Implementation method and system for generating service portrait based on KPI (Key Performance Indicator)

Abstract

The invention relates to the technical field of data analysis and visualization, in particular to an implementation method and system for generating a service portrait based on KPI, and the method comprises the following steps: data collection, data processing, data analysis, service portrait generation, report generation and user interaction. The method has the beneficial effects that the KPI data of a plurality of service systems are collected, and multi-dimensional integration and analysis are carried out, so that the service portrait comprehensively reflecting the full view of the service is generated. The business portraits not only cover multiple dimensions such as finance, operation, market and the like, but also can be customized in a personalized manner according to the attention points of the users, so that enterprise managers are helped to quickly obtain the overall condition and key information of the business.

Description

Technical Field

[0001] The present invention relates to the technical field of data analysis and visualization, and specifically to a method and system for generating business portraits based on KPIs. Background Art

[0002] In modern enterprise management, KPIs are a core tool for measuring business performance. However, traditional KPI analysis methods, typically presented in a single dimension or tabular format, lack intuitiveness and comprehensiveness, making it difficult for companies to gain deep insights into complex business scenarios. Furthermore, with the advancement of big data and artificial intelligence technologies, transforming KPI data into more intuitive and understandable business portraits has become a pressing technical challenge.

[0003] Currently, there are several data visualization solutions on the market, but these solutions are often limited to static display, unable to dynamically reflect business changes or adaptively adjust the content of the portrait to suit different business scenarios. Therefore, there is an urgent need for a technical solution that can generate dynamic, multi-dimensional business portraits based on KPI data to improve enterprises' business analysis capabilities and decision-making efficiency. Summary of the Invention

[0004] The purpose of the present invention is to provide a method and system for generating business profiles based on KPIs to solve the problems raised in the above background technology.

[0005] To achieve the above objectives, the present invention provides the following technical solution: a method for generating a business profile based on KPI, comprising the following steps:

[0006] Data collection, including data source access and data acquisition;

[0007] Data processing, including data cleaning and data conversion;

[0008] Data analysis, including KPI definition, KPI instance definition, basic analysis model definition, business analysis model definition, data aggregation, and trend analysis;

[0009] Business portrait generation, including basic analysis model construction, portrait construction and visualization;

[0010] Report generation, including automatic report generation and report export;

[0011] User interaction, including user interface and permission management.

[0012] Preferably, data source access: supports access to multiple data sources, including but not limited to databases, API interfaces, and file systems; data collection: automatically and regularly collects KPI data to ensure the real-time and accuracy of the data.

[0013] Preferably, data cleaning: cleaning the collected data to remove invalid or erroneous data; data conversion: converting data in different formats into a unified format for subsequent processing.

[0014] Preferably, KPI definition: define KPI indicators according to business needs, including but not limited to sales amount, customer satisfaction, and skill competition scores; KPI instance definition: KPI score instance under business needs, that is, the model field configuration mapping relationship of KPI score; basic analysis model definition: KPI instance set of a certain assessment dimension under business needs, that is, the direct unit of business analysis model; business analysis model definition: basic analysis model set of a certain business portrait under business needs; data aggregation: aggregate analysis of KPI data to generate key indicators and model reports; trend analysis: predict business development trends through time series analysis.

[0015] Preferably, automatic report generation: generates detailed business reports based on business portraits, including data summaries, analysis results, and recommended measures; report export: supports report export in multiple formats, such as PDF and Excel; user interface: provides a friendly user interface that supports users to customize KPI indicators, view business portraits, and generate reports; permission management: supports multi-user permission management to ensure data security and privacy.

[0016] A system for implementing a method for generating a business profile based on KPIs, comprising:

[0017] Data collection module, used for data source access and data collection;

[0018] Data processing module, used for data cleaning and data conversion;

[0019] Data analysis module, used for KPI definition, KPI instance definition, basic analysis model definition, business analysis model definition, data aggregation and trend analysis;

[0020] Business portrait generation module, used for basic analysis model construction, portrait construction and visualization;

[0021] Report generation module, used for automatic report generation and report export;

[0022] User interaction module, used for user interface and permission management.

[0023] Preferably, data source access: supports access to multiple data sources, including but not limited to databases, API interfaces, and file systems; data collection: automatically and regularly collects KPI data to ensure the real-time and accuracy of the data.

[0024] Preferably, data cleaning: cleaning the collected data to remove invalid or erroneous data; data conversion: converting data in different formats into a unified format for subsequent processing.

[0025] Preferably, KPI definition: define KPI indicators according to business needs, including but not limited to sales amount, customer satisfaction, and skill competition scores; KPI instance definition: KPI score instance under business needs, that is, the model field configuration mapping relationship of KPI score; basic analysis model definition: KPI instance set of a certain assessment dimension under business needs, that is, the direct unit of business analysis model; business analysis model definition: basic analysis model set of a certain business portrait under business needs; data aggregation: aggregate analysis of KPI data to generate key indicators and model reports; trend analysis: predict business development trends through time series analysis.

[0026] Preferably, automatic report generation: generates detailed business reports based on business portraits, including data summaries, analysis results, and recommended measures; report export: supports report export in multiple formats, such as PDF and Excel; user interface: provides a friendly user interface that supports users to customize KPI indicators, view business portraits, and generate reports; permission management: supports multi-user permission management to ensure data security and privacy.

[0027] Compared with the prior art, the present invention has the following beneficial effects:

[0028] The proposed method and system for generating business profiles based on KPIs collects KPI data from multiple business systems and integrates and analyzes it across multiple dimensions to create a comprehensive business profile. This profile not only covers multiple dimensions, such as finance, operations, and marketing, but can also be customized based on user focus, helping business managers quickly understand the overall business status and key information.

[0029] Supports real-time or periodic updates of KPI data and automatically re-executes data processing and profile building processes to ensure that business profiles always reflect the latest business status. Business managers can view the latest business changes at any time, take timely countermeasures, and reduce decision-making risks.

[0030] Leveraging advanced machine learning algorithms, we conduct in-depth analysis of KPI data to extract key features and trends that impact business performance. Intelligent feature extraction not only reveals potential issues and opportunities within the business, but also provides a scientific basis for strategic planning and operational management.

[0031] Based on the business characteristics and needs of different enterprises, the system supports the configuration of various business portrait templates. Whether it is different scenarios such as sales management, customer service or supply chain optimization, the present invention can provide targeted business portrait display to meet the diverse business analysis needs. BRIEF DESCRIPTION OF THE DRAWINGS

[0032] Figure 1 This is a data collection flow chart of the present invention;

[0033] Figure 2 This is a data processing flow chart of the present invention;

[0034] Figure 3 This is a data analysis flow chart of the present invention;

[0035] Figure 4 Generate a flow chart for the business portrait of the present invention. DETAILED DESCRIPTION

[0036] In order to clearly and completely describe the objectives and technical solutions of the present invention and make the advantages more clearly understood, the embodiments of the present invention are further described in detail below with reference to the accompanying drawings. It should be understood that the specific embodiments described herein are part of the embodiments of the present invention, not all of them, and are only used to explain the embodiments of the present invention, not to limit the embodiments of the present invention. All other embodiments obtained by ordinary technicians in this field without making creative efforts are within the scope of protection of the present invention.

[0037] For example 1, please refer to Figures 1 to 4 The present invention provides a technical solution: a method for generating a business profile based on KPI, comprising the following steps:

[0038] Data collection, including data source access and data acquisition; data source access: supports multiple data source access, including but not limited to databases, API interfaces, and file systems; data acquisition: automatically and regularly collects KPI data to ensure the real-time and accuracy of the data.

[0039] Data processing, including data cleaning and data conversion; data cleaning: cleaning the collected data to remove invalid or erroneous data; data conversion: converting data in different formats into a unified format for subsequent processing.

[0040] Data analysis includes KPI definition, KPI instance definition, basic analysis model definition, business analysis model definition, data aggregation, and trend analysis; KPI definition: Define KPI indicators based on business needs, including but not limited to sales amount, customer satisfaction, and skills competition scores; KPI instance definition: KPI score instance based on business needs, that is, the model field configuration mapping relationship of KPI score; basic analysis model definition: A collection of KPI instances of a certain assessment dimension based on business needs, that is, the direct unit of business analysis model; business analysis model definition: A collection of basic analysis models for a certain business portrait based on business needs; Data aggregation: Aggregate and analyze KPI data to generate key indicators and model reports; Trend analysis: Predict business development trends through time series analysis.

[0041] Business portrait generation, including basic analysis model construction, portrait construction and visual display; automatic report generation: generate detailed business reports based on business portraits, including data summaries, analysis results, and recommended measures; report export: supports report export in multiple formats, such as PDF and Excel.

[0042] Report generation, including automatic report generation and report export; user interaction, including user interface and permission management. User interface: Provides a user-friendly user interface that supports user-defined KPI indicators, business profile viewing, and report generation; Permission management: Supports multi-user permission management to ensure data security and privacy.

[0043] In the second embodiment, based on the first embodiment, a system for implementing a method for generating a business profile based on KPI is proposed, including:

[0044] 1. Data Collection Module

[0045] Data source access: supports access to multiple data sources, including but not limited to databases, API interfaces, file systems, etc.

[0046] Data collection: Automatically collect KPI data at regular intervals to ensure the real-time and accuracy of the data.

[0047] 2. Data processing module

[0048] Data cleaning: Clean the collected data to remove invalid or erroneous data.

[0049] Data conversion: Convert data in different formats into a unified format for easy subsequent processing.

[0050] 3. Data Analysis Module

[0051] KPI definition: Define KPI indicators based on business needs, including but not limited to sales amount, customer satisfaction, skills competition scores, etc.

[0052] KPI instance definition: The KPI score instance based on business requirements, that is, the model field configuration mapping relationship of the KPI score.

[0053] Definition of basic analysis model: A collection of KPI instances of a certain assessment dimension under business requirements, that is, the direct unit of the business analysis model.

[0054] Business analysis model definition: a set of basic analysis models for a business portrait under business requirements.

[0055] Data aggregation: aggregate and analyze KPI data to generate key indicators and model reports.

[0056] Trend analysis: predict business development trends through time series analysis.

[0057] 4. Business portrait generation module

[0058] Basic analysis model construction: Based on the KPI data analysis results, a basic analysis model is constructed, including the KPI original score, KPI actual score, basic analysis model score, etc.

[0059] Portrait construction: Based on the data analysis results of the basic analysis model, a business portrait is constructed, including the business status, historical performance, future forecasts, etc.

[0060] Visual display: Through charts, dashboards, etc., the business portrait is intuitively displayed to facilitate decision makers' understanding.

[0061] 5. Report generation module

[0062] Automatic report generation: Generate detailed business reports based on business profiles, including data summaries, analysis results, recommended measures, etc.

[0063] Report export: supports report export in multiple formats, such as PDF, Excel, etc.

[0064] 6. User interaction module

[0065] User interface: Provides a user-friendly user interface that supports users to customize KPI indicators, view business profiles, generate reports, etc.

[0066] Permission management: Supports multi-user permission management to ensure data security and privacy.

[0067] While embodiments of the present invention have been shown and described, it will be appreciated by those skilled in the art that various changes, modifications, substitutions, and variations may be made to these embodiments without departing from the principles and spirit of the invention, and that the scope of the invention is defined by the appended claims and their equivalents.

Claims

1. A method for generating a business profile based on KPIs, characterized by: The following steps are involved: Data collection, including data source access and data acquisition; Data processing, including data cleaning and data conversion; Data analysis, including KPI definition, KPI instance definition, basic analysis model definition, business analysis model definition, data aggregation, and trend analysis; Business portrait generation, including basic analysis model construction, portrait construction and visualization; Report generation, including automatic report generation and report export; User interaction, including user interface and permission management.

2. The method for generating a business profile based on KPI according to claim 1, characterized in that: Data source access: supports access to multiple data sources, including but not limited to databases, API interfaces, and file systems; Data collection: automatically and regularly collects KPI data to ensure the real-time and accuracy of the data.

3. The method for generating a business profile based on KPI according to claim 2, characterized in that: Data cleaning: Clean the collected data to remove invalid or erroneous data; Data conversion: Convert data in different formats into a unified format for easy subsequent processing.

4. The method for generating a business profile based on KPI according to claim 3, characterized in that: KPI definition: Define KPI indicators based on business needs, including but not limited to sales volume, customer satisfaction, and skill competition scores; KPI instance definition: KPI score instances based on business needs, that is, the model field configuration mapping relationship of KPI scores; Basic analysis model definition: The set of KPI instances for a certain assessment dimension based on business needs, that is, the direct unit of the business analysis model; Business analysis model definition: The set of basic analysis models for a business profile based on business needs; Data aggregation: Aggregate and analyze KPI data to generate key indicators and model reports; Trend analysis: predict business development trends through time series analysis.

5. The method for generating a business profile based on KPI according to claim 4, characterized in that: Automatic report generation: Generate detailed business reports based on business profiles, including data summaries, analysis results, and recommended measures; Report export: supports report export in multiple formats, such as PDF and Excel; User interface: Provides a user-friendly user interface that supports users to customize KPI indicators, view business profiles, and generate reports; Permission management: Supports multi-user permission management to ensure data security and privacy.

6. A system for implementing the method for generating a business profile based on KPI according to claim 5, characterized in that: include: Data collection module, used for data source access and data collection; Data processing module, used for data cleaning and data conversion; Data analysis module, used for KPI definition, KPI instance definition, basic analysis model definition, business analysis model definition, data aggregation and trend analysis; Business portrait generation module, used for basic analysis model construction, portrait construction and visualization; Report generation module, used for automatic report generation and report export; User interaction module, used for user interface and permission management.

7. A system according to claim 6, characterized in that: Data source access: supports access to multiple data sources, including but not limited to databases, API interfaces, and file systems; Data collection: automatically and regularly collects KPI data to ensure the real-time and accuracy of the data.

8. A system according to claim 6, characterized in that: Data cleaning: clean the collected data to remove invalid or erroneous data; data conversion: convert data in different formats into a unified format for subsequent processing.

9. A system according to claim 6, characterized in that: KPI definition: Define KPI indicators based on business needs, including but not limited to sales volume, customer satisfaction, and skill competition scores; KPI instance definition: KPI score instances based on business needs, that is, the model field configuration mapping relationship of KPI scores; Basic analysis model definition: The set of KPI instances for a certain assessment dimension based on business needs, that is, the direct unit of the business analysis model; Business analysis model definition: The set of basic analysis models for a business profile based on business needs; Data aggregation: Aggregate and analyze KPI data to generate key indicators and model reports; Trend analysis: predict business development trends through time series analysis.

10. A system according to claim 6, characterized in that: Automatic report generation: Generate detailed business reports based on business profiles, including data summaries, analysis results, and recommended measures; Report export: supports report export in multiple formats, such as PDF and Excel; User interface: Provides a user-friendly user interface that supports users to customize KPI indicators, view business profiles, and generate reports; Permission management: Supports multi-user permission management to ensure data security and privacy.

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