Profitability Dashboards

Learn how to use Finaloop's financial dashboards effectively to always have the metrics you need to grow your profit

Written by Emily Burrows
January 27, 2025

1. About

The Profitability Dashboard is your go-to tool for understanding your margins and keeping a close eye on your business's profitability. Accessible right from your home page, this dashboard breaks down your financial performance with detailed charts and insights, so you always know where your money is going and how your business is doing.

2. Where to Find It

On your home page, look at the top of the page. Next to the Overview tab, you’ll see a tab labeled Profitability. Click on it to access the dashboard.

3. Navigating your Profitability Dashboard

We'll walk through everything you need to know about the Profitability Dashboard here, but you can also check out our walkthrough guide to learn more!

The Dashboard is divided into three tabs, each offering unique insights.

Overview

Get a big-picture view of your profitability and key financial metrics, including:

• Net Sales
• Contribution Margin
• Cost Analysis
• Cost Analysis (% of Net Sales)

Cost of delivery

Understand the breakdown of your delivery costs:

• Product COGS (Cost of Goods Sold)
• Shipping & Fulfillment Costs
• Merchant Fees
• Total Cost of Delivery
• Gross Profit

Profit analysis

Dive deeper into profitability and key performance indicators (KPIs):

• Variable Marketing Costs
• Operating Expenses (OpEx)
• Net Profit
• EBITDA

The charts in the Profitability Dashboard are based on your Profit & Loss (P&L) data. While your P&L is updated in real-time, dashboard numbers may have a slight delay of up to 24 hours.

4. Dashboard features

Filters and Time Periods

On each tab, you can:

• Filter the data by time period you want to analyze
• Break down the data by different periodic intervals (day, week, month, quarter, year)
• Adjust the timezone to match your business operations.

Comparison Tools

Want to see how your business is performing against past results or industry benchmarks?

• Use the Benchmark toggle to compare your data to other brands in the same sector.
• Use the Previous Period toggle to compare your current numbers to a past period (e.g., the same month last year).

Interactive Charts

• Hide/view specific data: Click on components in the legend to focus on specific details in the graph.

• Hover for details: Hover over a data point on the graph to see the exact numbers.

• Waterfall view: In certain graphs you can toggle on the Waterfall view to change the way you view the data.

Understand More!

For a deeper dive into your numbers:

• Click Understand more! to open a side-by-side view of your full Profit & Loss statement alongside the chart.
• View detailed explanations about the numbers and calculations behind the chart.
• To exit, click Hide explanations in the top-right corner.

Need Help?

If you have any questions or need assistance, reach out to us at books@finaloop.com. We’re here to help make the process as smooth as possible!