{"id":34972,"date":"2021-08-12T11:06:04","date_gmt":"2021-08-12T09:06:04","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=34972"},"modified":"2025-11-27T13:31:18","modified_gmt":"2025-11-27T12:31:18","slug":"nou-business-intelligence-bi-in-minicrm","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/nou-business-intelligence-bi-in-minicrm\/","title":{"rendered":"Business Intelligence (BI) \u00een MiniCRM"},"content":{"rendered":"<h3>Rezumat<\/h3>\n<ul>\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">La ce po\u021bi folosi aceast\u0103 func\u021bie?<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Limite<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Cerin\u021be<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">Exemple de rapoarte \u00een BI<\/a><\/li>\n<li><a href=\"#anchor-5\" target=\"_self\" rel=\"noopener\">Accesul \u00een platform\u0103<\/a><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p style=\"text-align: justify;\">Folosind noua func\u021bionalitate Business Intelligence (BI) a MiniCRM po\u021bi, de acum, s\u0103 ai acces la date pe care nu le po\u021bi accesa \u00een alt mod din sistem. Astfel, po\u021bi construi pentru tine o mul\u021bime de rapoarte dinamice care s\u0103 \u00ee\u021bi permit\u0103 s\u0103 ai o imagine clar\u0103 a companiei tale.<\/p>\n<p style=\"text-align: justify;\">Astfel, folosind aceast\u0103 nou\u0103 func\u021bie po\u021bi construi rapoarte care se bazeaz\u0103 pe datele din sistemul t\u0103u MiniCRM, <strong>date care se sincronizeaz\u0103 \u00een timp real.<\/strong><\/p>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\">La ce po\u021bi folosi aceast\u0103 func\u021bie?<\/h3>\n<p style=\"text-align: justify;\">Mai jos po\u021bi reg\u0103si c\u00e2teva din posibilit\u0103\u021bile de utilizare pentru BI:<\/p>\n<ul style=\"text-align: justify;\">\n<li>Po\u021bi crea rapoarte folosind aproape toate datele din sistem (chiar \u0219i date care nu sunt disponibile \u00een filtrele MiniCRM):\n<ul>\n<li>Date din c\u00e2mpurile ad\u0103ugate pe carduri;<\/li>\n<li>Date din istoricul cardurilor;<\/li>\n<li>Date legate de istoricul modific\u0103rilor de status al cardurilor;<\/li>\n<li>Date legate de sarcini \u0219i date din istoricul sarcinilor;<\/li>\n<li>Date legate de sursa lead-urilor;<\/li>\n<li>Date referitoare la activitatea colegilor;<\/li>\n<\/ul>\n<\/li>\n<li>Po\u021bi folosi date din mai multe surse (module) \u00eentr-un singur raport. Totu\u0219i nu po\u021bi folosi date din exteriorul MiniCRM;<\/li>\n<li>Po\u021bi construi rapoarte \u00een care s\u0103 centralizezi cantit\u0103\u021bi mari de date (zeci de mii de carduri);<\/li>\n<li>Diverse rapoarte folosind datele din sistem (date legate de venituri, timp petrecut pe un anumit card\/tichet, po\u021bi face corela\u021bii \u00eentre date &#8211; de exemplu, po\u021bi analiza num\u0103rul de sarcini sau emailuri \u00een raport cu rata de \u00eenchidere, num\u0103rul de tichete \u00eenchise cu succes, etc.).<\/li>\n<\/ul>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Limite<\/h3>\n<ol style=\"text-align: justify;\">\n<li>Pentru construc\u021bia rapoartelor \u00een BI po\u021bi folosi <strong>doar datele din MiniCRM\u00a0<\/strong>(nu po\u021bi \u00eenc\u0103rca date din exterior). Dac\u0103 totu\u0219i ai o integrare API\/XML \u00eentre MiniCRM \u0219i un alt sistem, vei putea folosi datele sincronizate prin integrare \u00een rapoarte BI.<\/li>\n<li>Aceast\u0103 func\u021bionalitate este o platform\u0103 deja integrat\u0103 de c\u0103tre noi cu MiniCRM dar care nu face parte din platforma MiniCRM.<\/li>\n<\/ol>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\">Cerin\u021be<\/h3>\n<p style=\"text-align: justify;\">Pentru a utiliza aceasta platform\u0103 este nevoie s\u0103 ai cuno\u0219tin\u021be de SQL.<\/p>\n<h3 id=\"anchor-4\" style=\"text-align: justify;\">Exemple de rapoarte \u00een BI<\/h3>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.16.51.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-34982\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.16.51.png\" alt=\"\" width=\"1641\" height=\"584\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.16.51.png 1641w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.16.51-300x107.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.16.51-1024x364.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.16.51-768x273.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.16.51-1536x547.png 1536w\" sizes=\"auto, (max-width: 1641px) 100vw, 1641px\" \/><\/a> <a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.05.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-34984\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.05.png\" alt=\"\" width=\"1638\" height=\"439\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.05.png 1638w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.05-300x80.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.05-1024x274.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.05-768x206.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.05-1536x412.png 1536w\" sizes=\"auto, (max-width: 1638px) 100vw, 1638px\" \/><\/a> <a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.25.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-34986\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.25.png\" alt=\"\" width=\"1622\" height=\"579\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.25.png 1622w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.25-300x107.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.25-1024x366.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.25-768x274.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.25-1536x548.png 1536w\" sizes=\"auto, (max-width: 1622px) 100vw, 1622px\" \/><\/a> <a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.52.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-34988\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.52.png\" alt=\"\" width=\"1621\" height=\"443\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.52.png 1621w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.52-300x82.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.52-1024x280.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.52-768x210.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Screenshot-2021-08-05-at-14.17.52-1536x420.png 1536w\" sizes=\"auto, (max-width: 1621px) 100vw, 1621px\" \/><\/a><\/p>\n<h3 id=\"anchor-5\" style=\"text-align: justify;\">Accesul \u00een platform\u0103<\/h3>\n<p style=\"text-align: justify;\">Accesul \u00een platform\u0103 este condi\u021bionat de activarea addon-ului <em><strong>MiniCRM business intelligence<\/strong><\/em> din pagina Abonare.<\/p>\n<p style=\"text-align: justify;\">Apoi vei primi acces \u00een platform\u0103 \u0219i vei putea, la r\u00e2ndul t\u0103u, s\u0103 ai oric\u00e2\u021bi utilizatori vei dori \u0219i pentru fiecare utilizator po\u021bi seta nivelul de acces (un utilizator poate avea acces doar la anumite rapoarte, poate avea acces doar de vizualizare \u0219i\/sau editare, etc.).<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/sEO7Sj9emSk\" width=\"670\" height=\"365\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Rezumat La ce po\u021bi folosi aceast\u0103 func\u021bie? Limite Cerin\u021be Exemple de rapoarte \u00een BI Accesul \u00een platform\u0103 &nbsp; Folosind noua func\u021bionalitate Business Intelligence (BI) a MiniCRM po\u021bi, de acum, s\u0103 ai acces la date pe care nu le po\u021bi accesa \u00een alt mod din sistem. Astfel, po\u021bi construi pentru tine o mul\u021bime de rapoarte dinamice [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2563,2561],"tags":[1497],"class_list":["post-34972","post","type-post","status-publish","format-standard","hentry","category-business-intelligence-bi-ro","category-rapoarte-implicite-si-personalizate","tag-report-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Business Intelligence (BI) \u00een MiniCRM - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Rezumat La ce po\u021bi folosi aceast\u0103 func\u021bie? 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