Profit and Loss
The Profit and Loss workbooks cover your organization's revenues, expenses, and net income over a selected period. Also known as the Income Statement, they give you a clear picture of financial performance and what is driving profitability. Four workbooks are available depending on the type of analysis you need: a year-over-year comparison, an actual vs. budget view, a full-year forecast that blends actuals with remaining budget, and a five-year trend for longer-term performance review.
Benefits of the profit and loss workbooks
- Understand how much the organization earned, spent, and retained during the selected period.
- Track changes in revenue, expenses, and margins over time to identify what is improving or declining.
- Identify which revenue streams and cost areas matter most to support resource allocation and operational decisions.
- Present a consistent view of performance for leadership, boards, and other stakeholders.
- Support budgeting, forecasting, and compliance with structured, period-aligned financial data.
Available workbooks
You can find these workbooks in the navigation panel on the left under Workbooks. Expand the Real Time folder, then open the Profit and Loss folder.