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Profit and Loss - Advanced

This report is a Profit and Loss Statement with more advanced KPIs, including % of Revenues, Budget, and Variances for the current and past year.

Key metrics at a glance:​

  • Actual: Shows the actual financial performance (Ledger Posting) of each P&L account for the period being analyzed.
  • % of Rev (Actual): Shows the percentage of total revenue of each P&L account, calculated as (Actual / Total Revenues) * 100.
  • Budget: Shows the budgeted financial performance of each P&L account for the period.
  • % of Rev (Budget): Shows the percentage of total revenue of each P&L account, calculated as (Budget / Total Revenues) * 100.
  • Var $: Shows the dollar value variance between the actual and budgeted performance of each P&L account.
  • Var %: Shows the percentage variance between the actual and budgeted performance of each P&L account, calculated as (Var $ / Budget) * 100.

Mapping and Filtering​

Mapping​

All the reports in the Profit and Loss section have the same report structure that can be customized based on the Account Type of Sage 200 Evolution.
The following mapping needs to be changed accordingly in the "Mapping" Sheet of each report.

Report SectionAccount Group
Revenue9
Cost of Sales10
Other Income4
Other Expense2

Selection Page:

  • Company
  • Fiscal Year
  • Fiscal period
  • Branch
  • Department
  • Account Segment 1
  • Account Segment 2
  • Account Segment 3