Profit and Loss
The Profit and Loss workbooks show your organization's revenues, expenses, and net income over a selected period. Often called the Income Statement, these workbooks help you understand financial performance and what is driving profitability.
Benefits of the profit and loss workbooks
- Assess financial performance: Provide a clear view of how much the organization earned, spent, and retained during the period.
- Identify trends quickly: Highlight changes in revenue, expenses, and margins over time to help you understand what's improving or declining.
- Support better decisions: Reveal which revenue streams and cost areas matter most so you can allocate resources effectively and strengthen operational impact.
- Communicate with stakeholders: Offer a consistent view of performance for leadership, boards, donors, and other stakeholders.
- Aid in planning and compliance: Help with budgeting, forecasting, and preparing for tax and regulatory requirements.
Available workbooks
You can find these workbooks in the navigation panel on the left under Workbooks. Expand the Real Time folder, then open the Profit and Loss folder inside it. From there, choose the workbook you want: