Executive Dashboards: Profit and Loss Dashboard by line of business

Previously we sampled a Small Business Profti and Loss Dashboard

This time its for the big corporations. This one is based on Oracle ERP (known as e-business suite)

A line of business is a logical grouping of your organizations, such
as Manufacturing or Customer Service.

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KPIs and Metrics

Cumulative Revenue Trend
The Cumulative Revenue graph displays the cumulative revenue for the period-to-date compared to the forecasted revenue. Depending on the Compare To parameter, you can compare the period-to-date revenue to the prior Year (prior 12 months), Quarter (prior 90 days), Month (prior 30 Days), or Week (prior 7 days).

You can use this KPI/Metric to answer business questions such as:


• As of a selected date, what is the total revenue accumulated so far in this period?
• What is the revenue trend to-date for the period?
• How does the revenue trend to-date compare to:
• Budgeted revenue for the period?
• Forecasted revenue for the period?
• Revenue trend from the prior year?
• Revenue trend from the prior period?

Revenue Summary
The Revenue Summary report displays actual, budget, and forecast revenue for the selected time period.

You can use this report to answer business questions such as:

• How does my revenue compare to my forecast?
• How does my revenue compare to budget?
• How does current period revenue compare to the prior month, quarter, or year?
• How does my revenue compare among different lines of business?
• How does my revenue compare among cost centers?
• How is my revenue split between the revenue categories?

Revenue by Sales Channel
The Revenue by Sales Channel report displays revenue broken down by sales channel and shows the percent change between the current and previous year.

You can use this report to answer business questions such as:
• How does my revenue compare across sales channels?
• Which sales channel showed the greatest percent increase over last year?

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Cost of Goods Sold Summary
The Cost of Goods Summary report displays actual, budget, and forecast cost of goods sold for the selected time period.

You can use this report to answer business questions such as:

How does my cost of goods sold compare to my forecast?
• How does my cost of goods sold compare to budget?
• How does cost of revenue compare to the prior month, quarter, or year?
• How does my cost of revenue compare across different lines of business?
• How does my cost of revenue compare across cost centers?
• How does my cost of revenue break down across different categories?

Gross Margin Summary
The Gross Margin Summary report displays actual, budget, and forecast gross margin for the selected time period.

In this report gross margin is calculated as follows:
Gross Margin = Revenue – Costs of Goods Sold

You can use this report to answer business questions such as:

• What is my gross margin by line of business?
• What is my gross margin for a month, quarter, or year?
• How does my current gross margin compare to the gross margin of last year?

Expense Summary
The Expense Summary report displays actual, budget, and forecast expenses for the selected time period.

You can use this report to answer business questions such as:

• How do my operating expenses compare to my forecast?
• How do my operating expenses compare to budget?
• How do operating expenses compare to the prior month, quarter, or year?
• How do my operating expenses compare between different lines of business?
• How do my operating expenses compare between cost centers?
• How do my operating expenses break down between different expense categories?

Operating Margin
The Operating Margin report displays actual, budget, and forecast for the selected time period.

The following calculation forms the basis of this report:
• Operating Margin = Gross Margin – Expenses

You can use this report to answer business questions such as:

• How does my operating margin compare to the prior month, quarter, or year?
• How does my operating margin compare between different lines of business?
• How does my operating margin compare between cost centers?

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