Excel template no ka mālama ʻana i ka hōʻike kālā loaʻa: Profit and Loss Template

ʻO ka hōʻike kālā ka palapala i ʻāpana o nā ʻōlelo kālā, e hōʻuluʻulu ana i nā hana a pau o ka ʻoihana i kōkua i ka hoʻoholo ʻana i ka hopena waiwai, a aia nā koina a me nā loaʻa kālā o kahi hui.

Nā Māhele o ka Hōʻike Loaʻa

• Waiwai hana. E ʻike i nā ʻāpana āpau o ka loaʻa kālā mai ka hana ʻana: mai nā loaʻa a hiki i nā hoʻololi ʻana i nā papa inoa o nā huahana i hoʻopau ʻia, nā huahana i hoʻopau ʻia a me nā huahana semi-finished, nā hana e holomua ana, nā waiwai paʻa a me nā kumu waiwai ʻē aʻe.
• Na koina hana. ʻO ke kaulahao hana a me nā kumukūʻai ʻoihana mai nā kumu waiwai a hiki i nā lawelawe a me nā uku limahana a hiki i ka hoʻohaʻahaʻa a me ka hoʻohaʻahaʻa ʻana i nā kumu waiwai maoli a intangible. Hoʻopili pū ʻia nā hoʻololi i nā papa inoa o nā mea waiwai a me nā waiwai waiwai ʻē aʻe a me nā koina a me nā uku ʻē aʻe.
• Loaʻa kālā a me nā lilo. Loaʻa mai nā hoʻopukapuka kālā ma nā ʻoihana ʻē aʻe, nā hōʻaiʻē, nā palekana, nā uku a me nā poho a i ʻole nā ​​​​loaʻa mai ka hoʻololi ʻana (inā e hana ka hui i nā kālā ʻē aʻe)
• Hoʻololi waiwai i nā waiwai kālā. ʻO ka loiloi hou a me ka hoʻohaʻahaʻa ʻana i nā securities, nā waiwai paʻa a me nā hoʻopukapuka kālā i nā ʻoihana ʻē aʻe
• Loaʻa a me nā lilo. Kū mai lākou mai nā securities a i ʻole nā ​​​​uku i hoʻokaʻawale ʻia.

Hāʻawi ka papapalapala Excel ma lalo nei i kahi maʻamau o kahi ʻōlelo maʻamau a me ka pohō (i ʻike ʻia he ʻōlelo kālā loaʻa), hiki ke hoʻohana ʻia no nā moʻokāki ʻoihana liʻiliʻi.

Waiho ʻia nā kīhāpai i loko o nā keena tan o ka pāpalapala e hiki ai iā ʻoe ke hoʻokomo i nā helu kālā a me nā lilo, a hiki iā ʻoe ke hoʻololi i nā lepili no kēia mau lālani e hōʻike i kāu mau ʻāpana kālā. Hiki iā ʻoe ke hoʻokomo i nā lālani hou aʻe i loko o ka template Profit and Loss, akā inā ʻoe e hana, makemake ʻoe e nānā i nā formula (i loko o nā keena hina), e hōʻoia i ka loaʻa ʻana o nā lālani hou.

Ua kūpono ka la'ana me Excel 2010 a me nā mana hope.

No ka hoʻoiho ʻana i ke kumu hoʻohālike e kaomi ma aneʻii

ʻO nā hana i hoʻohana ʻia i loko o ke kŘkohu ka huina a me nā mea hana helu:

• Sum: Hoʻohana ʻia no ka helu ʻana i nā huina no kēlā me kēia ʻāpana o ka loaʻa a i ʻole nā ​​lilo;
• Mea hoʻohana helu helu: Hoʻohana ʻia ka mea hoʻohui, unuhi, a me ka mahele e helu ai:
  • Margin Gross = Huina Loaʻa: Ka huina kālā o nā kūʻai
  • Loaʻa (Loss) mai nā hana = Ka loaʻa kālā - Ka huina o nā lilo hana
  • Loaʻa (nalo) ma mua o ka ʻauhau ʻauhau = Loaʻa mai nā hana - Ka huina kālā a me nā loaʻa kālā ʻē aʻe
  • Loaʻa ka loaʻa kālā (nalo) = Loaʻa (nalo) ma mua o ka hāʻawi ʻana i ka ʻauhau kālā - ʻO ka ʻauhau ʻauhau
  • Loaʻa Loaʻa (Loss) no kēlā me kēia Mahele = Loaʻa Loaʻa (Loss) / Helu Awelika Kaumaha o nā Māhele

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