Profit and Loss Insights Dashboard

Use this dashboard to provide a centralized interactive view of financial performance using SyteLine ERP data in Birst BI.

The dashboard also provides insight into revenue, expenses, and profitability over time.

The dashboard supports financial results analysis for finance leaders and business analysts. Users monitor key performance indicators, including revenue, costs, expenses, gross profit, gross margin, operating profit, and net profit.

The dashboard consolidates profit and loss data into a single analytical view, improves visibility into revenue, costs, and resource usage, and supports data-driven decisions for profitability, operational efficiency, and financial planning.

This dashboard displays the information based on these KPIs:

  • Revenue
  • Expenses
  • Net Profit
  • Operating Profit

You can filter the data in the dashboard based on these parameters:

  • Site (E)
  • Account Year Period
  • Account Type
  • GL Account
  • Unit 1
  • Unit 2
  • Unit 3
  • Unit 4