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In other words there is no cookie cutter approach because each potential investment has different profit and loss drivers. One of the first things to consider is what kind of data you have to work with in your cash flow template Excel spreadsheet. Ideally you re looking for accurate monthly data including income statement items like revenue and operating expenses and balance sheet items like equipment purchases and cash from financing activities. If you have a longer time frame you can go with quarterly periods but annual tends to be too long. After all how can you predict what is going to happen beyond 5 years with any accuracy unless you re valuing an annuity? Next how much detail do you need in your cash flow template Excel spreadsheet at the individual line item level? Is cash from financing sufficient or do you need equity financing debt financing interest earned etc.
At some stage these prime bookkeeping documents need to be processed. Processing the financial documents related to a business enterprise basically means they need to be listed. For taxation and financial control purposes the invoices also need to be added up and analyzed. The most basic method would be to simply make a list of the sales income and a second list of the purchase expenses. Using a manual method of listing the information falls short of the analysis required and is more time consuming that using a little technology to both ensure the summation is accurate and the analysis simplified.
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If not done it can be confusing for the end user and also becomes harder to maintain the spreadsheet. This separation might involve using separate worksheets or just ensuring a clear distinction between the two areas on the one worksheet. 5/ KISS Too much information on one worksheet can be overwhelming and generally simpler is better. The spreadsheet mentioned at the start of this article could have been improved by spreading information over other worksheets. Other ways to achieve a simpler look are: - Using charts to convey information rather than tables of data. - Increasing the row height so that the worksheet is not too dense with data. - Shading every second row on a worksheet with a light colour where there are lots of numbers. 6/ Consider the Normal Flow of a Document The usual way to read a book newspaper or just text on screen is left to right and top to bottom.
This leaves the manager barely enough time to call and ask another employee who d be willing to come in as a reliever. Of course the employee got paid for all his or her trouble; this extra pay would have been equivalent to a full day s wage for the absent worker or it s the total overtime pay for an additional 8 hours of work. Sometimes a shift supervisor must be ready to fill in for an employee who had to leave immediately because of an emergency. An emergency leave often applies to urgent situations that require medical assistance. An example would be an employee who had an accident at work and must be brought to the nearest hospital as soon as possible.