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.

Dashboard elements

The dashboard includes the next sections:

  • Total Income. Bar chart of total income for a particular period split by days/months/quarters in comparison with the previous year
  • Total Expenses. Bar chart of total expenses for a particular period split by days/months/quarters in comparison with the previous year
  • Gross profit. Gross profit amount in comparison to the previous year, and the percentage changes
  • Net Operating Income. Net operating income amount in comparison to the previous year, and the percentage changes
  • Net income. Net income amount in comparison to the previous year, and the percentage changes
  • Gross profit margin. Informaiton about the gross profit margin in percentage. The calculation formula is (Gross Profit/Income)*100

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 the period from 1st of January 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

  • Change the dates - Allows you to change the dates for the information represented on the dashboard.

Integration

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

Subscribe to our newsletter

The latest news, articles and resources, sent to your inbox weekly.

© 2020 HALA Digital OU. All rights reserved.