The Challenge
In finance, the Profit and Loss statement is essential for measuring the profit and/or loss generated in a specific period of time. The challenge is to create a tool that is not limited to a simple comparison of costs and revenues, but that allows for a complete assessment of the ability to create "Economic Value" over time and provide crucial information for corporate governance.
The Solution
We have developed an advanced Business Discovery solution that fully meets the needs of the Finance area. Our P&L model offers a highly customizable dashboard with innovative features:
Advanced Analysis
- Multi-level: Group, company, and business unit
- Temporal: Year, semester, quarter, month, bimester
- Dimensional: Accounting and production
Data Management
- Cost Allocation: Customizable rules and drivers
- Integration: Accounting and non-accounting data
- Planning: Integrated Budget and Forecast
Supported Analysis Types
Project Details
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Sector: Finance
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Date: June 2024
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Services: Business Intelligence, Financial Analysis
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Technologies: SQL Server, Power BI, Azure
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Access: Desktop and Mobile
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Updates: Real-time
The solution is easily implementable in any company thanks to its flexible architecture and unified data collector.
Main Features
Dimensional Analysis
Flexible temporal analysis by year, month, semester, quarter, or bimester with customizable accounting and production dimensions.
Data Integration
Import and management of non-accounting data with the ability to add custom dimensional elements.
Advanced Models
Reclassification of accounts with the implementation of drivers for diversified calculations from the same data source.
"P&L has revolutionized our approach to financial analysis. The ability to analyze data from multiple perspectives and the flexibility to manage different scenarios has allowed us to make more informed and strategic decisions."
Do you want to optimize the financial management of your company?
Discover how our P&L model can help you create value through advanced financial analysis.
Request a Demo