{"id":23089,"date":"2023-06-17T14:36:00","date_gmt":"2023-06-17T06:36:00","guid":{"rendered":"https:\/\/www.xiazhi.co\/?p=23089"},"modified":"2024-05-05T09:09:24","modified_gmt":"2024-05-05T01:09:24","slug":"5-reporting-and-dashboard-tips-for-building-the-data-analytics-your-business-needs","status":"publish","type":"post","link":"https:\/\/www.xiazhi.co\/en\/5-reporting-and-dashboard-tips-for-building-the-data-analytics-your-business-needs\/","title":{"rendered":"5\u4e2a\u62a5\u544a\u548c\u4eea\u8868\u677f\u6280\u5de7\uff0c\u6784\u5efa\u4e1a\u52a1\u6240\u9700\u7684\u6570\u636e\u5206\u6790"},"content":{"rendered":"<p>\u4ece\u62c5\u4efb\u987e\u95ee\u5230\u6210\u4e3a\u6700\u7ec8\u7528\u6237\uff0c\u62a5\u544a\u901a\u5e38\u662f\u6211\u5de5\u4f5c\u8fc7\u7684\u4f01\u4e1a\u4e2d\u5404\u7ea7\u7ba1\u7406\u4eba\u5458\u7684\u4e3b\u8981\u8bdd\u9898\u3002\u516c\u53f8\u4f7f\u7528 Leanx \u7684\u4e3b\u8981\u56e0\u7d20\u4e4b\u4e00\u662f\u80fd\u591f\u6700\u5927\u7a0b\u5ea6\u5730<strong>\u4e86\u89e3\u56e2\u961f\u7684\u8868\u73b0\u5982\u4f55\uff0c\u4f7f\u7528\u6700\u5c11\u7684\u70b9\u51fb\u6b21\u6570<\/strong>\u3002<\/p>\n\n\n\n<p>Leanx Lightning \u4e3a\u5206\u6790\u5e08\u3001\u7ba1\u7406\u5458\u548c\u7528\u6237\u6253\u5f00\u4e86\u5927\u95e8\uff0c\u8ba9\u4ed6\u4eec\u53ef\u4ee5\u7528\u6570\u636e\u8bb2\u8ff0\u66f4\u597d\u7684\u6545\u4e8b\u3002\u5982\u679c\u60a8\u662f Leanx \u7684\u65b0\u624b\uff0c\u6216\u8005\u60a8\u7684\u7ec4\u7ec7\u6700\u8fd1\u5207\u6362\u5230 Lightning\uff0c\u8fd9\u91cc\u6709 5 \u4e2a\u6280\u5de7\uff0c\u60a8\u53ef\u4ee5\u4f7f\u7528\u5b83\u4eec\u6765\u4ece Lightning \u62a5\u8868\u548c\u4eea\u8868\u677f\u4e2d\u83b7\u5f97\u66f4\u591a\u4fe1\u606f\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1.\u4ea4\u4e92\u5f0f\u8fc7\u6ee4\u5668<\/h2>\n\n\n\n<p>\u60a8\u662f\u5426\u6709\u6309\u56fd\u5bb6\u3001\u5730\u533a\u6216\u884c\u4e1a\u5212\u5206\u7684\u4e0d\u540c\u56e2\u961f\uff1fLightning Reports \u4f7f\u7528\u6237\u80fd\u591f\u9009\u62e9\u5bf9\u4ed6\u4eec\u91cd\u8981\u7684\u8fc7\u6ee4\u5668\u3002\u65e0\u8bba\u662f\u6309\u65f6\u95f4\u6bb5\u3001\u9500\u552e\u56e2\u961f\u8fd8\u662f\u5176\u4ed6\u5b57\u6bb5\u67e5\u770b\u62a5\u544a\uff0c\u4f7f\u56e2\u961f\u80fd\u591f\u4e86\u89e3\u7ee9\u6548\u548c\u8d8b\u52bf\u3002<\/p>\n\n\n\n<p>\u4f8b\u5982\uff0c\u60a8\u6b63\u5728\u6784\u5efa\u4e00\u4e2a\u5168\u5c40\u4eea\u8868\u677f\uff0c\u4e0d\u540c\u89d2\u8272\u7684\u5404\u7ea7\u7ecf\u7406\u90fd\u53ef\u4ee5\u8bbf\u95ee\u5b83\u3002\u7ba1\u7406\u6765\u81ea\u4e0d\u540c\u56fd\u5bb6\/\u5730\u533a\u7684\u56e2\u961f\u7684\u4e3b\u7ba1\u53ef\u4ee5\u7b80\u5355\u5730\u4f7f\u7528\u4eea\u8868\u677f\u8fc7\u6ee4\u5668\u5728\u56fd\u5bb6\/\u5730\u533a\u56e2\u961f\u4e4b\u95f4\u5207\u6362\u89c6\u56fe\uff0c\u4ee5\u76f4\u89c2\u5730\u6bd4\u8f83\u4ed6\u4eec\u7684\u8868\u73b0\u3002\u6b64\u5916\uff0c\u5f88\u68d2\u7684\u662f\u5c0a\u91cd\u89d2\u8272\u5c42\u6b21\u7ed3\u6784\u4e2d\u7684\u6570\u636e\u5171\u4eab\u2014\u2014\u4f8b\u5982\uff0c\u5177\u6709\u89d2\u8272\u5c42\u6b21\u7ed3\u6784\u8bbf\u95ee\u6743\u9650\u7684\u56fd\u5bb6\/\u5730\u533a\u7ecf\u7406\u7ed1\u5b9a\u5230\u4ed6\u4eec\u8d1f\u8d23\u7684\u56fd\u5bb6\/\u5730\u533a\u7684\u6570\u636e\uff0c\u5c06\u53ea\u80fd\u67e5\u770b\u4e0e\u5176\u56e2\u961f\u76f8\u5173\u7684\u6570\u636e\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/06\/1-6.png\" alt=\"\" class=\"wp-image-110940\"\/><\/figure>\n\n\n\n<p>\u8981\u5f00\u59cb\u5728 Dashboards \u4e2d\u6784\u5efa\u8fc7\u6ee4\u5668\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u70b9\u51fb + Filter \u5e76\u641c\u7d22\u60a8\u5e0c\u671b\u4f5c\u4e3a\u8fc7\u6ee4\u4f9d\u636e\u7684\u5b57\u6bb5\u3002<\/li>\n\n\n\n<li>\u8f93\u5165\u60a8\u5e0c\u671b\u4e3a\u8fc7\u6ee4\u5668\u8bbe\u7f6e\u7684\u663e\u793a\u540d\u79f0\uff0c\u4f7f\u7528\u8fc7\u6ee4\u5668\u503c\u8fc7\u6ee4\u503c\u3002<\/li>\n\n\n\n<li>\u5982\u679c\u60a8\u9700\u8981\u663e\u793a\u4e0e Leanx \u4e2d\u7684\u503c\u4e0d\u540c\u7684\u6587\u672c\uff0c\u8bf7\u8f93\u5165\u663e\u793a\u6587\u672c<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/06\/Screenshot-2022-11-28-at-19.51.51.png\" alt=\"\" class=\"wp-image-110941\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">2. \u53e0\u52a0\u5f0f\u6c47\u603b<\/h2>\n\n\n\n<p>\u4f7f\u7528\u589e\u5f3a\u7684 Lightning Report Builder\uff0c\u9ed8\u8ba4\u60c5\u51b5\u4e0b\u542f\u7528\u5806\u53e0\u6458\u8981\u3002\u7528\u6237\u53ef\u4ee5\u8f7b\u677e\u5730\u6c47\u603b\u5927\u91cf\u6570\u636e\uff0c\u4ee5\u4fbf\u66f4\u5feb\u5730\u67e5\u770b\u548c\u6bd4\u8f83\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/06\/Screenshot-2022-11-28-at-20.05.12-1024x746-1.png\" alt=\"\" class=\"wp-image-110942\"\/><\/figure>\n\n\n\n<p>\u4f8b\u5982\uff0c\u5982\u679c\u60a8\u9700\u8981\u663e\u793a\u6bcf\u4e2a\u9636\u6bb5\u4e2d\u7684\u673a\u4f1a\u6570\u91cf\uff0c\u4ee5\u53ca\u6bcf\u4e2a\u673a\u4f1a\u6240\u6709\u8005\u7684\u8d44\u683c\u673a\u4f1a\u5c0f\u8ba1\uff0c\u5219\u53ef\u4ee5\u901a\u8fc7\u5728\u62a5\u544a\u9875\u9762\u5e95\u90e8\u6fc0\u6d3b\u7684\u5806\u53e0\u6458\u8981\u6765\u5b9e\u73b0\u3002\u60a8\u53ef\u4ee5\u6309\u6bcf\u4e2a\u56fd\u5bb6\/\u5730\u533a\u3001\u6bcf\u4e2a\u673a\u4f1a\u6240\u6709\u8005\u6216\u60a8\u7684\u62a5\u544a\u5206\u7ec4\u7684\u5176\u4ed6\u5c0f\u8ba1\u8ba1\u6570\u67e5\u770b\u8bb0\u5f55\u8ba1\u6570\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. \u4f7f\u7528\u5217\u548c\u884c\u6784\u5efa\u62a5\u544a<\/h2>\n\n\n\n<p>\u7528\u6237\u73b0\u5728\u53ef\u4ee5\u9009\u62e9\u8981\u663e\u793a\u7684\u884c\u548c\u5217\uff0c\u5e76\u53ef\u4ee5\u9009\u62e9\u4ea4\u6362\u884c\u548c\u5217\u4ee5\u67e5\u770b\u6700\u4f73\u6548\u679c\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/06\/4-6.png\" alt=\"\" class=\"wp-image-57703\"\/><\/figure>\n\n\n\n<p>\u4f8b\u5982\uff0c\u60a8\u6b63\u5728\u6784\u5efa\u4e00\u4e2a\u4ee5\u673a\u4f1a\u6240\u6709\u8005\u4f5c\u4e3a\u884c\u3001\u673a\u4f1a\u6536\u5165\u4f5c\u4e3a\u5217\u7684\u62a5\u544a\u3002\u5728\u6784\u5efa\u62a5\u544a\u65f6\uff0c\u60a8\u610f\u8bc6\u5230\u673a\u4f1a\u6240\u6709\u8005\u5217\u8868\u66f4\u9002\u5408\u663e\u793a\u4e3a\u5217\uff0c\u4ee5\u4fbf\u4e0e\u5176\u4f59\u6587\u4ef6\u4e00\u8d77\u6253\u5370\u5230\u5e74\u5ea6\u62a5\u544a\u4e2d\u3002\u60a8\u53ef\u4ee5\u7b80\u5355\u5730\u70b9\u51fb\u201c\u4ea4\u6362\u884c\u548c\u5217\u201d\u4ee5\u8282\u7701\u65f6\u95f4\uff0c\u800c\u4e0d\u662f\u4e00\u6b21\u62d6\u52a8\u4e00\u4e2a\u5b57\u6bb5\u6765\u8fdb\u884c\u6b64\u66f4\u6539\uff01<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4. \u4f7f\u7528\u5373\u65f6\u8fc7\u6ee4\u7684\u52a8\u6001\u62a5\u544a<\/h2>\n\n\n\n<p>\u5982\u679c\u7528\u6237\u9700\u8981\u4f7f\u7528\u4e0d\u540c\u7684\u8fc7\u6ee4\u5668\u67e5\u770b\u62a5\u544a\uff0c\u5219\u65e0\u9700\u7f16\u8f91\u6574\u4e2a\u62a5\u544a\u3002\u501f\u52a9 Lightning \u62a5\u8868\u8fc7\u6ee4\u5668\u529f\u80fd\uff0c\u7528\u6237\u53ef\u4ee5\u5728\u62a5\u8868\u8fd0\u884c\u540e\u6839\u636e\u9700\u8981\u8f7b\u677e\u8c03\u6574\u8fc7\u6ee4\u5668\uff0c\u540c\u65f6\u4fdd\u6301\u4fdd\u5b58\u7684\u62a5\u8868\u8fc7\u6ee4\u5668\u5b8c\u597d\u65e0\u635f\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/06\/Opportunity-By-Team-Zoom.jpg\" alt=\"\" class=\"wp-image-57750\"\/><\/figure>\n\n\n\n<p>\u5047\u8bbe\u60a8\u5df2\u5411\u7ec4\u7ec7\u7684\u6700\u9ad8\u7ba1\u7406\u5c42\u63d0\u4f9b\u4e86\u5bf9\u62a5\u544a\u7684\u8bbf\u95ee\u6743\u9650\u3002\u7ba1\u7406\u56e2\u961f\u4e2d\u7684\u4e0d\u540c\u5229\u76ca\u76f8\u5173\u8005\u5e0c\u671b\u81ea\u5df1\u5207\u6362\u5bf9\u62a5\u544a\u7684\u4e0d\u540c\u770b\u6cd5\uff0c\u4ee5\u6ee1\u8db3\u4ed6\u4eec\u7684\u5174\u8da3\u3002\u60a8\u65e0\u9700\u4fdd\u5b58\u540c\u4e00\u62a5\u544a\u7684\u591a\u4e2a\u7248\u672c\uff0c\u53ea\u9700\u521b\u5efa\u4e00\u4e2a\u8fc7\u6ee4\u5668\u5e76\u5c06\u8fc7\u6ee4\u5668\u503c\u7559\u7a7a\u5373\u53ef\u3002\u8fd9\u6837\uff0c\u7528\u6237\u65e0\u9700\u521b\u5efa\u67e5\u770b\u8005\u53ef\u4ee5\u8f93\u5165\u8fc7\u6ee4\u5668\u5e76\u5feb\u901f\u8fd0\u884c\u62a5\u544a\u7684\u52a8\u6001\u62a5\u544a\u2014\u2014\u5b83\u53ef\u4ee5\u9632\u6b62\u5176\u4ed6\u7528\u6237\u7f16\u8f91\u62a5\u544a\u7684\u4e3b\u8981\u7ed3\u6784\u3002\u5927\u5bb6\u53cc\u8d62\uff01<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/06\/6-7.png\" alt=\"\" class=\"wp-image-57705\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">5. Lightning \u4eea\u8868\u677f\u7684\u6d45\u8272\u4e0e\u6df1\u8272\u6a21\u5f0f<\/h2>\n\n\n\n<p>\u4e3a\u4e86\u533a\u5206 Lightning \u4eea\u8868\u677f\u4e2d\u7684\u7ec4\u4ef6\uff0c\u7528\u6237\u53ef\u4ee5\u5728\u6bcf\u4e2a\u7ec4\u4ef6\u7684\u6d45\u8272\u6216\u6df1\u8272\u6a21\u5f0f\u4e4b\u95f4\u5207\u6362\uff0c\u751a\u81f3\u53ef\u4ee5\u5207\u6362\u4e0d\u540c\u7684\u8c03\u8272\u677f\uff0c\u4ee5\u4fbf\u62a5\u8868\u67e5\u770b\u8005\u5c06\u88ab\u5438\u5f15\u5230\u6700\u91cd\u8981\u7684\u6570\u636e\u3002<\/p>\n\n\n\n<p>\u8981\u4e3a\u60a8\u7684\u4eea\u8868\u677f\u7740\u8272\uff0c\u6211\u4eec\u5fc5\u987b\u5411\u6211\u4eec\u7684\u7528\u6237\u914d\u7f6e\u6587\u4ef6\u6dfb\u52a0\u6743\u9650\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u5bfc\u822a\u5230 <strong>\u8bbe\u7f6e<\/strong>\uff08Setup\uff09 > <strong>\u6743\u9650\u96c6<\/strong>\uff08Permission Set\uff09\u3002<\/li>\n\n\n\n<li>\u521b\u5efa\u4e00\u4e2a\u540d\u4e3a Dashboard Coloring \u6216\u7c7b\u4f3c\u540d\u79f0\u7684\u65b0\u6743\u9650\u96c6\u3002<\/li>\n\n\n\n<li>\u60a8\u5c06\u80fd\u591f\u5728\u201c\u7cfb\u7edf\u6743\u9650\u201d\u53ca\u5176\u6240\u8c13\u7684\u201c\u66f4\u6539\u4eea\u8868\u677f\u989c\u8272\u201d\u4e0b\u627e\u5230\u7279\u5b9a\u6743\u9650\u3002<\/li>\n\n\n\n<li>\u5b8c\u6210\u540e\uff0c\u4fdd\u5b58\u6743\u9650\u96c6\uff0c\u7136\u540e\u5c06\u5176\u6dfb\u52a0\u5230\u4efb\u4f55\u5fc5\u8981\u7684\u7528\u6237\u8bb0\u5f55\u4e2d\u3002<\/li>\n\n\n\n<li>\u6dfb\u52a0\u540e\uff0c\u5bfc\u822a\u5230 Lightning 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