Period Comparison

Every figure of the report is compared with the period of equal length that precedes it.

RequirementsCopy Anchor Link

The permission Financial Records Access is required.

StepsCopy Anchor Link

1. Open Profit & Loss in the Finance group of the sidebar.
2. Open the Reporting period menu at the top of the page.
3. Select Last 7 Days, Last 30 Days, Last 90 Days or Last 12 Months.

The default is Last 30 Days. The selection applies to the Profit & Loss page only. It resets when the page is opened again.

The periodsCopy Anchor Link

A period of N days starts at midnight of the day that is N minus 1 days before today. The time zone of the dealership decides when midnight falls. The period ends at the current moment.

The previous period is the N days immediately before the start of the current period. Last 12 Months uses 365 days.

Example: Last 30 Days covers today and the 29 days before it. The previous period covers the 30 days before that.

Read the movement on a tileCopy Anchor Link

The badge under each figure compares the current figure with the previous period.

Hovering over the badge shows Compared with the previous period.

The colors have a meaning on three tiles.

• Revenue and Net Profit are green when they rise and red when they fall.
• Operating Costs are green when they fall and red when they rise.
• Direct Costs use a neutral color in both directions. More spending on cars is normal in a busy period.

Read the movement on a categoryCopy Anchor Link

Rows in the breakdowns show an arrow and a percentage next to the bar. The percentage compares the category with the same category in the previous period.

The comparison is hidden when the previous amount is zero or when both amounts are equal. Hovering over it shows the previous amount.

NotesCopy Anchor Link

• Only the four periods above are available. A custom date range is not offered on this page.
• The Transactions page offers a custom date range for the ledger.