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.Dashboard Example (sample data)
Click on the image to open and interact with the dashboard:
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)
