Profit and Loss Budget (P&L)
Understand your business’s true profitability. Analyse what generates income and what incurs expenses. Monitor business revenues and costs efficiently with Planior.
Profit
P&L reveals monthly profitability
Over 200 P&L categories
Leverage a well-structured P&L framework
Categorise all income and expenses into four key sections: sales, payroll, operating expenses, and financial expenses. Analyse each section independently for clarity and avoid working with overwhelming, endless spreadsheets.
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Sales Budget
Shows revenue, cost of goods sold (COGS), and gross profit. This is the cornerstone budget for any business, answering how much gross profit is earned from sales.
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Payroll Budget
Includes salaries, bonuses, and related taxes or insurance contributions. Often, this is one of the largest expense groups in many businesses.
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Operating Expense Budget
Covers other operating costs like rent, marketing, and more. Typically, this section contains the highest number of expense categories.
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Financial Expense Budget
Details additional income and costs unrelated to core operations, such as loan interest payments.
Informed Choices
Make data-driven decisions
Plan revenue, profit, and EBITDA; track actual performance; and identify where plans diverge from results. A clear net profit graph helps evaluate your business’s financial health and make informed managerial decisions.
Project Profitability
Track profitability by projects and business units
Understand which business areas are profitable and which generate losses. This helps eliminate unprofitable projects and focus on high-performing, promising business segments.
Time Savings
Save time with Profit & Loss automation
Import transactions from your bank
Connect with your bank feed or upload transactions from files (1C, XLS, CSV).
Categorise transactions using AI
Use the AI Assistant or set up rules to categorise transactions into budget items effortlessly.
Access real-time P&L reports
Planior instantly generates your P&L report with data visualisations and analytics.
Dividend Planning
Determine how much money you can withdraw from your business
P&L shows how much money can be allocated as dividends without harming the business. To determine the exact share of net profit for dividends, consider planned investments and loan repayments as outlined in your Cash Flow Budget.
Expense Transparency
Gain transparency and control over every expense
Drill down into any P&L budget figure to see detailed transaction data. This feature enables you to quickly find out what was paid, to whom, and why, right down to the invoice level.
Additional Benefits of Planior
Discover More Features of Planior
Try for free - 30 days
All features of the programme are available. When you switch to a paid plan, all your data will be preserved, and there will be no need to re-enter anything.
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