Skill

Profit and loss Dashboard

A profit and loss summary is a financial statement outlines revenues, costs, and expenses to show how much money a company is earning and losing during a time period.

Skill. Profit and Loss dashboard

skill_pl-1

Description

A profit and loss dashboard is a financial statement outlines revenues, costs, and expenses to show how much money a company is earning and losing during a time period.

Dashboard elements

The dashboard includes the next sections:

How to use

As an example, you can use the next utterances to execute this skill:

Profit and loss report
PL dashboard
PL for the last month
PL for period from 1st of Januay till 31th of December 2020

Default values

If you do not provide the period in your initial query, Hala will use the next period by default:

This Fiscal Year-to-date

Dashboard options

For each dashboard, Hala has additional options that can be executed by users when they see the dashboard

Integration

This skill is by default available for the next enterprise software:

QuickBooks Online

If you want to use this skill in integration with another software, please write to us skills@hala.ai

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