Profit & Loss Dashboard

High Level Design

Overview

A profit and loss statement (P&L) is a financial statement that summarizes the revenues, costs and expenses incurred during a specific period of time, usually a fiscal quarter or year. The P&L report is prepared as frequently as managers need them, usually monthly or quarterly. A P&L report goes to the manager in charge of each profit center; these confidential profit reports do not circulate outside the business.

Goals

Provide information about a company’s ability – or lack thereof – to generate profit by increasing revenue, reducing costs, or both.

Objectives

Show whether a business has made a PROFIT or LOSS over a financial year and describe how the profit or loss arose – e.g. categorising costs between “cost of sales” and operating costs

KPI Architecture

Objectives KPIs Measures Break by Data Source
Income ε $ Value
Where Type = Operating Expenses
Income or Non-Operating Income
Quarter, Month, Department, Article Expenses / income report
Expenses ε $ Value
Where Type = Operating Expenses
Quarter, Month, Department, Article Expenses / Income Report
Net Income ε $ Value Quarter, Month, Department, Article Expenses / Income Report

Data Modeling (Elasticube Design)

Suggested data model for profit and loss analysis

Implementation
Kit

The following resources will enable you to design your dashboard and data model with sample data and then apply it to your own data. Note that you will need to have a previously installed version of Sisense (you can use the free trial version if you’re not a customer).

Sample data and dashboard examples (direct download)

Documentation