Power BI 的机会分析示例:参观Opportunity Analysis sample for Power BI: Take a tour

“机会分析示例”内容包包含采用以下两种销售渠道的软件公司的仪表板、报表和数据集:直接销售 和合作伙伴销售 。The Opportunity Analysis sample content pack contains a dashboard, report, and dataset for a software company that has two sales channels: direct and partner. 销售经理创建此仪表板以按照区域、成交额和渠道来跟踪商机和收入。The sales manager created this dashboard to track opportunities and revenue by region, deal size, and channel.

此示例依赖于两个收入度量值:This sample relies on two measures of revenue:

  • 收入:销售人员对未来收入的预估。Revenue: A salesperson’s estimate of what the revenue will be.
  • 分解的收入:按“收入 X 概率百分比”计算,被视为是对实际销售收入更为准确的预测指标。Factored revenue: Calculated as revenue X probability% and is accepted as being a more-accurate predictor of actual sales revenue. 概率由交易的当前销售阶段 决定:Probability is determined by the deal’s current sales stage:
    • 潜在客户:10%Lead: 10%
    • 意向客户:20%Qualify: 20%
    • 解决方案:40%Solution: 40%
    • 提议:60%Proposal: 60%
    • 达成:80%Finalize: 80%

机会分析示例仪表板

此示例是一系列示例的一部分,展示了如何将 Power BI 与面向业务的数据、报表和仪表板结合使用。This sample is part of a series that shows how you can use Power BI with business-oriented data, reports, and dashboards. 它是使用 obviEnce 依据真实数据(已经过匿名处理)进行创建的。It was created by obviEnce with real data, which has been anonymized. 数据可采用以下几种格式:内容包、.pbix Power BI Desktop 文件或 Excel 工作簿。The data is available in several formats: content pack, .pbix Power BI Desktop file, or Excel workbook. 请参阅用于 Power BI 的示例See Samples for Power BI.

本教程探讨了 Power BI 服务中的机会分析示例内容包。This tutorial explores the Opportunity Analysis sample content pack in the Power BI service. 由于报表体验在 Power BI Desktop 和服务中非常相似,因此也可以使用 Power BI Desktop 中的示例 .pbix 文件跟着本教程一起操作。Because the report experience is similar in Power BI Desktop and in the service, you can also follow along by using the sample .pbix file in Power BI Desktop.

不需要 Power BI 许可证即可在 Power BI Desktop 中查看示例。You don't need a Power BI license to explore the samples in Power BI Desktop. 如果没有 Power BI Pro 许可证,可以将该示例保存到 Power BI 服务中的“我的工作区”。If you don't have a Power BI Pro license, you can save the sample to your My Workspace in the Power BI service.

获取示例Get the sample

必须先将示例下载为内容包.pbix 文件Excel 工作簿,然后才能使用它。Before you can use the sample, you must first download it as a content pack, .pbix file, or Excel workbook.

获取内容包形式的此示例Get the content pack for this sample

  1. 打开并登录 Power BI 服务 (app.powerbi.com),然后打开要在其中保存此示例的工作区。Open the Power BI service (app.powerbi.com), sign in, and open the workspace where you want to save the sample.

    如果没有 Power BI Pro 许可证,可以将该示例保存到“我的工作区”。If you don't have a Power BI Pro license, you can save the sample to your My Workspace.

  2. 选择左下角的“获取数据” 。In the bottom-left corner, select Get Data.

    选择“获取数据”

  3. 在随即显示的“获取数据” 页上,选择“示例” 。On the Get Data page that appears, select Samples.

  4. 依次选择“机会分析示例” 和“连接” 。Select Opportunity Analysis Sample, and then choose Connect.

    连接到示例

  5. 此时,Power BI 导入内容包,然后向当前工作区添加新的仪表板、报表和数据集。Power BI imports the content pack, and then adds a new dashboard, report, and dataset to your current workspace.

    机会分析示例条目

获取 .pbix 文件形式的此示例Get the .pbix file for this sample

也可以将此机会分析示例下载为 .pbix 文件,这是专用于 Power BI Desktop 的文件格式。Alternatively, you can download the Opportunity Analysis sample as a .pbix file, which is designed for use with Power BI Desktop.

获取 Excel 工作簿形式的此示例Get the Excel workbook for this sample

若要查看此示例的数据源,还可以将它下载为 Excel 工作簿If you want to view the data source for this sample, it's also available as an Excel workbook. 该工作簿包含你可以查看和修改的 Power View 工作表。The workbook contains Power View sheets that you can view and modify. 若要查看原始数据,请启用“数据分析”加载项,再依次选择“Power Pivot”>“管理” 。To see the raw data, enable the Data Analysis add-ins, and then select Power Pivot > Manage. 若要启用 Power View 和 Power Pivot 加载项,请参阅从 Excel 本身内查看 Excel 示例,以了解详细信息。To enable the Power View and Power Pivot add-ins, see Take a look at the Excel samples from inside Excel itself for details.

仪表板告诉我们什么?What is our dashboard telling us?

我们的销售经理已创建了一个仪表板,用于跟踪那些对他们而言至关重要的指标。Our sales manager has created a dashboard to track those metrics most important to them. 当他们看到感兴趣的内容时,他们可以选择磁贴以浏览数据:When they see something interesting, they can select a tile to look into the data:

  • 公司收入为 20 亿美元,系数收入为 46100 万美元。Company revenue is $2 billion and factored revenue is $461 million.
  • 机会计数和收入遵循熟悉的漏斗模式,总计在每个后一阶段递减。Opportunity count and revenue follow a familiar funnel pattern, with totals decreasing with each subsequent stage.
  • 大多数机会都在东部区域。Most of our opportunities are in the East region.
  • 大型机会比中小型机会获得的收入更多。Large opportunities generate more revenue than medium or small opportunities.
  • 大型合作伙伴交易能带来更多收入:平均 800 万美元,而直接销售的收入为 600 万美元。Large partner deals generate more revenue: $8 million on average versus $6 million for direct sales.

由于无论交易被划分为大型、中型还是小型,达成交易所做的工作都是一样的,因此公司应分析数据,以更多地了解大型机会。Because the effort to land a deal is the same whether the deal is classified as large, medium, or small, our company should analyze the data to learn more about large opportunities.

  1. 在保存示例的工作区中,打开“仪表板” 选项卡,然后找到“机会分析示例” 仪表板,并选择它。In the workspace where you saved the sample, open the Dashboards tab, then find the Opportunity Analysis Sample dashboard and select it.

  2. 选择“按有无合作伙伴协助和销售阶段的机会计数” 磁贴以打开“机会分析示例”报表的第一页。Select the Opportunity Count by Partner Driven, Sales Stage tile to open the first page of the Opportunity Analysis Sample report.

    “按有无合作伙伴协助和销售阶段的机会计数”磁贴

浏览报表中的各页Explore the pages in the report

通过选择底部的“页面”选项卡查看报表中的每一页。View each page in the report by selecting the page tabs at the bottom.

“机会计数概览”页Opportunity Count Overview page

“机会计数”页

请注意下列详细信息:Note the following details:

  • 就机会计数而言,东部是我们最大的区域。East is our biggest region in terms of opportunity counts.
  • 在“按区域的机会计数” 饼图中,依次选择每个区域,按区域筛选页面。On the Opportunity Count by Region pie chart, select each region in turn to filter the page by region. 对于每个区域,请注意,合作伙伴都在寻找显著更多的大型机会。For each region, notice that partners are pursuing significantly more large opportunities.
  • “按有无合作伙伴协助的机会计数和机会大小” 柱形图表明,大部分大型机会都有合作伙伴协助,而大部分中小型机会则没有。The Opportunity Count by Partner Driven and Opportunity Size column chart shows that most of the large opportunities are partner driven, while most of the small and medium opportunities are not.
  • 在“按销售阶段的机会计数” 条形图,依次选择每个“销售阶段” 以查看区域计数中的差异。In the Opportunity Count by Sales Stage bar chart, select each Sales Stage in turn to see the difference in regional count. 请注意,虽然东部区域具有最大的机会计数,但“解决方案”、“提议”和“达成”销售阶段中的所有三个区域的计数也不相上下。Notice that although the East region has the largest opportunity count, all three regions in the Solution, Proposal, and Finalize sales stages have comparable counts. 此结果意味着我们在中部和西部区域的成交百分比更高。This result means we close a higher percent of deals in the Central and West regions.

“收入分析”页Revenue Analysis page

本页以类似的方式查看数据,但使用收入方面而非计数。This page takes a similar look at the data, but uses a revenue perspective instead of count.

“收入概览”页

请注意下列详细信息:Note the following details:

  • 东部是我们最大的区域,这不仅体现在机会计数方面,而且还体现在收入方面。East is our biggest region, not only in opportunity count but also in revenue.
  • 如果通过对“合作伙伴协助” 选择“是” 来筛选“按销售阶段和有无合作伙伴协助列出收入” 图表,会看到 15 亿美元的收入和 2.94 亿美元的分解收入。If you filter the Revenue by Sales Stage and Partner Driven chart by selecting Yes for Partner Driven, you see a revenue of $1.5 billion and a factored revenue of $294 million. 相比之下,非合作伙伴协助的收入分别为 6.44 亿美元和 1.66 亿美元。Compare these amounts to $644 million and $166 million for non-partner driven revenue.
  • 如果机会有合作伙伴协助,那么针对大客户的平均收入(800 万)比非合作伙伴协助的收入(600 万)更高。Average revenue for large accounts is larger at 8 million if the opportunity is partner driven, compared to 6 million for non-partner driven business.
  • 对于合作伙伴协助的业务,大型机会的平均收入几乎是中型机会的两倍。For partner driven businesses, average revenue for large-sized opportunities is almost double that of medium-sized opportunities.
  • 但合作伙伴驱动的和非合作伙伴驱动的小型和中型这两种业务的平均收入却大致相当。Average revenue for small and medium businesses is comparable for both partner driven and non-partner driven business.

很明显,相比非合作伙伴,合作伙伴在销售给顾客这方面表现得更好。Clearly our partners are doing a better job than non-partners selling to customers. 这样就很容易理解漏斗图中通过合作伙伴的交易更多了。It might make sense to funnel more deals through our partners.

按区域和阶段的机会计数Opportunity Count by Region and Stage

此报表页查看与前一页类似的数据,但按区域和阶段对其进行细分。This page of the report looks at data similar to the data on the previous page but breaks it down by region and stage.

“区域阶段计数”页

请注意下列详细信息:Note the following details:

  • 如果选择“按区域的机会计数” 饼图中的“东部” 以按东部区域进行筛选,将看到此区域中的机会在合作伙伴协助和非合作伙伴协助之间几乎平分。If you select East in the Opportunity Count by Region pie chart to filter by the East region, you see that the opportunities in this region are split almost equally between partner driven and non-partner driven.
  • 大型机会在中部区域最常见,小型机会在东部区域最常见,而中型机会在西部区域最常见。Large opportunities are most common in the Central region, small opportunities are most common in the East region, and medium opportunities are most common in the West region.

“按月划分的即将到来的机会”页Upcoming Opportunities by Month page

在此页,我们也会采用相似的数据,但是从日期和时间的角度来研究。For this page we’re looking at similar factors, but from a date and time perspective.

“即将到来的机会”页

我们的 CFO 使用此页来管理工作负荷。Our CFO uses this page to manage workload. 通过查看按销售阶段和月份划分的收入机会,他们可以相应地规划。By looking at the revenue opportunities by sales stage and month, they can plan accordingly.

请注意下列详细信息:Note the following details:

  • “达成”销售阶段的平均收入最高。Average revenue for the Finalize sales stage is the highest. 达成这些交易是第一优先。Closing these deals is a top priority.
  • 如果按月份筛选(通过选择“月份” 扇区中的月份),你将看到在“达成”销售阶段,1 月的大型交易比例较高,系数收入为 7500 万美元。If you filter by month (by selecting a month in the Month slicer), you see that January has a high proportion of large deals in the Finalize sales stage with a factored revenue of $75 million. 另一方面,在“解决方案”和“提议”销售阶段,2 月大部分都是中型交易。February, on the other hand, has mostly medium deals in the Solution and Proposal sales stages.
  • 一般来说,系数收入额会基于销售阶段、机会数和交易大小而波动。In general, the factored revenue numbers fluctuate based on sales stage, number of opportunities, and deal size. 针对这些方面添加筛选器(使用右侧的“筛选器” 窗格),进一步研究这些数据。Add filters for these factors by using the Filter pane on the right to discover further insights.

后续步骤:连接到数据Next steps: Connect to your data

可以在此环境中安全操作,因为能够选择不保存更改。This environment is a safe one to play in, because you can choose not to save your changes. 不过,如果确实保存了更改,可随时选择“获取数据” 来获取此示例的新副本。But if you do save them, you can always select Get Data for a new copy of this sample.

我们希望本教程已经演示 Power BI 仪表板、问答和报表如何能够帮助深入了解示例数据。We hope this tour has shown how Power BI dashboards, Q&A, and reports can provide insights into sample data. 现在轮到你了;立即连接到你自己的数据。Now it's your turn; connect to your own data. 借助 Power BI,可以连接到各种数据源。With Power BI, you can connect to a wide variety of data sources. 若要了解详细信息,请参阅 Power BI 服务入门To learn more, see Get started with the Power BI service.