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Profitability Dashboards

Read the Profitability tab of your Finaloop Dashboard, from net sales through contribution margin to earnings before interest, taxes, depreciation and amortization (EBITDA), so you can see where your margin goes each period.

Written by Emily Burrows

About

Applies to: Finaloop Accounting

The Finaloop Profitability Dashboard is your go-to tool for understanding your margins and keeping a close eye on your business's profitability. Accessible right from your Dashboard page, this dashboard breaks down your financial performance with detailed charts and insights, so you always know where your money is going and how your business is doing.

1. Where to find the Profitability Dashboard

In the left sidebar, click Dashboard. In the tabs at the top of the page, you'll see a tab labeled Profitability ①. Click on it to access the dashboard.

Dashboard page with the Profitability tab selected and its Overview, Cost of delivery and Profit analysis tabs

On the Profitability dashboard, you'll find Overview / Cost of delivery / Profit analysis tabs ②

2. Navigating your Profitability Dashboard

We'll walk through everything you need to know about the Profitability Dashboard here.

The Profitability Dashboard is divided into three tabs, each offering unique insights.

Overview

Get a big-picture view of your profitability and key financial metrics, including:

  • Net sales

  • Contribution margin

  • Cost analysis

  • Cost analysis (% of Net sales)

Cost of delivery

Understand the breakdown of your delivery costs:

  • Product COGS (cost of goods sold)

  • Shipping & fulfillment costs

  • Merchant fees

  • Cost of delivery

  • Gross profit

Profit analysis

Dive deeper into profitability and key performance indicators (KPIs):

  • Variable marketing costs

  • OpEx (operating expenses)

  • Net profit

  • EBITDA (earnings before interest, taxes, depreciation and amortization)

The charts in the Profitability Dashboard are based on your Profit & Loss (P&L) data. While your P&L is updated in real-time, dashboard numbers may have a slight delay of up to 24 hours. The time of the latest update is shown next to Last updated at the top of the page.

3. Dashboard features

Filters and time periods

On each tab, you can:

  • Filter the data by the time period you want to analyze, using Period, From and To

  • Break down the data by different periodic intervals with Show by (Day, Week, Month, Quarter, Year)

Comparison tools

Want to see how your business is performing against past results?

  • Use the Previous period toggle to compare your current numbers to the same period last year (e.g., the same month last year).

Note: The Previous period toggle appears only if your books in Finaloop started before the current calendar year.

Interactive charts

  • Hide/view specific data: Click on components in the legend to focus on specific details in the graph.

  • Hover for details: Hover over a data point on the graph to see the exact numbers.

Contribution margin chart with its legend, the Waterfall view switch and a tooltip showing one month's contribution profit and contribution margin

① Waterfall view, ② legend

  • Waterfall view: In certain graphs, such as the Contribution margin chart, you can toggle on the Waterfall view to change the way you view the data.

See explanation

For a deeper dive into your numbers:

  • Click See explanation to open a side-by-side view of your full Profit & Loss statement alongside the chart.

  • View detailed explanations about the numbers and calculations behind the chart.

  • To exit, click Hide explanation in the top-right corner.

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Need help?

If you have any questions or need assistance, reach out to us at [email protected]. We're here to help make the process as smooth as possible!

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