[et_pb_section fb_built=“1″ _builder_version=“4.16″ global_colors_info=“{}“][et_pb_row column_structure=“3_4,1_4″ module_class=“ et_pb_row_fullwidth“ _builder_version=“4.16″ width=“89%“ width_tablet=“80%“ width_phone=““ width_last_edited=“on|desktop“ max_width=“89%“ max_width_tablet=“80%“ max_width_phone=““ max_width_last_edited=“on|desktop“ custom_padding=“27px|0px|27px|0|false|false“ make_fullwidth=“on“ global_colors_info=“{}“][et_pb_column type=“3_4″ _builder_version=“4.16″ custom_padding=“|||“ global_colors_info=“{}“ custom_padding__hover=“|||“][et_pb_text _builder_version=“4.27.2″ custom_margin=“|40px|40px|||“ global_colors_info=“{}“]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=“4.27.2″ text_font=“|300|||||||“ min_height=“109px“ custom_margin=“||12px|||“ custom_padding=“||4px|||“ global_colors_info=“{}“]<\/p>\n
P\u0159edpov\u011bdi mar\u017e\u00ed pro jednotliv\u00e9 klienty m\u016f\u017eete snadno p\u0159ipravit hromadn\u011b. Tyto progn\u00f3zy se automaticky prom\u00edtnou do sestav, kde je m\u016f\u017eete porovnat se skute\u010dn\u00fdmi v\u00fdsledky. M\u016f\u017eete nap\u0159\u00edklad snadno porovnat ro\u010dn\u00ed progn\u00f3zu mar\u017ee konkr\u00e9tn\u00edho klienta s jeho skute\u010dn\u00fdmi v\u00fdsledky. Z\u00edsk\u00e1te tak lep\u0161\u00ed p\u0159ehled o tom, jak pln\u00edte sv\u00e9 c\u00edle, a m\u016f\u017eete efektivn\u011bji \u0159\u00eddit ziskovost na \u00farovni jednotliv\u00fdch klient\u016f. <\/strong><\/p>\n [\/et_pb_text][et_pb_text _builder_version=“4.27.2″ text_font=“|300|||||||“ min_height=“116px“ custom_margin=“10px|40px|10px||true|“ global_colors_info=“{}“]<\/p>\n 1. Klikn\u011bte na sekci Finance<\/strong> v lev\u00e9m naviga\u010dn\u00edm menu. <\/span><\/p>\n 2. Klikn\u011bte na polo\u017eku Progn\u00f3zy<\/strong>. <\/span><\/p>\n 3. Klikn\u011bte na mo\u017enost „Sestavit“<\/strong> a vyberte mo\u017enost „Ro\u010dn\u00ed progn\u00f3za hrub\u00e9 mar\u017ee“.<\/strong><\/span><\/p>\n [\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Margin_Forecast_1.png“ title_text=“Margin_Forecast_1″ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.27.2″ custom_margin=“2px|40px|40px|||“ custom_padding=“1px|||||“ box_shadow_style=“preset2″ global_colors_info=“{}“][\/et_pb_image][et_pb_text _builder_version=“4.27.2″ text_font=“|300|||||||“ custom_margin=“|40px|27px|||“ global_colors_info=“{}“]<\/p>\n 4. Vypl\u0148te v\u0161echny \u00fadaje. Povinn\u00e1 pole<\/strong> jsou \u010derven\u011b podtr\u017een\u00e1<\/strong> (mohou se li\u0161it podle nastaven\u00ed spole\u010dnosti) [\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Margin_Forecast_2.png“ title_text=“Margin_Forecast_2″ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.27.2″ custom_margin=“|40px|40px|||“ custom_padding=“|1px||||“ box_shadow_style=“preset2″ global_colors_info=“{}“]<\/p>\n 4. Vyberte <\/span>Proplacen\u00ed \u00fa\u010dtenky. <\/strong> <\/p>\n Nap\u00e1rujte<\/span> Dodavatelskou fakturu<\/strong> na p\u0159\u00edslu\u0161nou Zak\u00e1zku<\/strong>. Pokud jste to ud\u011blali spr\u00e1vn\u011b, pak uvid\u00edte hodnotu Dodavatelsk\u00e9<\/strong> faktury<\/strong> v p\u0159ehledu Zak\u00e1zky<\/strong>. <\/a><\/span><\/p>\n 5. Stiskn\u011bte tla\u010d\u00edko ULO\u017dIT<\/strong>.<\/span><\/p>\n <\/span><\/p>\n [\/et_pb_image][et_pb_text _builder_version=“4.27.2″ text_font=“|300|||||||“ custom_margin=“|40px|15px|||“ hover_enabled=“0″ global_colors_info=“{}“ sticky_enabled=“0″]<\/p>\n – Firma<\/strong> – vyberte firmu, pro kterou bude vytvo\u0159ena <\/strong>Klientsk\u00e1 re\u017eie. [\/et_pb_text][et_pb_text _builder_version=“4.27.2″ text_font=“|300|||||||“ custom_margin=“|40px|20px|||“ global_colors_info=“{}“]<\/p>\n 10. Vypl\u0148te v\u0161echny \u00fadaje a klikn\u011bte na tla\u010d\u00edtko Ulo\u017eit (Ulo\u017eit a zav\u0159\u00edt).<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Margin_Forecast_3.png“ title_text=“Margin_Forecast_3″ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.27.2″ custom_margin=“|40px|40px|||“ custom_padding=“|1px||||“ box_shadow_style=“preset2″ global_colors_info=“{}“]<\/p>\n 4. Vyberte <\/span>Proplacen\u00ed \u00fa\u010dtenky. <\/strong> <\/p>\n Nap\u00e1rujte<\/span> Dodavatelskou fakturu<\/strong> na p\u0159\u00edslu\u0161nou Zak\u00e1zku<\/strong>. Pokud jste to ud\u011blali spr\u00e1vn\u011b, pak uvid\u00edte hodnotu Dodavatelsk\u00e9<\/strong> faktury<\/strong> v p\u0159ehledu Zak\u00e1zky<\/strong>. <\/a><\/span><\/p>\n 5. Stiskn\u011bte tla\u010d\u00edko ULO\u017dIT<\/strong>.<\/span><\/p>\n <\/span><\/p>\n [\/et_pb_image][et_pb_text _builder_version=“4.27.2″ text_font=“|300|||||||“ custom_margin=“|40px|18px|||“ global_colors_info=“{}“]<\/p>\n 11. Perfektn\u00ed! Va\u0161e progn\u00f3za klientsk\u00e9 hrub\u00e9 mar\u017ee je p\u0159ipravena<\/strong>.<\/p>\n Pokud je progn\u00f3za schv\u00e1lena (stav schv\u00e1leno), m\u016f\u017eete nyn\u00ed zkontrolovat re\u017eijn\u00ed rozpo\u010dty klienta se v\u0161emi podrobnostmi.<\/strong><\/p>\n [\/et_pb_text][et_pb_text _builder_version=“4.27.2″ text_font=“|300|||||||“ custom_margin=“|40px|11px|||“ global_colors_info=“{}“]<\/p>\n Jak zkontrolovat progn\u00f3zy v reportech?<\/strong><\/span><\/p>\n – V lev\u00e9m naviga\u010dn\u00edm menu klikn\u011bte na sekci Finance. Novinkou v tomto zobrazen\u00ed je sloupec Progn\u00f3za mar\u017ee, ve kter\u00e9m m\u016f\u017eete sledovat a porovn\u00e1vat v\u00fdsledky jednotliv\u00fdch klient\u016f spolu s dal\u0161\u00edmi \u00fadaji.<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Margin_forecast_4.png“ title_text=“Margin_forecast_4″ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.27.2″ custom_margin=“|40px|40px|||“ custom_padding=“|1px||||“ box_shadow_style=“preset2″ global_colors_info=“{}“]<\/p>\n 4. Vyberte <\/span>Proplacen\u00ed \u00fa\u010dtenky. <\/strong> <\/p>\n Nap\u00e1rujte<\/span> Dodavatelskou fakturu<\/strong> na p\u0159\u00edslu\u0161nou Zak\u00e1zku<\/strong>. Pokud jste to ud\u011blali spr\u00e1vn\u011b, pak uvid\u00edte hodnotu Dodavatelsk\u00e9<\/strong> faktury<\/strong> v p\u0159ehledu Zak\u00e1zky<\/strong>. <\/a><\/span><\/p>\n 5. Stiskn\u011bte tla\u010d\u00edko ULO\u017dIT<\/strong>.<\/span><\/p>\n <\/span><\/p>\n [\/et_pb_image][et_pb_text _builder_version=“4.27.2″ text_font=“|300|||||||“ custom_margin=“|40px|11px|||“ global_colors_info=“{}“]<\/p>\n Jak aktivovat mo\u017enost Ro\u010dn\u00ed progn\u00f3za hrub\u00e9 mar\u017ee?<\/strong><\/span><\/p>\n P\u0159ejd\u011bte do Konfigurace<\/strong> a v \u010d\u00e1sti Konfigurace syst\u00e9mu \/ Finance – z\u00e1lo\u017eka „Spole\u010dn\u00e1 nastaven\u00ed“<\/strong> (1) je mo\u017enost aktivovat Ro\u010dn\u00ed progn\u00f3zu hrub\u00e9 mar\u017ee (2).<\/p>\n [\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Margin_Forecast_5.png“ title_text=“Margin_Forecast_5″ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.27.2″ custom_margin=“|40px|40px|||“ custom_padding=“|1px||||“ box_shadow_style=“preset2″ global_colors_info=“{}“]<\/p>\n 4. Vyberte <\/span>Proplacen\u00ed \u00fa\u010dtenky. <\/strong> <\/p>\n
5. P\u0159edm\u011bt<\/strong> – vypl\u0148te n\u00e1zev, kter\u00fd nejl\u00e9pe vystihuje va\u0161i progn\u00f3zu-
6. Rok<\/strong> – pro kter\u00fd je progn\u00f3za platn\u00e1.
7. M\u011bna<\/strong> – progn\u00f3zu m\u016f\u017eete snadno vytvo\u0159it v libovoln\u00e9 m\u011bn\u011b. Sta\u010d\u00ed nejprve vybrat m\u011bnu a pot\u00e9 potvrdit.
8. Stav – <\/strong>ur\u010dujete stav Progn\u00f3zy. Pokud vyberete stav Zpracov\u00e1n\u00ed<\/strong>, nen\u00ed Progn\u00f3za aktivn\u00ed – nevytv\u00e1\u0159\u00ed se re\u017eie klienta<\/strong>. Pokud vyberete stav Schv\u00e1leno<\/strong>, progn\u00f3za je aktivn\u00ed a vytvo\u0159\u00ed se klientsk\u00e1 re\u017eie.<\/strong>
<\/strong>9. Finan\u010dn\u00ed tabulka<\/strong> – je hlavn\u00ed \u010d\u00e1st\u00ed progn\u00f3z.<\/p>\n
<\/strong>– P\u0159edm\u011bt <\/strong>– vypl\u0148te p\u0159edm\u011bt prvn\u00ed polo\u017eky. Tento p\u0159edm\u011bt se pak objev\u00ed i jako n\u00e1zev klientsk\u00e9 re\u017eie.
– Vypl\u0148te<\/strong> pl\u00e1novanou hrubou mar\u017ei pro jednotliv\u00e9 m\u011bs\u00edce<\/strong>. Pokud jsou \u010d\u00e1stky pro ka\u017ed\u00fd m\u011bs\u00edc stejn\u00e9, m\u016f\u017eete hodnotu snadno zkop\u00edrovat podr\u017een\u00edm spodn\u00edho rohu pole a p\u0159eta\u017een\u00edm do ostatn\u00edch pol\u00ed.
– Shrnut\u00ed<\/strong> – toto pole slou\u017e\u00ed pro kr\u00e1tk\u00e9 pozn\u00e1mky,<\/strong> kter\u00e9 jsou n\u00e1sledn\u011b viditeln\u00e9 v klientsk\u00e9 re\u017eii.<\/strong>
– Kategorie –\u00a0<\/strong>vyberte odpov\u00eddaj\u00edc\u00ed kategorii – Klientsk\u00e1 re\u017eie.
– Hierarchie <\/strong>– hierarchie v\u00e1m umo\u017e\u0148uje p\u0159idat dal\u0161\u00ed parametr pro t\u0159\u00edd\u011bn\u00ed klientsk\u00fdch re\u017ei\u00ed v pohledech.
– Vlastn\u00edk<\/strong> – je vlastn\u00edkem t\u00e9to klientsk\u00e9 re\u017eie.<\/p>\n
– Klikn\u011bte na polo\u017eku Reporty – Byznys.<\/strong><\/p>\n