dashboard page template for tableau on Corporate Finance Profit & Loss Income Statement (+Budget) Income Statement (+Budget) KPI Performance data visualization dataviz

 

Presentation

This dashboard shows the performance of any of your Income Statement (+Budget) KPIs, how this performance evolves over time and who contributes to this performance.

At the top left, you can visualize the performance of the KPI your selected.

 

At the top right, you can visualize the evolution of your performance across months (vertical bars). You can look at data in month-to-date or year-to-date (based on your selection in "Performance Scope").

The line shows the evolution of the reference (it can be previous year or budget depending on your selection in "Performance Scope").

Each bar is colored based on the variance percentage (Δ%) between the KPI value and its reference.

 

At the bottom, you can see the performance of the KPI you selected, split by the dimension your selected.

For each element of the dimension, it shows:

  • The KPI value
  • The variance (Δ) between the KPI value and its reference
  • The variance % (Δ%) between the KPI value and its reference

An easy way to better understand who contribute to the overall performance.

 

Select KPI

'Select KPI' selector allows you to easily switch from one KPI to another, so you can analyze your data from any point of view.

The list of available KPIs is defined during the configuration of your dashboard in LinPack.

In your Income Statement (+Budget) dashboard, you will be able to select the following KPIs:

  • Opex & Deprec. & Amort. (Budget) OpEx + Depreciations + Amortizations (Budget)
  • Opex & Deprec. & Amort. OpEx + Depreciations + Amortizations
  • Total Revenues Sum of Revenues
  • COGS Cost of goods sold (COGS, also known as 'Cost of Sales') refers to the direct costs attributable to the production of the goods sold in a company. This amount includes the cost of the materials used in creating the good along with the direct labor costs used to produce the good. It excludes indirect expenses such as distribution costs and sales force costs.
  • Gross Margin Amount left over from Revenues after Costs of Goods Sold are subtracted (also called 'Gross Profit'): Revenues - COGS
  • Gross Margin % Gross Margin / Revenues (%)
  • OpEx Operating Expenses: Expenditures (that is, cash out) that a company makes to generate income (also called 'SG&A Expenses'): S&M Expenses, R&D Expenses, G&A Expenses
  • OpEx to Revenues ratio OpEx / Revenues (%)
  • Deprec. & Amort. Amortizations and depreciations are methods of prorating the cost of business assets over the course of their useful life
  • Operating Income Earnings before interest and taxes -> profits before taking away interest charges and tax payments: Gross Margin - (OpEx + Depreciations + Amortizations)
  • Operating Income % Share of Operating Income on Total Revenues: Operating Income / Revenues (%)
  • Interests & Taxes Sum of Interests & Taxes
  • Net Income Net Income: Operating Income - (Interests + Taxes)
  • Net Income % Net Income / Revenues (%)
  • Total Revenues (Budget) Sum of Revenues (Budget)
  • COGS (Budget) Cost of goods sold (COGS, also known as 'Cost of Sales') refers to the direct costs attributable to the production of the goods sold in a company. This amount includes the cost of the materials used in creating the good along with the direct labor costs used to produce the good. It excludes indirect expenses such as distribution costs and sales force costs. (Budget)
  • Gross Margin (Budget) Amount left over from Revenues after Costs of Goods Sold are subtracted (also called 'Gross Profit'): Revenues - COGS (Budget)
  • Gross Margin % (Budget) Gross Margin / Revenues (%) (Budget)
  • OpEx (Budget) Operating Expenses: Expenditures (that is, cash out) that a company makes to generate income (also called 'SG&A Expenses'): S&M Expenses, R&D Expenses, G&A Expenses (Budget)
  • OpEx to Revenues ratio (Budget) OpEx / Revenues (%) (Budget)
  • Deprec. & Amort. (Budget) Amortizations and depreciations are methods of prorating the cost of business assets over the course of their useful life (Budget)
  • Operating Income (Budget) Earnings before interest and taxes -> profits before taking away interest charges and tax payments: Gross Margin - (OpEx + Depreciations + Amortizations) (Budget)
  • Operating Income % (Budget) Share of Operating Income on Total Revenues: Operating Income / Revenues (%) (Budget)
  • Interests & Taxes (Budget) Sum of Interests & Taxes (Budget)
  • Net Income (Budget) Net Income: Operating Income - (Interests + Taxes) (Budget)
  • Net Income % (Budget) Net Income / Revenues (%) (Budget)
  • (+ any KPI you want to add to your Income Statement (+Budget) dashboard)

 

Select Dimension

'Select Dimension' selector allows you to easily switch from one dimension (analytical axis) to another, so you can analyze your data from any point of view.

The list of available dimensions is defined during the configuration of your dashboard in LinPack.

In your Income Statement (+Budget) dashboard, you will be able to select the following dimensions:

  • MonthMonth (Date type)
  • CompanyLegal Entity, Company, Cost Center...(or any level of detail of your choice)

 

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

 

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

  • Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
  • Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
  • Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
  • Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
  • Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

 

Filter your data

This data visualization comes with four top filters:

In your Income Statement (+Budget) dashboard, you will be able to filter on:

  • CompanyLegal Entity, Company, Cost Center...(or any level of detail of your choice)

Other DataViz in "Income Statement (+Budget)" Pack

Home

Income Statement (+Budget) Home

Income Statement (+Budget) Home
Income Statement (+Budget) Home Income Statement (+Budget) Home
Get a Home Page for your Income Statement (+Budget) dashboard

Cockpit

Income Statement Cockpit

Income Statement Cockpit
Income Statement Cockpit Income Statement Cockpit
Get instant overview of your Profit & Loss KPIs: Revenues, Gross Margin, Gross Margin %, Operating Expenses, Operating Income, Operating Income %, OpEx to Revenues Ratio, COGS, Net Income

Income Statement (+Budget) Top Performers

Income Statement (+Budget) Top Performers
Income Statement (+Budget) Top Performers Income Statement (+Budget) Top Performers
Get an instant understanding of your top Income Statement (+Budget) performers: current, mid and long term performance

Top 4 KPIs Trends (MTD/YTD)

Top 4 KPIs Trends (MTD/YTD)
Top 4 KPIs Trends (MTD/YTD) Top 4 KPIs Trends (MTD/YTD)
Visualize how your Performance is evolving (Month-to-Date and Year-to-Date)

Financial Analytics

Income Statement

Income Statement
Income Statement Income Statement
Get an instant overview of your main Profit & Loss KPIs

Income Statement: What-if Analysis

Income Statement: What-if Analysis
Income Statement: What-if Analysis Income Statement: What-if Analysis
Easily perform simulations and what-if analysis on your Top P&L KPIs

Income Statement: Waterfall

Income Statement: Waterfall
Income Statement: Waterfall Income Statement: Waterfall
Waterfall visualization of your Income Statement: unpack financial trends and understand drivers of change over time

Income Statement: Annual Report

Income Statement: Annual Report
Income Statement: Annual Report Income Statement: Annual Report
Visualize the monthly values of all your income Statement KPIs

Behavioral Analytics

Income Statement (+Budget) KPI Performance

Income Statement (+Budget) KPI Performance
Income Statement (+Budget) KPI Performance Income Statement (+Budget) KPI Performance
Visualize the overall performance of any of your Income Statement (+Budget) KPIs: what is the performance, how does this performance evolve, who contributes to this performance

Other Dashboard Templates