Kulakwitsa kofala kwa mabizinesi oyambira ndikuti sapereka chidwi chokwanira pakutolera ndi kusanthula deta, kukonza njira zogwirira ntchito ndikuwunika zizindikiro zazikulu. Izi zimabweretsa kuchepa kwa zokolola komanso kuwononga nthawi ndi chuma. Njira zikavuta, muyenera kukonza zolakwika zomwezo kangapo. Pamene chiwerengero cha makasitomala chikuwonjezeka, ntchitoyo imawonongeka, ndipo popanda kusanthula deta palibe kumvetsetsa bwino zomwe ziyenera kukonzedwa. Zotsatira zake, zosankha zimapangidwa mwachidwi.
Kuti mukhale opikisana, bizinesi yamakono, kuwonjezera pa zinthu zabwino ndi ntchito, iyenera kukhala ndi njira zowonekera ndikusonkhanitsa deta yowunikira. Popanda izi, ndizovuta kumvetsetsa momwe zinthu zilili mubizinesi ndikupanga zisankho zoyenera. Chifukwa chake, ndikofunikira kuti mu nkhokwe yanu yankhondo mukhale ndi zida zofunikira zomwe sizongoyenera kuzigwiritsa ntchito, komanso zimakulolani kuti muchepetse ntchito yanu ndikupanga njira zowonekera kwambiri.
Masiku ano pali zida zambiri ndi zothetsera. Koma amalonda ambiri samagwiritsa ntchito chifukwa mwina sawona phindu mwa iwo, kapena samamvetsa momwe angagwiritsire ntchito, kapena ndi okwera mtengo, kapena ovuta, kapena 100500 zina. Koma iwo omwe azindikira, adapeza kapena adadzipangira okha zida zotere ali ndi mwayi pakanthawi kochepa.
Kwa zaka zopitilira 10, ndakhala ndikupanga zinthu za IT ndi mayankho omwe amathandiza mabizinesi kukulitsa phindu kudzera muzochita zokha komanso kusintha kwa digito. Ndathandizira kupeza zoyambira zambiri ndikupanga zida zambiri zapaintaneti zomwe zimagwiritsidwa ntchito ndi anthu masauzande ambiri padziko lonse lapansi.
Pano pali chimodzi mwa zitsanzo zabwino muzochita zanga zomwe zimasonyeza ubwino wa kusintha kwa digito. Kwa kampani ina yaing'ono yazamalamulo yaku America, ine ndi gulu langa tinapanga chida chopangira zikalata zamalamulo, zidalola maloya kupanga zikalata mwachangu. Ndipo pambuyo pake, titakulitsa magwiridwe antchito a chida ichi, tidapanga ntchito yapaintaneti ndikusinthiratu kampaniyo. Tsopano amatumikira makasitomala osati mumzinda wawo, koma m'dziko lonselo. Kwa zaka zitatu, capitalization ya kampaniyo yakula kangapo.
M'nkhaniyi ndikugawana nanu zochitika zenizeni zopanga dongosolo lowonekera poyang'anira zizindikiro zazikulu zamalonda. Ndiyesera kuyika phindu logwiritsa ntchito njira za digito, ndikuwonetsa kuti sizovuta komanso sizokwera mtengo nthawi zonse. Choncho, tiyeni!
Momwe izo zinayambira
Ngati mukufuna kukhala ndi chinthu chomwe simunakhale nacho, muyenera kuchita zomwe simunachitepo.
Coco Chanel
Mkazi wanga anali atatopa chifukwa chokhala patchuthi cha amayi oyembekezera, ndipo tinaganiza zotsegula kabizinesi kakang'ono - chipinda chochezera ana. Popeza ndili ndi bizinesi yangayanga, mkazi wanga amasamalira chipinda chamasewera kwathunthu, ndipo ndimathandizira pazinthu zachitukuko.
Tsatanetsatane wa kutsegulira bizinesi ndi nkhani yosiyana kotheratu, koma pa siteji ya kusonkhanitsa deta ndikusanthula omwe akupikisana nawo, kuwonjezera pa kuwonetsa mavuto enieni a bizinesi iyi, tidasamala za zovuta zamkati zomwe opikisana nawo ambiri sanavutike nazo. .
Chondidabwitsa, m'zaka za zana la XNUMX pafupifupi palibe amene adasunga CRM mwanjira iliyonse; ambiri amasunga zolemba, m'mabuku. Nthawi yomweyo, eni eniwo adadandaula kuti ogwira ntchito amaba, amalakwitsa powerengera ndipo amayenera kuthera nthawi yochulukirapo ndikuwerengeranso zolembedwa m'buku lowerengera ndalama, zomwe zasungidwa ndi ma depositi zimatayika, makasitomala amachoka pazifukwa zomwe sizikudziwika. iwo.
Kusanthula deta yosonkhanitsidwa, tinazindikira kuti sitikufuna kubwereza zolakwa zawo ndipo timafunikira dongosolo lowonekera lomwe lidzachepetse zoopsazi. Choyamba, tinayamba kufunafuna mayankho okonzeka kale, koma sitinapeze omwe amakwaniritsa zofunikira zathu. Ndiyeno ndinaganiza zopanga dongosolo langa, ngakhale silinali labwino, koma logwira ntchito komanso lotsika mtengo (pafupifupi kwaulere).
Posankha chida, ndinaganizira zotsatirazi: ziyenera kukhala zotsika mtengo, ziyenera kusinthasintha komanso zopezeka, ndipo zikhale zosavuta kugwiritsa ntchito. Nditha kulemba dongosolo lathunthu, lamphamvu komanso lokwera mtengo pabizinesi iyi, koma tinali ndi nthawi yochepa komanso bajeti yaying'ono, kuphatikiza sitinamvetsetse ngati polojekiti yathu ingagwire ntchito, ndipo sizingakhale zomveka kugwiritsa ntchito zinthu zambiri. dongosolo ili. Chifukwa chake, panthawi yoyesa malingaliro, ndidaganiza zoyamba ndi MVP (Minimum Viable Product - chinthu chocheperako) ndikupanga mawonekedwe ogwirira ntchito munthawi yaifupi kwambiri ndi ndalama zochepa, ndipo pakapita nthawi, kumaliza kapena kubwerezanso.
Zotsatira zake, kusankha kwanga kunagwera pa mautumiki a Google (Drive, Mapepala, Kalendala). Gwero lalikulu lazolowera / zotulutsa ndi Google Mapepala, popeza mkazi wanga ali ndi chidziwitso chogwira ntchito ndi ma spreadsheets, amatha kusintha yekha ngati kuli kofunikira. Ndinaganiziranso mfundo yakuti chidacho chidzagwiritsidwanso ntchito ndi antchito omwe sangakhale odziwa bwino kugwiritsa ntchito kompyuta, ndipo kuwaphunzitsa kulowetsa deta mu tebulo kudzakhala kosavuta kusiyana ndi kuwaphunzitsa momwe angagwiritsire ntchito ndi akatswiri ena apadera. pulogalamu ngati 1C.
Deta yomwe yalowa m'matebulo imasintha nthawi yeniyeni, ndiye kuti, nthawi iliyonse yomwe mungawone momwe zinthu zilili pakampaniyo, chitetezo chimamangidwa, mutha kuletsa mwayi kwa anthu ena.
Kupititsa patsogolo kamangidwe ndi deta
Malo osewerera ana amapereka ntchito zingapo zofunika.
- Ulendo wokhazikika - pamene kasitomala amagula nthawi yomwe amakhala m'chipinda cha ana ake.
- Ulendo woyang'aniridwa - pamene kasitomala agula nthawi yomwe amakhala m'chipinda cha ana ake ndikulipira ndalama zowonjezera kuti aziyang'anira. Ndiko kuti, wofuna chithandizo akhoza kusiya mwanayo ndi kukachita bizinesi yake, ndipo wogwira ntchito m'chipindamo adzayang'ana ndi kusewera ndi mwanayo pamene kholo palibe.
- Tsegulani tsiku lobadwa - kasitomala amabwereka tebulo lapadera la chakudya ndi alendo okhalamo ndipo amalipira maulendo oyendera ku chipinda cha masewera, pamene chipinda chimagwira ntchito mwachizolowezi.
- Tsiku lobadwa lotsekedwa - kasitomala amabwereketsa malo onse; panthawi yobwereka chipindacho sichilandira makasitomala ena.
Ndikofunika kuti mwiniwakeyo adziwe kuchuluka kwa anthu omwe adayendera chipindacho, zaka zomwe anali nazo, nthawi yayitali bwanji, ndalama zomwe adapeza, ndalama zingati zomwe zinalipo (nthawi zambiri zimachitika kuti woyang'anira amafunika kugula chinachake kapena kulipira. pa chinachake, mwachitsanzo, kubweretsa kapena madzi), Kodi panali masiku angati obadwa?
Monga pulojekiti iliyonse ya IT, ndinayamba kuganiza kupyolera mu kamangidwe ka dongosolo lamtsogolo ndikukonza ndondomeko ya deta. Popeza mkazi ndi amene amayang'anira bizinesiyo, amadziwa zonse zomwe ayenera kuziwona, kuzilamulira ndi kulamulira, choncho adakhala ngati kasitomala. Pamodzi tidakambirana mozama ndikulemba zofunikira pa dongosololi, pamaziko omwe ndimaganizira momwe kachitidweko kakuyendera ndikupanga mawonekedwe awa a mafayilo ndi zikwatu mu Google Drive:
Chikalata cha "Chidule" chili ndi zambiri pakampani: ndalama, ndalama, zowerengera
Chikalata cha Expenses chili ndi zambiri za ndalama zomwe kampani imawononga pamwezi. Kuti ziwonekere bwino, zogawika m'magulu: ndalama zamaofesi, misonkho, ndalama za ogwira ntchito, zotsatsa, zowonongera zina.
Zowononga pamwezi
Chidule cha ndondomeko ya ndalama za chaka
Foda ya Income ili ndi mafayilo 12 a Google Sheets, imodzi pamwezi uliwonse. Izi ndizo zikalata zazikulu zogwirira ntchito zomwe antchito amadzaza tsiku lililonse. Zili ndi tabu ya dashboard yovomerezeka ndi ma tabo a tsiku lililonse lantchito. Dashboard tabu ikuwonetsa zonse zofunikira za mwezi wapano kuti mumvetsetse zinthu mwachangu, komanso imakupatsani mwayi wopanga mitengo ndikuwonjezera ntchito.
Dashboard tabu
Tabu yatsiku ndi tsiku
M'kati mwa chitukuko cha bizinesi, zofunikira zowonjezera zinayamba kuonekera mwa njira zochotsera, zolembetsa, mautumiki owonjezera, ndi zochitika. Tidagwiritsanso ntchito zonsezi pakapita nthawi, koma chitsanzo ichi chikuwonetsa mtundu woyambira wadongosolo.
Kupanga magwiridwe antchito
Nditazindikira zizindikiro zazikulu, ndikukonza zomanga ndi kusinthana kwa data pakati pa mabungwe, ndidayamba kukhazikitsa. Chinthu choyamba chomwe ndidachita ndikupanga chikalata cha Google Sheet mufoda yanga ya Ndalama. Ndinapanga ma tabo awiri mmenemo: dashboard ndi tsiku loyamba la mwezi, momwe ndinawonjezera tebulo lotsatirali.
Tsamba logwirira ntchito
Ili ndiye tsamba lalikulu lomwe Administrator angagwire nalo. Amangofunika kudzaza minda yofunikira (yomwe ili ndi zofiira), ndipo dongosolo lidzawerengera zokha zizindikiro zonse zofunika.
Kuti muchepetse zolakwika zolowetsa komanso zosavuta, gawo la "Visit Type" linakhazikitsidwa ngati mndandanda wotsikirapo wa ntchito zomwe zaperekedwa, zomwe titha kusintha patsamba la dashboard. Kuti tichite izi, timawonjezera kutsimikizira kwa data kumaselowa ndikuwonetsa momwe tingatengere deta.
Pofuna kuchepetsa zolakwika za anthu powerengera, ndinawonjezera kuwerengera kwa maola omwe kasitomala adakhala m'chipindamo komanso kuchuluka kwa ndalama zomwe ziyenera kulipidwa.
Kuti achite izi, Woyang'anira akuyenera kungolemba nthawi yofika ya kasitomala (gawo E) ndi nthawi yonyamuka (gawo F) mumtundu wa HH: MM. Kuti ndiwerengere nthawi yonse yomwe kasitomala amakhala m'chipinda chamasewera, ndimagwiritsa ntchito njira iyi:
=IF(ISBLANK($F8); ""; $F8-$E8)Kuti tiwerengeretu kuchuluka kwa ndalama zogwiritsira ntchito mautumiki, tinayenera kugwiritsa ntchito njira yovuta kwambiri, popeza mtengo wa ola limodzi ukhoza kusiyana malinga ndi mtundu wa utumiki. Chifukwa chake, ndimayenera kumangirira deta ku tebulo lazantchito patsamba la dashboard pogwiritsa ntchito QUERY:
=ROUNDDOWN(G4*24*IFERROR(QUERY(dashboard!$G$2:$H$5; "Select H where G = '"& $D4 & "'");0)Kuwonjezera pa zochita zazikulu, ndinawonjezera ntchito zowonjezera kuti ndithetse zolakwika zosafunikira za IFERROR kapena ISBLANK, komanso ntchito ya ROUNDDOWN - kuti ndisavutike ndi zinthu zazing'ono, ndinazungulira ndalama zomaliza, kwa kasitomala.
Kuphatikiza pa ndalama zazikulu (nthawi yobwereketsa), m'bwalo lamasewera la ana muli ndalama zowonjezera monga ntchito kapena kugulitsa zoseweretsa, ndipo antchito amawononga ndalama zina, mwachitsanzo, kulipira madzi akumwa kapena kugula maswiti kuti ayamikire, zonsezi ziyeneranso kuganiziridwa.
Chifukwa chake, ndidawonjezeranso matebulo ena awiri momwe tidzajambulira izi:
Kuti zikhale zosavuta kugwira ntchito ndi zizindikiro, ndimazipaka utoto ndikuwonjezera masanjidwe okhazikika pamaselo.
Matebulo akuluakulu ndi okonzeka, tsopano muyenera kuyika zizindikiro zazikulu mu tebulo lapadera kuti muwone bwinobwino momwe munapezera tsiku limodzi ndi kuchuluka kwa ndalama zomwe zili mu kaundula wa ndalama ndi kuchuluka kwa khadi.
Kuti ndipeze ndalama zonse mwa mtundu wa malipiro, ndinagwiritsanso ntchito QUERY:
=QUERY(I8:J;"SELECT sum(J) WHERE I='ΠΠ°Π»ΠΈΡΠΊΠ°'"Β» ΠΈ Β«=QUERY(I8:J;"SELECT sum(J) WHERE I='ΠΠ°ΡΡΠ°'")Pamapeto pa tsiku logwira ntchito, woyang'anira amangofunika kuyang'ana kawiri ndalamazo ndipo sayenera kuwerengeranso pamanja. Sitikakamiza munthu kuti agwire ntchito yowonjezera, ndipo mwiniwake akhoza kuyang'ana ndikuwongolera zinthu nthawi iliyonse.
Matebulo onse ofunikira ali okonzeka, tsopano tingobwereza tabu tsiku lililonse, tiwerenge ndikupeza zotsatirazi.
Zabwino! Pafupifupi zonse zakonzeka, zomwe zatsala ndikuwonetsa zizindikiro zonse zazikulu za mweziwo pa tabu ya dashboard.
Kuti mupeze ndalama zonse pamwezi, mutha kulemba fomula ili pansipa
='1'!D1+'2'!D1+'3'!D1+'4'!D1+'5'!D1+'6'!D1+'7'!D1+'8'!D1+'9'!D1+'10'!D1+'11'!D1+
'12'!D1+'13'!D1+'14'!D1+'15'!D1+'16'!D1+'17'!D1+'18'!D1+'19'!D1+'20'!D1+'21'!D1+
'22'!D1+'23'!D1+'24'!D1+'25'!D1+'26'!D1+'27'!D1+'28'!D1+'29'!D1+'30'!D1+'31'!D1pomwe D1 ndi cell yokhala ndi ndalama zatsiku ndi tsiku, ndipo '1', '2' ndi zina zotere ndi dzina la tabu. Momwemonso ndimapeza deta pazowonjezera ndalama ndi ndalama.
Kuti zimveke bwino, ndinaganiza zowonetsera phindu lonse ndi gulu. Kuti ndichite izi, ndimayenera kupanga kusankha kovutirapo ndikuyika magulu onse, ndikusefa ndikuchotsa mizere yopanda kanthu komanso yosafunikira.
Phindu ndi gulu
Chida chachikulu chowerengera ndalama chakonzeka, tsopano tingobwereza fayilo mwezi uliwonse pachaka.
Nditapanga chida chowerengera ndalama ndikuwunika ndalama, ndidayamba kupanga tebulo la ndalama momwe tidzaganizira ndalama zonse zapamwezi: lendi, malipiro, misonkho, kugula zinthu ndi ndalama zina.
Mu chikwatu chaka chino, ndidapanga chikalata cha Google Sheet ndikuwonjezera ma tabo 13, dashboard ndi miyezi khumi ndi iwiri kwa icho.
Dashboard tabu
Kuti mumveke bwino, mu tabu ya dashboard ndapereka mwachidule zonse zofunikira pazachuma cha chaka.
Ndipo mu tabu iliyonse ya mwezi ndi mwezi ndidapanga tebulo momwe timawerengera ndalama zonse zamakampani ndi gulu.
Mwezi tabu
Zinakhala zosavuta kwambiri, tsopano mutha kuwona ndikuwongolera ndalama zonse za kampaniyo, ndipo ngati kuli kofunikira, yang'anani mbiri yakale komanso ngakhale kusanthula.
Popeza zidziwitso zamandalama ndi ndalama zili m'mafayilo osiyanasiyana ndipo sizosavuta kuziwunika, ndidaganiza zopanga fayilo imodzi momwe ndidalemba zonse zofunikira kuti eni ake aziwongolera ndikuwongolera kampaniyo. Ndinatcha fayiloyi "Chidule".
tebulo la pivot
Mufayiloyi ndidapanga tebulo lomwe limalandira deta ya mwezi uliwonse kuchokera kumatebulo, chifukwa cha izi ndidagwiritsa ntchito muyezo:
=IMPORTRANGE("url";"dashboard!$B$1")komwe ndimadutsa chikalata cha ID ngati mkangano woyamba, ndi mtundu womwe watumizidwa ngati gawo lachiwiri.
Kenaka ndinasonkhanitsa ndalama zapachaka: kuchuluka kwa ndalama zomwe ndinapeza, ndalama zomwe zinagwiritsidwa ntchito, phindu, phindu. Kuwona deta yofunikira.
Ndipo kuti zikhale zosavuta, kuti mwiniwake wa bizinesi awone deta yonse pamalo amodzi osayendetsa mafayilo, ndinagwirizanitsa luso losankha mwezi uliwonse wa chaka ndikuwonetsa zizindikiro zazikulu mu nthawi yeniyeni.
Kuti ndichite izi, ndidapanga ulalo pakati pa mwezi ndi ID ya chikalata
Kenako ndidapanga mndandanda wotsikira pansi pogwiritsa ntchito "Data -> Data Validation", ndidatchulapo ulalo ndikukhazikitsa kulowetsedwa ndi ulalo wokhazikika ku chikalatacho.
=IMPORTRANGE("'"& QUERY(O2:P13;"SELECT P WHERE O ='"& K7 &"'") &"'"; "dashboard!$A1:$B8")Pomaliza
Monga mukuwonera, kukonza njira mubizinesi yanu sikovuta monga momwe zingawonekere, ndipo simuyenera kukhala ndi luso lapamwamba kuti muchite izi. Zoonadi, dongosololi lili ndi zofooka zambiri, ndipo pamene bizinesi ikukula sikutheka kuigwiritsa ntchito, koma kwa bizinesi yaying'ono kapena poyambira poyesa malingaliro, iyi ndi njira yabwino kwambiri yothetsera.
Chipinda chamasewera ichi chakhala chikugwira ntchito yothetsera vutoli kwa chaka chachitatu, ndipo chaka chino chokha, tikamvetsetsa bwino njira zonse, timadziwa kasitomala wathu ndi msika. Tinaganiza zopanga chida chokwanira choyendetsera bizinesi pa intaneti.
PS
Kugwiritsa ntchito Mapepala a Google kuyang'anira bizinesi yanu sikophweka, makamaka kuchokera pafoni yanu. Choncho ndinatero , yomwe imawonetsa zizindikiro zonse zazikulu zamalonda mu nthawi yeniyeni mumtundu wosavuta
Source: www.habr.com