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Business Overview
Business Overview Page
Business Overview Page

How to utilize our Business Performance page

Ciara Minion avatar
Written by Ciara Minion
Updated over a week ago

Table of Contents

  1. What is the Business Overview Page?

  2. Scorecards and how to use them

  3. Profit and Loss Chart

  4. Filters/How to Use Page

  5. Business Performance Table

  6. Tips

What is the Business Overview Page?

The Business Overview page is a visual representation of your Income Statement on a broad, macro level. The goal of this page is to raise the level of analysis up to help identify areas of your financial statement that may need closer review.


It is important to have goals, both financially and personally, to see where you are stacked up at this point of time, where you are improving, as well as where you may need to grow and expand.

Our scorecards are a customizable feature, where you can set annual goals for Revenue, Gross Profit, and Net Income. Our app will calculate the percentage of Year to Date Goal vs Actual.

You can customize your scorecards by navigating to: *Customize your Scorecards*

Profit and Loss

Our Profit and Loss chart is a visual representation of your Income Statement, synced directly from your Xero of QuickBooks Online database. This graph shows you recorded Revenue, Gross Profit, Operating Income, as well as Net Income.

Hovering over the data points will display the underlying numbers, and what makes up the peaks and valleys of your Profit and Loss.

The legend at the bottom of the graph is also interactive, you can add/remove any of the trend lines.

Filters/How to Use Page

The chart will automatically start with the trailing 12 months, you can adjust this to many different timeframes, all the way up to the last 3 calendar years.

You can also hide/show the current month, some financial data may be coming in towards the end of the month, and if this is toggled to “show”, it can seem like it is trending downwards. Toggle this to “hide” for more accurate representation.

Click here to learn more about the filtering options, as well as more detail about our class tracking and how to get better insight with these options.

Business Performance Table

The Business Performance Table allows you to see where the numbers from your profile and loss came from. There are 4 data points that are pulled from your accounting software (Revenue, Direct Cost, Expenses, Other Income/Expenses) and 3 formulas we have created to show you your income statement.

Other Views: You can also toggle over to percentage to see what the majority of your expenses are coming from, as well Revenue and Direct Costs, and compare it month-over-month to see how these numbers and percentages interact with one another.

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