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:
Provide information about a company’s ability – or lack thereof – to generate profit by increasing revenue, reducing costs, or both.
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
ε $ Value
Where Type = Operating Expenses
Income or Non-Operating Income
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).