Navigating the Profit and Loss Page

 

The Profit and Loss (P&L) details all expenses from the business throughout the month. We recommend reviewing this on a monthly basis to ensure all financial data is reflected as you expect. Follow the steps below to utilize this page to its full advantage.

  1. Log into Edge Web
  2. Click “Financials” on the left navigation menu
  3. Select “Profit and Loss”

Single Location View

  1. Select "Single Location" to view only one location's data
  2. Set your filters to the applicable ranges
Period Date Location
The period is located directly beneath the Single Location tab. Choosing the various periods can provide different reports to help you understand your business on a standard, monthly, or historical basis.

  • Standard : This view will give you the consolidated total for each line item in the date range that you have selected
  • By Month : This view will show the total of each line item by month in a side-by-side comparison. This is recommended for comparing months or to view a year-to-date P&L
  • Historical : This view allows you to compare two periods at the same time. This view gives flexibility to manipulate periods and date ranges. This is recommended for comparing quarter-by-quarter financials or one month the previous year to the same month this current year

Multiple Location View: 

  1. Select "All Locations" to view all of your locations data
  2. Set your filters to the applicable ranges
Period Date % of Revenue
The period is located directly beneath the All Locations tab. Choosing the various periods can provide different reports to help you understand your business on a standard, monthly, or historical basis.

  • Unit-By-Unit : This view will pull data by location for all locations serviced by Ceterus that you own
  • By State : This view will organize your locations' data across each state they are located in. This view is helpful for owners who cross state lines with the businesses they own
  • By Concept : This view allows you to organize your locations' data by the concepts they are a part of. This is a great view if you own multiple locations under different concepts (example, Wellness and Fitness businesses). It is not effective to compare an apple and an orange, so this view will give you the option to compare your “oranges” in a side-by-side comparison.

P&L Data

We encourage all business owners to view their P&L often. You will see the P&L broken up by the following sections:

Revenue Facility Costs General and Administrative Costs
Cost of Goods Sold Insurance Costs Other Income
Personnel Costs Marketing Costs Other Expenses

More Questions? Email Ceterus Support

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