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Profit and Loss - With % Expense, Income

Key metrics at a glance:​

  • Year to Date (YTD): Shows the financial performance (Ledger Posting) for the entire year up to the end of the current month.
  • % of Sales: Shows the percentage of total revenue that each P&L account represents. It is calculated as (YTD / Total Sales) * 100.
  • % of Expenses: Shows the percentage of total expenses that each P&L account represents. It is calculated as (YTD / Total Expenses) * 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