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Profit and Loss - With % Expense, Income

Key metrics at a glance:​

  • Year to Date (YTD): Shows the financial performance (Ledger Posting) for the entire year up to the end of the current month.
  • % of Sales: Shows the percentage of total revenue that each P&L account represents. It is calculated as (YTD / Total Sales) * 100.
  • % of Expenses: Shows the percentage of total expenses that each P&L account represents. It is calculated as (YTD / Total Expenses) * 100.

Mapping and Filtering​

Mapping​

All the reports in the Profit & Loss section have the same report structure that can be customized based on the Account Grouping of Sage 100.
The following mapping needs to be changed accordingly in the "Mapping" Sheet of each report.

Report SectionAccount Group
Revenue400
Cost of Sales450
Operating Expenses - Central500
Operating Expenses600
General & Administrative700
Other Income & Expense950
Provision for Income Taxes990

Filtering​

  • Company
  • Fiscal Year
  • Fiscal period
  • Segment 02
  • Segment 03
  • Segment 04
  • Segment 05
  • Segment 06