/uploads/galerie/000055/FI PL Cockpit W.PNG /uploads/galerie/000055/FI PL Cockpit D.PNG
8 required attributes
  • dateMonth
  • stringLegal Entity / Company
  • stringCost Center / Department / Division
  • numericTotal Sales / Revenues
  • numericOperating Costs / COGS
  • numericOperating Expenses / OpEx
  • numericDepreciations & Amortizations
  • numericInterests & Taxes

Detailed presentation of the PROFIT & LOSS dashboard

Your PROFIT & LOSS dashboard will contain 12 KPIs

and 7 dashboard pages

Home

Profit & Loss Home

Profit & Loss Home
Profit & Loss HomeProfit & Loss Home
Get a Home Page for your Profit & Loss dashboard

Cockpit

Profit & Loss Cockpit

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

Profit & Loss Top KPIs Overview

Profit & Loss Top KPIs Overview
Profit & Loss Top KPIs OverviewProfit & Loss Top KPIs Overview
Get a transversal view on your top 6 Profit & Loss KPIs, split by the dimension of your choice

Profit & Loss Top KPIs Evolution

Profit & Loss Top KPIs Evolution
Profit & Loss Top KPIs EvolutionProfit & Loss Top KPIs Evolution
Visualize how your Profit & Loss KPIs are evolving (Month-to-Date, Year-to-Date)

Trends Analysis

Profit & Loss Trends Analysis

Profit & Loss Trends Analysis
Profit & Loss Trends AnalysisProfit & Loss Trends Analysis
Visualize the evolution of any of your Profit & Loss KPIs: Trends, Performance & Year over Year

Distribution Analysis

Profit & Loss Segmentation Analysis

Profit & Loss Segmentation Analysis
Profit & Loss Segmentation AnalysisProfit & Loss Segmentation Analysis
Visualize the value of any of your Profit & Loss KPIs, split by the dimension you selected (market share analysis)

Profit & Loss Pareto Analysis

Profit & Loss Pareto Analysis
Profit & Loss Pareto AnalysisProfit & Loss Pareto Analysis
Perform a Pareto Analysis on any of your Profit & Loss KPIs: the 80/20 rule.

Creating your PROFIT & LOSS dashboard Step-by-Step

You want to get a clear understanding on your Profit & Loss results? You want to build a Tableau dashboard to better understand your Profit & Loss data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Profit & Loss data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Profit & Loss data (whether it comes from: ERP, database, Excel, CSV file...)

You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):

  • date
    Month Month (Date format) (Date used for time-series analysis)
  • string
    Legal Entity / Company Legal Entity, Company
  • string
    Cost Center / Department / Division Cost Center, Department, Division
  • numeric
    Total Sales / Revenues Total Sales, Revenues
  • numeric
    Operating Costs / COGS Operating Costs, COGS (Cost of Goods Sold)
  • numeric
    Operating Expenses / OpEx Operating Expenses, OpEx
  • numeric
    Depreciations & Amortizations Depreciations + Amortizations
  • numeric
    Interests & Taxes Interests + Taxes

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Profit & Loss' and upload your Tableau workbook (note: your data is NOT uploaded).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Profit & Loss dashboard is already downloading :-)

Open the Tableau workbook file you received, it will automatically reconnect to your data sources.

Your Profit & Loss dashboard is now ready to be used or customized!


Just give it a try here :-)

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