For a free downloadable Excel template, go to bojanfin.com/
--------------------------------------------------------------------------------------------------------------
Watch how to create great Dashboard and actionable management report
1️⃣ 𝗦𝘁𝗲𝗽 𝟭: 𝗣𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻
→ Prepare functional categories for reporting
→ Like cost centers, types of revenues, asserts of liabilities
→ Allocate the cost / profit centers to the general ledger account in your CoA
2️⃣ 𝗦𝘁𝗲𝗽 𝟮: 𝗗𝗮𝘁𝗮 𝗶𝗻𝗽𝘂𝘁
→ Create or adjust your budget data to be aligned with cost/profit centers.
→ Split annual budget to the periods, months or quarters
→ Export your trial balance with these columns:
→ GL Account, Description, Amount, and just input last day of reporting period.
→ Now use VLOOKUP or XLOOKUP function to input cost/profit center for each line
3️⃣ 𝗦𝘁𝗲𝗽 𝟯: 𝗥𝘂𝗻 𝗿𝗲𝗽𝗼𝗿𝘁𝘀
→ Create beautiful report that automatically takes a data
→ Create pivot table for selecting a period
→ Check actual figures variance to last period or budget
→ Create beautiful dashboard for making right decisions
- - - - - - - - - - - - - - - - - - - - - - - -
PS. "You can't predict the future, but you can create it" P. Drucker. Use my 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 𝗣𝗮𝗰𝗸𝗮𝗴𝗲 and start creating your financial health today:
👉 lnkd.in/dZwwg6Wj
✔ 𝟱𝗵+ of Video Materials (35 Lessons in 5 Modules)
✔ 𝟱𝟬+ Finance Models in Excel
✔ 𝟯𝟯𝟬+ Pages of Instructions in PDF
✔ 𝟯𝟬+ Bonus Materials
✔ 𝟭𝟬+ Languages subtitle
Негізгі бет Dashboard and Management Report
Пікірлер: 3