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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​

The following mapping needs to be changed accordingly in the "Mapping" Sheet of each report. Note that the account mapping to each Reporting Code is defined in the Reporting Code configuration worksheet.

Report SectionReporting Code
Sales RevenueKPI_SALES
Sales Returns and AllowancesKPI_SRET
Cost of SalesKPI_COGS
Operating ExpensesKPI_OPERATING_EXPENSES
DiscountKPI_SDISC
Manufacturing CostKPI_MFG
Other Income and ExpenseKPI_SUSP

Filtering​

Selection Page:

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