Riba:
- Ikon samar da taƙaitaccen bayanin KPI-abokan allo tare da mahallin da yanayin daga ma'aunin ma'auni
- Ikon ƙirƙira rahotanni waɗanda ke gabatar da kowane awo tare da shawarwarin aiki da alamun tushe
- Ƙarfin kafa ladabtarwa wanda zai sa tushen kowane lamba a cikin rahoton zai iya ganowa da kuma hana wuce gona da iri.
A ƙarshen wata ne kuma kuna buƙatar shirya gabatarwa ga kwamitin gudanarwa. Kuna da ma'auni masu yawa: juyawa, babban gefe, lokacin tattarawa, kudaden shiga ga kowane ma'aikaci, ƙimar kwastomomi ... Amma hukumar gudanarwa ba ta son ganin tarin lambobi; "ina kasuwancinmu ya dosa kuma me zamu yi?" yana neman amsar tambayar. A cikin wannan rukunin, za mu koyi amfani da hankali na wucin gadi (AI) a matsayin mataimaki na bayar da rahoto wanda ke fassara ɗanyen awo zuwa harshen mai yanke shawara.
Menene KPI kuma ta yaya ya bambanta da Metrics?
Metric shine duk abin da za a iya aunawa. KPI (Mai nuna Ayyukan Maɓalli) ƙayyadaddun ma'auni ne waɗanda mai yanke shawara ke kallo a zahiri, yana nuna kusancin kamfani da manufofinsa. Kyakkyawan rahoton gudanarwa baya gabatar da ma'auni 40 amma 6-8 KPIs tare da mahallin, yanayi da aiki.
AI yana yin ayyuka uku a wannan batu: yana ƙaddamar da lambobi (ta lokacin da ya gabata, manufa), yana fassara yanayin zuwa labari, kuma yana tsara ayyukan da aka ba da shawarar. Aikin ku shine kiyaye tushen kowane adadi da kuma hana labarin ya zama ƙari.
Tukwici: Ka tambaye shi ya gabatar da kowane KPI tare da "lambar + canji + dalili + aiki" quartet. Maimakon "Juya 12M", "Juya 12M (+ 8% idan aka kwatanta da kwata na ƙarshe), sabon tashar dillalin yana jan hankali, la'akari da canza kasafin kuɗi zuwa wannan tashar" yana da mahimmanci.
Mataki-mataki: Daga Raw Metrics zuwa Rahoton Gudanarwa
- Kuna ƙayyade saitin KPI naku. Kada ka bari samfurin ya dace; Ba da waɗanne alamomin 6-8.
- Ƙara tushen kwatanta. Manufa da/ko lokacin da ya gabata na kowane KPI.
- Daidaita matakin labari. Ƙayyade masu sauraron da aka yi niyya, kamar "zuwa masu zartarwa marasa kuɗi."
- Nemi mataki, amma ɗaure shi zuwa bayanai. Kowane shawarwarin yakamata ya dogara ne akan bincike.
- Bukatar bayanin tushe. Bari a iya gano inda kowace lamba ta fito.
Rauni Mai Sauƙi / Ƙarfi Mai ƙarfi
Rarraunawar hanzari: Rubuta rahoton gudanarwa daga waɗannan alkalumman. [metrics]
Wannan yana samar da rubutu mara kyau tare da sautin "muna da babban kwata" wanda ke ƙawata lambobin amma ba ya ba da jagora ga mai yanke shawara.
Ƙarfi mai ƙarfi: Matsayin ku: Mataimakin rahoton gudanarwa zuwa CFO.Task: Rubuta taƙaitaccen shafi na 1 ga kwamitin gudanarwa daga KPI masu zuwa.Tsarin: - Takaitaccen hukunci na 3 a saman- Ga kowane KPI: darajar | zamani na baya | canza% | sharhin jumla guda | shawarar mataki- "3 kasada don kallo" a ƙarshen Sautin: rashin fahimta, tsaka tsaki, dace da hukumar da ba ta kuɗi ba. Ƙuntatawa: Yi amfani da lambobi kawai a cikin bayanan. Rubuta tushen tare da alamar [source] kusa da kowace lamba. Kada ku yi sharhi idan ba ku da tabbas.<kpi>Juyawa: 12,400,000 wannan kwata | 11,500,000 na kwata na ƙarshe [bayanin kudin shiga] Babban iyaka: 34% | kwata na ƙarshe 37% [bayani na shiga] Lokacin tattarawa: kwanaki 58 | kwata na ƙarshe kwanaki 49 [asusu na yanzu] Ƙimar abokin ciniki: 6% | 4% na ƙarshe [CRM] </kpi>
Wannan tambayar; Ya gabatar a cikin daidaitaccen tsari cewa juzu'i yana girma amma raguwa da tarin suna lalacewa kuma yana tambaya "shin ci gaban yana da riba kuma ya canza zuwa tsabar kudi?" ya sanya tambaya a gaban gudanarwa.
KPI mai kyau da mara kyau
mara kyau gabatarwa
Gabatarwa mai ƙarfi
"Juya 12.4M"
"Juya 12.4M, + 8% kwata; ci gaba ya ci gaba"
"Margin ya fadi"
"Babban gefe 37% → 34%; karuwar farashi ya rage girman da maki 3"
"Tarin yana da kyau"
"Tarin 49 → 58 kwanaki; sake zagayowar tsabar kudi ta kwanaki 9, haɗarin ruwa"
babu aiki
"Shawarwari: bitar sharuddan biyan kuɗi akan 5 mafi jinkirin abokan ciniki"
Ma'anar Ma'auni Daidai
KPI yana da ma'ana kawai idan ya bayyana yadda ake ƙididdige shi. "Riba" na iya zama babban gefe na ɗaya, net gefe ga wani, EBITDA (sabon da ake samu kafin riba, raguwar daraja da amortization) ga wani. Ko a cikin ƙungiya ɗaya, kalma ɗaya na iya komawa zuwa lambobi daban-daban. Lokacin samun AI yana samar da KPIs, samar da ma'anar da dabara ga kowane awo; In ba haka ba, samfurin yana ƙididdigewa tare da tunaninsa kuma rahoton ya zama bude don tattaunawa.
Lokacin bayar da rahoton KPI masu zuwa, ga kowane: Sunan awo | dabara | tushen lambobin da kuke amfani da su | Cika ginshiƙan ƙimar ƙididdiga. Idan ban ba da dabara ba, rubuta ma'anar da kuka ɗauka a fili a matsayin "TASKARWA" don in tabbatar da ita. Musamman alamar ma'auni waɗanda za'a iya fassara su daban (riba, girma).
Wannan matakin yana da alama kaɗan, amma a taron, "Wane gefe kuke kira 34%?" ya kare zancensa tun daga farko. Bayyanar ma'anar shine tushen dogaro ga rahoton.
Kallon gani da Ma'auni na Labari
AI baya zana ginshiƙi kanta, amma yana nuna wanne ginshiƙi ne zai isar da saƙo mafi kyau kuma ya rubuta rubutun bayani a ƙarƙashin ginshiƙi.
Ƙirƙirar tsarin gabatar da tsarin gudanarwa don saitin KPI masu zuwa: - Ba da shawarar nau'in ginshiƙi mafi dacewa ga kowane KPI (layi don yanayin yanayi, mashaya don breakout, mai nuna alama don cimma burin) kuma rubuta dalili - Rubuta "babban saƙo" mai jumla 1 a ƙasa kowane ginshiƙi - Ba da shawarar tsarin zane tare da ma'anar "sakamako na farko, sannan dalla-dalla"
Hattara: Ana iya jarabtar AI don wuce gona da iri don sa ya zama mai ban sha'awa (kamar "mai ƙarfi mai ƙarfi"). Sautin a cikin rahoton gudanarwa ya kamata ya zama tsaka tsaki. Haɗa umarnin kowane lokaci: "Kada ku yi karin gishiri, tsaya kan bayanan, rubuta mummunan a fili."
Lamba ɗaya, Rahoton Daban-daban Ya danganta da Masu Sauraron Target
Ana bayyana gaskiyar kuɗi iri ɗaya ta hanyoyi daban-daban dangane da wanda aka gabatar wa. Hukumar tana son yanayin dabara da haɗari; ikon lamuni na banki da iya biya; cikakken bayanin aikin manajan sashen na sashin sa. Idan ka gaya wa AI a sarari masu sauraron da aka yi niyya da kuma tambayar shawarar masu sauraro, zai iya samar da rahotanni daban-daban guda uku amma daidaitacce daga bayanai iri ɗaya.
Samar da taƙaitaccen taƙaitaccen bayani na UKU daga saitin KPI masu zuwa: 1) Don hukumar: yanayin dabarun, haɗari 3, tushen mai lakabi, rabin shafi na 2) Ga banki: ikon samar da tsabar kuɗi, ƙarfin sabis na bashi, rabon ruwa3) Ga manajan tallace-tallace: raguwar tallace-tallace da gefe kawai, aiki-daidaitacceYi amfani da lambobi iri ɗaya a cikin duka taƙaitaccen bayani guda uku; kawai canza girmamawa da harshe. Kada ku wuce gona da iri; Faɗa munanan abubuwan gaskiya cikin duka ukun.
Wannan tsarin yana adana lokaci kuma yana kiyaye daidaito: tun da dukkanin rahotanni guda uku sun fito daga tushe guda, babu rikici a cikin taron. Maɓallin maɓalli ba ya canzawa: lambobi suna dawwama, kawai mayar da hankali na labarin yana canzawa bisa ga manufa.
Tukwici: Ƙayyade "ƙofa" ga kowane KPI a cikin rahoton gudanarwa kuma a sa samfurin ya ce "launi wanda ya wuce/ƙasa da bakin kofa." Hankalin ja/rawaya/kore yana zana idon mai yanke shawara zuwa ga mafi mahimmancin nuni a cikin daƙiƙa guda.
Mini Cases
Case 1 - Haɗarin da ke bayan girma. A kamfanin SaaS, kudaden shiga ya karu da kashi 8% a kowace shekara kuma ƙungiyar ta shirya don bikin. Lokacin da rahoton AI ya haɗu da cewa asarar abokin ciniki ya karu daga 4% zuwa 6% a cikin lokaci guda, an ga cewa ci gaban bai zo tare da sababbin abokan ciniki ba, amma tare da karuwar farashin kuma tushe ya narke. Gudanarwa ya juya fifiko ga riƙewa.
Case 2 - Kunshin taro yana shirye a cikin sa'a ɗaya. Wani manajan kuɗi ya rage rahoton hukumar na sa'o'i 6 kowane wata zuwa kusan mintuna 90 tare da samfurin KPI + da sauri. Kamar yadda yake da mahimmanci kamar tanadin lokaci, tushen kowane lamba ana lakafta shi, don haka tambaya a cikin taron shine "Ina wannan lambar?" Ya sami damar amsa tambayoyi nan take.
Mataki na 3 - Ci gaba da ingantawa. A cikin daftarin farko, AI ya tausasa ɗigon maki 3 a gefe a matsayin "ƙananan sauyi." Shugaban makarantar ya kara da ka'idar "sautin tsaka-tsaki, rubuta mummunan a fili" kuma ya sake sake shi; Siffa ta biyu ta gabatar da haɗarin gaskiya. Darasi: Mutunci a cikin bayar da rahoto na gudanarwa yana yin fa'ida sosai.
Kuskuren gama gari
- Samun samfurin zaɓi saitin KPI. Wadanne alamomi don saka idanu shine yanke shawara mai mahimmanci; ka yanke shawara.
- Ba ba da tushe don kwatantawa. Ba tare da manufa ko lokacin da ya gabata ba, lambar ba ta da ma'ana.
- Barin tushen ba a gano shi ba. "Wannan lambar daga ina?" Idan ba za ku iya amsa tambayar ba, rahoton ya rasa kwarin gwiwa.
- Ba da izinin karin magana. Rahoton gudanarwa ba ƙasidar tallace-tallace ba ce; Ya kamata ya zama tsaka tsaki da gaskiya.
- Ware aikin daga binciken. Shawarar "Mu yi wannan" dole ne ta dogara da bayanai.
A takaice
- Rahoton gudanarwa ba tarin lambobi ba ne; Gabatar da kowane KPI tare da mahallin, yanayi da aikin da aka ba da shawarar yana ƙara ƙima ga mai yanke shawara.
- Kuna ƙayyade saitin KPI da tushen kwatanta (lokacin da ya gabata); Kada ka sanya shi dace da samfurin.
- Sanya tushen kowane adadi shine tushen amincin rahoton.
- Sautin a cikin rahoton gudanarwa ya kamata ya kasance tsaka tsaki da gaskiya; Buga mara kyau a fili kuma ku guji wuce gona da iri.
- Kowane shawarwarin aiki yakamata ya dogara ne akan ganowa; AI kuma yana taimakawa tare da nau'in hoto da shimfidar labari.
Aikin aikace-aikace
Zaɓi 6-8 KPIs daga kasuwancin ku (ko misali), ƙara ƙimar da ta gabata ga kowane. Ƙirƙirar taƙaitawar zartarwa mai shafi ɗaya tare da samfuri mai ƙarfi mai ƙarfi; Tabbatar cewa kowane adadi yana da alamar tushe. Sa'an nan kuma a sake fitar da rahoton ta hanyar amfani da tsarin "sautin tsaka-tsaki" kuma kwatanta nau'i biyu. A ƙarshe, ɗauki ɗaya daga cikin ayyukan da samfurin ya ba da shawarar kuma auna ko za a iya aiwatar da shi.
jerin abubuwan dubawa
- [ ] Na ƙaddara 6-8 KPIs don saka idanu.
- [ ] Na ƙara maƙasudi ko kwatancen lokaci na baya don kowane KPI.
- [ ] Na sanya alamar tushe akan kowane adadi.
- [ ] Na ba da umarnin tsaka tsaki, sautin da ba a faɗi ba kuma na buga mummunan a sarari.
- [ ] Na tabbatar da cewa kowace shawarar aiki ta dogara ne akan bincike.
- [ ] Na tabbatar da aƙalla biyu daga cikin mahimman lambobi akan tushen.