Monthly Profit & Loss layouts

With Spotlight, you can use the customisation options to amend the pages of the report to suit your needs. In the Profit and Loss Analysis page, this includes setting different comparison options.

Each profit and loss page can contain a maximum of 12 columns, however as you can add multiple copies of any of the standard pages, you can include several versions of the profit and loss page to ensure you show all of the information you need. 

Note: This article contains details of the monthly comparison options. For step-by-step information about how to customise the profit and loss page, including accessing the comparison options please refer to our separate article. You can also compare quarterly and two-monthly information.

Monthly report options

The first section of the comparisons drop-down list shows all of your monthly comparative options. All comparisons are based on the report date in the Customise Layout tab.

Screenshot 2017 09 14 17.20.59

Current, budget and variance

This option shows the current month actual values, highlighted in green, the current month budget values, and a currency and percentage variance between actual and budget.  Thie budget value does not include any changes made to the budget after the original import.

Screenshot 2017 09 14 15.42.29

Current and last 3 months

This option shows the current month actuals, highlighted in green, and the previous three months' actual values.

Screenshot 2017 09 14 15.43.29

This month and this month last year

This option shows the current month actuals, highlighted in green, the same month for the prior year, and a currency and percentage variance between the current and prior year.

Screenshot 2017 09 14 15.45.03

Current and % of revenue

This option shows the current month actual values, highlighted in green, and a column showing the percentage of the revenue. For comparison purposes, it also shows the same information for the previous month.

Screenshot 2017 09 14 15.45.55

Next, current and last 2 months

This column group shows a four month date range. The first column is the projections for next month, based on budgets and highlighted in yellow. The next column is the current month actuals, highlighted in green. The last two columns are the prior two months' actual values, highlighted in white. 

Screenshot 2017 09 14 15.47.01

Current year actuals and projections

Note: This column group uses the full 12 available columns within the Profit & Loss Analysis page. If you choose this option, you cannot include any other columns on this page. If required, you can add a new copy of the profit and loss analysis page to hold any additional information.

This option shows all months in the current financial year. Past columns appear highlighted in white and the current month appears highlighted in green.  Future months appear in yellow and show projections from budget values. The budget values include any changes made to the budget since the original import.

Screenshot 2017 09 14 15.49.14

Current and last 11 months

Note: This column group uses the full 12 available columns within the Profit & Loss Analysis page. If you choose this option, you cannot include any other columns on this page. If required, you can add a new copy of the profit and loss analysis page to hold any additional information.

This option shows a rolling 12 month profit and loss. The columns begin with the current month of actuals, highlighted in green and then work backwards to show the past 11 months' actual values.

Screenshot 2017 09 14 15.49.56

 

Back to top

Release Notes - Terms of Use - Privacy Policy - Launch Application - Copyright Spotlight Reporting 2019