Any type of company has several business units to manage. Your company’s overall performance can be measured by analyzing the performance of each different business unit separately. This template provides you with a customizable and flexible spreadsheet-based performance analysis for each of these units.
How the system works
The template is designed to easily monitor all of your business units’ performances. All business units data is consolidated into one master spreadsheet, from where the analysis can be performed. The different business unit spreadsheets are stored in the “Business units” folder and these are automatically consolidated, using Sheetgo, into the “Business unit performance analysis” spreadsheet. Take a look at the template diagram below to understand how it works.
Let’s get you started
Step 1. Install the template
Install your Business unit performance analysis by clicking the button above. You will be asked to log in with your Google account. After authorizing, your Sheetgo account will simultaneously be created. To start using the system, click on the ‘Use template’ button in the Sheetgo Web Application.
Step 2. Open all spreadsheets
Step 3. Fill out the input spreadsheets
Inside the “Business units” folder, you will find 3 different “Business unit #” spreadsheets. These are provided with sample data for you to overwrite. First, use the tab “Configuration” to register all the accounts names used by your business. Then start to register your forecast/budget and actual income or expenses in the tab “Registers” acording to the columns:
- Account: Select the account name (or category) from the list
- Real/Budget: Define if your input is real or if it´s an estimation for the future
- Date: The date focus of the register
- Amount: The amount of the register
Step 4. Configure your template
Fill out the “Configuration” tab with all of your account names. Use the dashboard on your master spreadsheet to then analyze the performance of each business unit.
You’ve successfully set up your Business unit performance analysis template in Google Sheets.