P&L Insights brings a clearer way to submit and review Profit & Loss statements. You can now send in a statement by filling out a webform or by uploading a CSV or Excel file, and see every submitted statement together with an analytics dashboard, all in one place.
Open P&L Insights
From the left menu, go to Operations, then click Profit & Loss Dashboard.
The page opens on the P&L Summary tab, showing every submitted statement. Use the Overview and P&L Summary tabs to switch between them
The dashboard already has its own set of tabs, you can switch between them to drill into different views of the same data.
View submitted statements
Switch to P&L Summary tab to see every submitted statement, with its franchise, statement period, submission date, and amounts by category.
Submit a statement by webform
- On the P&L Summary tab, click New Statement.
Choose the Franchise ID and the Statement Period, then click Continue.
- Enter the amount for each category and click Submit.
Submit a statement by file upload
On the P&L Summary tab, click Import.
Choose CSV or XLS if you are uploading a file exported from your accounting system, or QuickBooks Online if the location's books are already connected there, so the statement is pulled in automatically.
Where it appears
- The P&L Summary table, showing franchise, period, submission date, and category amounts for every statement.
- The Overview tab's analytics dashboard, built on the submitted statements.