销售业务连续性Sales business continuity

您可以使用 "销售业务连续性" 仪表板使用由工作区分析数据填充的 Power BI 模板,以深入了解销售组织和您的卖者对远程工作的影响。You can use the Sales business continuity dashboard uses a Power BI template that’s populated by Workplace Analytics data to gain insights into how your Sales organization and your sellers are being impacted by the shift to remote work.

此仪表板将重点重点放在何处执行远程工作的变化可能会产生最大影响,并提供可衡量的起点以帮助领导者了解在哪里可以使用工具和流程来支持和维持新的工作方式。This dashboard directionally highlights where the shift to remote work might have the largest impacts, offering a measurable starting point for helping leaders understand where they might use tools and processes to support and sustain new ways of working.

仪表板使您能够直观显示和浏览销售领导者提出的以下首要业务问题:The dashboard enables you to visualize and explore the following top-level business questions asked by Sales leaders:

  • 外部和内部利益干系人如何更改协作活动?How are collaboration activities with external and internal stakeholders changing?
  • 是否正在维护外部关系?Are external relationships being maintained?
  • 外部利益干系人的接洽模型是如何发展的?How are the engagement models with external stakeholders evolving?
  • 如何更改关键客户的关系?How have relationships with key customers changed?

若要在 Power BI 中填充仪表板,您必须设置并成功在工作区分析中运行预定义的 "销售业务持续性" 和 "域协作" 查询。To populate the dashboard in Power BI, you must set up and successfully run the predefined “Sales business continuity” and “Domain collaboration” queries in Workplace Analytics. 这些查询的结果将每周刷新一次您下载的 Power BI 仪表板。The results of these queries will refresh your downloaded Power BI dashboard on a weekly basis.

在成功运行这些查询之后,您将看到 Power BI 模板作为 "业务连续性" 查询的可用下载选项。After you successfully run these queries, you'll see the Power BI template as an available download option for the Business Continuity query. 在 Power BI 中创建仪表板需要此模板。This template is required to create the dashboard in Power BI. 下载 Power BI 模板之后,可以将查询数据从 Workplace Analytics 连接到 Power BI 中的仪表板。After you download the Power BI template, you can then connect the query data from Workplace Analytics to the dashboard in Power BI.

在使用数据填充销售业务连续性仪表板时,您可以使用它来可视化、浏览和报告组织的工作环境模式和趋势。When the Sales business continuity dashboard is populated with data, you can use it to visualize, explore, and report about your organization's workplace patterns and trends.

演示Demonstration

这将使用仅是仪表板代表的示例数据,并且可能不是特定于组织的唯一数据的 live 仪表板中所看到的内容。This uses sample data that is only representative of the dashboard and might not be exactly what you see in a live dashboard specific to your organization's unique data.


先决条件Prerequisites

运行查询并在 Power BI 中填充仪表板前,必须:Before you can run the queries and populate the dashboard in Power BI, you must:

  • 在 Workplace Analytics 中分配了“分析员”角色。Be assigned the role of Analyst in Workplace Analytics.
  • 已安装最新版本的 Power BI 桌面。Have the latest version of Power BI Desktop installed. 如果已安装早期版本的 Power BI,请在安装新版本之前将其卸载。If you have an earlier version of Power BI installed, uninstall it before installing the new version. 然后转到获取 Power BI Desktop 以下载并安装最新版本。Then go to Get Power BI Desktop to download and install the latest version.

设置仪表板Set up the dashboard

  1. Workplace Analytics 中,选择“分析 > 查询In Workplace Analytics, select Analyze > Queries.

  2. 在 "从预选筛选器和指标开始" 下,选择 "销售业务连续性   (或每个步骤 7中的域协作") 以打开预定义查询,其中包含填充仪表板所需的指标。Under Start from preselected filters and metrics, select Sales business continuity (or Domain collaboration per Step 7) to open the predefined query, which contains the required metrics to populate the dashboard.

    销售业务连续性查询

  3. 选择或确认下列查询设置:Select or confirm the following query settings:

    • 名称 - 自定义或保留默认名称Name - Customize or keep the default name
    • 分组依据 –周Group by – Week
    • 时间段 -过去1年Time period - Last 1 year
    • 自动刷新 - 启用设置Auto-refresh - Enable the setting
    • 会议排除 - 为租户选择首选规则Meeting exclusions - Select the preferred rule for your tenant

    Important

    • 仪表板旨在展示中断如何改变组织的工作模式。The dashboard is designed to show you how a disruption can change your organization's work patterns. 为获得最佳结果,请选择时间段最后1年,包括中断前后的时间。For best results, select Last 1 year for the Time period to include time before and after the disruption.
    • 如果尝试删除预定义的指标,将会看到一条警告,显示删除操作可能会禁用 Power BI 仪表板的某些部分并减少查询结果。If you try to delete a predefined metric, you'll see a warning that the deletion might disable portions of the Power BI dashboard and reduce query results. 相反,这可能会限制可视化协作模式的功能。In turn, this can limit your ability to visualize collaboration patterns. 根据删除的指标,可能会禁用单个 Power BI 图表,多个图表或所有图表。Depending on the metric you delete, you might disable a single Power BI chart, several charts, or all the charts. 选择“取消”以保留指标。Select Cancel to retain the metric.
  4. 在“选择筛选器”中,为“想要包括哪些已测量员工?”选择“仅活动In Select filters, select Active only for "Which measured employees do you want to include?" 您可以使用筛选器仅从销售组织中选择员工。You can use the filters to select employees from Sales organization only. 有关筛选器和指标选项的更多详细信息,请参阅创建人员查询For more details about filter and metric options, see Create a Person Query.

    Important

    您可以运行整个公司的查询,然后在 Power BI 中筛选销售填充。You can run the query for entire company, and then filter the Sales population in the Power BI. 但是,建议对销售员工进行筛选以提高运行报告的效率。However, it is advised to filter Sales employees to improve the efficiency of running the report.

  5. 组织数据中,保留仪表板所需的预选“组织”、“** LevelDesignation **” 和 “**TimeZone**” 属性。In Organizational data, keep the preselected Organization, LevelDesignation, and TimeZone attributes that the dashboard requires. 然后,您可以选择要包含在仪表板中的任何其他属性(列)。You can then select any other attributes (columns) to include in the dashboard.

    Important

    如果删除必需的预先组织数据属性,则可以禁用一个或多个 Power BI 图表。If you remove the required, preselected Organizational data attributes, you might disable one or more Power BI charts.

  6. 选择 " 运行 " 以运行查询,这可能需要几分钟的时间才能完成。Select Run to run the query, which might take a few minutes to complete.

  7. 域协作查询重复步骤 2-6 ,该查询需要与业务连续性查询相同的选择。Repeat Steps 2-6 for the Domain Collaboration query, which requires the same selections as for the Business Continuity query.

  8. 查询 > 结果中,在两个查询都成功运行后,选择 "销售业务连续性查询结果的下载" 图标,选择 " PBI 模板",然后选择 "确定" 以下载模板。In Queries > Results, after both queries successfully run, select the Download icon for the Sales business continuity query results, select PBI template, and then select OK to download the template.

  9. 打开下载的 " 销售业务连续性 " 模板。Open the downloaded Sales business continuity template.

  10. 如果系统提示选择程序,请选择 Power BIIf prompted to select a program, select Power BI.

  11. Power BI 提示时,请将两个查询的 OData 链接复制粘贴到各自的字段中。When prompted by Power BI, copy and paste the OData links for both queries into their respective fields.

    • 在 Workplace Analytics“查询” > “结果”页面中,为每个查询选择链接图标,然后选择以复制生成的 OData URL 链接。In the Workplace Analytics Queries > Results page, select the Link icon for each query, and select to copy the generated OData URL link.
    • 在 Power BI 中,将每个复制的链接粘贴到各自的字段中。In Power BI, paste each copied link into its respective field.
    • 根据贵公司查看 Workplace Analytics 数据的策略,在此报表的可视化设置用于聚合数据的“最小组规模”。Set the Minimum group size for data aggregation within this report's visualizations in accordance with your company's policy for viewing Workplace Analytics data.
    • 选择“载入”,以将查询结果导入至 Power BI 中。Select Load to import the query results into Power BI. 加载这些大文件可能需要一些时间才能完成。Loading these large files may take some time to complete.
  12. 如果您已经使用 Workplace Analytics 组织帐户登录到 Power BI,将仪表板可视化对象填充到你的数据中。If you're already signed in to Power BI with your Workplace Analytics organizational account, the dashboard visualizations will populate with your data. 你可完成并跳过下列步骤。You are done and can skip the following steps. 如果没有,继续执行下一步。If not, proceed to the next step.

  13. 如果你没有登录 Power BI,或者如果在更新数据时出错,再次登录组织帐户。If you're not signed in to Power BI, or if an error occurs when updating the data, sign in to your organizational account again. 在 " OData 源" 对话框中,选择 " 组织帐户",然后选择 "登录"。In the OData feeddialog box, select Organizational account, and then select Sign in. 有关更多详细信息,请参阅故障排除。See Troubleshooting for more details.

  14. 选择并输入用于登录 Workplace Analytics 的组织帐户凭据,然后选择“保存”。Select and enter credentials for the organizational account that you use to sign in to Workplace Analytics, and then select Save.

Important

必须使用用于访问 Workplace Analytics 的相同帐户登录 Power BI。You must sign in to Power BI with the same account you use to access Workplace Analytics.

  1. 选择“连接”准备和加载数据,这可能需要几分钟才能完成。Select Connect to prepare and load the data, which can take a few minutes to complete.

  2. 如果您有仪表板不再使用的预先存在的查询结果,则一种缩短处理时间的最佳做法是关闭自动刷新或删除仪表板不再使用的查询。If you have preexisting query results that the dashboard is no longer using, a best practice that reduces processing time is to turn off the auto-refresh or delete the queries that the dashboard is no longer using. 有关详细信息,请参阅 停止自动刷新 选项。See Stop the auto-refresh option for details.

仪表板设置Dashboard settings

设置并填写 "工作区分析" 数据的 "销售业务连续性" 仪表板后,以下指南可帮助您设置和使用 Power BI 可视化效果图表,以分析组织的协作模式。After the Sales business continuity dashboard is set up and populated with Workplace Analytics data, the following guidelines help you set up and use the Power BI visualization charts to analyze your organization's collaboration patterns.

  • 较早的时间段 -这是分析的基准,所有更改将与此时间段比较。Earlier time period - This is the baseline for your analysis and all changes will be compared with this time period.

    Note

    之前的时间段必须在当前时间段之前且不重叠。The Earlier time period must precede and not overlap with the Current time period. 如果两个时间段重叠,您将收到有关时间线重叠的警告。If the two timeframes overlap, you'll get a warning about the timelines overlapping.

  • 当前时间段 -这是要与之前的时间段进行比较的时间范围。Current time period - This is the timeframe you want to compare with the earlier time period.

  • 按所有后续报告中显示的主 "分组依据" 属性查看报告的组织属性Organizational attribute to view the report by - The primary “group-by” attribute shown in all subsequent reports. 您可以随时更改此属性,所有后续报告页将按新属性显示组值。You can change this attribute at any time and all subsequent report pages will show group values by the new attribute.

  • 要筛选的组织属性 –若要筛选已测量的员工填充以选择 "销售员工",可以按任何选定的组织属性进行筛选,然后按这些属性的任何值进行筛选。Organizational attribute to filter by – To filter the measured employee population to choose Sales employees, you can filter by any selected Organizational attribute, and then filter by any of the values for these attributes. 如果进行筛选,则度量的员工计数将反映一个减少的数量。If you filter, the measured employees count will reflect a reduced number. 若要清除现有筛选器,请选择 Ctrl,同时单击 "清除筛选器" 箭头 (或使用触摸屏,选择 "清除筛选器" 箭头) 。To clear an existing filter, select Ctrl while clicking the Clear filter arrow (or with a touchscreen, select the Clear filter arrow). 度量的员工反映在指定时间段内处于活动状态的筛选填充中的雇员数。Measured employees reflect the number of employees in the filtered population who were active in the specified time period. "活动员工" 是指在当前时间段包含的工作周中至少发送一封电子邮件或即时消息的人员。Active employees are those who sent at least one email or instant message in the work week included in the current time period.

  • 确认设置后,检查衡量的员工数以确认这是您要分析的填充。After confirming the settings, check the number of measured employees to confirm this is the population you want to analyze.

    Important

    随着每周处理新数据,请在 Power BI Home 功能区中选择 " 刷新 " 以查看最新的数据。As new data is processed on a weekly basis, select Refresh in the Power BI Home ribbon to view the most recent data.

销售业务连续性仪表板设置

关于仪表板报表About the dashboard reports

仪表板报告重点突出显示了执行远程工作的班次对影响最大的位置。The dashboard reports directionally highlight where a shift to remote work is having the largest impact. 它们还为您提供了一个可衡量的起点,用于确定在哪里可以使用工具和流程来以一种新的工作方式支持员工。They also give you a measurable starting point for identifying where leaders can use tools and processes to support employees in a new way of working. 所有指标都在词汇表中进行了定义。All metrics are defined in the Glossary. 每个报告的文本框中也包含 "为什么重要" 解释。A “why it matters” interpretation is also included in a text box for each report.

下面介绍每个报表,每个报告有各自的具体差别。The following describes each report with specific nuances to consider for each.

  • 外部和内部利益干系人如何更改协作活动?How are collaboration activities with external and internal stakeholders changing? -显示员工协作模式如何在工作模式中进行更改以响应工作模式中的班次,以及哪些协作工具将替换为人员内交互。- Shows how employee collaboration patterns are changing in response to a shift in work patterns, and which collaboration tools people are substituting for in-person interactions.
  • 是否正在维护外部关系?Are external relationships being maintained? -量化与组织外部的客户、合作伙伴和其他人的交流的变化。- Quantifies changes in communication with customers, partners, and other people outside the organization. 切换到远程工作可能会影响特定组,而不是其他组。The switch to remote work can impact specific groups more than others. 签入员工以了解如何调整此更改,并根据需要为其提供资源以排定工作优先级。Check in with employees on how they're adjusting to this change, and give them resources for prioritizing work, as necessary.
  • 外部利益干系人如何发展接洽模型?How are engagement models with external stakeholders evolving? –显示与客户的关系的变化方式。– Shows how relationships with customers are changing. 与专注于现有客户相比,您可以评估卖方是否 devoting 额外的时间和精力来实现潜在客户和潜在客户生成。You can evaluate whether sellers are devoting extra time and effort in prospecting and lead generation, as compared to focusing on existing customers. 使用此分析可了解如何最大限度地支持你的员工。Use this analysis to see how you can best support your employees.
  • 如何更改关键客户的关系?How have relationships with key customers changed? –显示与公司中的顶级域的协作如何更改。– Shows how the collaboration with top domains in the company are changing. 它还突出显示了在当前时间范围内获得或失去吸引力的域。It also highlights domains that have gained or lost traction in the current timeframe. 帮助员工在当前的趋势与客户之间导航,以保持合作关系和销售的强劲。Help employees navigate current trends with their customers to keep partnerships and sales strong.

Power BI 提示、故障排除和常见问题解答Power BI tips, troubleshooting, and FAQs

若要详细了解如何共享仪表板和其他 Power BI 提示、解决任何问题或查看最常见的问题,请参阅 POWER BI templates In Workplace AnalyticsFor details about how to share the dashboard and other Power BI tips, troubleshoot any issues, or review the most frequently asked questions, see Power BI templates in Workplace Analytics.