Posts Tagged ‘Cape Town’


Creative BI: Multi-Year Trending on Profit & Loss

January 18, 2014

Due to reasons like convention, technical limitations or just an embrace of statutory financial reporting doubling up as management reporting, profit and loss reports often report on activity for the current and previous years only.

I know that for a start-up or a company that experiences a high degree of change, assessing trends over multiple years is not necessarily helpful to managing the business. But there are many companies who would benefit from having a Profit and Loss  Statement for many years to assess trends in incomes and expenses.

By creatively applying Business Intelligence, we encourage BI professionals to give customers that option and we encourage companies to insist on multi-year Profit and Loss solutions. Below is a basic example of such a solution, accompanied by a graphical representation of the trend.

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Profit and Loss Report (Pastel Partner)

October 24, 2013


Solution Description

This Profit & Loss report reveal financial performance information of the company across multiple fiscal years

It answers questions like:
‘How much profit did the company make for a given period of operation?’
‘What is the contribution of Gross Margin to fixed costs’
‘What percentage of revenue does each expense line constitute?’

…..and consequently, where can adjustments be made to increase profits

This solution reports Profit and Loss activity over as many years as have been transacted in Sage Pastel and is not limited to 2 years like the standard Sage Pastel reports

This model groups the report into categories that match your business structure.
It does this by using the Financial Categories, Report Writer Category, External Link Field and Entry Types, all of which are customisable by the user of Sage Pastel.

Download this solution here >>

Supported Versions

Microsoft® Excel® 2007+

Pastel v11+