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REPORT BUDGET

SULAY MAYERLY SIERRA CARVAJAL

SERVICIO NACIONAL DE APRENDIZAJE SENA


CENTRO DE MATERIALES Y ENSAYOS
REGIONAL DESTRITO CAPITAL
GESTION DE MERCADOS
2019
REPORT BUDGET

Balance Sheet: It reflects the structure of a company and has information regarding a
company’s assets, liabilities and available capital. This information is presented at the end
of a reporting period or on an annual basis.
Hoja de Balance: Refleja la estructura de una compañía y tiene información sobre los
activos, pasivos y capital disponible de una compañía. Esta información se presenta al final
de un período de informe o anualmente.

Cash Flow Statement: It indicates cash flow changes (inflows and outflows) over a
particular period of time.
Estado de flujo de efectivo: Indica cambios en el flujo de caja (entradas y salidas)
durante un período de tiempo determinado

Financial Indicator or Ratio: 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 stakeholders to interpret and evaluate
financial performance.
Indicador financiero o ratio: Una relación financiera o indicador es una magnitud relativa
de dos números seleccionados de la Estados financieros de una empresa. Como los propios
estados financieros, se utiliza. por los administradores o partes interesadas del proyecto
para interpretar y evaluar el desempeño financiero.

Income statement: 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.
Estado de resultados: Refleja los resultados de la operación de una compañía en términos
de ingresos, gastos, ganancias y pérdidas durante un año o un período particular de tiempo
de un proyecto.
Price: In general it’s the value given in exchange for transfer of ownership as it’s the
essence of commercial transactions. Three main parties take part in the process: the buyer,
the seller and the competition.
Precio: En general, es el valor dado a cambio de la transferencia de propiedad, ya que es la
esencia de transacciones comerciales. Tres partes principales participan en el proceso: el
comprador, el vendedor y la competencia.

Pricing Strategy Key: Pricing is usually affected by your product design, channel, and
promotional activities.
Estrategia de precios clave: Los precios generalmente se ven afectados por el diseño de su
producto, el canal y las actividades promocionales.

Sales Budget: A Sales Budget is a must for all companies, even for the smallest businesses,
because it is the basis for making accurate financial decisions and a good planning process.

Presupuesto de ventas: Un presupuesto de ventas es una necesidad para todas las empresas,
incluso para las empresas más pequeñas, porque Es la base para tomar decisiones
financieras precisas y un buen proceso de planificación.
5. MEETING OF DENTAL CLINIC EXECUTIVES EXCELLENT SMILE
OBJECTIVE: PLAN THE BUDGET REPORT

PARTICIPANTS: Mr. Javier – sales Manager


Mr. Fransisco – Trade Parner
Mr. Felipe – Share Holder

Mr. Javier: Good morning, Mr. Fransisco and Mr. Felipe, we are going to start the meeting
planned for today the subject plan the Budget Report for this year 2019.

Mr. Felipe: Good morning, Mr. Javier and Mr. Fransisco the first thing we must do is to
know that it is a sales budget.

Mr. Fransisco: Good morning, if it seems very necessary to me this meeting to define it

Mr. Javier: The sales budget is the first step we need to estimate the income costs and
expenses that the clinic has.

Mr. Fransisco: if, Mr. Javier it is of vital importance as it will guide us in making
decisions for the creation of sales strategies

Mr. Felipe: Well I want to know how that report is prepared?


Mr. Fransisco: A sales budget is the first entry that the company needs toestimate the
income, expenses, costs and in general all the elements that make up the company's
financial statements.

Mr. Javier: good let's start by defining the price of the treatments if for this year an
adjustment will be made since this is the most relevant

Mr. Felipe: If the Price also influences, since it is the essence of the clinic’s commercial
transactions.
Mr. Javier: Good to determine and calcúlate the price that provides the highest income and
benefits we can use the strategy calculator or some programs
Mr. Fransisco: we must analyze both the buyers and the competition as they influence the
price fixing
Mr. Felipe: Well, I brought the 2018 financial statements for this meeting
Mr. Fransisco: Excellent Mr. Felipe Which states did you bring?
Mr. Felipe: I brought the three main ones, Balance Sheet, Income Statement and Cash
Flow Statement.
Mr. Javier: If they are very important because according to these we will make the sales
budget.
Mr. Fransisco: Good considering these financial statements we will know the current
financial situation of the clinic.
Mr. Felipe: I also have here the financial indicators to review them
Mr. Javier: Well according to all this information we can already make the sales budget
for this year
Mr. Fransisco: Ok, already ready we can call a new meeting for the socialization of this to
the administrative staff of the clinic
Mr. Javier: Thank you very much for your assistance and participation, we will be in
contact again. have a nice day
Mr. Felipe: thank you equally for you gentlemen
Mr. Fransisco: thank, have a good day.
BIBLIOGRAFIA

https://blog.elinsignia.com/2017/06/11/seleccion-de-un-canal-de-distribucion-y-
factores-que-influyen-en-la-seleccion/
https://prezi.com/c_caph04tyjn/plan-estrategio-de-distribucion/
https://www.google.com.co/search?q=que+son+canales+de+distribucion&oq=que+son
+canales+de+d&aqs=chrome.0.0j69i57j0l4.5055j1j7&sourceid=
material de estudio plataforma Sena/blackboard.

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