat hossz\u00e1r\u00f3l, ez\u00e1ltal (ak\u00e1r koll\u00e9g\u00e1nk\u00e9nt is) lehet\u0151s\u00e9ged ny\u00edlik ezen id\u0151 cs\u00f6kkent\u00e9s\u00e9re.<\/span><\/li>\n
                • \u00c1tlagos v\u00e1laszid\u0151. <\/b>Ez\u00e1ltal lehet\u0151s\u00e9ged ny\u00edlik az \u00fcgyf\u00e9l\u00e9lm\u00e9ny n\u00f6vel\u00e9s\u00e9re (r\u00f6videbb v\u00e1laszid\u0151), \u00fcgyf\u00e9lszolg\u00e1lati folyamatok optimaliz\u00e1l\u00e1s\u00e1ra, illetve az \u00fcgyfelek, \u00fcgyek prioriz\u00e1l\u00e1s\u00e1ra.<\/span><\/li>\n<\/ul>\n

                  Tov\u00e1bbi megval\u00f3s\u00edthat\u00f3 p\u00e9ld\u00e1k:<\/h4>\n
                    \n
                  • Be\u00e9rkez\u0151 hibajegyek t\u00edpusai<\/span><\/li>\n
                  • E-mail v\u00e1lt\u00e1sok sz\u00e1ma egy hib\u00e1val kapcsolatban (\u00e1tlagosan)<\/span><\/li>\n
                  • \u00c1tlagos h\u00edv\u00e1shossz<\/span><\/li>\n
                  • \u00c1tlagos h\u00edv\u00e1smennyis\u00e9g (\u00e9s annak ir\u00e1nyai)<\/span><\/li>\n
                  • \u00c1tlagos hibajegy mennyis\u00e9g (nyitott, megoldott, stb.)<\/span><\/li>\n
                  • Sikeresen feldolgozott vagy elutas\u00edtott hibajegyek sz\u00e1ma<\/span><\/li>\n
                  • Milyen t\u00e9mak\u00f6rben mennyi jegy ker\u00fclt \u00e1tad\u00e1sra m\u00e1sik koll\u00e9g\u00e1nak. (Tud\u00e1s management)<\/span><\/li>\n<\/ul>\n

                    Egy\u00e9b<\/b><\/h2>\n
                      \n
                    • C\u00e9lkit\u0171z\u00e9s. <\/b>Egy el\u0151re megrajzolt trendvonalhoz k\u00e9pest tudod k\u00f6vetni a kit\u0171z\u00f6tt v\u00e9l megval\u00f3sul\u00e1s\u00e1nak \u00fctem\u00e9t adott id\u0151szakban.<\/span><\/li>\n<\/ul>\n
                        \n
                      • Felhaszn\u00e1l\u00f3i aktivit\u00e1s t\u00f6bb MiniCRM term\u00e9kb\u0151l \u00e9rkez\u0151 adatok alapj\u00e1n, ak\u00e1r \u00fagy, hogy az egyes felhaszn\u00e1l\u00f3k teljes\u00edtm\u00e9ny\u00e9t is \u00f6ssze tudd hasonl\u00edtani egym\u00e1ssal egyetlen pillant\u00e1sra.<\/span><\/li>\n<\/ul>\n

                         <\/p>\n","protected":false},"excerpt":{"rendered":"

                        A MiniCRM Business Intelligence term\u00e9k\u00e9vel lehet\u0151s\u00e9ged ny\u00edlik olyan riportokat, kimutat\u00e1sokat k\u00e9sz\u00edteni a MiniCRM-ben t\u00e1rolt adatokb\u00f3l, amelyek \u00e1tfog\u00f3 k\u00e9pet adnak v\u00e1llalkoz\u00e1sod m\u0171k\u00f6d\u00e9s\u00e9r\u0151l, vagy \u00e9pp specifikusan egy-egy folyamat kritikus pontjainak hat\u00e9konys\u00e1g\u00e1t, eredm\u00e9nyess\u00e9g\u00e9t m\u00e9rheted vele. Az ebben a le\u00edr\u00e1sban \u00f6sszegy\u0171jt\u00f6tt\u00fcnk n\u00e9h\u00e1ny p\u00e9ld\u00e1t (a teljess\u00e9g ig\u00e9nye n\u00e9lk\u00fcl) olyan kimutat\u00e1sokra, melyek seg\u00edthetik v\u00e1llalkoz\u00e1sod fejl\u0151d\u00e9s\u00e9t, a c\u00e9ges tev\u00e9kenys\u00e9g monitoroz\u00e1s\u00e1t \u00e9s \u00f6tlett\u00e1rk\u00e9nt […]<\/p>\n","protected":false},"author":48,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2292,2491],"tags":[],"class_list":["post-36733","post","type-post","status-publish","format-standard","hentry","category-beepitett-es-egyedi-riportok","category-business-intelligence-bi"],"yoast_head":"\nBusiness Intelligence riport p\u00e9ld\u00e1k - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"A MiniCRM Business Intelligence term\u00e9k\u00e9vel lehet\u0151s\u00e9ged ny\u00edlik olyan riportokat, kimutat\u00e1sokat k\u00e9sz\u00edteni a MiniCRM-ben t\u00e1rolt adatokb\u00f3l, amelyek \u00e1tfog\u00f3\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.hu\/help\/business-intelligence-riport-peldak\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Business Intelligence riport p\u00e9ld\u00e1k - 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