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Profit & Loss Statement

The Profit and Loss Statement Report analyzes KPIs over different time scales to assess business financial performance.

Daniel Busch avatar
Written by Daniel Busch
Updated over 10 months ago

What It Looks Like

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Report Deep-Dive

Important Definitions & Concepts

  • The order of the KPIs reflects how they are calculated

    • Keep in mind that these calculations can be customized to match your specific business model

    • In your actual data, all numbers should align perfectly (unlike this demo data)

How To Use The Report

  • Start by looking at your monthly performance for a broad overview

    • Need more detail? Drill down to break it down into weekly segments

    • For the finest detail, drill down to see day-by-day performance

    • Want to see bigger trends? Scale up to quarterly views

  • The report automatically shows year-to-date data and updates each day

  • Remember to input your variable costs via Custom Sheet Attributes in adtribute for accurate KPI calculations

Insights You Can Generate

  • See how your business performs financially across different time periods

    • Compare performance across days, weeks, months, or quarters

    • Identify trends in your financial metrics over time

  • Track your margins and profitability at different stages

    • Understand how costs impact your bottom line

Practical Applications

  • Adapt your business strategy based on clear financial indicators

  • Use the insights to adjust your marketing strategy when needed

  • Keep track of your business health through profitability trends

  • Spot areas where costs could be optimized


Need Help?

Here are Help Articles that help you understand and configure reports:

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