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Xero Profit and Loss by Type

Profit and Loss by Type shows the profitability of your business by categorizing income and expenses into specific types like sales, cost of goods sold, and operating expenses.

With Databox you can track all your metrics from various data sources in one place.

Profit and Loss by Type 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Profit and Loss by Type"?
The Profit and Loss by Type metric in Xero shows the income and expenses for a selected period grouped by type or category. This enables business owners to easily track their profitability by seeing which types of income and expenses are contributing the most to their profits or losses. Users can drill down into specific categories for more detailed insights, making it a valuable tool for financial planning and strategizing.
Example: A restaurant owner can use Profit and Loss by Type to see how much revenue they generate from food versus alcohol sales.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Profit and Loss by Type in Databox?

Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.

To track Profit and Loss by Type using Databox, follow these steps:

  1. 1
    Connect Xero that contains the metric you want to track
  2. 2
    Select the metric you want to track from the list of available metrics
  3. 3
    Drag and drop the selected metric onto your dashboard
  4. 4
    Watch your dashboard populate in seconds
  5. 5
    Put Profit and Loss by Type on the Performance screen
  6. 6
    Get Profit and Loss by Type performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Profit and Loss by Type
Xero integration with Databox Track Profit and Loss by Type from Xero in Databox GET STARTED

Xero Profit and Loss by Type included in Dashboard Templates 1

  • Live view

    Xero Profit & Loss (P&L)

    The Xero Profit & Loss (P&L) Overview dashboard provides a detailed view of income, expenses, gross profit, and net profit trends. It includes net profit breakdowns by type and visual comparisons of revenue vs. expenses over time.

    Xero

Xero Profit and Loss by Type included in Report Templates 1

  • Details

    Xero Financial Overview Report

    This report gives a snapshot of financial results using Xero data on income, expenses, cash flow, balance sheet, and overall financials, supporting informed financial decisions.

    Xero

General

  • Description
    Profit and Loss by Type shows the profitability of your business by categorizing income and expenses into specific types like sales, cost of goods sold, and operating expenses.
  • Category
    Accounting
  • Subcategory
    Income
  • Date Added
    2017-03-09

Specification

  • Metric Type
    general
  • Dimensional
    Yes
  • Decimal Digits
    Yes
  • Currency Units
    Yes
  • Granularities
    Monthly, quarterly and yearly.
  • Custom Relative Periods
    Yes
  • Data Availability
    At sync, it ranges from 3 years ago to now.
  • Retroactive Data Updates
    Existing data is purged in favor of the most recent synced data.
  • Future Data Available
    No

Visualization

  • Default Format
    PrefixCurrency
  • Cumulative Graph
    Yes
  • Favorable Trend
    increasing
  • Media Creatives
    No
  • Forecasts
    Yes
  • Benchmarks
    No

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