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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 5 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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