Profit and Loss - Yearly Comparison
The Profit and Loss - Yearly Comparison report is a Profit and Loss Statement with a current month section and a year to date section that compares current and past year.
Key metrics at a glance:
- Current Year: This column shows the actual financial performance (Ledger Posting) of each P&L account for the current period.
- Last Year: This column shows the actual financial performance (Ledger Posting) of each P&L account for last year's same period.
- %: This column shows the variance in percentage from the current period compared to last year's same period. It is calculated as (Current Year Period - Last Year Period / Current Year Period) * 100.
Mapping and Filtering
Mapping
All the reports in the Profit & Loss section have 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