• Author / Uploaded
• DIEGO ALEJANDRO GARCIA POLANIA

Citation preview

THE MARKET THING: SALES FORECAST AND FINANCIALINDICATORS

PRESENTED BY: YULY ANDREA LEZCANO DURANGO

TECNOLOGIA GESTION DE MERCADOS CODIGO 1881643

SERVICIO NACIONAL DE APRENDIZAJE SENA ABRIL DEL 2020

THE MARKET THING: SALES FORECAST AND FINANCIALINDICATORS 1. Abra un documento en el formato de su preferencia donde archivara sus actividades. 2. Escriba los principales conceptos descritos en la sección “let’s listen” y “let’s read”, luego traduzca estos conceptos a español, a manera de glosario. VOCABULARY CONCEPT

Balance sheet

cash flow statement

Average Price

DEFINICTION It reflects the structure of a company and has information regarding a company’s as-sets liabilities and available capital. This information is presented at the end of a re-porting period or on an annual basis. It indicates cash flow changes (inflows and outflows) over a particular period of time. The main purpose of financial statements is to provide information on a business current financial position, performance and changes in its financial positions to a wide range of users, in order to support and guide management decisionmaking.

A is o called unit cost or average cost, it is the cos for each unit of a production. It is called average since it is calculated by obtaining an average based on fixed cost and variable cost

VOCABULARIO CONCEPTO

balance

Estado de flujo de efectivo

precio promedio

DEFINICION Refleja la estructura de una empresa y tiene información sobre los conjuntos de las empresas, pasivos y capital disponible. Esta información se presenta al final de un periodo de reportación o anualmente. Indica los cambios en el flujo de caja (entradas y salidas) durante un periodo de tiempo determinado. El objetivo principal de los estados financieros es proporcionar información sobre la situación financiera actual de una empresa, el rendimiento y los cambios en su posición financiera a una amplia gama de usuarios, con el fin de apoyar y guiar la toma de decisiones de gestión. También llamado coste unitario o coste medio, es el costo por cada unidad de producción, se le denomina promedio ya que se calcula al obtener un promedio en base a los costos fijos y los costos variables.

Financial analyst

creditors

Government institutions

Financial indicator or ratio

Income statement

Use in information to provide services to clients (investors, credit agencies). need and assurance that loans granted to a business and interests on those loans will be paid on time.

Analistas financieros

Use in information to allocate resources for statistical purposes. A financial ratio or indicator is a relative magnitude of two numbers selected from the financial statements of a company. As the financial statements themselves, it is used by administrators or project stake holders to interpret and evaluate financial perform- mance. The financial performance indicators are grouped into: - Use - Profitability - Liquidity - Financial structure - Investment

Instituciones Utiliza la información para gubernamentales asignar recursos con fines estadísticos. Es una magnitud relativa de dos números seleccionados de los estados financieros de una empresa. como los propios estados financieros, es utilizado por los administradores o las partes interesadas del proyecto para interpretar y Indicador o ratio evaluar la perfofinanciera financiero – mance. Los indicadores de rendimiento financiero se agrupan en: - Uso - Rentabilidad - Liquidez - Estructura financiera - Inversión.

It reflects the results of a Company operation in terms of incomes, expenses, profits and loss is over a year or particular period of time a project.

Refleja los resultados de la operación de una Declaración de la empresa en términos de renta ingresos, gastos, ganancias y pérdidas durante un año o un periodo de tiempo particular de un proyecto. Es un precio que se

It is a Price that is above

Acreedores

Utiliza la información para proporcionar servicios a clientes (inversores, agencias de crédito). Necesitan una garantía de que los préstamos otorgados a una empresa y los interés de esos préstamos se pagaran a tiempo.

Highest price

Low Price

management

price

public

its equilibrium point. Once again, the Price does not drop means that there are enough consumers willing to pay the high price. It means the lowest amount that a given good has cost during as pacified period of time.

Precio más alto

Precio bajo

Responsible for day to day business management. Need information on financial situation of gestión business, i.e. current and expected situation in the future. Is the value given in exchange for transfer of ow heirship as It’s the essence of commercial transactions Three main parties take part in the process: the buyer the seller and the competition. Prices is the firs and more relevant component of the classic “4 p’s” of marketing (price, product, placement and promotion) Business are part of the public. They contribute to local economy employment, usage of local resources and environmental preservation. Information here is used to evaluate such contribution. It is the bas is for making accurate financial decisions and a good

precio

publico

encuentra por encima de su punto de equilibrio. Una vez más, que el precio no baje quiere decir que si hay suficientes consumidores dispuestos a pagar el precio alto. Significa la cantidad más baja que un bien determinado a costado durante un periodo de tiempo determinado. Responsable de la gestión empresarial diaria, necesidad de información sobre la situación financiera de los negocios, es decir, la situación actual y esperada en el futuro. Es el valor dado a cambio de la transferencia de la propiedad, ya que es la esencia de las transacciones comerciales. Tres partes principales participan en el proceso; el comprador, el vendedor y el concurso.

Las empresas forman parte del público, contribuyen a la economía local, el empleo, mantienen el uso de los recursos locales y la preservación del medio ambiente. La información aquí se utiliza para evaluar dicha contribución. Es la base para tomar decisiones financieras precisas y un buen

Sales budget

Share holder

Fiscal authorities

Business partners

planning process. Planning a budget helps to - Determine the production plan to satisfy customer orders. - Indicate the minimum required quantities of raw materials, machinery and staff. - Facilitate the projection of the financial statements, especially cash flow. Use information to assess performance of the management. Use information for evaluation of taxes, including sales tax. Suppliers selling goods need information on security of their sales and payments. Customers buying goods need information on security and stability of their purchases

Presupuesto de ventas

Compartir titular

Autoridades fiscales

Socios comerciales

proceso de planificación. Planificar un presupuesto ayuda a: - Determinar el plan de producción para satisfacer los pedidos de los clientes. - Indicar las cantidades mínimas requeridas de materia prima, maquinaria y personal. - Facilitar la proyección de los estados financieros, especialmente el flujo de la caja. Utiliza la información para evaluar el rendimiento de la gestión. Utiliza la información para la evaluación de impuestos, incluidos los impuestos sobre las ventas. Los proveedores que venden vienes necesitan información sobre la seguridad de sus ventas y pagos. Los clientes que compren vienes necesitan información sobre la seguridad y la estabilidad de sus compras.

3. En la sección let’s write, organice las palabras y agrégalas en las oraciones incompletas.

4. En la sección “vocabulary” escuche cuidadosamente cada definición. Luego, escoja la mejor opción que defina cada concepto. Puede escuchar el audio hasta tres veces. Al finalizar tome una captura de pantalla con los ejercicios correctamente desarrollados y agréguelos al documento.

a). It reflects the results of a company’s operation in terms of incomes, expenses, profits and losses over a year or particular period of time of a project.

b). It reflects the structure of a company and has information regarding a company’s as- sets, liabilities and available capital. This information is presented at the end of a re- porting period or on an annual basis.

c). It indicates cash flow changes (inflows and outflows) over a particular period of time.

d). A financial ratio or indicator is a relative magnitude of two numbers selected from the financial statements of a company.

e). It is the basis for making accurate financial decisions and a good planning process.

Outcome

5. Basado en la información contenida en el objeto de aprendizaje “Sales forecast and financial indicators”, elabore un dialogo cuyo tema sea una reunión de los directivos de una empresa planean el informe de presupuesto. El dialogo debe tener por lo menos tres personajes y cada personaje debe tener por lo menos 7 intervenciones. CONVERSATION Sales forecast and budget dialog The dialog represents the meeting requested by the sales manager to the employees to make the sales forecast for the month. Mr. Luis 1. Hello, good morning how is you. Catalina 1, angelica 1, Mr. Andrea 1, good morning, excellent thanks. Mr. Luis 2, thank you for joining us in this meeting which will be of great importance since we are going to carry out and study the forecast and sales budget. Andrea 2, yes Mr., we will work as a team to achieve the expected result. Catalina2, of course, it is of great importance to have these points clear as they will help us a lot to advance and achieve very good sales. Angelica 2, should we have the forecast and budget ready for the next meeting? Mr. Luis 3, it is correct, we must move forward with our project, it is essential to start investigating our competition and analyze how we will achieve more sales. Catalina 3, I would like to start with dividing the work according to. Andrea 3, I will take care of the cost analysis and the competition and price. Angelica 3, I will be in charge of making a plan of strategies for inventory management. Catalina 4, I take care of the advertising. Mr. Luis 4, before starting we must take into account that it helps us make a forecast and sales Budget. Andrea 4, of course this clearly shows us the projected income, expenses, investment, creditors, raw materials, this will inform us of the usefulness of our business.

Angelica 4, this information is of great importance and we will work very hard to have the best forecast and sales budget report. Catalina 5, ready guys in the forecast we must include administrative expenses, sales expenses and tax payments since these are fixed expenses for the company. Andrea 5, from what I see there are many topics that are developed. Angelica 5, yes a little but it is a pleasure to work with you today I begin to plan strategies, I know they will be of great help. Mr. Luis 5, I agree with Angelica we must start working today, as a recommendation it is important if you have any progress to communicate to your team as they must present it at the meeting and everyone must knowledge of all issues. Andrea 6, we will be in frequent communication. Catalina 6, of course the best way is to work together and facilitate the projection. Mr. Luis 6, we all know the importance of this project and it is necessary to know the profit margin that it will have for the company and also develop strategies to have better profits. Angelica 6, we have a great responsibility to work as a team. Mr. Luis 7, I am glad that you have clear information and the importance of each one I see you very committed to work I hope in the next meeting the report thanks you very much. Catalina 7, thank you very much, Mr. Luis, and you colleagues, see you at the next meeting. Andrea 7, thank you very much until the next. Angelica 7, see you soon see you later.

6. Participe en una sesión en línea, habilitada y programada por el instructor, donde leerá el dialogo elaborado en el ejercicio anterior. Recuerde repasar la pronunciación antes de participar en la sesión.