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.
- Log into Edge Web
- Click “Financials” on the left navigation menu
- Select “Profit and Loss”
Single Location View
- Select "Single Location" to view only one location's data
- Set your filters to the applicable ranges
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
- Compare : 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
The date manipulates the range of data you wish to view:
- Click on the "Date" dropdown
- To adjust the starting month, click the desired date within the first box
- To adjust the ending month, click the desired date within the second box
If you have more than one location, select the desired location in the "Location" dropdown. This will manipulate the data for that specific store while applying any previously selected filters.
Multiple Location View:
- Select "All Locations" to view all of your locations data
- Set your filters to the applicable ranges
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.
The date manipulates the range of data you wish to view:
- Click on the "Date" dropdown
- To adjust the starting month, click the desired date within the first box
- To adjust the ending month, click the desired date within the second box
The percent of revenue toggle allows you to see comparisons in a percentage format between your locations. If you would choose not to view this, you can turn this view off by clicking the blue toggle button.
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 |
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