Ready-made report | P&L
P&L Dashboard in Power BI
The full picture of profit and loss — without Excel or waiting for accounting. Your company's financial results in real time: revenue, margin, EBITDA and cost structure on a single screen.
Features
What the P&L dashboard shows
The financial dashboard covers six analytical blocks — from the strategic level down to individual cost items. The CFO and CEO see the full profit and loss picture every day — with no manual consolidation.
01
Revenue (actual vs plan vs last year)
Current revenue compared with the budget and the same period last year. Variances in percent and absolute values. Daily cumulative dynamics — so you can see the pace and forecast the month-end result while the month is still in progress.
02
Gross margin and profitability
Revenue minus cost of sales — in absolute terms and as a percentage. Margin dynamics over time, broken down by product, business line or division — so you can see what actually drives margin, not just revenue.
03
EBITDA and operating profit
The key measure of operating efficiency — before depreciation and interest. Actual vs plan and vs the previous year. The 12-month EBITDA margin trend shows how resilient your operating model is.
04
Cost structure by item
Operating expenses in detail: salaries, rent, marketing, logistics, administrative costs. Each item's share of revenue and its variance from budget — so overspending is visible immediately.
05
P&L by division and business line
Financial results by business unit, business line or region. Each division is a separate P&L with its own revenue, costs and margin. You see each division's contribution — not just the consolidated result.
06
📈 Profitability trend (12 months)
A rolling chart of key financial metrics over the year: revenue, margin, EBITDA, net profit. Seasonality, growth or decline in profitability, the impact of one-off events — all visible on a timeline for strategic decisions.
Who it's for
Who needs a P&L dashboard
The report is built for three key roles that need financial results every day — not once a month after a week of consolidation.
CFO
Gets an up-to-date financial picture without manual consolidation. Spends time on analysis and decisions — not on preparing spreadsheets. Has a tool to monitor budget execution in real time and to explain variances to management with concrete numbers.
CEO
Sees the company's financial results at any moment — without requests to accounting or waiting for a report. Makes strategic decisions based on current data, not month-old figures and subjective estimates.
Business owner
Controls profitability without diving into accounting details. Gets a management P&L in a clear format: what we earned, what we spent, what is left. Can check any metric directly, with no intermediaries.
Integrations
What the P&L Dashboard integrates with
The dashboard connects to your existing systems without changing your accounting process — and refreshes automatically without involving accounting.
Accounting systems
Connection via standard connectors and APIs to accounting and ERP platforms. Transactional data, the chart of accounts and journal entries arrive automatically on closing day.
ERP systems
Microsoft Dynamics 365 Finance, SAP and other ERP solutions connect natively or through certified adapters — no data duplication and no manual transfers.
Excel and SharePoint
If part of management accounting is kept in Excel, we connect it directly. Files refresh automatically when saved to SharePoint or OneDrive — no manual exports.
Scattered sources
If data from accounting, divisions and management accounting lives in different places, we consolidate it into a single Power BI model with one chart of accounts and no duplicates.
Your data stays in your infrastructure. Financial information is protected by a role-based access model — each role sees its own level of detail.
Implementation Four steps to a P&L dashboard — in 5–7 days P&L includes a specific stage — mapping the chart of accounts. Your involvement comes down to two meetings with our analyst.
Days 1–2 Accounting structure analysis We study the chart of accounts, the structure of expense and income items, and the allocation logic between divisions. We agree on the dashboard's level of detail. Your involvement: one 60-minute meeting.
Days 2–4 Connection and data model We integrate accounting systems, ERP or Excel sources. We build a single data model with transformation rules and calculation of derived metrics (margin, EBITDA, variance from plan).
Days 5–6 Chart of accounts mapping We map accounting accounts to the dashboard's management line items. We set up the budget comparison. We adapt the look to your corporate style.
Day 7 Launch and team training We deploy to Power BI Service and configure automatic refresh and access rights. We run a session for the CFO and management. 30 days of support included.
FAQ
Answers to common questions
Can the P&L be shown for several legal entities?
How often is data in the P&L dashboard refreshed?
Is multi-currency supported?
Which Power BI licenses are required?
Ready to launch a P&L dashboard?
Control your financial results in real time
Waiting a month to learn your financial result is management blindness. A P&L dashboard in Power BI gives the CFO and CEO an up-to-date profit and loss picture every day — no manual consolidation, no delays, no risk of error.