All data has been randomized, masked, and altered for demo purposes only. Videos will highlight functionality and tangible business insights.

The Profit & Loss dashboard is designed for business stakeholders to easily understand and discern fiscal performance across multiple/customized areas of the company.

In many companies financial data is highly sensitive and somewhat “mysterious” in the sense that there are offline trackers and limited access to proprietary information. There is a gap between sales & marketing teams and financial departments. Oftentimes numbers that sales & marketing teams report are not the same as finance numbers due to top-level adjustments, differences in hierarchy classifications, or unintegrated entities.

This report is unique in the sense that it is designed with sales information at the item-level and fills the difference (positive or negative) between the financial information so that there is full transparency between the two. There is a customer called “Top-Level Adj” which represents the financial gap in data between sales and finance so that the P&L will match to the penny the finance info. The other customer info is all sales based.

Companies face challenges in generating customer-level P&Ls, as financial data normally aligns with the product hierarchy only. This report allows users to generate whatever P&L they desire - whether it is by time, customer, product, or a combination.

Using the Breakdown By X dropdown you can select the type of P&L you want to generate. For example, the default is by month but if you select Product-H1 then it will generate a P&L by the first level of the hierarchy (Beverages, Food, & Pet Supplies). Users can also select the market (US vs Canada), the unit display, the currency, the customer, and the product hierarchy.

With these selections - sales, marketing, and finance teams can answer nearly any business question, such as: “Which Breakfast food is most profitable at Drugmart”?