Profit & Loss
The Profit and Loss (P&L) Dashboard provides a comprehensive view of financial performance, focusing on profitability, operating expenses, and earnings before interest and taxes (EBIT). It helps organizations track revenue, cost efficiency, and financial health over time.
Key Metrics at a Glance:
- Gross Profit Ratio: The percentage of revenue remaining after deducting the cost of revenue.
- OPEX Ratio: The proportion of operating expenses to total revenue.
- Operating Profit Ratio: The percentage of revenue converted into operating profit.
- Net Profit Ratio: The percentage of revenue left after all expenses, including taxes and interest.
Visual Components:
- OPEX Trend: A line chart displaying monthly operating expenses and the OPEX ratio.
- Earnings Before Interest and Taxes (EBIT) Trend: A line chart comparing actual EBIT performance against targets.
- Income Statement (Month to Date & Year to Date):
- Revenue: Tracks total revenue earned.
- Cost of Revenue: Displays direct costs incurred to generate revenue.
- Gross Profit: Represents revenue after deducting the cost of revenue.
- OPEX (Operating Expenses): Breakdown of expenses such as rent, health insurance, utilities, and internet services.
- Operating Profit (EBIT): Revenue minus operating expenses and depreciation.
- Net Income (Loss): The final profitability after interest and tax considerations.
Benefits of this Dashboard:
- Financial Performance Tracking: Provides a clear view of profitability and cost structure.
- Expense Management: Helps monitor and control operating costs.
- Operational Efficiency Analysis: Tracks OPEX and EBIT trends over time.
- Data-Driven Decision-Making: Supports better financial planning and forecasting.
- Improved Profitability Insights: Assesses business performance with key profitability ratios.
Filtering
You can filter the dashboards using these filtering panels:
- Company
- Book ID
- Fiscal Year
- Fiscal Period
- Budget
- Parent Location
- Location
- Department