適用於 Power BI 的商機分析範例:觀看導覽Opportunity Analysis sample for Power BI: Take a tour

商機分析範例內容套件包含一個儀表板、報表和一家具有 2 個銷售通路 (「直接」 和「合作夥伴」 ) 之軟體公司的資料集。The Opportunity Analysis sample content pack contains a dashboard, report, and dataset for a software company that has two sales channels: direct and partner. 此儀表板由銷售經理所建立,以區域、交易量與通路來追蹤商機與營收。The sales manager created this dashboard to track opportunities and revenue by region, deal size, and channel.

此案例依賴兩個營收量值:This sample relies on two measures of revenue:

  • 營收:業務人員對於公司營收的預估。Revenue: A salesperson’s estimate of what the revenue will be.
  • 要素營收:以營收 x 機率百分比進行計算,且認為其可更精確地預測實際銷售營收。Factored revenue: Calculated as revenue X probability% and is accepted as being a more-accurate predictor of actual sales revenue. 機率由交易目前的「銷售階段」 決定:Probability is determined by the deal’s current sales stage:
    • 潛在客戶:10%Lead: 10%
    • 評定:20%Qualify: 20%
    • 解決方案:40%Solution: 40%
    • 提案:60%Proposal: 60%
    • 定案:80%Finalize: 80%

商機分析範例的儀表板

此範例是系列中的一部分,說明您可如何使用 Power BI 的商業導向資料、報表與儀表板。This sample is part of a series that shows how you can use Power BI with business-oriented data, reports, and dashboards. 它是由 obviEnce 使用真實資料 (已匿名化) 所建立。It was created by obviEnce with real data, which has been anonymized. 資料會以數種格式提供:內容套件、.pbix Power BI Desktop 檔案,或 Excel 活頁簿。The data is available in several formats: content pack, .pbix Power BI Desktop file, or Excel workbook. 請參閱 Power BI 範例See Samples for Power BI.

此教學課程探索 Power BI 服務中的商機分析範例內容套件。This tutorial explores the Opportunity Analysis sample content pack in the Power BI service. 因為 Power BI Desktop 和服務中報表的使用體驗皆非常類似,因此您也可以在 Power BI Desktop 中使用範例 .pbix 檔案來進行教學課程。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.

您不需要 Power BI 授權,即可在 Power BI Desktop 中瀏覽範例。You don't need a Power BI license to explore the samples in Power BI Desktop. 如果您沒有 Power BI Pro 授權,則可以將範例儲存到 Power BI 服務中的 [我的工作區]。If you don't have a Power BI Pro license, you can save the sample to your My Workspace in the Power BI service.

取得範例Get the sample

您必須先將範例下載為內容套件.pbix 檔案Excel 活頁簿,才能使用範例。Before you can use the sample, you must first download it as a content pack, .pbix file, or Excel workbook.

取得此範例的內容套件Get the content pack for this sample

  1. 開啟 Power BI 服務 (app.powerbi.com) 並登入,然後開啟您要儲存範例的工作區。Open the Power BI service (app.powerbi.com), sign in, and open the workspace where you want to save the sample.

    如果您沒有 Power BI Pro 授權,則可以將範例儲存到 [我的工作區]。If you don't have a Power BI Pro license, you can save the sample to your My Workspace.

  2. 在左下角選取 [取得資料] 。In the bottom-left corner, select Get Data.

    選取 [取得資料]

  3. 在顯示的 [取得資料] 頁面上,選取 [範例] 。On the Get Data page that appears, select Samples.

  4. 選取 [商機分析範例] ,然後選擇 [連線] 。Select Opportunity Analysis Sample, and then choose Connect.

    連線至範例

  5. Power BI 會匯入內容套件,然後將新儀表板、報表和資料集新增至您目前的工作區。Power BI imports the content pack, and then adds a new dashboard, report, and dataset to your current workspace.

    商機分析範例項目

取得此範例的 .pbix 檔案Get the .pbix file for this sample

或者,您可以將商機分析範例下載為 .pbix 檔案,其設計目的是要用於 Power BI Desktop。Alternatively, you can download the Opportunity Analysis sample as a .pbix file, which is designed for use with Power BI Desktop.

取得此範例的 Excel 活頁簿Get the Excel workbook for this sample

如果您想要檢視此範例的資料來源,其也有可用的 Excel 活頁簿 格式。If you want to view the data source for this sample, it's also available as an Excel workbook. 活頁簿包含的 Power View 工作表可供您檢視及修改。The workbook contains Power View sheets that you can view and modify. 若要查看未經處理資料,請啟用「資料分析」增益集,然後選取 [Power Pivot] > [管理] 。To see the raw data, enable the Data Analysis add-ins, and then select Power Pivot > Manage. 若要啟用 Power View 和 Power Pivot 增益集,請參閱從 Excel 本身檢視 Excel 範例以了解詳情。To enable the Power View and Power Pivot add-ins, see Take a look at the Excel samples from inside Excel itself for details.

儀表板告訴我們什麼?What is our dashboard telling us?

我們的銷售經理已建立儀表板來追蹤其最重要計量。Our sales manager has created a dashboard to track those metrics most important to them. 當他們看到值得關注的項目時,可以選取磚來深入探究資料:When they see something interesting, they can select a tile to look into the data:

  • 公司營收 $20 億而要素營收為 $4.61 億。Company revenue is $2 billion and factored revenue is $461 million.
  • 商機計數和營收會依照類似的漏斗圖模式,總計隨著每個後續階段遞減。Opportunity count and revenue follow a familiar funnel pattern, with totals decreasing with each subsequent stage.
  • 我們的商機大多位於東部地區。Most of our opportunities are in the East region.
  • 大商機會比中小型商機產生更多營收。Large opportunities generate more revenue than medium or small opportunities.
  • 大型合作夥伴交易產生更多營收:平均為 8 百萬美元,而直接銷售為 6 百萬美元。Large partner deals generate more revenue: $8 million on average versus $6 million for direct sales.

不論交易歸屬於大型、中型或小型,為了成交都必須付出一樣的心力,因此公司應該分析資料以更了解大商機。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. 在儲存範例的工作區中,開啟 [儀表板] 索引標籤,然後尋找 [商機分析範例] 儀表板並加以選取。In the workspace where you saved the sample, open the Dashboards tab, then find the Opportunity Analysis Sample dashboard and select it.

  2. 選取 [由夥伴帶動、銷售階段劃分的商機計數] 圖格,以開啟 [商機分析範例] 報表的第一頁。Select the Opportunity Count by Partner Driven, Sales Stage tile to open the first page of the Opportunity Analysis Sample report.

    [由夥伴帶動的商機計數 (銷售階段)] 圖格

瀏覽報表的頁面Explore the pages in the report

透過選取底部的頁面索引標籤,檢視報表中的每個頁面。View each page in the report by selecting the page tabs at the bottom.

[商機計數概觀] 頁面Opportunity Count Overview page

[商機計數] 頁面

注意下列詳細資料:Note the following details:

  • 東部是我們商機計數最大的地區。East is our biggest region in terms of opportunity counts.
  • 在 [依區域劃分的商機計數] 圓形圖中,依次選取每個區域,以依區域篩選頁面。On the Opportunity Count by Region pie chart, select each region in turn to filter the page by region. 在每個地區中,請注意合作夥伴都會更積極追求大商機。For each region, notice that partners are pursuing significantly more large opportunities.
  • [由夥伴帶動和商機大小劃分的商機計數] 直條圖顯示,大部分的大型商機都是夥伴帶動,而大部分的中小型商機則不是如此。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 [依銷售階段劃分的商機計數] 橫條圖中,依次選取每個銷售階段,以查看區域計數中的差異。In the Opportunity Count by Sales Stage bar chart, select each Sales Stage in turn to see the difference in regional count. 請注意,雖然東部區域擁有最大的商機計數,但解決方案、提案和定案銷售階段中的所有三個區域會有為數相當的計數。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. 此結果表示我們在中部和西部區域有更高的成交率。This result means we close a higher percent of deals in the Central and West regions.

[營收分析] 頁面Revenue Analysis page

此頁會採取類似的資料檢視方式,但改由營收的角度而不是計數的角度來看。This page takes a similar look at the data, but uses a revenue perspective instead of count.

[營收概觀] 頁面

注意下列詳細資料:Note the following details:

  • 東部不只是商機最大的區域,也是營收最高的區域。East is our biggest region, not only in opportunity count but also in revenue.
  • 如果您透過為 [夥伴驅動] 選取 [是] 來篩選 [依銷售階段與夥伴驅動的營收] 圖表,您會看到營收為 15 億美元,要素營收為 2 億 9400 萬美元。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. 針對非夥伴驅動營收,將這些金額與 6.44 億美元和 1.66 億美元進行比較。Compare these amounts to $644 million and $166 million for non-partner driven revenue.
  • 相較於非夥伴驅動銷售平均營收 6 百萬,若商機是夥伴驅動,則大型帳戶平均 8 百萬的營收較高。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.
  • 針對夥伴驅動銷售,大型商機的平均營收幾乎是中型商機的兩倍。For partner driven businesses, average revenue for large-sized opportunities is almost double that of medium-sized opportunities.
  • 而不論是合作夥伴帶動的銷售及非合作夥伴帶動的銷售,其中小型銷售的平均營收為數相當。Average revenue for small and medium businesses is comparable for both partner driven and non-partner driven business.

顯然我們的夥伴在向客戶銷售時表現得比非夥伴更好。Clearly our partners are doing a better job than non-partners selling to customers. 因此,將更多交易分配給我們的合作夥伴應該是合理的。It might make sense to funnel more deals through our partners.

依區域和階段的商機計數Opportunity Count by Region and Stage

報表的此頁面會查看與前一個頁面上的資料類似的資料,但會依區域和階段對其進行細分。This page of the report looks at data similar to the data on the previous page but breaks it down by region and stage.

[區域階段計數] 頁面

注意下列詳細資料:Note the following details:

  • 如果您在 [依區域劃分的商機計數] 圓形圖中選取 [東部] 來依東部區域進行篩選,您會發現此區域的商機在夥伴帶動和非夥伴帶動之間幾乎相同。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.
  • 大商機最常出現在中部區域,小型商機最常出現在東部區域,而中型商機則最常出現在西部區域。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.

[依月份劃分的近期商機] 頁面Upcoming Opportunities by Month page

針對此頁面,我們會檢視類似的要素,但是從日期/時間的角度來看。For this page we’re looking at similar factors, but from a date and time perspective.

[近期商機] 頁面

我們 CFO 使用此頁面來管理工作量。Our CFO uses this page to manage workload. 透過查看依銷售階段和月份區分的營收商機,他們可以據此進行適當的規劃。By looking at the revenue opportunities by sales stage and month, they can plan accordingly.

注意下列詳細資料:Note the following details:

  • [定案] 銷售階段的平均營收最高。Average revenue for the Finalize sales stage is the highest. 因此成交是第一要務。Closing these deals is a top priority.
  • 如果您依月份篩選 (透過選取 [月份] 交叉分析篩選器中的月份) 時,您會看到一月的 [定案] 銷售階段有較多大型交易,要素營收為 $7500 萬。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. 反之,二月的 [解決方案] 和 [提案] 銷售階段中大多數是中型交易。February, on the other hand, has mostly medium deals in the Solution and Proposal sales stages.
  • 一般而言,要素營收數字會因銷售階段、商機數與交易大小而變動。In general, the factored revenue numbers fluctuate based on sales stage, number of opportunities, and deal size. 針對這些要素加入篩選 (使用右邊的 [篩選] 窗格) 以探索更深入的見解。Add filters for these factors by using the Filter pane on the right to discover further insights.

後續步驟:連線到您的資料Next steps: Connect to your data

您可以在此環境盡情嘗試,因為您可以選擇不儲存您的變更。This environment is a safe one to play in, because you can choose not to save your changes. 但如果儲存了變更,您也可以隨時選取 [取得資料] 以取得此範例的新複本。But if you do save them, you can always select Get Data for a new copy of this sample.

希望此教學已讓您了解 Power BI 儀表板、問與答和報表能夠如何提供範例資料的見解。We hope this tour has shown how Power BI dashboards, Q&A, and reports can provide insights into sample data. 現在輪到您了,請連接到您自己的資料。Now it's your turn; connect to your own data. 您可以透過 Power BI 連接到各式各樣的資料來源。With Power BI, you can connect to a wide variety of data sources. 若要深入了解,請參閱開始使用 Power BI 服務To learn more, see Get started with the Power BI service.