{"id":1317,"date":"2021-03-03T08:52:20","date_gmt":"2021-03-03T08:52:20","guid":{"rendered":"https:\/\/mb668s.com\/cam-nang-7mb66-xoc-dia\/?p=1317"},"modified":"2026-03-20T09:31:53","modified_gmt":"2026-03-20T02:31:53","slug":"ytd-la-gi-loi-ich-va-cach-tinh-ytd-cho-doanh-nghiep","status":"publish","type":"post","link":"https:\/\/mb668s.com\/cam-nang-7mb66-xoc-dia\/kien-thuc-kinh-te\/ytd-la-gi-loi-ich-va-cach-tinh-ytd-cho-doanh-nghiep","title":{"rendered":"YTD l\u00e0 g\u00ec? L\u1ee3i \u00edch v\u00e0 c\u00e1ch t\u00ednh YTD cho doanh nghi\u1ec7p"},"content":{"rendered":"\n
YTD l\u00e0 g\u00ec?<\/strong> B\u1ea1n c\u00f3 th\u1ec3 t\u00ednh YTD cho doanh nghi\u1ec7p c\u1ee7a m\u00ecnh nh\u01b0 th\u1ebf n\u00e0o? L\u1ee3i \u00edch c\u1ee7a vi\u1ec7c s\u1eed d\u1ee5ng YTD l\u00e0 g\u00ec? T\u1ea5t c\u1ea3 s\u1ebd \u0111\u01b0\u1ee3c gi\u1ea3i \u0111\u00e1p sau \u0111\u00e2y.<\/p>\n\n\n\n C\u00f3 nhi\u1ec1u c\u00e1ch \u0111\u1ec3 x\u00e1c \u0111\u1ecbnh l\u1ee3i nhu\u1eadn c\u1ee7a doanh nghi\u1ec7p c\u1ee7a b\u1ea1n, \u0111\u01a1n gi\u1ea3n nh\u1ea5t l\u00e0 t\u1ed5ng doanh thu \u0111\u1ea1t \u0111\u01b0\u1ee3c. Tuy nhi\u00ean, vi\u1ec7c t\u00ednh to\u00e1n n\u00e0y kh\u00f4ng bao g\u1ed3m c\u00e1c d\u00f2ng ti\u1ec1n nh\u01b0 l\u01b0\u01a1ng, ng\u00e2n s\u00e1ch ti\u1ebfp th\u1ecb ho\u1eb7c c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 kh\u00e1c. R\u1ed1t cu\u1ed9c, vi\u1ec7c t\u00ednh to\u00e1n l\u1ee3i nhu\u1eadn ph\u1ea3i t\u00ednh \u0111\u1ebfn b\u1ea5t k\u1ef3 kho\u1ea3n ti\u1ec1n n\u00e0o b\u1ea1n \u0111\u00e3 b\u1ecf ra \u0111\u1ec3 doanh nghi\u1ec7p ho\u1ea1t \u0111\u1ed9ng. \u0110i\u1ec1u n\u00e0y d\u1eabn \u0111\u1ebfn ph\u00e9p t\u00ednh T\u1ed5ng l\u1ee3i nhu\u1eadn = t\u1ed5ng doanh thu \u2013 t\u1ed5ng s\u1ed1 ti\u1ec1n \u0111\u00e3 chi.<\/p>\n\n\n\n T\u1ed5ng l\u1ee3i nhu\u1eadn c\u00f3 th\u1ec3 l\u00e0 m\u1ed9t ch\u1ec9 b\u00e1o t\u1ed1t v\u1ec1 th\u00e0nh c\u00f4ng c\u1ee7a doanh nghi\u1ec7p, nh\u01b0ng \u0111\u00f3 l\u00e0 \u0111i\u1ec3m c\u1ea7n ph\u1ea3i ph\u00e2n t\u00edch. N\u1ebfu b\u1ea1n mu\u1ed1n bi\u1ebft nh\u1eefng g\u00ec b\u1ea1n \u0111ang l\u00e0m g\u1ea7n \u0111\u00e2y c\u00f3 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn l\u1ee3i nhu\u1eadn c\u1ee7a b\u1ea1n nh\u01b0 th\u1ebf n\u00e0o, b\u1ea1n s\u1ebd c\u1ea7n m\u1ed9t khung th\u1eddi gian \u0111\u1ec3 l\u00e0m vi\u1ec7c. Khi ch\u00fang ta b\u01b0\u1edbc sang n\u0103m, b\u1ea1n c\u00f3 th\u1ec3 b\u1eaft \u0111\u1ea7u th\u1ea5y c\u00e1c \u0111\u1ec1 c\u1eadp \u0111\u1ebfn thu\u1eadt ng\u1eef \u201cYTD\u201d. YTD l\u00e0 g\u00ec? B\u1ea1n c\u00f3 th\u1ec3 t\u00ednh YTD cho doanh nghi\u1ec7p c\u1ee7a m\u00ecnh nh\u01b0 th\u1ebf n\u00e0o? L\u1ee3i \u00edch c\u1ee7a vi\u1ec7c s\u1eed d\u1ee5ng YTD l\u00e0 g\u00ec?<\/p>\n\n\n\n T\u1ed5ng quan nhanh<\/strong><\/p>\n \u2013 YTD (Year-to-Date) l\u00e0 ch\u1ec9 s\u1ed1 \u0111o l\u01b0\u1eddng hi\u1ec7u su\u1ea5t t\u00edch l\u0169y t\u1eeb \u0111\u1ea7u n\u0103m \u0111\u1ebfn th\u1eddi \u0111i\u1ec3m hi\u1ec7n t\u1ea1i.<\/p>\n \u2013 YTD \u0111\u01b0\u1ee3c \u1ee9ng d\u1ee5ng r\u1ed9ng r\u00e3i trong k\u1ebf to\u00e1n, t\u00e0i ch\u00ednh, nh\u00e2n s\u1ef1 v\u00e0 qu\u1ea3n l\u00fd doanh thu.<\/p>\n \u2013 C\u00e1ch t\u00ednh YTD: t\u1ed5ng h\u1ee3p gi\u00e1 tr\u1ecb t\u1eeb ng\u00e0y 1 th\u00e1ng 1 \u0111\u1ebfn ng\u00e0y b\u00e1o c\u00e1o, so s\u00e1nh v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc.<\/p>\n<\/div>\n\n\n\n N\u00f3i m\u1ed9t c\u00e1ch \u0111\u01a1n gi\u1ea3n nh\u1ea5t, YTD l\u00e0 vi\u1ebft t\u1eaft c\u1ee7a Year To Date, m\u1ed9t kho\u1ea3ng th\u1eddi gian b\u1eaft \u0111\u1ea7u t\u1eeb ng\u00e0y \u0111\u1ea7u n\u0103m \u0111\u1ebfn nay. V\u00ed d\u1ee5, n\u1ebfu b\u1ea1n \u0111ang \u0111\u1ecdc b\u00e0i vi\u1ebft n\u00e0y v\u00e0o ng\u00e0y 1 th\u00e1ng 7, YTD bao g\u1ed3m kho\u1ea3ng th\u1eddi gian b\u1eaft \u0111\u1ea7u t\u1eeb ng\u00e0y 1 th\u00e1ng 1 v\u00e0 k\u1ebft th\u00fac v\u00e0o ng\u00e0y 1 th\u00e1ng 7. V\u1ec1 b\u1ea3n ch\u1ea5t, YTD thay \u0111\u1ed5i h\u00e0ng ng\u00e0y, v\u1edbi m\u1ed9t con s\u1ed1 YTD cho tr\u01b0\u1edbc \u0111\u1ea1i di\u1ec7n cho th\u1eddi \u0111i\u1ec3m m\u00e0 b\u1ea1n t\u00ednh to\u00e1n con s\u1ed1 \u0111\u00f3.<\/p>\n\n\n\n Ngo\u00e0i ra, YTD trong c\u01a1 s\u1edf kinh doanh ho\u1eb7c ch\u00ednh ph\u1ee7 c\u00f3 th\u1ec3 \u0111\u1ec1 c\u1eadp \u0111\u1ebfn n\u0103m t\u00e0i ch\u00ednh thay v\u00ec n\u0103m d\u01b0\u01a1ng l\u1ecbch. YTD cho m\u1ed9t n\u0103m t\u00e0i ch\u00ednh \u0111\u1ec1 c\u1eadp \u0111\u1ebfn gi\u00e1 tr\u1ecb c\u1ee7a c\u00e1c h\u1ed3 s\u01a1 t\u00e0i ch\u00ednh c\u1ee7a m\u1ed9t n\u0103m \u0111\u01b0\u1ee3c l\u01b0u gi\u1eef b\u1eaft \u0111\u1ea7u t\u1eeb ng\u00e0y \u0111\u01b0\u1ee3c ch\u1ecdn l\u00e0m ng\u00e0y b\u1eaft \u0111\u1ea7u cho m\u1ed7i n\u0103m t\u00e0i ch\u00ednh. V\u00ed d\u1ee5, \u1edf Vi\u1ec7t Nam n\u0103m t\u00e0i ch\u00ednh b\u1eaft \u0111\u1ea7u t\u1eeb ng\u00e0y 1\/1 v\u00e0 k\u1ebft th\u00fac v\u00e0o ng\u00e0y 31\/12 h\u00e0ng n\u0103m.<\/p>\n\n\n\n B\u1ea1n c\u00f3 th\u1ec3 mu\u1ed1n t\u00ednh to\u00e1n s\u1ed1 li\u1ec7u YTD cho nhi\u1ec1u kh\u00eda c\u1ea1nh kinh doanh c\u1ee7a m\u00ecnh. V\u00ed d\u1ee5, b\u1ea1n c\u00f3 th\u1ec3 mu\u1ed1n bi\u1ebft b\u1ea3ng l\u01b0\u01a1ng YTD m\u00e0 b\u1ea1n \u0111\u00e3 thanh to\u00e1n cho \u0111\u1ebfn nay \u0111\u1ec3 bi\u1ebft nh\u1eefng g\u00ec s\u1ebd x\u1ea3y ra trong th\u1eddi gian c\u00f2n l\u1ea1i c\u1ee7a n\u0103m. Ho\u1eb7c, c\u00f3 th\u1ec3 b\u1ea1n mu\u1ed1n bi\u1ebft chi ti\u00eau qu\u1ea3ng c\u00e1o ti\u1ebfp th\u1ecb YTD c\u1ee7a m\u00ecnh \u0111\u1ec3 b\u1ea1n c\u00f3 th\u1ec3 so s\u00e1nh v\u1edbi m\u1ee9c t\u0103ng doanh thu c\u1ee7a m\u00ecnh.<\/p>\n\n\n\n L\u01b0u \u00fd:<\/strong> Khi so s\u00e1nh YTD gi\u1eefa c\u00e1c n\u0103m, c\u1ea7n l\u01b0u \u00fd y\u1ebfu t\u1ed1 m\u00f9a v\u1ee5 v\u00e0 s\u1ef1 ki\u1ec7n b\u1ea5t th\u01b0\u1eddng (d\u1ecbch b\u1ec7nh, kh\u1ee7ng ho\u1ea3ng). Ch\u1ec9 s\u1ed1 YTD \u0111\u01a1n l\u1ebb kh\u00f4ng ph\u1ea3n \u00e1nh \u0111\u1ea7y \u0111\u1ee7 xu h\u01b0\u1edbng \u2014 n\u00ean k\u1ebft h\u1ee3p v\u1edbi QTD v\u00e0 MTD.<\/p>\n<\/div>\n\n\n\n V\u1eady, m\u1ee5c \u0111\u00edch c\u1ee7a vi\u1ec7c t\u00ednh to\u00e1n s\u1ed1 li\u1ec7u YTD l\u00e0 g\u00ec? \u0110\u00f3 l\u00e0 thi\u1ebft l\u1eadp m\u1ed9t kho\u1ea3ng th\u1eddi gian \u0111\u1ec3 so s\u00e1nh v\u1edbi c\u00e1c s\u1ed1 li\u1ec7u kh\u00e1c trong c\u00f9ng kho\u1ea3ng th\u1eddi gian \u0111\u00f3. Chi ti\u00eau cho qu\u1ea3ng c\u00e1o YTD ch\u1ec9 h\u1eefu \u00edch n\u1ebfu b\u1ea1n so s\u00e1nh n\u00f3 v\u1edbi m\u1ee9c t\u0103ng doanh thu trong c\u00f9ng m\u1ed9t kho\u1ea3ng th\u1eddi gian. B\u1ea3ng l\u01b0\u01a1ng YTD so v\u1edbi doanh thu ch\u1ec9 h\u1eefu \u00edch n\u1ebfu b\u1ea1n \u0111\u00e3 t\u00ednh to\u00e1n c\u1ea3 hai trong c\u00f9ng m\u1ed9t kho\u1ea3ng th\u1eddi gian.<\/p>\n\n\n\n Tr\u01b0\u1edbc ti\u00ean, h\u00e3y x\u00e1c \u0111\u1ecbnh kh\u00eda c\u1ea1nh n\u00e0o b\u1ea1n mu\u1ed1n t\u00ednh to\u00e1n s\u1ed1 li\u1ec7u YTD c\u1ee7a m\u00ecnh. N\u1ebfu \u0111\u00f3 l\u00e0 b\u1ea3ng l\u01b0\u01a1ng, b\u1ea1n s\u1ebd c\u1ea7n l\u00e0m tr\u00f2n s\u1ed1 li\u1ec7u b\u1ea3ng l\u01b0\u01a1ng c\u1ee7a m\u00ecnh v\u00e0o \u0111\u1ea7u n\u0103m. N\u1ebfu \u0111\u00f3 l\u00e0 l\u1ee3i nhu\u1eadn ho\u1eb7c doanh thu, b\u1ea1n s\u1ebd c\u1ea7n cung c\u1ea5p s\u1ed1 li\u1ec7u t\u00e0i ch\u00ednh c\u1ee7a m\u00ecnh. Tuy nhi\u00ean, b\u1ea5t k\u1ec3 b\u1ea1n \u0111ang t\u00ednh to\u00e1n g\u00ec, \u0111i\u1ec1u quan tr\u1ecdng l\u00e0 b\u1ea1n ph\u1ea3i x\u00e1c \u0111\u1ecbnh kho\u1ea3ng th\u1eddi gian m\u00e0 YTD c\u1ee7a b\u1ea1n bao g\u1ed3m.<\/p>\n\n\n\n C\u00f4ng ty c\u1ee7a b\u1ea1n c\u00f3 s\u1eed d\u1ee5ng n\u0103m d\u01b0\u01a1ng l\u1ecbch \u0111\u1ec3 ph\u00e2n lo\u1ea1i YTD kh\u00f4ng? N\u1ebfu v\u1eady, h\u00e3y s\u1eed d\u1ee5ng c\u00e1c s\u1ed1 li\u1ec7u b\u1eaft \u0111\u1ea7u t\u1eeb ng\u00e0y 1 th\u00e1ng 1 \u0111\u1ec3 t\u00ednh to\u00e1n. N\u1ebfu b\u1ea1n s\u1eed d\u1ee5ng m\u1ed9t s\u1ed1 ph\u00e2n lo\u1ea1i kh\u00e1c c\u1ee7a YTD, ch\u1eb3ng h\u1ea1n nh\u01b0 n\u0103m t\u00e0i ch\u00ednh, h\u00e3y \u0111\u1ea3m b\u1ea3o r\u1eb1ng c\u00e1c s\u1ed1 li\u1ec7u c\u1ee7a b\u1ea1n c\u00f3 ng\u00e0y b\u1eaft \u0111\u1ea7u th\u00edch h\u1ee3p, \u0111\u1eb7c bi\u1ec7t n\u1ebfu b\u1ea1n mu\u1ed1n so s\u00e1nh hai s\u1ed1 li\u1ec7u v\u1edbi nhau trong c\u00f9ng m\u1ed9t kho\u1ea3ng th\u1eddi gian. Sau khi b\u1ea1n \u0111\u00e3 x\u00e1c \u0111\u1ecbnh \u0111\u00fang ng\u00e0y \u0111\u1ea7u n\u0103m v\u00e0 thu th\u1eadp s\u1ed1 li\u1ec7u c\u1ee7a m\u00ecnh, \u0111\u00e3 \u0111\u1ebfn l\u00fac b\u1eaft \u0111\u1ea7u t\u00ednh to\u00e1n.<\/p>\n\n\n\n T\u00ednh to\u00e1n YTD t\u01b0\u01a1ng \u0111\u1ed1i \u0111\u01a1n gi\u1ea3n – tr\u00ean th\u1ef1c t\u1ebf, m\u1ed9t ph\u1ea7n kh\u00f3 kh\u0103n n\u1eb1m \u1edf vi\u1ec7c thu th\u1eadp c\u00e1c s\u1ed1 li\u1ec7u ch\u00ednh x\u00e1c v\u00e0 \u0111\u1ea3m b\u1ea3o ch\u00fang bao g\u1ed3m c\u00e1c kho\u1ea3ng th\u1eddi gian th\u00edch h\u1ee3p. B\u1ea1n ch\u1ec9 ph\u1ea3i th\u00eam s\u1ed1 li\u1ec7u cho m\u1ed7i th\u00e1ng trong n\u0103m, c\u1ed9ng v\u1edbi s\u1ed1 ti\u1ec1n cho th\u00e1ng hi\u1ec7n t\u1ea1i cho \u0111\u1ebfn nay. N\u1ebfu b\u1ea1n ch\u1ecdn t\u00ednh to\u00e1n YTD k\u1ebft th\u00fac v\u00e0o m\u1ed9t ng\u00e0y nh\u1ea5t \u0111\u1ecbnh kh\u00e1c v\u1edbi ng\u00e0y h\u00f4m nay, b\u1ea1n ph\u1ea3i ghi ch\u00fa nh\u01b0 v\u1eady.<\/p>\n\n\n\n T\u00ednh to\u00e1n YTD cho n\u0103m d\u01b0\u01a1ng l\u1ecbch hi\u1ec7n t\u1ea1i b\u1eaft \u0111\u1ea7u v\u00e0o th\u00e1ng M\u1ed9t. V\u00ed d\u1ee5, l\u1ee3i nhu\u1eadn YTD t\u00ednh \u0111\u1ebfn ng\u00e0y 15 th\u00e1ng 3 cho m\u1ed9t c\u00f4ng ty ki\u1ebfm \u0111\u01b0\u1ee3c 400 tri\u1ec7u v\u00e0o th\u00e1ng Gi\u00eang, 300 tri\u1ec7u trong th\u00e1ng Hai, 500 tri\u1ec7u v\u00e0o tu\u1ea7n \u0111\u1ea7u ti\u00ean trong th\u00e1ng Ba v\u00e0 500 tri\u1ec7u v\u00e0o tu\u1ea7n th\u1ee9 hai trong th\u00e1ng Ba, c\u1ed9ng v\u1edbi 75 tri\u1ec7u v\u00e0o ng\u00e0y 15 th\u00e1ng Ba gi\u1ed1ng nh\u01b0 sau:<\/p>\n\n\n\n L\u1ee3i nhu\u1eadn th\u00e1ng 1 + l\u1ee3i nhu\u1eadn th\u00e1ng 2 + (tu\u1ea7n 1 th\u00e1ng 3 + tu\u1ea7n 2 th\u00e1ng 3 + l\u1ee3i nhu\u1eadn th\u00e1ng 3 c\u00f2n l\u1ea1i) = l\u1ee3i nhu\u1eadn YTD<\/p>\n\n\n\n Ho\u1eb7c l\u00e0,<\/p>\n\n\n\n 400 + 300 + 500 + 500 + 75 = L\u1ee3i nhu\u1eadn YTD l\u00e0 1 t\u1ef7 775 tri\u1ec7u<\/p>\n\n\n\n L\u1eddi khuy\u00ean:<\/strong> Thi\u1ebft l\u1eadp dashboard t\u1ef1 \u0111\u1ed9ng t\u00ednh YTD tr\u00ean Excel ho\u1eb7c ph\u1ea7n m\u1ec1m BI (Power BI, Google Data Studio) gi\u00fap theo d\u00f5i hi\u1ec7u su\u1ea5t theo th\u1eddi gian th\u1ef1c, gi\u1ea3m sai s\u00f3t khi t\u00ednh to\u00e1n th\u1ee7 c\u00f4ng.<\/p>\n<\/div>\n\n\n\n YTD th\u01b0\u1eddng \u0111\u01b0\u1ee3c d\u00f9ng \u0111\u1ec3 \u0111o l\u01b0\u1eddng doanh thu t\u00edch l\u0169y \u2014 t\u00ecm hi\u1ec3u th\u00eam v\u1ec1 t\u1ed5ng doanh thu l\u00e0 g\u00ec<\/a> \u0111\u1ec3 n\u1eafm r\u00f5 h\u01a1n kh\u00e1i ni\u1ec7m li\u00ean quan.<\/p>\n\n\n\n
<\/figure>\n\n\n\nYTD l\u00e0 g\u00ec?<\/strong><\/h2>\n\n\n\n
L\u00e0m th\u1ebf n\u00e0o b\u1ea1n c\u00f3 th\u1ec3 t\u00ednh YTD cho doanh nghi\u1ec7p?<\/strong><\/h2>\n\n\n\n