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Reports · Daily P&L

Financial P/L Daily

Know your profit every day: revenue, COGS, gross and net profit, OPEX, cash received, receivables ageing and the top SKUs, filtered by date, entity, channel and product.

Daily KPIsDrill into any SKUExport and scheduled mail
Financial P/L Daily
Daily KPIsRevenue to net profit
7 / 30 daysTrend charts
FiltersEntity, channel, SKU
MailScheduled
On this page
Overview

OverviewThe dashboard at a glance

The daily P&L dashboard
The daily P&L dashboard

The daily P&L dashboard is built from every module’s transactions: procurement, sales, stores, payroll and expenses post into the chart of accounts, and the dashboard reads them back as the day’s KPIs.

The diagram shows its five parts: KPIs, trends, filters, drill-downs and sharing.

Dashboard

DashboardKey daily KPIs

The dashboard opens on the day’s total revenue, COGS, gross profit, OPEX, net profit or loss, gross margin, net margin and cash received.

It is the first page the CFO and MD read each morning.

Who uses it
CFOMD
Functions on this topic
  • Key daily KPIs: Total revenue, COGS, gross profit, OPEX, net profit / loss, gross margin %, net margin %, cash received
Daily P&L chart
Daily P&L chart
Net profit detail
Net profit detail

DashboardTrend charts and filters

Revenue against COGS and net profit is charted for 7 or 30 days, with sparklines and a date range selector. Filters cover date, branch, region or company entity, channel, product category or SKU and currency; refresh, export to PDF and scheduled email are one click.

A plant or a channel is examined on its own without a separate report.

Who uses it
CFO
Functions on this topic
  • Daily P&L dashboard: Revenue vs COGS vs net profit (7 / 30 days); sparklines; date range selector
  • P&L filters and actions: Date; branch / region / company entity; channel; product category / SKU; currency; refresh, export PDF, schedule email
P&L summary chart
P&L summary chart
Details

DetailsIncome and expense drill-downs

The P&L details list the income and expense accounts for the month, and each can be drilled into.

Any unusual line is traced to its transactions.

Who uses it
Accounts
Functions on this topic
  • P&L details: income and expense accounts for the month
Income drill-down
Income drill-down
Expense drill-down
Expense drill-down

FAQFrequently asked questions

Can I filter by plant?

Yes, by branch, region or company entity.

Can it be mailed?

Yes, on a schedule.

In detail

Every function, with a picture

11 functions, each with a screen or diagram you can click to open full size, and a link to the step-by-step guide in the Docs. Key features are marked in orange.

Daily P&L in detail

Key daily KPIs
Key feature

Key daily KPIs

Total revenue, COGS, gross profit, OPEX, net profit / loss, gross margin %, net margin %, cash received.

See how →
Revenue by channel and more

Revenue by channel and more

Revenue by channel and top SKUs, with a drill-down into each SKU's P&L.

See how →
Cash in / cash out / net cash flow and more

Cash in / cash out / net cash flow and more

Daily cash in, cash out and net cash flow, with receivables ageing and the day's top receipts.

See how →
Daily P&L dashboard
Key feature

Daily P&L dashboard

Revenue vs COGS vs net profit (7 / 30 days); sparklines; date range selector.

See how →
P&L filters and actions

P&L filters and actions

Date; branch / region / company entity; channel; product category / SKU; currency; refresh, export PDF, schedule email.

See how →
P&L details: income and expense accounts for the month

P&L details: income and expense accounts for the month

Month's income and expense accounts behind the P&L.

See how →
Profit and loss chart

Profit and loss chart

Revenue, COGS and net profit trend over 7 or 30 days.

See how →
Income heads

Income heads

Income accounts behind the month's revenue.

See how →
Expense heads

Expense heads

Expense accounts behind the month's costs.

See how →
Expense drill-down

Expense drill-down

Open an expense head to see the entries behind it.

See how →
Net profit pop-up
Key feature

Net profit pop-up

Net profit and margins for the selected period at a glance.

See how →
See it in the demo tourThe Accounts and finance chapter shows these screens in the order the work happens.

Keep exploring at your own pace

Every module page walks through the screens, reports and mobile apps in the same way, so you can see exactly how EasyDairyERP fits your dairy.

When you have seen enough, we are happy to show it to you live on our sample data: book a demo or call +91 94880 59495.

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