Profit and Loss - With % Expense, Income
This report is a Profit and Loss Statement that includes a year to date, % of sales, and % of expenses for the selected period and the previous year's selected period.
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
All the reports in the Profit & Loss section share the same report structure that can be customized based on the Account Grouping of Sage X3.
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, as described here.
| Report Section | Reporting Code |
|---|---|
| Sales Revenue | KPI_SALES |
| Sales Returns and Allowances | KPI_SRET |
| Cost of Sales | KPI_COGS |
| Operating Expenses | KPI_OPERATING_EXPENSES |
| Discount | KPI_SDISC |
| Manufacturing Cost | KPI_MFG |
| Other Income and Expense | KPI_SUSP |
Filtering
Selection Page:
- Company
- Fiscal Year
- Fiscal Period
- Ledger
- Ledger Type
- Budget
- Mapped Dimension 1
- Mapped Dimension 2
- Mapped Dimension 3