Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki

Chikanganiso chinowanzoitwa nevashambadzi vemabhizinesi ndechekuti havatarise zvakakwana kuunganidza nekuongorora data, kugadzirisa maitiro ebasa uye kutarisa zvakakosha zviratidzo. Izvi zvinoguma nekudzikira kwegoho uye kutambisa nguva nekusakwana kwezvinhu. Kana maitiro asina kunaka, unofanirwa kugadzirisa zvikanganiso zvakafanana kakawanda. Sezvo huwandu hwevatengi hunowedzera, sevhisi inodzikira, uye pasina ongororo yedata hapana kunzwisisa kwakajeka kwezvinoda kuvandudzwa. Nekuda kweizvozvo, sarudzo dzinoitwa pakuda.

Kuti uve nemakwikwi, bhizinesi remazuva ano, kuwedzera kune zvigadzirwa zvemhando yepamusoro uye masevhisi, inofanirwa kuve nemaitiro akajeka uye kuunganidza data yekuongorora. Pasina izvi, zvakaoma kunzwisisa mamiriro chaiwo ezvinhu mubhizinesi uye kuita sarudzo dzakanaka. Naizvozvo, zvakakosha kuve mune yako arsenal maturusi anodiwa ayo asiri nyore kushandisa chete, asi zvakare anobvumidza iwe kurerutsa basa rako uye kugadzira iyo yakajeka maitiro anogoneka.

Nhasi kune nhamba huru yezvishandiso uye mhinduro. Asi vatengesi vazhinji havazvishandise nekuti havaoni kukosha mazviri, kana kusanzwisisa mashandisiro azvo, kana kuti zvinodhura, kana zvakaoma, kana 100500 zvimwe. Asi avo vakazvifunga, vakawana kana kuzvigadzirira maturusi akadaro vatove nemukana munguva yepakati.

Kweanopfuura makore gumi, ndanga ndichigadzira zvigadzirwa zveIT uye mhinduro dzinobatsira mabhizinesi kuwedzera purofiti kuburikidza neautomation uye dijitari shanduko yemaitiro. Ndakabatsira kuwana akawanda ekutanga uye kugadzira akawanda ezvishandiso zvepamhepo zvinoshandiswa nemazana ezviuru zvevanhu pasi rese.

Heano mumwe wemienzaniso yakanaka mukuita kwangu inoratidza mabhenefiti eshanduko yedhijitari. Kune imwe kambani diki yemutemo yekuAmerica, ini nechikwata changu takagadzira chishandiso chekugadzira magwaro emutemo, zvakabvumira magweta kugadzira magwaro nekukurumidza. Uye gare gare, tawedzera kushanda kwechishandiso ichi, takagadzira sevhisi yepamhepo uye takashandura zvachose kambani. Iye zvino vanoshumira vatengi kwete muguta ravo chete, asi munyika yose. Kwemakore matatu, capitalization yekambani yakakura kakawanda.

Muchikamu chino ini ndichagoverana newe chiitiko chaicho chekugadzira hurongwa hwakajeka hwekutarisa zviratidzo zvebhizimisi zvakakosha. Ini ndichaedza kuisa kukosha kwekushandisa madhijitari mhinduro, ini ndicharatidza kuti hazvina kuoma uye kwete nguva dzose inodhura. Saka, handei!

Kuti zvese zvakatanga sei

Kana uchida kuva nechimwe chinhu chausina kumbova nacho, unofanira kuita zvausati wamboita.
Coco Chanel

Mudzimai wangu akanga aneta nekuva pazororo rekusununguka, uye takasarudza kuvhura bhizinesi duku - imba yekutamba yevana. Sezvo ndine bhizinesi rangu, mudzimai wangu anotarisira imba yemitambo zvachose, uye ini ndinobatsira nenyaya dzehurongwa nekusimudzira.

Iwo ruzivo rwekuvhura bhizinesi inyaya yakasiyana zvachose, asi padanho rekuunganidza data uye kuongorora vakwikwidzi, mukuwedzera kujekesa matambudziko chaiwo ebhizinesi iri, isu takatarisisa matambudziko emukati maitiro ayo vakawanda vakwikwidzi vasina kunetseka nawo. .

Chakandishamisa ndechekuti muzana ramakore rechiXNUMX hapana akachengeta CRM mune chero chimiro; vazhinji vaichengeta marekodhi vachinyora, mumanotibhuku. Panguva imwecheteyo, varidzi pachavo vakagunun'una kuti vashandi vanoba, vanoita zvikanganiso pakuverenga uye vanofanira kupedza nguva yakawanda vachiverenga uye vachitarisa nezvakanyorwa mubhuku re accounting, data pamusoro pekuchengetedzwa uye mari inorasika, vatengi vanoenda nezvikonzero zvisingazivikanwe ivo.

Tichiongorora iyo data yakaunganidzwa, takaona kuti hatidi kudzokorora zvikanganiso zvavo uye tinoda hurongwa hwakajeka huchadzikisa njodzi idzi kusvika padiki. Chekutanga, takatanga kutsvaga mhinduro dzakagara dzakagadzirwa, asi hatina kukwanisa kuwana dzakanyatsozadzisa zvatinoda. Uye ipapo ndakasarudza kugadzira yangu system, kunyangwe isiri yakanaka, asi inoshanda uye isingadhure (inenge yemahara).

Pakusarudza chimbo, ndakafunga zvinotevera: inofanira kunge isingadhuri, inofanira kushanduka uye inowanikwa, uye inofanira kuva nyore kushandisa. Ini ndaigona kunyora yakazara-yakazara, ine simba uye inodhura sisitimu yebhizinesi iri, asi isu takanga tisina nguva shoma uye bhajeti diki, uye isu hatina kunyatsonzwisisa kana chirongwa chedu chaizoshanda, uye zvingave zvisina musoro kushandisa mari yakawanda pa. iyi system. Naizvozvo, panguva yekuyedza iyo hypothesis, ndakasarudza kutanga neMVP (Minimum Viable Product - shoma inogoneka chigadzirwa) uye kuita shanduro yekushanda munguva pfupi inokwanisika nekudyara kushoma, uye nekufamba kwenguva, kupedzisa kana kuigadzirisa zvakare.

Nekuda kweizvozvo, sarudzo yangu yakawira paGoogle masevhisi (Drive, Sheets, Calendar). Nzvimbo huru yeruzivo rwekupinza / kubuda ndeyeGoogle Sheets, sezvo mudzimai wangu ane ruzivo rwekushanda nemaspredishiti, anogona kuita shanduko ari ega kana zvichidikanwa. Ini zvakare ndakafunga nezve chokwadi chekuti chishandiso chichashandiswawo nevashandi vangave vasina kunyatso hunyanzvi pakushandisa komputa, uye kuvadzidzisa kuisa data mutafura kunenge kuri nyore pane kuvadzidzisa kushanda nevamwe vane hunyanzvi. purogiramu yakafanana ne1C.

Iyo data yakapinda mumatafura inoshanduka munguva chaiyo, ndiko kuti, chero nguva iwe yaunogona kuona mamiriro ezvinhu ekambani, chengetedzo yakavakirwa mukati, unogona kurambidza kupinda kune vamwe vanhu.

Kuvandudzwa kwezvivakwa uye data chimiro

Imba yekutamba yevana inopa masevhisi akati wandei.

  • Kushanya kwakajairwa - apo mutengi anotenga nguva inopedzerwa muimba yekutamba yevana vake.
  • Kushanya kwakatarisirwa β€” apo mutengi anotenga nguva inopedzerwa muimba yekutamba yevana vake uye achibhadhara imwe mari kuti atarisirwe. Ndiko kuti, mutengi anogona kusiya mwana ndokuenda kune bhizinesi rake, uye mushandi wekamuri achaona uye kutamba nemwana panguva yekusipo kwemubereki.
  • Open birthday - mutengi anorenda tafura yakaparadzana yekudya uye yekugara vaenzi uye anobhadhara kushanya kwakajairwa kukamuri yemitambo, nepo imba ichishanda semazuva ese.
  • Bhavudhe rakavharwa - mutengi anorenda nzvimbo yese; panguva yekuroja imba yacho haigamuchire vamwe vatengi.

Zvakakosha kuti muridzi wacho azive kuti vanhu vangani vakashanyira mukamuri, vaiva nemakore mangani, nguva yakawanda yavakashandisa, mari yakawanda sei yavakawana, mari yakawanda yaishandiswa (zvinowanzoitika kuti maneja anofanira kutenga chimwe chinhu kana kubhadhara. kune chimwe chinhu, semuenzaniso, kuendesa kana mvura), Mangani emazuva ekuzvarwa?

Kufanana nechero chirongwa cheIT, ndakatanga nekufunga kuburikidza nekuvaka kweiyo ramangwana sisitimu uye kushanda kunze kweiyo data chimiro. Sezvo mudzimai ari mutariri webhizimisi, anoziva zvose zvaanoda kuona, kutonga uye kutonga, saka akaita semutengi. Pamwe chete takaita bongozozo uye takagadzira zvinodiwa kuhurongwa, pahwaro hwandaifunga kuburikidza nekushanda kwehurongwa uye ndikagadzira inotevera chimiro chemafaira nemaforodha muGoogle Drive:

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki

Gwaro re "Summary" rine ruzivo rwakakwana pamusoro pekambani: mari, mari, analytics

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki

Gwaro reMitemo rine ruzivo rwemari inoshandiswa nekambani pamwedzi. Kuti zvive pachena, zvakakamurwa kuita zvikamu: mari yehofisi, mutero, mari yevashandi, mari yekushambadzira, zvimwe zvinodhura.

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki
Mari yemwedzi nemwedzi

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki
Pfupiso tafura yemari yegore

Iyo Income folda ine gumi nemaviri maGoogle Sheets mafaera, imwe pamwedzi wega wega. Aya ndiwo magwaro makuru ekushanda ayo vashandi vanozadza zuva rega rega. Iwo ane inosungirwa dashboard tebhu uye ma tabo ezuva rega rega rekushanda. Iyo dashboard tebhu inoratidza ruzivo rwese rwunodiwa kumwedzi wazvino kuti unzwisise nekukurumidza zvinhu, uye zvakare inobvumidza iwe kuseta mitengo uye kuwedzera masevhisi.

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki
Dashboard tab

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki
Zuva nezuva tab

Mukuita kwekusimudzira bhizinesi, zvimwe zvinodiwa zvakatanga kuoneka nenzira yezvidzikiso, kunyoreswa, mamwe masevhisi, uye zviitiko. Isu takaitawo zvese izvi nekufamba kwenguva, asi uyu muenzaniso unoratidza iyo yekutanga vhezheni yehurongwa.

Kusikwa kwekushanda

Mushure mekunge ndafunga zviratidzo zvikuru, ndakagadzira dhizaini uye kuchinjanisa data pakati pemasangano, ndakatanga kuita. Chinhu chekutanga chandakaita kugadzira gwaro reGoogle Sheet mune yangu Income folda. Ini ndakagadzira ma tabo maviri mairi: dashboard uye zuva rekutanga remwedzi, umo ini ndakawedzera tafura inotevera.

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki
Main bepa rekushanda

Iri ndiro pepa guru rekushanda iro Mutungamiriri achashanda naro. Anongoda kuzadza minda inodiwa (yakaiswa mutsvuku), uye sisitimu inozoverengera zviratidzi zvese zvinodiwa.

Kuti uderedze zvikanganiso zvekupinza uye kurerutsira, iyo "Visit Type" ndima yakaitwa seyekudonhedza pasi rondedzero yemasevhisi akapihwa, ayo isu tinogona kugadzirisa pane dashboard peji. Kuti tiite izvi, tinowedzera kuongororwa kwedata kune aya maseru uye tinoratidza huwandu hwekutora data.

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki

Kuti ndideredze kukanganisa kwevanhu mukuverenga, ndakawedzera kuverenga otomatiki kwemaawa akashandiswa nemutengi mukamuri uye huwandu hwemari yakafanira.

Kuti aite izvi, Administrator anofanira kungomaka nguva yekusvika kwemutengi (column E) uye nguva yekubva (column F) muchimiro HH: MM. Kuti ndiverenge iyo yakazara nguva inoshandiswa nemutengi mukamuri yemutambo, ini ndinoshandisa iyi fomula:

=IF(ISBLANK($F8); ""; $F8-$E8)

Kuti tiverenge otomatiki huwandu hwemari yekushandisa masevhisi, taifanira kushandisa fomula yakaoma, sezvo mutengo weawa unogona kusiyana zvichienderana nerudzi rwebasa. Naizvozvo, ndaifanira kusunga data kutafura yebasa iri papeji yedashboard ndichishandisa QUERY basa:

=ROUNDDOWN(G4*24*IFERROR(QUERY(dashboard!$G$2:$H$5; "Select H where G = '"& $D4 & "'");0)

Mukuwedzera kune zviito zvikuru, ndakawedzera mamwe mabasa ekubvisa zvisingadiwi IFERROR kana ISBLANK zvikanganiso, pamwe chete neROUNDDOWN basa - kuitira kuti ndisazvinetse nezvinhu zviduku, ndakatenderedza mari yekupedzisira pasi, kune mutengi.

Pamusoro pemuhoro mukuru (nguva yekurenda), muimba yekutamba yevana mune imwe mari inowanikwa nenzira yebasa kana kutengeswa kwematoyi, uye vashandi vanoita mari shoma, semuenzaniso, kubhadhara mvura yekunwa kana kutenga zvihwitsi zvekurumbidza, zvose izvi zvinofanirawo kurangarirwa.

Naizvozvo, ini ndakawedzera mamwe matafura maviri umo isu tichanyora iyi data:

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki

Kuita kuti zvive nyore kushanda nezviratidzo, ndakazvipenda uye ndikawedzera mafomati emamiriro kumaseru.

Matafura makuru akagadzirira, ikozvino iwe unofanirwa kuisa zviratidzo zvikuru mutafura yakasiyana kuitira kuti uone zvakajeka kuti wakawana mari yakawanda sei pazuva uye kuti yakawanda sei mari iyi iri mubhuku remari uye kuti yakawanda sei pakadhi.

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki

Kuti uwane mari yese nerudzi rwekubhadhara, ndakashandisa zvakare QUERY basa:

=QUERY(I8:J;"SELECT sum(J) WHERE I='Наличка'"Β» ΠΈ Β«=QUERY(I8:J;"SELECT sum(J) WHERE I='ΠšΠ°Ρ€Ρ‚Π°'")

Pakupera kwezuva rekushanda, maneja anongoda kaviri-kutarisa mari uye haafanire kuita bhuku recalculation. Isu hatimanikidze munhu kuita rimwe basa, uye muridzi anogona kutarisa uye kudzora mamiriro chero nguva.

Ese matafura anodiwa akagadzirira, ikozvino isu tichangodzokorora tebhu yezuva rega rega, iverenge uye uwane inotevera.

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki

Hukuru! Zvinenge zvese zvakagadzirira, chasara kuratidza ese makuru maratidziro emwedzi pane dashboard tab.

Kuti uwane mari yese yemwedzi, unogona kunyora fomura inotevera

='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'!D1

uko D1 ndiyo sero ine mari yemazuva ese, uye '1', '2' uye zvichingodaro ndiro zita retabhu. Nenzira imwecheteyo ini ndinowana data rekuwedzera mari uye mari.

Kuti zvive pachena, ndakafunga kuratidza purofiti yakazara nechikamu. Kuti ndiite izvi, ndaifanira kuita sarudzo yakaoma uye kuunganidza kubva kumatabo ese, uye ipapo kusefa uye kubvisa mitsara isina chinhu uye isina kufanira.

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki
Profitability nechikamu

Iyo huru yekushandisa accounting chishandiso yakagadzirira, ikozvino isu tichangodzokorora faira remwedzi wega wega wegore.

Mushure mekunge ndagadzira chishandiso che accounting uye yekutarisa mari, ndakatanga kugadzira tafura yemitengo umo isu tichafunga nezvese mari yemwedzi nemwedzi: rendi, mubhadharo, mutero, kutenga zvinhu uye zvimwe zvinodhura.

Muforodha yegore razvino, ndakagadzira gwaro reGoogle Sheet uye ndikawedzera ma tabo gumi nematatu, dhibhodhi uye mwedzi gumi nembiri kwairi.

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki
Dashboard tab

Kuti zvive pachena, mune dashboard tab ndakapfupisa ruzivo rwese rwunodiwa pamashandisirwo emari egore.

Uye mune yega yega tebhu yemwedzi ndakagadzira tafura umo isu tinozochengeta iyo yese mari yekambani mari nechikamu.

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki
Mwedzi tab

Zvakava nyore kwazvo, ikozvino iwe unogona kuona uye kutonga mari yese yekambani, uye kana zvichidikanwa, tarisa nhoroondo uye kunyange kuita analytics.

Sezvo ruzivo rwemari uye mari inodiwa iri mumafaira akasiyana uye isiri nyore kutarisa, ndakafunga kugadzira faira rimwe umo ini ndakanyora ruzivo rwese rwakakosha kuti muridzi adzore uye atarisire kambani. Ndakatumidza faira iyi kuti "Summary".

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki
tafura yepivot

Mune iyi faira ndakagadzira tafura inogamuchira data pamwedzi kubva pamatafura, nekuda kweizvi ndakashandisa yakajairwa basa:

=IMPORTRANGE("url";"dashboard!$B$1")

kwandinopasa gwaro ID senharo yekutanga, uye iyo inotengeswa kunze kwenyika seyechipiri paramende.

Ipapo ndakaunganidza chiyero chegore: marii yakawanikwa, yakawanda sei yakashandiswa, chii chaiva purofiti, purofiti. Yakaona data inodiwa.

Uye kuti zvive nyore, kuitira kuti muridzi webhizimisi aone deta yose munzvimbo imwe chete uye kwete kumhanya nemafaira, ndakabatanidza kukwanisa kusarudza chero mwedzi wegore uye kuratidza zviratidzo zvinokosha munguva chaiyo.

Kuti ndiite izvi, ndakagadzira chinongedzo pakati pemwedzi uye gwaro ID

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki

Ipapo ini ndakagadzira rondedzero yekudonha-pasi ndichishandisa "Data -> Data Validation", yakatsanangudza huwandu hweiyo link uye yakamisikidzwa yekuendesa ine simba rekubatanidza kune gwaro.

=IMPORTRANGE("'"& QUERY(O2:P13;"SELECT P WHERE O ='"& K7 &"'") &"'"; "dashboard!$A1:$B8")

mhedziso

Sezvauri kuona, kuvandudza maitiro mubhizinesi rako hakuna kuoma sezvazvingaite, uye haufanirwe kuve nehunyanzvi hwepamusoro kuti uzviite. Zvechokwadi, urongwa uhwu hune zvikanganiso zvakawanda, uye sezvo bhizinesi rinokura hazvizobviri kuishandisa, asi kune bhizinesi duku kana pakutanga pakuedza kufungidzira, iyi ndiyo mhinduro yakanakisisa.

Iyi kamuri yemitambo yanga ichishanda pane iyi mhinduro kwegore rechitatu, uye chete gore rino, kana isu tatonzwisisa zvakajeka maitiro ese, tinoziva mutengi wedu uye musika. Isu takasarudza kugadzira yakazara-yakazara online bhizinesi manejimendi chishandiso. Demo application muGoogle Drive

PS

Kushandisa Google Sheets kutarisa bhizinesi rako hakuna kunyanyo batsira, kunyanya kubva pafoni yako. Ndakadaro PWA application, iyo inoratidza zvese zvakakosha zviratidzo zvebhizinesi munguva chaiyo mune yakanakira fomati

Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki


Ita-iwe-iwe pachako shanduko yedhijitari yemabhizinesi madiki

Source: www.habr.com

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