Profit and Loss - Forecast (Actual + Budget)
Profit and Loss Statement comparing actual and forecast (budget) amounts over the full fiscal year.
Key metrics at a glance:
- Full Year Projected: Shows the actual financial performance (Ledger Posting) of each Profit and Loss (P&L) account, plus the forecast amounts for the remainder of the year.
- Full Year Budget: Shows the forecast financial performance (Budget) of each P&L account for the entire year.
- Var$ Full Year: Shows the percent difference between the full year actual and forecast financial performance of each P&L account.
Mapping and Filtering
Mapping
All the reports in the Profit & Loss section have the same report structure that can be customized based on the Account Grouping of Sage Intacct.
The following mapping needs to be changed accordingly in the "Mapping" Sheet of each report.
| Report Section | Account Group |
|---|---|
| Sales Revenue | 158 |
| Other Revenue | 159 |
| Cost of Sales | 2 |
| Operating Expenses | 160 |
| Depreciation Expenses | 161 |
| Interest Income | 162 |
| Interest Expenses | 163 |
| Income Tax | 164 |
Filtering
Selection Page:
- Run As Date
- Reporting Book
- Adjustment Book
- Location
- Budget ID
- Department
- Project
- Customer
- Product Line
- Class