1s upp efficiency monitor downloaded settings. Monitoring targets

Not only the issue of making a profit and growth, but also the very survival of the company in the constantly changing economic conditions on the world market directly depend on the effectiveness of management. Even the most talented crisis manager or experienced leader will not be able to carry out wise and far-sighted management and planning if he does not have an accurate and comprehensive understanding of all aspects of his enterprise.

Management reporting in the “1C” configuration “ITAN: Management Balance” provides users with powerful tools for processing a large volume of a wide variety of data, the end result of which is the presentation of the necessary information in a summarized form, convenient for comparison and analysis, on the basis of which the right management decisions will be made .

"ITAN: Managerial Balance Sheet"

The configuration of management reporting in 1C programs has in practice proven its effectiveness in generating a variety of management reporting in 1C, necessary for analyzing various aspects of a company’s business activities. Reports created using the ITAN: Management Balance configuration are flexible and functional means collecting, summarizing and sorting data contained in the enterprise information base.

A special advantage is flexible configuration and interactivity

Each report is interactive: users can change its parameters at any time, rearrange it, and create additional reports based on individual elements of a ready-made report.

All reports have a convenient and intuitive control mechanism that allows you to change the time period for which you want to create a report, the level of detail, the form of data display, the list of indicators used, the order of grouping, and much more. The user can change the default settings at any time, as they say, with a few clicks of the mouse. A particularly convenient feature is the ability to save individual settings for the next session in the information database.

Management reporting "1C" in the configuration "ITAN: Management Balance Sheet", if necessary, can be compiled into sets according to the areas of the company's business activities.

Differences between management reports compiled in the ITAN: Management Balance sheet configuration:

• information selection criteria;
• principles of data display;
• degree of detail.

Types of reports

Standard reports

If necessary, analysis various directions business activities of the company, as a rule, it is customary to use the same type of reports, which display management accounting data. For example, to compare planned indicators and actual results obtained over a certain period of time in the areas of production, sales and purchasing, the same type of “Plan-actual analysis” reports are used.

In regulated accounting: accounting, tax, international, a set of standard reports is used.

The built-in reporting decoding mechanism greatly facilitates the analysis of information. The function is available within a specific set of documents and allows you to quickly create a private report that reveals the origin of a particular indicator, or the primary document that became the source of the indicator.

Universal reports

The “ITAN: Management Balance Sheet” configuration contains reports used to conduct a standardized analysis of certain areas of the company’s business activities and sections of management accounting. A universal report is designed to display information about the turnover and indicators of a specific section.

Using universal charts, you can clearly graphically compare indicators of different levels of detail. At the same time, the charts have flexible settings that allow them to be presented in a circular, volumetric form or in the form of various histograms and graphs.

Report “Report to the Manager”

This type of report is intended to periodically inform company management about the real situation. The report contains a summary of the status of the most important indicators of the enterprise's core business areas. Data can be presented either in table or graphical form. There is a function for creating graphs that compare actual indicators with planned or similar indicators for past reporting periods.

“Report to the Manager” is a visually presented operational analysis of various company performance indicators, including:

• by sales volume;
• on the implementation of the production plan;
• on the movement of financial flows by expense items;
• for accounts payable and receivable, etc.

The list of indicators is displayed individually for each member of the company's management team.

Performance Monitor report

This type of report is intended for rapid assessment of key business performance indicators by company management.

• the ability to comprehensively display all activities in one report;
• timely identification of deviations from the plan, growth points and negative aspects;
• clarification of data;
• using a set of performance indicators from the demo database;
• rapid development of new indicators;
• possibility of customization different options report:
• by area of ​​activity;
• by areas of responsibility of top managers.

The report has a built-in mechanism that makes it easy to add additional performance indicators that your company needs.

The ITAN: Management Balance configuration demonstrates high level productivity and speed of calculations, ensuring reliable information storage and system scalability. Powerful tools of the program allow you to effectively solve the problems of implementation, maintenance and, if necessary, expansion of the information structure.

Configuration Benefits

Modern architecture and full automation of management and regulated reporting "1C" allows you to maintain high system performance even under significant loads - simultaneous work of many users (up to 150 people) and processing a large volume of data (more than 300 thousand rows per hour). It is also possible to increase bandwidth with the help of increased equipment power, which does not require additional costs for modification or change of software solution.

Organization of geographically distributed systems - the use of mechanisms for autonomous solutions makes it possible to build solutions based on the configuration for holdings with divisions in the regions. This makes it possible to quickly manage the work of branches and effectively control them.

Use of web technologies – availability of support via the Internet and regular automatic updates.

Easy integration - the presence of data exchange mechanisms with already installed software solutions allows them to interact effectively with each other without the need to radically change other systems. Integration with many programs and equipment is possible through the use of open standard and data transfer protocols.

Restriction of access rights - the ability to provide a specific user with only the information that he needs in his work. If necessary, you can also hide some data from certain employees. The mechanism works by distributing roles within the company structure.

Management reporting "1C" in the configuration "ITAN: Management Balance Sheet" provides ample opportunities for operational, and most importantly, effective management of the company. The positive experience of using the configuration by domestic companies makes it possible to highly evaluate the management reporting tools used in it as a reliable, stable and multifunctional solution for a modern company.

Automation solution:

IMPLEMENTATION MONITOR

The ITAN company won the tender to carry out work on the creation information system property management, consolidated management accounting and budgeting for the OJSC Voentorg group. The ITAN company won a tender to carry out work on creating an information system for property management, consolidated management accounting and budgeting.

The company had a task to automate management accounting and budgeting. To achieve these goals, the company's management decided to acquire software product"ITHAN: Managerial Balance Sheet." Cooperation with the company MIR GAZA began in November 2014. The company had a task to automate management accounting and budgeting. To achieve these tasks, management

ITAN specialists have completed work on automating cash management and transfers accounting to a single database for the VIKIMART company. During the implementation project the following work was performed: Written technical task according to the rules for converting 4 databases "1C: Accounting

The ITAN company's implementation department has completed a project to implement and configure the "Budgeting" subsystem of the "ITAN: Management Balance" configuration to automate PL budgeting and generate Plan-fact reporting for STS Eventim.Ru. The ITAN company's implementation department has completed a project to implementation and configuration of the “Budgeting” subsystem of the “ITAN: Management Balance” configuration to automate PL budgeting and form

The company "ITAN" and "Ginza Project" begins work on the implementation of the program "ITAN: Management Balance" to increase efficiency financial management.The management of the Ginza Project holding decided to introduce a comprehensive system of budgeting and management accounting

Implementation automated system accounting and reporting according to IFRS was carried out according to the methodology of a standard project. The project lasted 4 months, as a result, employees prepared reports for 2013 in a new program. The implementation of an automated accounting and reporting system in accordance with IFRS was carried out using the standard project methodology. The project lasted 4 months, resulting in reporting for 2013

In 2011, we began cooperation with the Edil-Import company. The company had a task to automate management accounting, in connection with which the software product “ITAN: Management Balance Sheet” was purchased. Read more In 2011, we began cooperation with the Edil-Import company. The company had a task to automate management accounting, and therefore acquired software

The IT department of Management Company Raiffeisen Capital has started the process of transferring the company's existing 1C: Accounting 2.0 to 1C: Accounting 3.0. more detailsThe IT department of Management Company Raiffeisen Capital has started the process of transferring the company’s existing “1C: Accounting 2.0” to “1C: Accounting 3.0”. In this regard, in order to maintain the current accounting system according to IFRS based on “ITAN: Management Balance Sheet”, it also needed to be updated. But at the same time keep

Company JSC "V.I.P. Service" increased the efficiency of financial management at the enterprise by introducing modern technologies automation of management accounting based on the ITAN: Management Balance software. The implementation was carried out by the Customer’s own IT service, with consulting support from ITAN company specialists. Client: JSC “V.I.P. Service" / "V.I.P.

In October 2015, the management of NTZ Volkhov decided to introduce an automated system from the ITAN company. more In October 2015, the management of NTZ Volkhov decided to introduce an automated system from the ITAN company. The project as a whole was planned to be completed in 6 months. In March 2016, NTZ Volkhov launched the second stage of the project: automation of consolidated reporting. Within this stage, ITAN specialists will configure the unit

Specialists of the ITAN company have completed work on the implementation and configuration of the standard model "Data Consolidation" of the ITAN: Management Balance sheet system and the standard model "Data Consolidation" for 11 information databases of companies included in the banking group CB "Energotransbank" (JSC). Specialists "ITAN" companies have completed work on the implementation and configuration of the standard model "Data Consolidation" of the "ITAN: Management Balance" system and the standard model "Data Consolidation" for 11 information databases of companies, including

The Mircon company previously worked on the ITAN: Wholesale Trading House 7.7 program, which comprehensively automated the operational and management accounting of a trading enterprise. more detailsThe Mircon company previously worked on the ITAN: Wholesale Trading House 7.7 program, which integrated the operational and management

The Digimarket company acquired the software product ITAN: Management Balance Sheet in 2008 in order to automate management accounting in 1C: Trade Management. Read moreThe Digimarket company acquired the software product ITAN: Management Balance Sheet in 2008 in order to automate management

The ACCOR company contacted us at the beginning of 2016. The main task was to automate the accounting and reporting system according to IFRS. more detailsThe ACCOR company contacted us at the beginning of 2016. The main task was to automate the accounting and reporting system according to IFRS. The company's management decided to automate accounting according to IFRS based on the “ITAN: Management Balance Sheet” configurations. The ITAN: Management Balance system improves accuracy and timeliness financial plans, budget

Project department The ITAN company has completed the first stage of installing a management accounting system at the Nevsky Transformer Plant Volkhov. more details The design department of the ITAN company has completed the first stage of installing a management accounting system at the Nevsky Transformer Plant

The implementation of an automated accounting and reporting system in accordance with IFRS will be carried out by specialists from the ITAN company using the standard project methodology based on the software product ITAN: Management Balance Sheet. Read moreThe company "PARTER.RU" contacted us on the recommendation of our clients. The company has a task to automate accounting and reporting according to IFRS. Implementation of an automated accounting and reporting system for&nb

The ITAN company won the competition to automate the management accounting system in the Yellow, Black and White holding. More details. The ITAN company won the competition to automate the management accounting system in the Yellow, Black and White holding. The management of the Yellow, Black and White Group of Companies was looking for a solution on the market that could solve the short time the following tasks: Load accounting data from current 1C systems. Implement complex meth

Project team ITAN has completed a project to automate the generation of management reporting in retail network Girlfriend. The implementation project was carried out according to the standard project methodology and was completed in 4 months. As a result, the management reporting system based on “ITAN: PROF Management Balance” has undergone trial operation, and allows you to quickly receive reports such as: OBDR, OBDS, Father

The following functional blocks were introduced within the project: Traffic budgeting Money, Treasury, Document approval. Client: JSC “V.I.P. Service" / "V.I.P. Service" Project: Automation of cash management on the configuration "ITAN: Management Balance" and "1C: Management

The ITAN company and the Baltis company entered into an agreement on the implementation of management accounting based on 1C: Trade Management and ITAN: Management Balance Sheet. The main implementation work has been completed, the system is undergoing trial operation. "Baltis" is a supplier of canned goods from Latvia and wholesale food products.

The ITAN company has completed work on the development of the “Contract Management” subsystem for the tasks of “NPF Sberbank” in accounting for business contracts. The ITAN company has completed work on the development of the “Contract Management” subsystem for the tasks of “NPF Sberbank” in accounting for business contracts

In 2012, the Lendor company acquired the software product “ITAN: Management Balance Sheet” in order to automate the accounting and reporting system according to IFRS. In 2012, the Lendor company acquired the ITAN: Management Balance software product in order to automate the system

The accounting department of Sberbank NPF turned to ITAN company to solve the problems of creating a complex balance sheet “Calculation own funds" Read more. The accounting department of Sberbank NPF turned to ITAN to solve the problems of creating a complex balance sheet “Calculation of own funds”. There was a report

The ITAN company has begun work on the implementation of a standard management accounting model of the ITAN: Management Balance subsystem for the 1C: Trade Management 11.1 configuration in the AMARE company. The ITAN company has begun work on the implementation of a standard management accounting model of the ITAN: Managerial Balance subsystem "for configuration "1C: Management torus

Specialists of the ITAN company completed a project to automate plan-fact analysis of revenue in the company STS Eventim RU based on the configuration "1C: Enterprise Accounting 2.0" more details Specialists of the company ITAN completed a project to automate plan-fact analysis of revenue in the company STS Eventim RU" based on con

The ITAN company won the tender for “Treasury automation and transfer of accounting to a single database” held by the VIKIMART company. The accounting system is based on the 1C configuration: Comprehensive automation", with the subsystem implemented into it "ITAN: Management

Sberbank NPFs use ITAN: Management Balance Sheet for budgeting, contract management and treasury purposes. The accounting service needed a tool to record the location of contracts. more details Sberbank APFs use “ITAN: Management Balance Sheet” for budgeting, contract management and treasury purposes. The accounting department needed a tool

The ITAN project team completed a project to automate budgeting using a complex economic planning model in the Podruzhka retail chain. The implementation project was carried out according to the standard project methodology and was completed in 6 months. As a result, the budgeting model was tested and Podruzhka formed a budget for 2013 in the new system. In the future, work is planned to implement the “Cash Management” subsystem

The ITAN company and the BI Partner company have entered into a cooperation and partnership agreement. As part of the cooperation, the BI Partner company will promote the ITAN: Management Balance software product. At the moment, negotiations are underway about joint participation in projects to automate management accounting in several companies, based on software

The ITAN design department has completed the refinement and implementation of the contract management system for the specifics of Terra Auri. During the setup process, the following work was completed: System “ITAN: Management Balance” in “1C: Accounting 3.0” of the Customer. The contract management model has been configured. Improvements were made to fill out accounting documents from contracts. The accounting of primary documents under contracts has been set up. Accounting and planning analytics expanded

ITAN company specialists have completed work on setting up the management accounting system to suit the specifics of the Terra Auri company. As part of the project, the following settings were made: The “ITAN: Management Balance” system in the Customer’s “1C: Accounting 3.0”. The chart of accounts for management accounting has been set up. The management accounting analytics has been set up (6 features: CFS, CZ, Project, Article, Counterparty, Agreement), and the rules for filling it out. The correspondence between the RBSU and ex. accounts has been completed. accounting. Nastro

The Liebherr Russland subsidiary initiated a comprehensive project to automate financial management. The project will begin with the formalization of accounting policies in accordance with IFRS. Currently, the group of companies includes ten industry divisions. The holding company of the Liebherr group of companies is Liebherr-International AG in Bühl (Switzerland), which is wholly owned by members of the Liebherr family.

The ITAN company has completed the implementation of a standard IFRS model of the ITAN: Management Balance Sheet subsystem in the QUEENGROUP company. The IFRS model was installed in the working database "1C: Accounting 8", user training was conducted, and initial balances were entered. "QUEENGROUP" is successful Russian company, working in the field wholesale sales cars, transport services, automobile parts and accessories.

The ITAN company won the tender for automation of the financial module in the Vipservice holding. The ITAN company won the tender for the automation of the financial module in the Vipservice holding. Within the framework of the “Financial Module” project, the following functional blocks will be introduced: Management accounting Budgeting&

IMPLEMENTATION OF MANAGEMENT ACCOUNTING AND “ITAN: MANAGEMENT BALANCE” IN “SUMOTORI GC” Independent implementation of the “ITAN: MANAGEMENT BALANCE” system in “SUMOTORI GC” has been successfully completed. Tasks of automation of financial accounting of Sumotori Group: Automation of the process of preparing individual and consolidated financial statements based on

Implementation of an automated system The implementation will take place according to the standard project methodology, with a preliminary examination of the methodology for transforming RAS data into IFRS, and its subsequent description in the “ITAN: Management Balance Sheet” system. Synovate Comcon is part of the international research network Ipsos, one of the top three in the global market. Globally, Ipsos is represented in 80 countries. In Russia Synovate Comcon and

The management of the Kholodilnik.ru company decided to introduce budgeting and cash management subsystems based on the ITAN: Management Balance system. The implementation will be carried out by Kholodilnik.ru specialists based on standard models of the ITAN company. Kholodilnik.RU is a Russian online store specializing in the sale of all types household appliances domestic and foreign production. Project open

The ITAN company has completed work on setting up a management accounting system for the Museum company. The implementation project lasted two months, and as a result, a management accounting model was customized to meet the Customer's needs. The ITAN company completed work on setting up a management accounting system for the Museum company. The implementation project lasted two months, and as a result, we

Ochakovsky Concrete Concrete Plant is introducing modern management accounting automation technologies based on ITAN: PROF Management Balance Sheet. The implementation is planned by our own IT service. Story " Ochakovsky plant Concrete products" began in 1990, when an independent enterprise was formed on the basis of workshop No. 3 "Reinforced concrete products-10". From a small company, to a price list

The ITAN company completed a project for setting up financial accounting and reporting in accordance with IFRS in the branch of the Alpen Pharma company - Alpen Pharma Ukraine. more details The ITAN company completed a project for setting up financial accounting and reporting in accordance with IFRS in the branch

The Omsan Logistics company began cooperating with us in mid-2011. The main task was to automate the accounting and reporting system according to IFRS. Read more The Omsan Logistics company began cooperating with us in mid-2011. The main task was to automate the accounting and reporting system according to IFRS. The company's management decided to automate IFRS based on the ITAN: Management Balance software product, using

As part of the project to automate financial management by ITAN, the first stage has been completed - automation of mutual settlements in management accounting. Next, it is planned to refine operational accounting, comprehensive implementation management accounting, budgeting and treasury. "Ali

ITAN company specialists have automated cash management in the Aktion media group. As a result of the “Standard Project,” the following business processes for cash management were automated: 1. Setting budget limits for the Central Federal District, budget items and projects; 2. Formation, budget control and electronic approval of applications for payments; 3. Formation of a register of payments; 4. Postro

Specialists from the ITAN project team have completed a project to implement an automated budgeting system in the Podruzhka retail chain. Specialists of the ITAN project team have completed a project to implement an automated budgeting system in retail

Sberbank NPF has been working fruitfully with the ITAN: Management Balance system since 2013. “ITAN: Management Balance Sheet” has been implemented and is successfully used for the purposes of budgeting, contract management, treasury, and accounting for the location of contracts. Sberbank NPF has been working fruitfully with the “ITAN: Management Balance Sheet” system since 2013. “ITAN: Management Balance Sheet” has been implemented and successfully used for budgetary purposes

The ITAN company won the tender for the development and implementation of an information system for corporate financial management in the Terra Auri Group of Companies. The purpose of creating and implementing a corporate financial management information system is to automate the process

TEL improves the efficiency of financial management using the ITAN: PROF management balance system. The implementation will be carried out by TEL's IT service. Today the TEL group has its own fiber optic network, which covers the whole of Moscow and the immediate Moscow region, with a total length of over

The ITAN project team has completed work on automating budgeting in the Aktion media group. As a result of the project, the formation of income and expense budgets and cash flows in the context of items, central financial districts and projects was automated. The ITAN project team completed work on automating budgeting in the Aktion media group. As a result of the project, the formation of income and expense budgets and traffic flows was automated.

The Millhouse company has already implemented a standard IFRS model for generating IFRS reporting in USD. The Millhouse company has already implemented a standard IFRS model for generating IFRS reporting in USD. Due to a different functional currency from the regulated IFRS, discrepancies in the amounts arising in the application of the provisions under IFRS arose in accounting. To solve this problem

The project team from ITAN completed the main work on automation of management accounting in the Aktion media group. The next stage: launching management accounting into trial operation. Aktion Media Group is the leader of the Russian market of specialized and professional periodicals. Aktion-Media CJSC and the media group's subsidiaries have been producing news for a long time.

The Ethan company has begun work on the implementation of a standard management accounting model of the “ITAN: Management Balance” subsystem for the “1C: Trade Management” configuration in trading house"Red Triangle". Trading House "Red Triangle" offers a wide range of rubber-fabric conveyor belts (conveyor belt), as well as other rubber products (sleeves,

01/20/2016. Standard implementation of management accounting in Maguros More details. Cooperation with the Maguros company began with the implementation of a test example by ITAN specialists according to the Customer’s data. After implementing the test example, the management of the Maguros company made the final decision to implement the ITAN: Management Balance software. The Maguros company will solve problems

Specialists of the ITAN company are implementing a standard management accounting model of the ITAN: Management Balance subsystem for the 1C: Trade Management 10.3 configuration in the TelecomInvest company. Specialists of the ITAN company began to carry out joint work with the Customer on the implementation of a standard model of management accounting of the ITAN: Management BA subsystem

The Ethan company has completed the stage of trial operation of an automated cash management system at JSC Ostek Enterprise. The system has been transferred to industrial operation and functions stably. All cash movements are reflected in the system, and payment requests are routinely entered and approved. Forecasting payments and creating a payment calendar is carried out

TatSotsBank held a tender to automate the bank's treasury. The bank needed a modern tool for solving problems. More details. "TatSotsBank" held a tender for the automation of the bank's treasury. The bank needed a modern tool to solve problems: Budgetary control of BDDS by limits. Formation and approval of applications for payments and checking them for limits. Building a payment calendar. Control

The ITAN company and the Regent holding are launching a joint project to automate management accounting, budgeting and cash management. The implementation will be carried out mainly by the IT department of the Regent holding with the participation of ITAN consultants for training and&n

In October 2015, the management of NTZ Volkhov decided to introduce an automated system from the ITAN company. More details. The financial department of NTZ Volkhov has long considered the ITAN: Management Balance system as a good option solving auto problems

The ITAN company has completed the first stage of work on setting up a management accounting system and developing a property management unit for Voentorg OJSC. The ITAN company has completed the first stage of work on setting up a management accounting system and developing a property management unit

General setup

General report settings are performed in the "Settings" panel, in which you specify:

• Date the report was generated. The date option can be the standard "Start of this day", "Start of this week", etc. or arbitrary. The standard date option allows you to configure “Days to current date”, “Take into account weekends”, which affect the date the report is generated.
• Default period settings: "Analysis frequency", "Previous period offset".
• Indicator settings: “Show indicators”, “Selections by indicator values”. The selection affects the displayed indicators - indicators corresponding to the established selection are displayed in the report.

Setting up the structure

The structure is configured in the "Monitor Structure Setting" form, which opens when you click the "Structure Setting" button from the "Settings" panel.

Generating a report

To generate a report, click the "Generate" button. If any settings have been changed, the report must be generated again.

For each indicator, the following is displayed: Current value, Value of the previous period, Change %, Change (abs).

For indicators that allow plan-fact, in addition to the main element, the following are optionally displayed: Plan, Percentage of Completion, Deviation %, Deviation, abs.

Print the report directly to the printer, without previewing and additional settings print settings (the "Print" button on the command bar).





Comparison of two reports (for example, reports with the same settings, but for different periods, or comparison with a report generated earlier in another session of working with the program). To do this you need:



• 
  

  generate the first report

  
  

  Click the "Actions with the generated report" button and select "Save the generated report for comparison"

  
  

  generate a second report and click on the same button to select “Compare the generated report with the saved one”. Both reports will be shown in a separate window with the differences highlighted

It is possible to create and save report options with different settings. To do this, after making all the necessary settings, click the “Save report option” button and select one of the actions:

• 
  

  indicate the name of the report

  
  

  it is fulfilled short description(if necessary for user convenience)

  
  

  the list of other users for whom this version of the report will be displayed is determined, as well as their right to change it and save it (the “Change” item in the context menu of the current line)

All saved options available to the current user will be displayed at the top of the report form in the options panel. The current (selected) report option button has a context menu that matches the actions of the "Customize report option" button.

To delete a report option, click the "Open list of report options" button in the command panel, highlight the desired line with the cursor and select the "Delete" item from the context menu.

How to attract the head of the enterprise to your side, be it purchasing a program or selecting for an implementation project? Show him the monitor target indicators– and he is already 80% yours :)

From this article you will learn how to correctly configure target indicators in the 1C: Trade Management 11 configuration.

Applicability

The article was written for the editors UT 11.1. If you use this edition, great - read the article and implement the functionality discussed.

If you are working with older versions of UT 11, then this functionality is up to date and more advanced. In current versions, to access the considered functionality, use the “Target Indicators Monitor” command in the “Target Indicators” section of the “Target Indicators” subsystem Financial results and controlling."

The most noticeable difference between UT 11.3/11.4 and version 11.1 is the Taxi interface. Therefore, in order to master the material in the article, reproduce the presented example on your UT 11 base. This way you will reinforce the material with practice :)

Monitoring targets

In the modern pace of life, for company managers to adopt management decisions needs to be analyzed and worked out a large number of information.

The “Target Indicators Monitor” subsystem in the application solution 1C: Trade Management 8 edition 11 helps to obtain the necessary information.

Main features of this tool:

• providing important information in a condensed form without losing the essence;
• relative ease of use;
• a predefined set of settings is provided, which is convenient to use as a basis;
• the ability to create and control your own indicators.

So, if we take any textbook on management accounting, then we will definitely come across a similar model of the enterprise management cycle.

The “Target Indicators Monitor” toolkit fits perfectly into this scheme, thereby increasing the value and benefit of the 1C: Trade Management 8 system. Let's take a detailed look at each stage.

Goal setting

Obviously, before making any decisions, we need to define the goal or main direction towards which our organization will move.

What these goals are is not a simple question, and there is quite an active discussion among experts. We will not focus on this, we will only note that a number of target indicators must comply with certain criteria:

• goals must be measurable;
• One target indicator should be defined for each goal;
• For each goal, it is potentially possible to identify a person responsible;
• connections between dependent goals must be expressed mathematically.

You can find target indicators in the “Structure of Goals” directory.

(Click to enlarge image)

The directory has a hierarchical structure that allows you to build dependencies between several goals.

Let's look at an example. Obviously, one of the main goals of any commercial organization, profit maximization. We include it in the directory at the top level, considering it the main goal.

(Click to enlarge image)

Further, the profit margin is, of course, influenced by a number of other factors. One of these is maximizing gross profit. Thus, we have a new, narrower task. In our subsystem it will be a subgoal.

(Click to enlarge image)

The task of increasing “Gross Profit” itself also breaks down into a number of subtasks. Thus, we get a certain set of interrelated goals that can be assessed and analyzed, including separately (the head of the sales department is responsible for the sales volume indicator - he will work with it).

Execution of plans

At this step, it is enough for us to reflect business transactions in the system in a timely manner and without errors and carry out routine operations.

Execution control

The Target Indicators Monitor subsystem allows you to analyze each indicator in various ways.

For example, to identify popular goods We analyze sales by product range to identify important clients– by partners, to assess the performance of staff – by managers, etc.

To do this, we configure analysis options in the subsystem for each indicator.

(Click to enlarge image)

In the analysis option, we indicate the target values, the person responsible, in what form the result is provided, what reports can be used to decipher the final data, etc.

(Click to enlarge image)

(Click to enlarge image)

As noted earlier, if we need to get more detailed information Based on the final figures, we generate standard reports to decipher the indicators.

(Click to enlarge image)

Deviation Analysis

In the future, we are faced with the task of analyzing indicators, i.e. how well we are moving towards our plans. Since we agreed that we set measurable goals, we do not forget to indicate the specific indicator that we are striving for, as well as positive and negative deviations.

In the future, the “Target Indicators Monitor” toolkit will independently divide the received reports by status:

• “For your information” – the goal has been achieved and the trend is positive
• “Important indicators” – the state is acceptable, but the trend is negative;
• “Critical indicators” – the status of indicators has dropped to a negative deviation.

Thus, we can promptly see a deviation from the norm and promptly correct the situation or adjust the plan.

Summary

“Target Indicators Monitor” is a new promising subsystem aimed at promptly providing data for making both everyday and strategic management decisions.

Using the Performance Monitor

Report Performance Monitor provides a list of indicators with their quantitative values. These values ​​characterize deviations, the actual state in the current and previous periods, and the planned state. In addition, you can see qualitative characteristics - indicators.

There are several report options available for viewing.

Before viewing the report you should:

• in the panel Report options(top) or in the menu with the button Open list of report options, placed on the bottom right, select an option;
• in the panel Settings select report settings;
• press Form.

Note . To increase the space of reporting information, you can hide the panel Settings and report options panel.

Note . Report options Performance Monitor developed for managers of a specific enterprise.

Types of Performance Monitor Metrics

Not all indicators of the planned state of the enterprise can be displayed. The set of values ​​displayed depends on the type of each indicator.

There are the following indicators:

• Standard- the values ​​of the current and previous periods, changes relative to the previous period in percentage and absolute values ​​are displayed.
• Plan fact- the values ​​of the standard indicator are displayed. Additionally: the planned value of the current period, the percentage of plan completion and deviation from the plan in percentage and absolute.
• Plan (forecast)- values ​​are displayed that characterize the current state of the indicator and the planned value for the next period.

Note . The display of values ​​is disabled in the report settings.

Indicators

The report provides the output of qualitative characteristics - indicators, each of which has its own designation:

• Dynamics- displays the change actual condition indicator of the current period to the previous one. Positive dynamics is a change towards improvement, negative dynamics means a change towards worsening.
  • positive,
  • stable,
  • negative.
• State- characterizes the compliance of the quantitative value of the indicator of the current period with predetermined limits. Each value is indicated by a diamond of a certain color.
  • good,
  • satisfactory,
  • alarming.

Limits for the indicator State and directions of change for Dynamics, as well as its threshold values ​​are indicated in the form Setting up the indicator.

In this report, you can decipher the displayed quantitative values ​​and find out what components they consist of. To do this, double-click on the required indicator value.

Setting up a report variant

Report parameters must be specified in the settings panel, which is visible when the button is pressed Setup.

For the report the following is specified:

• period (by indicating the frequency of analysis and the end date of the period);
• offset of the previous period relative to the current one (in whole periods);
• indication of displaying indicators;
• selections based on indicator values.

Clue . By default, the previous period offset is -1. In this case, for comparison, a period of the same duration is selected, immediately preceding the current period (for example, for the current month the previous month is selected). By changing the offset parameter, you can specify a comparison with a more distant period.

The values ​​that need to be output are defined in the form Setting up the monitor structure(opens from the report form using the button Setting up a report variant).

Actions with the generated report . After which we get two options, displayed in a general form.

Differing values ​​in both options are highlighted in color.

Before you start working with the report Performance Monitor it is necessary to develop its variants, each of which displays a specific set of indicators. The same indicator can be used in several report versions.

Performance monitor indicators are elements of the worksheet. Custom reports.

The developed indicators can be transferred to another information base. To do this, use a mechanism accessible by pressing a button. Exchange in the form of a list of references. Custom reports.

Ref element Custom reports describes the default report used to decipher metric values. The indicator structure must contain a table and no more than one grouping. The report totals are used as indicator values.

The first thing you need to do when creating a new reference element. Custom reports- this is to create a data layout diagram (this requires appropriate technical knowledge).

Note . You can read about the data layout scheme in the configuration and administration manual for this software product.

To develop a custom report, use Performance Monitor Metric Builder. It opens from the directory item form by clicking a button Constructor. When working with the designer, firstly, you need to select the type of performance monitor indicator.

Secondly, select the data set from which the report fields will be generated. And match the fields of the data set to the report fields. Upon completion of the designer's work, the layout and report settings are modified.

To develop a new version of the report you need to open the form Setting up the monitor structure by pressing the menu button Setting up a report variant. Here you can add new indicators.

In addition, in this form you can rearrange indicators, delete old indicators, and group indicators using folders. It is possible to cancel the values.

When creating a new indicator, a form will open Setting up the indicator. In field Report select the reference element Custom reports, field Name is automatically filled in with the indicator name. On the bookmark Options the user can specify the values ​​of the parameters used in calculating the indicator values. Among them there must be Period offset And Frequency of analysis. Because if they are not filled in, then the default values ​​will be taken - those that are specified for the report as a whole. On the bookmark Indicators you need to specify settings for indicators. On the bookmark Transcripts- reports to decipher the value of the indicator, which will be used as Alternative option default decryption described in the directory element Custom reports.

After all the settings, you should set the settings in the panelSettings. To save a report version (including initial settings), use the menu buttonSave report option.

In today's conditions, it is especially important for managers to constantly “keep their finger on the pulse” and monitor the slightest alarming symptoms of deviation from assigned goals, plans, rhythm of production and fullness of financial flows, etc. For such managers, in the “Comprehensive Automation” configuration of the 1C program system :Enterprise 8" a special system report called Performance Monitor has been introduced. V.N. Khomichevskaya, independent consultant, talks about its capabilities, as well as its settings for the tasks of a particular enterprise.

The content of the article:

• Organization as an organism
• With one wave of the hand...
• Fast and easy assessment
• Step by step
• In its entirety...

There are many things and phenomena with which business could be compared - both as a whole and in its individual components. However, in the author’s opinion, the most appropriate, systematic comparison is with a living organism. Apparently, it is no coincidence that the words “organism” and “organization” have the same root - “organ”! There are many of them, organs, in the body, each is different from the other, each has a narrow, strictly defined function. But, since they are all closely interconnected and interdependent, then when they work together, harmoniously and amicably, each performing its task efficiently, we get a healthy and vigorous body. It’s the same in business (firm, company, organization or enterprise) - if each division has clearly defined functions in the overall flow of business processes, and they are strictly carried out in accordance with the general process - we have an ideally developing business. Moreover, it is resistant to almost any external influences, just as an ideally and harmoniously working organism is resistant to them.

But as soon as one of the individual organs fails, the whole organism as a whole begins to suffer - to a greater or lesser extent. It’s the same in business - they didn’t track the repayment of customer debts on time - procurement suffered, logistics “messed something up” - problems began in production, sales fell - under the threat of loan payments - etc. That is, a chain of interconnected and not causes that are quite noticeable at first can lead to consequences - problems. And sometimes it is difficult for those who manage a business to diagnose the true cause of their occurrence.

Here again the comparison with an organism is quite logical, this time an organism subject to some kind of ailment, when the cause is not clear. Or there are several possible reasons, but it is necessary to understand: which of them is the main one, and which are secondary, which of them is the cause, the primary source of the problem, and which are only its consequences?

The body, if it is a human body, has an excellent opportunity for comprehensive diagnostics - the benefit of the tools of modern medical science is rich in instruments of both analytical and monitoring nature; they make it possible to track the parameters of the functioning of the body both statically and dynamically. With their help, an experienced doctor will prescribe the most accurate and necessary therapeutic effect for a given specific situation, correcting the functioning of the body. And there is no reason to bring the situation to the point that it can no longer be treated, but can only be corrected by surgical intervention.

But if each person is responsible for the state of his or her health, monitoring it and making decisions about prevention or treatment, then, again returning to the topic of business as an organism, it is necessary to state that the manager is responsible for the health of the “business” as a whole, and for the “health” individual functional departments - managers of the appropriate level and competencies.

It is quite obvious that you can neglect methods of prevention or timely correction of emerging problems of an internal or external nature, you can, for some reason, simply not see them, not track them, and thereby bring the “organism” of the organization to the need for “surgical intervention.” Or you can, figuratively speaking, “keep your finger on the pulse” and monitor the slightest alarming symptoms of deviation from assigned goals, plans, rhythm of production and fullness of financial flows, etc. In other words, symptoms of a decrease in business efficiency.

For those executives and managers who are configured for the second option, a system report called Performance Monitor has been introduced in the “Complex Automation” configuration of the “1C:Enterprise 8” program system.

You just need to configure the desired parameters of this report.

I foresee a logical question: “Why do we need to configure anything else?”

Let's find out!

Individual diagnosis or “average hospital temperature”?

Human organisms are so different and individual, so different in their physiology (depending on the place of birth and residence, on hardening and training, on many reasons) that for one, for example, a rise in body temperature by several tenths is a common and ordinary thing, but for others it is a sign of trouble. The same is true in business - depending on the size of the company and the type (or types) of activity, its location and market conditions, as well as many other reasons, for example, fluctuations in a cash deficit of several hundred thousand rubles can be a small working (sometimes - seasonal) deviation, and can even bring the company to the brink of existence.

This is similar to the situation if medical devices were programmed for the characteristics of their patients, and during the next diagnosis of a particular patient, the setting would be turned on specifically for his specific parameters.

This is exactly how the Performance Monitor is designed - its settings simply cannot be absolutely universal. In some parts of the monitor setup, you can easily use existing experience (which will be discussed below). But only if you are tuned in individual characteristics of this business, of this particular company, it will allow the director or other key manager to best diagnose the state of the “organism” of his organization or its individual components.

And then…

With one wave of the hand...

...Or rather, with a few clicks of the mouse, you can eventually get a report, for example, of the following nature:

It has several groups of indicators, such as “Cash”, “Accounts receivable”, “Accounts payable”, “Sales”, “Customers”, each section provides monitoring of one to several indicators. Since the manager needs information of all types - actual, planned and comparing plan and fact, the set of indicators given (configured in the report) includes these options, in addition to the main one - comparing the indicators of the selected current period with the selected, but already past, period.

Let's look at what the manager sees in the report and why, what conclusions can be drawn from the information received, and what decisions and actions are influenced by what he sees.

Manager's thoughts on the Performance Monitor

Money - if we continue the association with the “organism of the organization” - is, of course, the “lifeblood” of a business, the filling with it should be sufficient, there should be no stagnation (imbalance between expected receipts and necessary payments). So the first thing our hypothetical manager looks at is the Cash group and sees that the total cash balance has increased significantly compared to the previous period. It seems that there is every reason to rejoice, because this ultimately gives an indication of the condition as good, and the dynamics are positive. But both the condition and the dynamics relate specifically to this parameter - that is, the Cash Balance. However, how was this residue formed? It is obvious that the receipt of funds has increased (although we have a positive trend, the state of receipt of funds is indicated as satisfactory), but what about spending?

Let's look at the relevant indicators: Cash payments for the current period decreased compared to the previous period.
Due to what?

If we look at the Accounts Payable group of indicators, it becomes obvious that it has grown significantly, so much so that, in accordance with the configured values, the report shows us an alarming state. This also indicates that there are not enough funds to repay the entire accumulated creditor (and this is the threat of applying penalties from suppliers, and if you detail the report, it may turn out that from the tax authorities). Why is there not enough money - apparently because the amount of accounts receivable is also growing - our customers pay us poorly! Moreover, it is so bad that the condition is indicated as alarming.

We have to admit that sales have dropped significantly and although the condition is still noted as satisfactory, it is already in the critical zone. Which, together with the increased accounts receivable, creates a very depressing picture of the state of the business and requires urgent management measures.

If the manager wants not to go through the full chain of such reasoning, but to pay attention only to indicators whose state is assessed as alarming, you can change the monitor settings accordingly and then the report will look, for example, like this:

Thus, in an already configured report, you can very flexibly use time and indicator settings to solve a specific immediate problem.

But for this the monitor must be contextually configured!

Overcoming the "language barrier"

Before we start talking about the possibilities of contextual settings, it should be noted that the Performance Monitor allows you to eliminate one of the main barriers in the communication of a manager, as a “business captain,” with key specialists of a narrow (or relatively narrow) specialization. The concepts that the manager operates in his - systematic and generalized - picture of the business vision differ from those highly specialized concepts and terms that are used by specialists in the areas: accountants have their own “bird language”, marketers have their own, production workers have their own, - customer service managers, etc. Moreover, the same terms in the mouths of an accountant and a sales manager may not mean the same thing: for example, in the understanding of a salesperson, “income” is the entire amount of the cost of the goods sold, but in the understanding of an accountant, the amount of income will differ by the amount VAT on sales. And if we also take into account the time factor, then such a conflict arises when income in the mouth of a financier means income real money, and in the mouth of an accountant - just the fact of shipment (sales).

How can a manager obtain balanced information? There is only one way - to interpret special terms into a single field of information indicators, expressed both in numerical and visual-sign forms.

At its core, a performance monitor is a constructor, a set of universal and contextual “puzzles” from which, for the specifics of a particular enterprise, you can build an information “panel” that will give an overall picture that does not overload the manager’s field of vision with details, but at the same time the details are in any specific set can be available in the form of a transcript, if the manager needs it.

Fast and easy assessment

Each of the “puzzles” is a certain indicator from various specialized areas - finance, logistics, debts (both receivables and payables), production, orders - and much more. The proposed design of the Monitor allows you to build a system of indicators for the manager not only in the set necessary for making management decisions, but also to monitor them in any selected time dynamics. There is a customization option for this, reflected in the fields of the form of the same name.

Just by defining the required date as the current one, you can process system data in any version of dates and periods (see sidebars in the figure above). For example, the Previous period offset field correlates with the selected value in the Frequency of analysis field and allows you to analyze indicators for enterprises that have, for example, seasonal sales deviations - you just need to compare similar periods of different years. And if the manager needs to determine current indicators enterprise in relation to the pre-crisis state, then the offset of the previous period should be set in the number of months that separate the enterprise from the period of stable operation.

If we talk about the quantitative characteristics of the dynamics of indicators, which, of course, may differ significantly for various enterprises(for some, a deviation in cash reserves in the amount of several thousand is a work process, and for others it is a “danger zone”), then the group of switches Indicators (see figure above) will translate numerical indicators (the analysis of which requires more time and effort from report user) to the visual zone. The performance monitor offers not only color schemes for indicators of dynamics (positive, negative and stable) and status (good, satisfactory and alarming), but also the ability to determine the boundaries of such assessments. How this can be done will be discussed later in the article. In addition, for express analysis of the state of affairs, you can display (select) for viewing only those indicators that correspond to a particular indicator value. For example, you can display for viewing only those indicators that correspond to the signs of negative dynamics and an anxious state in order to make a decision about where the resources of the management “rescue service” should be directed as much as possible at the moment. To do this, you just need to check the appropriate boxes. If necessary comparative analysis of the entire business - then you can check all the boxes and, based on the state of the indicators, determine favorable and unfavorable areas. In combination with the time period settings described above, the indicators will allow you to instantly assess and compare the degree of “buoyancy” of the enterprise.

Performance Monitor indicators are disclosed through Custom Reports. To create them taking into account the specifics of your enterprise, you need the help of a specialist who knows DCS (Data Composition Scheme). However, if you do not have such a specialist, then it is quite possible to use a set of already constructed Custom reports, which are available to any registered user of the Complex Automation configuration, since the distribution kit contains a demo database. You can view a set of these custom reports if you go to the Full interface under the Tools-Custom reports menu. Here you can download these reports for use in your working database.

By going to your working information base, you can use the same menu path (Service-Custom reports) to download the entire package of Custom reports and use them in your work.

It was mentioned above that any indicator of the Performance Monitor can be detailed and deciphered. Decodings are defined (customized) specifically for each Monitor indicator and can serve as reports already included in the standard configuration, or as custom reports.

Let's look at the process of forming the Performance Monitor indicator using a very simple example.

Step by step

Since, as already noted, the availability of funds in an enterprise is one of the indicators of its ability to operate in a business environment, let us assume that the first thing that may be of interest to our manager (or one of the key managers) is the balance of funds in all resources of the enterprise (cash and non-cash, ruble and foreign currency).

Open the Performance Monitor window (in the Full interface this can be done through the Reports-Performance Monitor menu).

At the bottom of the Performance Monitor form, click the Settings icon and select Structure Settings.

In the form that opens, in turn, select the Add icon: the form for setting up the indicator opens.

In it we will select one of the arbitrary reports that were previously or generated specifically for of this enterprise, or downloaded from the demo version.

If we save the completed settings at this stage, then we can already create an Efficiency Monitor (for now with a single indicator). However, it is worth considering the manager’s desire to disclose the indicator provided by the monitor in detail; in our case, he may need information about exactly which sources these funds are placed in.

In the form of setting up the indicator, let's go to the Transcripts tab. You can start filling out the options for decoding the indicator directly by selecting the field with the same name - Decoding. The first thing the system asks you to decide on is what you will choose for decoding - Eliminate (one from the list of reports built into the system) or a Custom report (from those that you either created yourself or borrowed from other sources, in our case - from the “collection” " custom reports of the demo database).

The transcript may not be the only one; you can offer exactly as many of them as necessary. For example, two: one in the form of a built-in report, and the second in the form of a Custom report.

But this use of the Monitor is quite primitive, “flat”, and does not provide enough “fast” information, because we have not yet defined the semantic criteria for assessing the changes that have occurred and we only have to see the numerical absolute value of both the indicator of the current period and the difference between it and the similar one indicator of the previous period specified for comparison. Thus, our manager will be deprived of the opportunity to quickly assess the indicator.

Let's improve our metric setup!

To do this, return to the indicator setting form and go to the second tab of its setting form (Indicators) and set the boundaries for defining both relative (Dynamics Boundaries) and absolute (Status Boundaries) indicators (see the figure below, inset).

For example, let’s determine that we will classify a five percent decrease in this indicator as negative dynamics, and a five percent increase as positive. We will also establish that the cash balance is below 6.5 million rubles. we will consider it satisfactory, and its reduction to the level of 5 million will be an alarming indicator.

Now let's save the indicator settings and create a Performance Monitor, setting in its settings the request to show all indicators - both by dynamics and by status.

In the line of the Cash balance indicator, the indicators show us that, compared with the previous (selected) period, we have negative dynamics while the condition is still satisfactory.

When setting up indicators for various indicators, you should be careful about the semantic content of the increase or decrease in the total or percentage component of the indicator.

For example, let's take the sales indicator. It is unlikely that anyone will dispute the fact that an increase in sales revenue compared to the previous period is positive factor speakers. At the same time, if we talk about the indicator of receivables or payables, then their increase is a negative trend. And in the context of an individual enterprise, for example, stable dynamics can be defined within ± 10%, and for others - ± 25%. Everything is very individual!

If we talk about the indication of condition, then, as noted above, for some enterprises the threshold of the total cash balance, for example, 500 thousand rubles, is the norm (which we can qualify as good condition), but for others it is an alarming indicator!

So we come again to the question of whether it is possible to make universal settings for the Performance Monitor on the “one size” principle for absolutely all enterprise users of a standard configuration! Of course this is impossible! But to customize the Monitor’s indicators “to suit you”, to “fit the figure” of your enterprise is not only possible, but also necessary!

So, if you are satisfied with the result of customizing the report, then save the report version, otherwise the fruits of your labors will be lost, because they are valid only in this session of working with the Performance Monitor. To do this, use the corresponding icon in the lower right corner of the Monitor Settings form.

In its entirety...

The metric we configured is one of many that you can similarly customize to suit the needs of your specific business. For each of the new configured indicators, you will choose your own decoding options and your criteria for indicating both the current state and changes that have occurred since the previous period.

Only the manager and key management officials of the enterprise can determine how many and what indicators you need to set up based on their needs. The composition of performance monitor indicators should be optimized - either a small number of indicators with unadjusted indicators or too many with possibly identical indicators repeated in different sections can be considered unsuccessful. In the first case, the efficiency of the Performance Monitor will be low due to the small number of “sensors” of the state of the organization’s “organism” (with the possible exception of small enterprises with a simple set of activities and functions). In the second, an excess of information will cause a glut of it, which will lead to a “switch off” of the channels of its perception and a loss of the value of this information for management decisions.

To eliminate the negative impact of monitoring an excessive number of indicators, you should “divide” the set of these indicators according to the functions of key managers of the enterprise, creating a kind of hierarchy of Monitor options corresponding to the competence of each of the managers. And for the report options to the director or to CEO leave only the most general, main indicators.

Thus, continuing the traditions of the 1C:Enterprise 8 program system, Efficiency Monitor allows the user to apply flexible settings to solve enterprise management problems.

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