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 & Loss section have the same report structure that can be customized based on the Account Grouping of Sage Intacct.
The following mapping needs to be changed accordingly in the "Mapping" Sheet of each report.

Report Section	Account Group
Revenue	158
Other Revenue	159
Cost of Sales	2
Operating Expenses	160
Depreciation Expenses	161
Interest Income	162
Interest Expenses	163
Income Tax	164

Filtering

Selection Page:

• Company
• Fiscal Year
• Fiscal period
• Ledger
• Ledger Type
• Budget
• Mapped Dimension 1
• Mapped Dimension 2
• Mapped Dimension 3