Analyze expenses and income with easy-to-view bar charts, and track performance over time with profit and margin line charts. In the "profit and loss" results section, choose whether to view charts on a monthly or quarterly basis, depending on your business needs. Enter the year you want to filter the data, and you'll have a complete set of essential charts to support your strategies and decision-making.įirst, the "cash flow overview" displays all crucial results and compares them against the total annual projection. The Dashboard tab is perfect for in-depth analysis so you can make proactive, data-driven decisions. Utilize a dashboard to visualize your top metrics for analysis With this information, you can easily identify your top costs and revenues to better understand your cash flow on a monthly basis.
The template also shows transaction details for each category in a monthly view, providing valuable insights from month to month. This allows you to quickly spot trends and make data-driven decisions for your business. To help visualize performance, the charts on this tab display key results like total expenses and income earned, total monthly profit, and the annual projection versus actual performance. Simply enter the year to filter the data, and all the information is automatically displayed in one place.
The Statement tab is where you'll monitor your cash flow based on income, expenses, and profit. Since this can vary between a quarterly view or a yearly view, they're helpful to evaluate revenue generation and expense management, identify trends in sales, costs, and profitability, monitor the effectiveness of pricing and marketing strategies, and assess overall financial performance to compare against your previous performance or industry benchmarks. Profit and Loss statements, also known as income statements, are documents that provide an overview of a company's revenues, expenses, and net profit (or loss) over a specific period. Get control of your finances with a clean financial statement
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