/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
12 KPIs
  • Total Revenues
  • COGS
  • OpEx
  • Depreciations & Amortizations
  • Interests & Taxes
  • Gross Margin
  • Gross Margin %
  • OpEx to Revenues ratio
  • EBIT
  • EBIT %
  • EBT
  • EBT %

Detailed presentation of the PROFIT&LOSS dashboard

Your PROFIT&LOSS dashboard will contain 12 KPIs

  • Total RevenuesSum of Revenues
  • COGSSum of COGS / Operating Costs
  • OpExSum of Operating Expenses / OpEx
  • Depreciations & AmortizationsSum of Depreciations & Amortizations
  • Interests & TaxesSum of Interests & Taxes
  • Gross MarginRevenues - COGS
  • Gross Margin %Gross Margin / Revenues (%)
  • OpEx to Revenues ratioOpEx / Revenues (%)
  • EBITGross Margin - (OpEx + Depreciations + Amortizations)
  • EBIT %EBIT / Revenues (%)
  • EBTEBIT - (Interests + Taxes)
  • EBT %EBT / Sales (%)

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 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)

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

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)
  • 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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