JP6506089B2 - Business management system, business management method, and business management program - Google Patents

Description

  The present invention relates to a business management system that generates and displays a Z-chart used for business management, a business management method, and a business management program.

  Z-charts used for business management are known (see Patent Document 1). In the Z chart, the horizontal axis is each month, the vertical axis is actual value such as sales, and the monthly curve generated from monthly actual value of each month and the monthly value generated from cumulative value from the beginning of the term to each month It is generated by combining the next cumulative curve and the moving yearly total curve generated from the moving yearly total value obtained by adding this accumulated value and the previous year actual value of the period from each month of the previous period to the end of the period. In the Z-chart, it is possible to know the trend of actual sales such as seasonal fluctuation factor by looking at the mobile annual value. For example, when the mobile annual curve is rising to the right, it can be known that sales are on a rising trend, and when it is falling to a right, it can be known that sales are on a falling trend.

JP 2005-8341 A

  By the way, it may be necessary to correct the budget plan when the actual value deviates from the planned amount in the actual management to compare the budget and the actual and examine the achievement rate and the situation of the achievement. . Although the above-mentioned Z chart can know the tendency of the actual value which considered the element of the seasonal fluctuation, it is difficult to compare the planned amount and the actual value.

  The present invention has been made to solve the above-mentioned problems, and an object thereof is a business management system, a business management method, and a business management program, which enable comparison between actual values and planned quantities in Z charts. Intended to provide.

The business management system which solves the above-mentioned subject is a performance information storage part which stores monthly performance value, a plan information storage part which stores monthly planning amount, the above-mentioned monthly performance value, and monthly planning amount from Z. And a Z chart generation unit that generates a chart. The Z-chart generating unit acquires the monthly plan amount of each month of the current period from the plan information storage unit, and displays the monthly plan amount on the vertical axis for each month of the horizontal axis, and from the beginning of the period to each month The accumulated value of the monthly planned amount up to is displayed on the vertical axis corresponding to each month of the horizontal axis, and the accumulated value of the monthly planned amount and the previous year actual value of the period from each month of the previous period to the end of the period When the yearly Z-chart is generated corresponding to the monthly order of the horizontal axis and the initial Z-chart is generated, and the monthly actual value of this period is acquired from the actual result information storage unit The actual amount Z chart is generated by using the monthly planned amount of the month corresponding to the acquired monthly actual value as the monthly actual value.
According to the above configuration, it is possible to create a performance Z chart reflecting the monthly actual value of this period. By comparing the initial Z chart and the actual Z chart, it is possible to confirm the divergence between the plan and the actual in the middle of this term.

In the above-described business management system, the Z-chart generation unit may superimpose and display the initial Z-chart and the actual Z-chart.
According to the above configuration, it is easy to compare the initial Z chart and the actual Z chart.

In the above-mentioned business management system, the Z-chart generation unit may further calculate a final target value for the current term, which is an aggregate value of the monthly planned amounts, and a cumulative value of monthly actual values in the actual period acquired from the actual information storage unit. A first difference is calculated, and a value obtained by dividing the first difference for the period after the actual period is set as a corrected monthly plan amount for each month, and the actual Z chart is corrected to generate a corrected Z chart. You may do it.
According to the above configuration, the monthly planned amount can be corrected without changing the final target value of this term.

In the above-mentioned business management system, when the Z-chart generating unit acquires a correction value of the final target value of the current term, which is an aggregate value of the monthly planned amounts, the correction value of the final target value of the current term and the performance information storage section. Calculate the second difference with the cumulative value of monthly actual values in the acquired actual period, and for the period after the actual period, divide the value by dividing the second difference into the monthly planned amounts corrected for each month Then, the above actual Z-chart is corrected to be a corrected Z-chart.
According to the above configuration, it is possible to change the monthly final target value and correct the monthly planned amount.
In the above-described business management system, the Z-chart generation unit may display the initial Z-chart and the corrected Z-chart in an overlapping manner.
According to the above configuration, it is easy to compare the initial Z chart and the corrected Z chart.

Further, the present invention is a business management method executed by the above-mentioned business management system.
Furthermore, the present invention is a business management program used for a business management system, and is implemented by being installed on a computer such as a server device. This program can be stored in a recording medium or distributed via a network and installed on a computer.

  According to the above configuration, in the actual and actual management, the difference between the planned amount and the actual value can be known by comparing the initial Z chart according to the budget of this term and the actual Z chart according to the results of this term. it can. In this way, it is possible to correct the final target value of this term according to the results during the current season.

It is a block diagram showing an outline of a system of this embodiment. (A) is a flowchart which shows a production | generation process of Z chart, (b) is a flowchart which shows a plan correction process. It is a flowchart which shows the initial stage Z chart production | generation process of Fig.2 (a). It is a figure showing initial stage Z chart. It is a flowchart which shows the performance reflection process of Z chart of Fig.2 (a). It is a figure which shows the performance Z chart on which the results until April are reflected. It is a flowchart which shows the required goal correction process of FIG.2 (b). It is a figure which shows the correction Z chart in which the monthly planned amount was corrected. It is a flowchart which shows the final goal correction process of FIG.2 (b). It is a figure which shows the correction Z chart in which the correction plan was reflected.

  Hereinafter, with reference to FIGS. 1 to 10, an embodiment in which a business management system, a business management method, and a business management program are embodied will be described.

As shown in FIG. 1, in this embodiment, a management server 20 connected to the client terminal 10 is used as a business management system.
The client terminal 10 is a computer terminal used by an employee or a manager. The client terminal 10 includes an output unit and an input unit. The output unit is means for outputting various information, and is configured by a display or the like. The input unit is a means for inputting various information, and is configured of a keyboard, a pointing device, a communication interface, and the like.

  The management server 20 is a computer system for managing the financial situation of a company. The management server 20 includes a control unit 21, a record information storage unit 22, and a plan information storage unit 23.

  The performance information storage unit 22 stores financial performance such as past financial information. For example, items such as sales, cost of sales, SG & A expenses, operating income, extraordinary income, extraordinary losses, corporate tax, net income, etc., which are past actual values, are stored for each fiscal year. These actual values are managed in the entire enterprise, in units of divisions and branches, and further in units of regions.

  The plan information storage unit 23 stores short-term plans such as the budget for the remaining month of the current fiscal year and the budget for the next fiscal year. For example, planned quantities such as sales, cost of sales, selling, general and administrative expenses, operating income, extraordinary income, extraordinary loss, corporate tax, net income, etc. are stored to the extent that they can create a profit and loss statement. . The planned amount is set in consideration of the manager's vision, the life cycle of the product handled by the company, the time to launch the next new product, the future capital investment, the trend, the number of future employees, etc.

  The control unit 21 includes a control unit including a CPU, a memory such as a RAM and a ROM, and the like, and performs a process of generating a Z chart by executing a business management program. Specifically, the control unit 21 functions as a Z chart generation unit 211.

  The Z-chart generation unit 211 takes the horizontal axis as each month, and the vertical axis as actual values and planned amounts such as sales, and acquires monthly actual values for the previous and current periods, monthly planned amounts of the budget plan, etc. Generate a curve. In addition, a monthly cumulative curve is generated from the monthly planned amounts from the beginning of the period to each month and the cumulative values of monthly actual values. Furthermore, a moving year total curve is generated from the moving year total value which added this accumulated value and the previous period actual value of the period from each month of the previous period to the end of the period. The Z-chart generating unit 211 generates a Z-chart by combining the monthly curve, the monthly cumulative curve, and the moving annulus curve. Specifically, the Z chart generation unit 211 sets the initial Z chart created according to the budget plan, the actual Z chart in which the monthly plan amount of the initial Z chart is replaced with the actual value, and the monthly plan amount in the middle of this term Generate a modified corrected Z chart.

Next, the operation in the case where the management server 20 configured as described above performs forecasting management will be described.
In the case of managing the actual cost, the Z chart generation unit 211 functions as follows. As shown in FIG. 2A, in step S1, as preparation for generating the initial Z chart, setting processing of an application range for creating the Z chart is performed. For example, whether the target plan is a sales amount plan or a sales volume plan is set as a target plan. In addition, segments such as whole company or Tokyo branch are set.

  In step S2, the Z-chart generation unit 211 sets the horizontal axis to each month, and the vertical axis to actual values and planned amounts such as sales, and acquires monthly planned amounts and the like for this period from the planned information storage unit 23 and monthly curve Generate Also, a monthly cumulative curve is generated from the cumulative value of the monthly planned volume from the beginning of the period to each month. Furthermore, the mobile annual total curve is generated from the mobile annual total value which added the total value of the monthly planned amount from the beginning of the current period to each month and the actual value of the previous period from each month of the previous period to the end. The Z-chart generating unit 211 generates the initial Z chart by combining the monthly curve, the monthly cumulative curve, and the moving annulus curve. In step S3, the Z-chart generating unit 211 acquires the monthly actual value from the beginning of the period to the current month from the actual information storage unit 22, and replaces it with the corresponding monthly planned amount. As a result, a performance Z chart according to the current performance is generated. The actual Z chart is a Z chart reflecting the actual results up to the current month, and by comparing with the initial Z chart in the middle of the current term, the current term is confirmed and it is judged whether revision of the current term plan is necessary. Can.

  As shown in FIG. 2 (b), if it is necessary to correct the monthly planned amount of the remaining month even if it is not necessary to correct the final target value of this term as a result of the actual management, the Z chart generation unit 211 must Perform target correction processing. Specifically, in the mandatory goal correction process, a first difference between the final target value of this term and the cumulative value of monthly actual values is calculated, and the first difference is distributed to the remaining months of this term.

  In addition, in step S5, the Z chart generation unit 211 performs final goal correction processing. For example, when the difference between the final target value of this term and the cumulative value of monthly actual values is large and there is a high possibility that the final target value of this term will be unattainable, processing is performed to lower the final target value of this term. In the final goal correction process, the final target value of this term is corrected, the difference between the correction value of the final target value of this term and the cumulative value of the monthly actual values is calculated, and the difference is distributed to the remaining months of this term. The final target value of this term will be revised upward if the actual value is greater than the planned amount, and downward if it is smaller.

  Next, with reference to FIG.3 and FIG.4, the initial stage Z chart production | generation process shown to step S2 of Fig.2 (a) is demonstrated. In step S2-1, the Z-chart generating unit 211 acquires the monthly planned amount of this period from the plan information storage unit 23. In step S 2-2, the monthly planning amount is displayed on the vertical axis for each month on the horizontal axis from the monthly planning amount of each month, and the monthly curve 101 is created and displayed on the client terminal 10.

  In step S2-3, the Z-chart generating unit 211 accumulates monthly planned amounts from the beginning of the period to each month to calculate an accumulated value. In step S2-4, the Z-chart generation unit 211 displays a monthly cumulative curve that displays the cumulative value of the monthly planning amount on the vertical axis corresponding to each month on the horizontal axis based on the cumulative value from the beginning of the period to each month 102 is created and displayed on the client terminal 10. For example, in the case of February, the cumulative value of monthly planning amounts in January and February is calculated, and in the case of March, the cumulative value of monthly planning amounts in January, February and March is calculated. .

  In step S2-4, the Z-chart generating unit 211 acquires, from the actual result information storage unit 22, the previous monthly results of the period from each month of the previous period to the end of the period. Then, in step S2-5, the sum of the monthly planned amounts from the beginning of the current term to each month and the sum of the monthly actual values from the corresponding month to the end of the previous term are added to calculate the moving yearly total Do. That is, the Z-chart generating unit 211 calculates an annual total of the past one year for each month. For example, for March, the mobile annual total value is calculated by adding the accumulated value of actuals from April to December of last year and the accumulated value of monthly planned amounts from January to March of this term. In step S <b> 2-6, the Z-chart generation unit 211 creates the mobile year curve 103 from the mobile year value of each month and displays the mobile year curve 103 on the client terminal 10. In step S2-7, the Z-chart generating unit 211 outputs the initial Z-chart 104 composed of the monthly curve 101, the monthly cumulative curve 102, and the moving yearly total curve 103.

  Next, with reference to FIGS. 5 and 6, the result reflecting process shown in step S3 of FIG. 2A will be described. In step S3-1, the Z-chart generation unit 211 acquires the monthly actual value of this period from the actual result information storage unit 22. In the example shown in FIG. 6, the actual value is from January to April, and the Z chart generation unit 211 records the monthly actual value of each month from January to April of this term as the actual information storage unit 22. Get from

  In step S3-2, the Z-chart generating unit 211 acquires the monthly planned amount of this period from the plan information storage unit 23 for the remaining month after the actual period. That is, the monthly planned amount from May to December is acquired. In step S3-3, for the actual period (January to April), a monthly curve 101a is created from the monthly actual value of each month on the vertical axis for each month on the horizontal axis, and after the actual period (5 For the month to December, the monthly curve 101a is created from the monthly planning amount of each month and displayed on the client terminal 10.

  In step S3-4, the Z-chart generating unit 211 calculates the cumulative value of the monthly actual value of each month from January to April, which is the actual period, and for May to December after the actual period. Calculates the accumulated value from the beginning of the term to each month using the accumulated value of monthly actual value and the monthly planned amount. In step S3-5, the Z-chart generating unit 211 creates the monthly cumulative curve 102a using the cumulative value of the monthly actual value and the cumulative value of the monthly planned amount, and displays the monthly cumulative curve 102a on the client terminal 10.

  In step S3-6, the Z-chart generating unit 211 acquires, from the actual result information storage unit 22, the previous monthly result values of the period from each month of the previous period to the end of the period. Then, the mobile annual total value is calculated by adding the accumulated actual value of monthly actual value from the beginning of the current term to each month and the accumulated value of monthly planned amount and the accumulated value from the corresponding month of the previous term to the end of the term. That is, the Z-chart generating unit 211 calculates an annual total of the past one year for each month. Specifically, for the actual period (Jan-April), the mobile annual value is calculated using monthly actual values for the past year, and after the actual period (May to December), The mobile annual total is calculated using the previous year's monthly actual value, and the current actual monthly actual value and monthly plan amount. Then, in step S3-7, the Z-chart generating unit 211 creates the mobile year total curve 103a from the mobile year value of each month and displays it on the client terminal 10.

  In step S3-8, the Z-chart generating unit 211 creates the actual result Z chart 104a reflecting the actual result and displays it on the client terminal 10. At the same time, the initial Z chart 104 formulated at the beginning of the period shown in FIG. 4 is also displayed on the client terminal 10 to make it easy for the user to compare and consider. In the example of FIG. 6, since the initial Z chart 104 created according to the monthly plan amount and the actual Z chart 104 a reflecting the actual value of this term are displayed in a superimposed manner, the difference between the plan and the actual is visually confirmed can do. Then, review the time and the amount of deviation, and if necessary, revise the monthly plan amount of the remaining month without changing the final target value of the current term, or the final target correction process of changing the final target of the current term. You can decide whether to do it or not.

  Next, with reference to FIG. 7 and FIG. 8, the mandatory goal correction process shown in step S4 of FIG. 2 (b) will be described. In step S4-1, the Z-chart generation unit 211 acquires the monthly actual value of this period from the actual result information storage unit 22. In the example of FIG. 8, January to April is the actual value, and the Z-chart generating unit 211 indicates the monthly actual value of each month from January to April of this term as the actual information storage unit 22. Get from

  In step S4-2, the Z-chart generating unit 211 acquires the monthly planned amount of this period from the plan information storage unit 23. In step S4-3, the total value (the final target value for this term from January to December) of the monthly plan amount set at the beginning of the term is calculated, and the total value of the final target value for this term and the monthly actual value (January to The first difference with the actual value in April) is calculated.

  In step S4-4, the Z-chart generation unit 211 acquires and sets an update method for setting the value obtained by dividing the first difference as the monthly planned amount of each remaining month, according to the user's operation. In step S4-5, the Z-chart generation unit 211 determines whether there is a correction in the specific period. For example, the Z-chart generating unit 211 determines whether or not there is a correction of the monthly planning amount for the remaining month (May to December). And when there is correction, it progresses to step S4-6, and when there is no correction, it progresses to step S4-7. In step S4-6, the Z-chart generation unit 211 performs correction processing of the monthly planned amount in a specific period. For example, the first difference is distributed according to the monthly sales trend statistically found from past results. For example, a large number of sales is distributed to a large number of months, and a small amount of sales is distributed to a smaller number of months.

  In step S4-7, the Z-chart generating unit 211 divides the first difference into remaining months (May to December), and substitutes the values of each divided month into the monthly planning amount at the beginning of the term, a modified monthly The plan amount is used, and a correction plan is created and stored in the plan information storage unit 23.

  In step S4-8, for the actual period (January to April), using the monthly curve 101b from the actual value of each month on the vertical axis for each month on the horizontal axis, after the actual period (May to For December), the monthly curve 101 b is created and displayed on the client terminal 10 using the corrected monthly plan amount of each month.

  In step S4-9, the Z-chart generating unit 211 calculates the cumulative value of the monthly actual value of each month from January to April, which is the actual period, and after the actual period (May to December) In the case of, the cumulative value from the beginning of the term to each month is calculated using the cumulative value of monthly actual value of each month and the corrected monthly plan amount. In step S4-10, the Z-chart generating unit 211 uses the cumulative value of the monthly actual values of each month of the actual period and the cumulative value of the corrected monthly plan amount of a period after the actual period to create a monthly cumulative curve. 102 b is created and displayed on the client terminal 10.

  In step S4-11, the Z-chart generating unit 211 acquires, from the actual result information storage unit 22, the previous monthly result values of the period from each month of the previous period to the end of the period. Then, add the cumulative total of monthly actual values from the beginning of the current term to each month, the actual value of the monthly actual value, and the total value of the revised monthly plan quantity, and the total from the corresponding month of the previous term to the end of the term Calculate the count value. That is, the Z-chart generating unit 211 calculates an annual total of the past one year for each month. Specifically, for the actual period (Jan-April), the mobile annual value is calculated using monthly actual values for the past year, and after the actual period (May to December), The mobile annual total is calculated using the previous year's monthly actual value, and the current actual monthly actual value and the revised monthly plan amount. Then, in step S4-12, the Z-chart generating unit 211 creates the mobile year total curve 103b from the mobile year total of each month and displays it on the client terminal 10.

  In step S4-13, the Z-chart generating unit 211 creates a corrected Z-chart 104b reflecting the actual results and the corrected monthly planning amount, and displays it on the client terminal 10. At the same time, the initial Z chart 104 formulated at the beginning of the term is also displayed on the client terminal 10 to make it easy for the user to compare and consider the initial term plan and the revised plan.

  Next, with reference to FIGS. 9 and 10, the final goal correction process shown in step S5 of FIG. 2 (b) will be described. In step S5-1, the Z-chart generating unit 211 acquires the monthly actual value of this period from the actual result information storage unit 22. In the example of FIG. 10, the actual value is from January to September, and the Z-chart generation unit 211 acquires the actual value for each month from January to September of this term.

  In step S <b> 5-2, the Z-chart generation unit 211 acquires the monthly planned amount of this period from the plan information storage unit 23. In step S5-3, in the case of downward correction, the Z-chart generation unit 211 performs processing to lower the final target value of the current period, that is, the cumulative value of December. In the case of upward correction, the final target value of this term may be upward corrected. Then, in step S5-4, a second difference between the corrected current period final target value and the cumulative value of the monthly actual value is calculated. Here, the cumulative value of the monthly actual value (actual value from January to September) is subtracted from the final target value for the current period to calculate a second difference.

  In step S5-5, the Z-chart generation unit 211 acquires and sets an update method for setting the value obtained by dividing the second difference as the monthly plan amount of each remaining month according to the user's operation. In step S5-6, the Z-chart generation unit 211 determines whether there is a correction in the specific period. For example, the Z-chart generating unit 211 determines whether or not there is a correction of the monthly planning amount for the remaining month (Oct.-Dec.). When there is a correction, the process proceeds to step S5-7, and when there is no correction, the process proceeds to step S5-8. In step S5-7, the Z-chart generation unit 211 performs correction processing of the monthly planned amount in the specific period. For example, the second difference is distributed according to the monthly sales trend statistically found from past results. For example, a large number of sales is distributed to a large number of months, and a small amount of sales is distributed to a smaller number of months.

  In step S5-8, the Z-chart generating unit 211 divides the second difference by the remaining month (October-December), sets the divided values of each month as the corrected monthly plan amount, and corrects the corrected plan Are stored in the plan information storage unit 23.

  In step S5-9, for the actual period (January to September), the actual value of each month is used on the vertical axis for each month on the horizontal axis, and for the period after the actual period (October to December) The monthly curve 101 c is created and displayed on the client terminal 10 using the corrected monthly plan amount of each month.

  In step S5-10, the Z-chart generating unit 211 calculates the cumulative value of the actual value of each month from January to September, which is the actual period, and after the actual period (October to December) Calculate the cumulative value from the beginning of the period to each month using the cumulative value of actual values for each month and the corrected monthly plan amount. In step S5-11, the Z-chart generation unit 211 uses the cumulative value of the monthly actual values for each month of the actual period and the cumulative value of the corrected monthly plan amount after the actual period to create the monthly cumulative curve 102c. Created and displayed on the client terminal 10

  In step S5-12, the Z-chart generating unit 211 acquires, from the actual result information storage unit 22, the previous monthly result values of the period from each month of the previous period to the end of the period. Then, add the cumulative total of monthly actual values from the beginning of the current term to each month, the actual value of the monthly actual value, and the total value of the revised monthly plan quantity, and the total from the corresponding month of the previous term to the end of the term Calculate the count value. That is, the Z-chart generating unit 211 calculates an annual total of the past one year for each month. Specifically, for the actual period (January to September), the mobile annual value is calculated using monthly actual values for the past year, and for the period after the actual period (October to December), The mobile annual total is calculated using the previous year's monthly actual value, and the current actual monthly actual value and the revised monthly plan amount. Then, in step S5-13, the Z-chart generating unit 211 creates the mobile year total curve 103c from the mobile year value of each month and displays it on the client terminal 10.

  In step S5-14, the Z-chart generating unit 211 creates a corrected Z-chart 104c reflecting the actual results and the corrected monthly plan amount, and displays the corrected Z-chart 104c on the client terminal 10. At the same time, the initial Z-chart 104 formulated at the beginning of the term is also displayed on the client terminal 10 so that the user can easily compare and consider the initial term plan and the revision plan. In this way, by lowering the final target value of the current term, that is, the cumulative value in December, the final target value of the current term can be corrected in the second half of the budget execution year.

  According to the above embodiment, the effects listed below can be obtained.

  (1) It is possible to create a performance Z chart reflecting the monthly actual value of this term. By comparing the initial Z chart 104 with the actual Z chart 104a, the difference between the plan and the actual can be visually confirmed in the middle of this term.

(2) The Z chart can correct the final target value for this term and the monthly planned amount for the remaining month by reflecting the results. For example, in the mandatory goal correction process, it is possible to correct the monthly planning amount and formulate a correction plan for the remaining month without changing the final target value of this term. In this mandatory goal correction process, for example, when the actual value is lower than the planned amount, the planned amount that can be achieved by the corrected monthly planned amount of the remaining month can be achieved even if the difference is distributed to the monthly planned amount of the remaining month. It is effective to do it in the
(3) In the final goal correction process, the final target value of this term can be changed, and the monthly plan amount can be corrected for the remaining month to formulate a correction plan. In this final goal correction process, if the difference between the final target value of this term and the actual value is divided into the monthly planned quantity of the remaining month when the actual value is lower than the planned amount in the second half of this term, the corrected monthly plan of the remaining month It is effective when the amount is an unattainable planned amount.

In addition, the said embodiment can also be changed suitably as follows and can also be implemented.
・ The mandatory goal correction process shown in Figure 7 and Figure 8 is the monthly planned amount without changing the final target value of this term when the first difference becomes equal to or greater than the threshold while the predetermined period elapses from the beginning of the term. It may be possible to execute a process of correcting. Further, the correction process in step S4-5 and step S4-6 may be omitted.
・ The final goal correction process shown in Fig. 9 and 10 changes the final target value of this term and changes the monthly plan amount when the second difference becomes the threshold or more while the predetermined period elapses from the beginning of the term. It may be possible to execute the process to be corrected. Further, the correction process in step S5-6 and step S5-7 may be omitted.
The Z chart may be created based on sales, or may be created for items other than sales such as expenses and profits.
-The Z chart may be created on a company basis, or may be created on a branch office, a business department or a commodity basis.
A business management system may be realized by installing a business management program on a stand-alone computer not connected to a computer network.

  DESCRIPTION OF SYMBOLS 10 ... Client terminal, 20 ... Management server, 21 ... Control part, 211 ... Z chart production | generation part, 22 ... Performance information storage part, 23 ... Plan information storage part, 101, 101a, 101b, 101c ... Monthly curve, 102, 102a, 102b, 102c ... monthly cumulative curve, 103, 103a, 103b, 103c ... monthly annual curve, 104, 104a, 104b, 104c ... Z chart.

Claims (7)

A performance information storage unit that stores monthly performance values;
A plan information storage unit that stores monthly plan amounts;
And Z chart generation unit for generating a Z chart from the monthly actual value and the monthly plan amount,
The Z-chart generation unit acquires the monthly plan amount of each month of the current term from the plan information storage unit, and displays the monthly plan amount on the vertical axis for each month of the horizontal axis,
The accumulated value of the monthly planned amount from the beginning of the period to each month is displayed on the vertical axis corresponding to each month of the horizontal axis,
The yearly total value which added the accumulated value of the monthly planned amount and the previous year actual value of the period from each month of the previous period to the end of the period is displayed on the vertical axis corresponding to the month of the horizontal axis Generate a Z chart,
When the monthly actual value of this term is acquired from the actual result information storage unit, the monthly plan amount of the month corresponding to the acquired monthly actual value is used as the monthly actual value to generate an actual Z chart. While
Calculating a first difference between a final target value for the current term, which is an aggregate value of the monthly planned amounts, and a cumulative value of monthly actual values in the actual period acquired from the actual information storage unit;
The management control system which generates a correction Z chart by making the value which divided the said 1st difference into the corrected monthly plan amount of each month about the period after the said performance period . A performance information storage unit that stores monthly performance values;
A plan information storage unit that stores monthly plan amounts;
And Z chart generation unit for generating a Z chart from the monthly actual value and the monthly plan amount,
The Z-chart generation unit acquires the monthly plan amount of each month of the current term from the plan information storage unit, and displays the monthly plan amount on the vertical axis for each month of the horizontal axis,
The accumulated value of the monthly planned amount from the beginning of the period to each month is displayed on the vertical axis corresponding to each month of the horizontal axis,
The yearly total value which added the accumulated value of the monthly planned amount and the previous year actual value of the period from each month of the previous period to the end of the period is displayed on the vertical axis corresponding to the month of the horizontal axis Generate a Z chart,
When the monthly actual value of this term is acquired from the actual result information storage unit, the monthly plan amount of the month corresponding to the acquired monthly actual value is used as the monthly actual value to generate an actual Z chart. While
When the correction value of the final target value of the current term, which is the total value of the monthly planned amounts, is acquired, the correction value of the final target value of the current term and the cumulative value of monthly actual values in the actual period acquired from the actual information storage unit Calculate the second difference of
The management management system which makes a value which divided the said 2nd difference into the monthly planned amount which corrected each month about the period after the said performance period as a correction Z chart . Wherein Z chart generating unit, management system according to claim 1 or 2 displayed over the said modified Z chart and the beginning Z chart. A business management method using a business management system comprising: a performance information storage unit for storing monthly performance values; a plan information storage unit for storing monthly planned amounts; and a Z chart generation unit for generating a Z chart;
The Z-chart generation unit acquires the monthly plan amount of each month of the current term from the plan information storage unit, and displays the monthly plan amount on the vertical axis for each month of the horizontal axis,
The accumulated value of the monthly planned amount from the beginning of the period to each month is displayed on the vertical axis corresponding to each month of the horizontal axis,
The yearly total value which added the accumulated value of the monthly planned amount and the previous year actual value of the period from each month of the previous period to the end of the period is displayed on the vertical axis corresponding to the month of the horizontal axis Generate a Z chart,
When the monthly actual value of this term is acquired from the actual result information storage unit, the monthly plan amount of the month corresponding to the acquired monthly actual value is used as the monthly actual value to generate an actual Z chart. as well as,
Calculating a first difference between a final target value for the current term, which is an aggregate value of the monthly planned amounts, and a cumulative value of monthly actual values in the actual period acquired from the actual information storage unit;
The management management method which generates a correction Z chart by making the value which divided the said 1st difference into the corrected monthly plan amount of each month about the period after the said performance period . A business management method using a business management system comprising: a performance information storage unit for storing monthly performance values; a plan information storage unit for storing monthly planned amounts; and a Z chart generation unit for generating a Z chart;
The Z-chart generation unit acquires the monthly plan amount of each month of the current term from the plan information storage unit, and displays the monthly plan amount on the vertical axis for each month of the horizontal axis,
The accumulated value of the monthly planned amount from the beginning of the period to each month is displayed on the vertical axis corresponding to each month of the horizontal axis,
The yearly total value which added the accumulated value of the monthly planned amount and the previous year actual value of the period from each month of the previous period to the end of the period is displayed on the vertical axis corresponding to the month of the horizontal axis Generate a Z chart,
When the monthly actual value of this term is acquired from the actual result information storage unit, the monthly plan amount of the month corresponding to the acquired monthly actual value is used as the monthly actual value to generate an actual Z chart. as well as,
When the correction value of the final target value of the current term, which is the total value of the monthly planned amounts, is acquired, the correction value of the final target value of the current term and the cumulative value of monthly actual values in the actual period Calculate the second difference of
The management management method which makes a value which divided the said 2nd difference into the monthly planned amount which corrected each month about the period after the said performance period as a correction Z chart . A business management program for use in a business management system comprising: a performance information storage unit for storing monthly performance values; a plan information storage unit for storing monthly planned amounts; and a Z chart generation unit for generating a Z chart ,
The Z chart generation unit
The monthly plan amount of each month of this term is acquired from the plan information storage unit, and the monthly plan amount is displayed on the vertical axis for each month of the horizontal axis,
The accumulated value of the monthly planned amount from the beginning of the period to each month is displayed on the vertical axis corresponding to each month of the horizontal axis,
The yearly total value which added the accumulated value of the monthly planned amount and the previous year actual value of the period from each month of the previous period to the end of the period is displayed on the vertical axis corresponding to the month of the horizontal axis Generate a Z chart,
When the monthly actual value of this term is acquired from the actual result information storage unit, the monthly plan amount of the month corresponding to the acquired monthly actual value is used as the monthly actual value to generate an actual Z chart. Means to
Calculating a first difference between a final target value for the current term, which is an aggregate value of the monthly planned amounts, and a cumulative value of monthly actual values in the actual period acquired from the actual information storage unit;
A management management program characterized in that a value obtained by distributing the first difference for a period after the actual period is used as a corrected monthly plan amount for each month to generate a corrected Z chart . Performance information storage unit for storing monthly performance values, plan information storage unit for storing monthly planned amounts, Z
A business management program used in a business management system comprising a Z-chart generating unit for generating a chart,
The Z chart generation unit
The monthly plan amount of each month of this term is acquired from the plan information storage unit, and the monthly plan amount is displayed on the vertical axis for each month of the horizontal axis,
The accumulated value of the monthly planned amount from the beginning of the period to each month is displayed on the vertical axis corresponding to each month of the horizontal axis,
The yearly total value which added the accumulated value of the monthly planned amount and the previous year actual value of the period from each month of the previous period to the end of the period is displayed on the vertical axis corresponding to the month of the horizontal axis Generate a Z chart,
When the monthly actual value of this term is acquired from the actual result information storage unit, the monthly plan amount of the month corresponding to the acquired monthly actual value is used as the monthly actual value to generate an actual Z chart. Means to
When the correction value of the final target value of the current term, which is the total value of the monthly planned amounts, is acquired, the correction value of the final target value of the current term and the cumulative value of monthly actual values in the actual period acquired from the actual information storage unit Calculate the second difference of
A management management program characterized in that a value obtained by distributing the second difference for a period after the actual period is used as a corrected Z-chart, with the corrected monthly plan amount for each month .

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