FI PL Cockpit W.PNG 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

KPi 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 (%)

Visualization and 9 dashboard pages

Home

Finance P&L - Home

Finance P&L - Home
Finance P&L - HomeFinance P&L - Home
Get a Home Page for your Finance P&L Dashboard

Cockpit

Finance - Profit & Loss - Cockpit

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

Finance P&L - KPIs

Finance P&L - KPIs
Finance P&L - KPIsFinance P&L - KPIs
Understand the contribution to the performance of your top Finance P&L KPIs

Finance P&L - Top KPIs Evolution

Finance P&L - Top KPIs Evolution
Finance P&L - Top KPIs EvolutionFinance P&L - Top KPIs Evolution
Visualize how your Finance P&L Performance is evolving (Month-to-Date, Year-to-Date)

Trends Analysis

Trends Analysis

Trends Analysis
Trends AnalysisTrends Analysis
Visualize the evolution of the KPI you selected: Trends, Performance & Year over Year

Finance - Evolution over Years

Finance - Evolution over Years
Finance - Evolution over YearsFinance - Evolution over Years
Visualize how your top Finance KPIs are correlated and how this correlation evolved across years

Trends Split Analysis

Trends Split Analysis
Trends Split AnalysisTrends Split Analysis
Visualize the evolution of the KPI you selected, breakdown by the dimension you selected.

Segmentation Analysis

Finance Segmentation Analysis

Finance Segmentation Analysis
Finance Segmentation AnalysisFinance Segmentation Analysis
Visualize the value of the KPI you selected split by the dimension you selected (share analysis)

Pareto Analysis

Pareto Analysis
Pareto AnalysisPareto Analysis
Flexible Pareto Analysis (80 / 20 analysis)

 

You want to get a clear view of your Profit & Loss statement? You want to build a Tableau dashboard to better understand your Financial data?

Using LinPack-for-Tableau.com, you can generate a stunning Profit & Loss Dashboard in less than 1 minute!

 

Profit&Loss dashboard Live Demo

 

For this, just follow the instructions :-)

 

1st step: Create a Tableau workbook containing the connection definition to your financial data (whether it comes from your financial system, Excel...)

You must retrieve at least the following attributes:

  • 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

The attributes names do not have to match and the underlying data model could be one file or 5 tables, it does not matter :-).

 

2nd step: On LinPack-for-Tableau.com, select 'create dashboard from template: Finance - P&L' and upload your Tableau workbook

 

3rd step: Map your attributes, click 'Confirm & Download'... you're done!!!

 

This dashboard will help you to better visualize your Profit & Loss KPIs: 

Just try it here :-)

 

Enjoy and share your feedbacks with us so we can improve the solution :-)

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