The Profit & Loss Report provides a comprehensive view of your business's financial performance. This reporting tool allows you to analyze revenue, expenses, and profitability across various time periods with flexible viewing options.
Time Period Options- Yearly/Quarterly/Monthly/Weekly/Daily: Select your preferred time frame
- View specific date ranges with detailed breakdowns and comparative totals
Display Formats
- '$': View all values in absolute currency amounts
- '%' of Sales: See all metrics as percentages of total sales
- Both ($, %): Display both currency values and percentages simultaneously
Filtering Capabilities
- New vs Returning Customers: Toggle to compare performance between customer segmentss
Report Structure
The P&L report presents a complete financial picture with a logical hierarchy:
1. 'Gross Sales: Total revenue before any deductions
2. Discounts and Refunds: Detailed breakdown of sales adjustments
3. Total Sales: Net revenue after discounts and refunds
4. Sales Taxes: Tax calculations based on applicable rates
5. Net Sales After Tax: Revenue after all tax deductions
6. Product Costs: COGS and related expenses
7. Marketing Costs: Breakdown by marketing channel (Google, Facebook, etc.)
8. Gross Profit and Margin: Profitability after direct costs
9. Operational Expenses: Categorized fixed and variable costs including:
- Digital Marketing
- Content
- Design
- Subscriptions
- Equipment
- Office expenses
- Insurance
- Employee costs
- Utilities
- Rent
- Warehouse expenses
10. Net Profit and Margin: Final profitability after all expenses
Export Options
- Print: Create physical copies for meetings or documentation
- Export: Download data for further analysis in other applications
Benefits
- Track performance trends over time
- Identify profitable customer segments
- Analyze marketing ROI across channels
- Understand cost structures and profitability drivers
- Make data-driven decisions about resource allocation
This P&L interface provides a versatile tool for comprehensive financial analysis, helping you gain valuable insights into your business performance and identify opportunities for growth and optimization.