Profit & Loss Dashboard

Created / Updated date January 24, 2023
Author Nick I.
Category Profit & Loss
Views: 1504
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Overview

In this article, you will learn about Sellercloud’s Profit and Loss Dashboard. This dashboard helps you summarize and analyze the company’s profit and loss.

You can filter the dashboard with various options. The filter options control the data displayed on all sections of the dashboard.

You can see information about the following:

Total sales and profit
Profit and loss information per channel
Minimum, maximum, and average daily profit
Minimum, maximum, and average number of orders
Minimum, maximum, and average profit per order
Top five products by profit
Top five products by profit margin

You can run this report automatically on a regular basis with Scheduled Tasks.

For more information about Sellercloud’s Financial Reporting Suite, see the Reports FAQ.

Access the Dashboard

To access this dashboard, follow these steps:

Navigate to Reports > Profit & Loss > Profit & Loss Dashboard.
Use the options on top to select what the dashboard shows:
1. Click the Date Menu on the top left to select a preset date range.
2. Click the Left/Right Arrows to go back or forward the same number of days you selected. For example, if you choose Past 7 days on the left, clicking the left arrow will take you seven days back.
3. Use the Custom Filter to customize the dashboard further.

Custom Filter

You can filter the dashboard and get it to show precisely what you need by using the following options:

Company – Include only sales from one or more companies.
Company Groups – Include only sales from one or more company groups.
Channel – Include only sales from one or more sales channels.
Purchaser – Include only sales of products bought by a specific purchaser.
Manufacturer – Include only sales of products from one or more manufacturers.
Vendor – Include only sales of products from one or more vendors.
SKU – Include only sales of one or more SKUs.
Custom Start Date – Show only sales starting from this date.
Custom End Date – Show only sales up to this date.

Dashboard Data

In this section, you will learn more about each module on the dashboard.

Grand Total Sales & Total Profit

This section provides a summary of the total sales and profit for the selected time period. This information is useful for understanding the overall financial performance of the company and identifying any unusual spikes or dips in activity.

P&L By Channel

This section lets you analyze the P&L by channel for the selected time period. It is displayed as a graph with percentage values, which makes it easy to visualize the data.