How to do a good job of report demonstration

To make a good report, it is necessary to make clear the users and intentions of the report.

1, for grassroots business personnel, such as sales staff.

Its core requirement is data presentation, mainly to quickly present the daily operation of the enterprise, quickly query the data within the scope of authority, and have a clear, direct and accurate understanding of daily business.

For the sales representative, he can see his sales performance, order quantity and completion in real time.

For an HR specialist, you can see the recruitment progress and real-time recruitment in time.

Therefore, if you want to do this kind of report well, you can set filter conditions and realize the combined query of different dimensions.

2. For main users: middle managers, such as department heads.

Their core need: data analysis. It is mainly a summary analysis of business lines. If the grass-roots statements are microscopic and focus more on personal use, then the business-level statements are macroscopic and focus on the whole department.

This level of report focuses on relatively macro data and consists of one or more charts. Data is mainly comprehensive data+detailed data. Tables and graphs are the main forms of presentation, and the above-mentioned tables are generally used.

In addition, the main task of this level of reports is data analysis and finding problems with problems. Through the combination, comparative analysis, structural analysis and trend analysis of different dimensions, with the help of drilling, penetration, early warning and other functions, we can find out the problems in the business, trace the source and find out the reasons for the problems in the business.

3. The main users are senior managers, such as chief financial officer and business owners.

Core requirement: data decision. It is necessary to display the most core, summarized and important data with clear data, and integrate different enterprise data on the same page to realize integrated display, so as to make scientific decisions.

The data analysis requirements of decision-making level reports are similar to those of business level reports, but the difference is that the data concerned by decision-making level reports is more macro.

The boss is concerned about the strategic layout and business performance of the group or enterprise.

The chief financial officer pays attention to the profitability, asset quality and debt risk of the enterprise.

The characteristics of decision-making report: report data is the core business data, which mainly presents the comprehensive indicators of enterprise management; Break data isolation, realize index analysis and decision-making scenarios. The number of reports is small, so it is best to provide a "one-stop" report platform for decision support. Reflect the operation status of the enterprise in real time and gain insight into the operation situation anytime and anywhere. Through simple data operations such as linkage and drilling, we can find some trends and provide support for decision-making.

Based on the above characteristics, in order to display comprehensive, summary and multi-category enterprise information on a report, we can make and manage the cockpit for leaders. Interest is not only concentrated, but also in a cool form.