{"id":11546,"date":"2024-01-15T11:30:09","date_gmt":"2024-01-15T08:30:09","guid":{"rendered":"https:\/\/www.go-erp.eu\/?p=11546"},"modified":"2026-05-10T21:30:38","modified_gmt":"2026-05-10T18:30:38","slug":"power-bi-report","status":"publish","type":"post","link":"https:\/\/go-erp.eu\/lt\/power-bi-report\/","title":{"rendered":"Pardavim\u0173 komandos veiklos ataskaita su &#8222;Power BI"},"content":{"rendered":"<p>Kaip strukt\u016brizuoti ir toliau <strong>motyvuoti<\/strong> pardavim\u0173 komand\u0105 &#8211; <strong>\u017emones, kurie turi tiesiogin\u0117s \u012ftakos klient\u0173 skai\u010diui, kur\u012f gali gauti j\u016bs\u0173 \u012fmon\u0117?<\/strong> Svarbiausia &#8211; verslo \u017evalgybos \u012frankiai, su personalizuotais <strong><a href=\"https:\/\/go-erp.eu\/lt\/verslo-analitika-power-bi\/\">Power BI<\/a><\/strong> ataskaitomis galite pad\u0117ti savo komandos nariams strukt\u016brizuoti darbo procesus pagal savo stipri\u0105sias puses, greitai i\u0161analizuoti stipri\u0105sias ir silpn\u0105sias pardavim\u0173 srauto vietas ir realiuoju laiku steb\u0117ti KPI rezultatus.<\/p>\n<p>Kalbant apie \u012fmon\u0117s pelningum\u0105, da\u017eniausiai u\u017e pelno gavim\u0105 tiesiogiai atsakingas skyrius yra pardavim\u0173 komanda. B\u016bdami tokioje priekin\u0117je pozicijoje, pardavim\u0173 komandos nariai visada kalti d\u0117l prast\u0173 organizacijos veiklos rezultat\u0173 ir turi b\u016bti apdovanojami pirmiausia, jei pardavimai sekasi gerai. <\/p>\n<p>Pardavim\u0173 komandos veikla i\u0161 ties\u0173 turi tiesiogin\u0117s \u012ftakos rezultatams, tod\u0117l jos veikla atid\u017eiai stebima.<\/p>\n<h2>Kod\u0117l verta naudoti &#8222;Power BI&#8221; pardavim\u0173 komandos veiklos ataskaitoms rengti?  <\/h2>\n<p>\t\t&#8222;Power BI&#8221; yra puikus \u012frankis pardavim\u0173 komandos veiklos ataskaitoms rengti, nes juo galima kurti dinami\u0161kas ir interaktyvias pardavim\u0173 duomen\u0173 vizualizacijas. Naudodami &#8222;Power BI&#8221; galite lengvai steb\u0117ti savo pardavim\u0173 komandos veiklos rezultatus ir nustatyti tobulintinas sritis. Be to, galite kurti individualias, konkre\u010dius poreikius atitinkan\u010dias informacines lenteles.<br \/>\nKokios yra pagrindin\u0117s pardavimo komandos veiklos ataskaitos sudedamosios dalys? Pardavim\u0173 komandos veiklos ataskait\u0105 tur\u0117t\u0173 sudaryti \u0161ie komponentai: <\/p>\n<ul>\n<li>Pardavim\u0173 komandos ap\u017evalga<\/li>\n<li>Pardavimo veiklos rodikliai<\/li>\n<li>Pardavim\u0173 vamzdyn\u0173 analiz\u0117<\/li>\n<li>Pardavimo komandos veiklos analiz\u0117<\/li>\n<li>Pardavimo komandos nari\u0173 analiz\u0117<\/li>\n<\/ul>\n<h2>Problema, susijusi su &#8222;Power BI&#8221; ataskait\u0173 diegimu<\/h2>\n<p>Nepaisant to, \u0161ie svarb\u016bs darbuotojai da\u017enai nem\u0117gsta b\u016bti stebimi ar vertinami pagal j\u0173 veiksmingum\u0105. Netgi <strong><a href=\"https:\/\/go-erp.eu\/lt\/kas-yra-crm-praktinis-vadovas\/\">CRM (ry\u0161i\u0173 su klientais valdymas)<\/a><\/strong> sistem\u0173 diegimas paprastai susiduria su <strong><a href=\"https:\/\/go-erp.eu\/lt\/pasipriesinimas-diegiant-analitikos-sprendimus-imonese\/\">vidiniu pasiprie\u0161inimu<\/a><\/strong> d\u0117l j\u0173 analitini\u0173 galimybi\u0173. Prad\u0117jus centralizuotai rinkti duomenis apie santykius su klientais, kitas svarbus i\u0161\u0161\u016bkis &#8211; integruoti \u0161iuos duomenis \u012f pardavimo procesus ir efektyviai naudoti juos priimant sprendimus.    <\/p>\n<p>Aktyviai ir tinkamai nenaudojant tiksli\u0173 duomen\u0173, pardavim\u0173 komandai sunku teisingai \u012fvesti informacij\u0105, tod\u0117l, \u012fvedus neteisingus duomenis, santyki\u0173 su klientais sistemos prast\u0117ja. Tod\u0117lper trumpus penki\u0173 minu\u010di\u0173 trukm\u0117s kasdienius ar kassavaitinius pardavim\u0173 susirinkimus pardavim\u0173 komanda, nor\u0117dama atsakyti \u012f vadovyb\u0117s klausimus, da\u017enai ie\u0161ko atsakym\u0173 i\u0161 neteising\u0173 duomen\u0173, tod\u0117l daugelis toki\u0173 susirinkim\u0173 virsta demotyvacijos valandomis, kupinomis pasiteisinim\u0173 ir kaltinim\u0173. <\/p>\n<h2>Problemos sprendimas<\/h2>\n<p>Toki\u0105 problem\u0105 <strong>galima i\u0161spr\u0119sti<\/strong> suk\u016brus skaidrius pardavimo procesus su<em> sutarta atskaitomybe<\/em> ir <em>fiksuota KPI sistema<\/em>. Kai procesas yra ai\u0161kus ir atsakomyb\u0117 paskirstyta kiekvienam pardavim\u0173 komandos nariui, visi \u017eino, u\u017e k\u0105 jie yra atsakingi ir kaip \u0161i atsakomyb\u0117 vertinama. <strong>\u0160is procesas vadinamas <a href=\"https:\/\/docs.microsoft.com\/en-us\/power-bi\/create-reports\/sample-sales-and-marketing\">pardavim\u0173 fabriku<\/a>.<\/strong> <\/p>\n<p>\u012egyvendinant pardavim\u0173 fabriko koncepcij\u0105, rekomenduojame paskirstyti atsakomyb\u0119 pardavim\u0173 komandai pagal stipriausius asmeninius \u012fg\u016bd\u017eius.<\/p>\n<figure>\n\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1327\" height=\"737\" src=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/Scr-1.webp\" alt=\"A colorful Power BI dashboard with data for all sales team members\" srcset=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/Scr-1.webp 1327w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/Scr-1-300x167.webp 300w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/Scr-1-1024x569.webp 1024w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/Scr-1-768x427.webp 768w\" sizes=\"(max-width: 1327px) 100vw, 1327px\" \/><figcaption>Pardavim\u0173 komandos 5 min. susitikim\u0173 prietais\u0173 skydelis: galite nurodyti kiekvieno darbuotojo pasiekt\u0105 KPI kiek\u012f, o raudona ir \u017ealia spalvos rodo, ar jis pasiektas, ar ne.<\/figcaption><\/figure>\n<h2>atsakomyb\u0117s pasidalijimas pardavim\u0173 komandoje<\/h2>\n<p>Pavyzd\u017eiui, jei kai kurie komandos nariai gerai atlieka analiz\u0119, tvarko didel\u012f kiek\u012f duomen\u0173 ir nem\u0117gsta bendrauti su klientais, jie gali b\u016bti atsakingi u\u017e potenciali\u0173 klient\u0173 paie\u0161k\u0105. Sugeneruotus potencialius klientus galima perduoti aktyviems pardavim\u0173 komandos nariams, kurie turi gerus \u017eodinio bendravimo \u012fg\u016bd\u017eius.   Jie savo ruo\u017etu gali susisiekti su klientais d\u0117l nauj\u0173 galimybi\u0173.<\/p>\n<ol>\n<li>Susisiekus su klientu ir jam susidom\u0117jus nauja id\u0117ja, \u0161ia galimybe gali pasinaudoti patyr\u0119 pardav\u0117jai, kurie turi atsakymus \u012f visus konkre\u010dius klient\u0173 klausimus.<\/li>\n<li>Sudarius sandor\u012f, visus tolesnius veiksmus iki sutarties su klientais pasira\u0161ymo gali atlikti pardavim\u0173 komandos nariai, turintys ger\u0173 tarpusavio santyki\u0173 \u012fg\u016bd\u017ei\u0173. Tokia sraut\u0173 sistema leid\u017eia panaudoti geriausias darbuotoj\u0173 asmenines savybes ir u\u017etikrinti pardavimo proceso nuoseklum\u0105. <\/li>\n<\/ol>\n<p>Suk\u016brus toki\u0105 itin veiksming\u0105 sistem\u0105, labai svarbu j\u0105 sureguliuoti ir u\u017etikrinti, kad kiekviena srauto dalis veikt\u0173 taip, kaip planuota. Tai did\u017eiausias i\u0161\u0161\u016bkis pardavim\u0173 vadybininkui, o geriausia priemon\u0117, kuri\u0105 jis gali gauti, kad gal\u0117t\u0173 efektyviai kontroliuoti ir atnaujinti tok\u012f sraut\u0105, yra automatizuota pardavim\u0173 rezultat\u0173 KPI prietais\u0173 skydelis. <\/p>\n<figure>\n\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"862\" height=\"777\" src=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/Scr-4.webp\" alt=\"Sales factory pipeline illustration\" srcset=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/Scr-4.webp 862w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/Scr-4-300x270.webp 300w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/Scr-4-768x692.webp 768w\" sizes=\"(max-width: 862px) 100vw, 862px\" \/><figcaption>Pardavim\u0173 gamyklos vamzdynas<\/figcaption><\/figure>\n<h2>Kod\u0117l verta rinktis &#8222;Power BI&#8221; ataskaitas?<\/h2>\n<p>Naudojant tok\u012f prietais\u0173 skydel\u012f silpn\u0105sias pardavimo srauto vietas galima aptikti per kelias minutes ir per realius 5 min. trukm\u0117s susitikimus. Veiksmingus sprendimus d\u0117l pardavimo srauto proces\u0173 galima priimti grei\u010diau ir tiksliau nei anks\u010diau.   <\/p>\n<p>\u0160i matavimo sistema kartu u\u017etikrina, kad b\u016bt\u0173 \u012fvesti teisingi duomenys, nes ji pagr\u012fsta vieno srauto proceso perskai\u010diavimo santykiu \u012f kit\u0105. Kai kurie pardavimo procesai grind\u017eiami pardav\u0117j\u0173 veiksmais, o kiti &#8211; j\u0173 rezultatais, tod\u0117l, kai veiksm\u0173 KPI bus \u017eali, o rezultat\u0173 KPI nebus \u012fvykdyti ilgesn\u012f laik\u0105, bus akivaizdu, kas nevyksta.   \u0161iuo metu veikia.  <\/p>\n<figure>\n\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1422\" height=\"773\" src=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/Scr-2.png\" alt=\"A sales team dashboard with data from Power BI\" srcset=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/Scr-2.png 1422w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/Scr-2-300x163.png 300w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/Scr-2-1024x557.png 1024w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/Scr-2-768x417.png 768w\" sizes=\"(max-width: 1422px) 100vw, 1422px\" \/><figcaption>Kitas prietais\u0173 skydelis, kuriame rodoma kiekvieno darbuotojo veikla, tiksliniai klientai, i\u0161si\u0173sti el. lai\u0161kai ir j\u0173 gav\u0117jai, taip pat rezultat\u0173 ap\u017evalga.<\/figcaption><\/figure>\n<figure>\n\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1366\" height=\"779\" src=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/scr-3.jpg\" alt=\"A Power BI dashboard with various countries and locations with leads\" srcset=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/scr-3.jpg 1366w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/scr-3-300x171.jpg 300w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/scr-3-1024x584.jpg 1024w, https:\/\/go-erp.eu\/wp-content\/uploads\/2022\/08\/scr-3-768x438.jpg 768w\" sizes=\"(max-width: 1366px) 100vw, 1366px\" \/><figcaption>prietais\u0173 skydelis, kuriame rodomos klient\u0173 buvimo vietos ir pardavimo veiklos sritys, matomos pardavim\u0173 komandai.<\/figcaption><\/figure>\n<p>Naudojant &#8222;Power BI&#8221;, \u0161ios informacin\u0117s lentel\u0117s yra visi\u0161kai automatin\u0117s ir renka duomenis i\u0161 \u012fvairi\u0173 \u0161altini\u0173, tod\u0117l jas galima \u012fdiegti \u012fmon\u0117se, kurios naudoja \u012fvairias CRM, ERP ir kitas sistemas. \u010cia galite rasti <strong><a href=\"https:\/\/go-erp.eu\/lt\/power-bi-vs-dynamics-365-crm-ataskaitu-rengimo-funkcijos\/\">&#8222;Power BI&#8221; duomen\u0173 ataskait\u0173 palyginimas su &#8222;Dynamics 365 CRM<\/a><\/strong> ataskait\u0173 rengimu. <\/p>\n<h2>I\u0161vados<\/h2>\n<p>Apibendrinant galima teigti, kad &#8222;Power BI&#8221; naudojimas pardavim\u0173 komandos veiklos ataskaitoms rengti yra veiksmingas b\u016bdas vizualizuoti pardavim\u0173 duomenis, nustatyti tobulinimo sritis ir kurti pritaikytas prietais\u0173 skydelius. Norint u\u017etikrinti s\u0117kming\u0105 \u012fgyvendinim\u0105, svarbu nustatyti ai\u0161kius procesus ir pagrindinius veiklos rodiklius (KPI). Tai didina darbuotoj\u0173 pasitik\u0117jim\u0105 ir skatina \u012fsitraukti \u012f sprendim\u0173 pri\u0117mim\u0105 ir planavim\u0105, o tai savo ruo\u017etu gerina pardavimo strategijas ir skatina nuolatin\u012f tobul\u0117jim\u0105.  <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Kaip strukt\u016brizuoti ir toliau motyvuoti pardavim\u0173 komand\u0105 &#8211; \u017emones, kurie turi tiesiogin\u0117s \u012ftakos klient\u0173 skai\u010diui, kur\u012f gali gauti j\u016bs\u0173 \u012fmon\u0117? Svarbiausia &#8211; verslo \u017evalgybos \u012frankiai, su personalizuotais Power BI ataskaitomis galite pad\u0117ti savo komandos nariams strukt\u016brizuoti darbo procesus pagal savo stipri\u0105sias puses, greitai i\u0161analizuoti stipri\u0105sias ir silpn\u0105sias pardavim\u0173 srauto vietas ir realiuoju laiku steb\u0117ti KPI [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":33460,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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