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 Balance Sheet section have the same report structure that can be customized based on the Account Grouping of Sage 300.
The following mapping needs to be changed accordingly in the "Mapping" Sheet of each report.

Report Section	Account Group
Revenue	15
Other Revenue	20
Cost of Sales	19
Operating Expenses	22
Depreciation Expenses	23
Interest Expenses	25
Income Tax	26
Fixed Charges	21

Filtering

Selection Page:

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