/uploads/galerie/000055/FI PL Cockpit.PNG

Detailed presentation of the INCOME STATEMENT dashboard

Your INCOME STATEMENT dashboard will contain 12 KPIs

  • Total RevenuesSum of Revenues
  • COGSCost 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 MarginAmount left over from Revenues after Costs of Goods Sold are subtracted (also called 'Gross Profit'): Revenues - COGS
  • Gross Margin %Gross Margin / Revenues (%)
  • OpExOperating 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 ratioOpEx / Revenues (%)
  • Operating IncomeEarnings 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 (%)
  • Net IncomeNet Income: Operating Income - (Interests + Taxes)
  • Net Income %Net Income / Revenues (%)
  • Deprec. & Amort.Amortizations and depreciations are methods of prorating the cost of business assets over the course of their useful life
  • Interests & TaxesSum of Interests & Taxes

and 11 dashboard pages

Home

Income Statement Home

Income Statement Home
Income Statement HomeIncome Statement Home
Get a Home Page for your Income Statement dashboard

Cockpit

Income Statement Cockpit

Income Statement Cockpit
Income Statement CockpitIncome 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 Top KPIs Breakdown

Income Statement Top KPIs Breakdown
Income Statement Top KPIs BreakdownIncome Statement Top KPIs Breakdown
Get a transverse view on your top 6 Income Statement KPIs, split by the dimension of your choice

Income Statement Top KPIs Evolution

Income Statement Top KPIs Evolution
Income Statement Top KPIs EvolutionIncome Statement Top KPIs Evolution
Visualize how your Income Statement KPIs are evolving (Month-to-Date, Year-to-Date)

Financial Analytics

Income Statement

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

Behavioral Analytics

Income Statement KPI Performance

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

Trends Analytics

Income Statement Trends Analysis

Income Statement Trends Analysis
Income Statement Trends AnalysisIncome Statement Trends Analysis
Visualize the evolution of any of your Income Statement KPIs: Trends, Performance & Year over Year

Distribution Analytics

Income Statement Segmentation Analysis

Income Statement Segmentation Analysis
Income Statement Segmentation AnalysisIncome Statement Segmentation Analysis
Visualize the value of any of your Income Statement KPIs, split by the dimension you selected (market share analysis)

Income Statement Pareto Analysis

Income Statement Pareto Analysis
Income Statement Pareto AnalysisIncome Statement Pareto Analysis
Perform a Pareto Analysis on any of your Income Statement KPIs: the 80/20 rule.

Creating your INCOME STATEMENT dashboard Step-by-Step

You want to get a clear understanding on your Income Statement results? You want to build a Tableau dashboard to better understand your Income Statement data?

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Income Statement 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 type) (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) [positive value expected]
  • numeric
    Operating Expenses; OpEx Operating Expenses, OpEx [positive value expected]
  • numeric
    Depreciations & Amortizations Depreciations + Amortizations [positive value expected]
  • numeric
    Interests & Taxes Interests + Taxes [positive value expected]

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Income Statement' 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 Income Statement dashboard is already downloading :-)

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

Your Income Statement dashboard is now ready to be used or customized!


Other #DataViz Packs