Finance
Company P&L
Revenue down to net profit for this month or the year to date, step by step, with the six-month trend and the cost sheet behind it.
The Company P&L answers the owner's question: after paying carriers, commissions and overheads, did we make money? It walks from revenue to net profit one subtraction at a time, so you can see which line moved the result. The dashboard shows the same card from the same calculation, so the two always agree.
- Where
- Finance → Company P&L (/pnl)
- Who can open it
- P&L · view. By default: Owner, General Manager, Finance Manager
- Periods
- This month, or the year to date
- Reads from
- Invoiced loads, the company commission rate and the operating expenses sheet
- Saves
- Nothing. This screen is read-only
Month or year
The toggle in the header switches between this month and the year to date. The badge beside the title names the period, for example "November 2026" or "2026 (year to date)". The choice is part of the page address (?pnl=year), so it can be shared as a link.
How the numbers are calculated
A load counts in the period by its invoice date. Cancelled loads and loads not yet invoiced are left out.
| Line | Calculation |
|---|---|
| + Revenue | The customer rate on every load invoiced in the period |
| − Carrier cost | The carrier rate on those loads |
| = Gross profit | Revenue minus carrier cost |
| − Commission | The company commission rate × the margin of each load that made money. A losing load adds no commission |
| − Operating cost | The monthly expense total. For the year to date it is the monthly total × the number of months elapsed this year |
| = Net profit | Gross profit minus commission minus operating cost |
What you see
Figures
| Figure | Meaning |
|---|---|
| Revenue | With a small six-month trend line |
| Gross profit | With a six-month trend line |
| Operating cost | For the period |
| Net profit (or Net loss) | Shown in red when negative, with net as a percentage of revenue |
Revenue, cost and margin
A chart of the last six months with three series: Revenue, Carrier cost and Gross margin. With nothing invoiced yet it reads "Nothing invoiced yet".
Step by step
The P&L card itself: each line with its sign (+, −, =), the period name and how many loads it covers.
Operating cost
Each line of the cost sheet with its amount for the period (Monthly, or Year to date) and its share of the total. The last row, Full year, is today's sheet × 12. The Edit sheet link opens Operating expenses.
Good to know
- The P&L reads only loads you are allowed to see. Anyone with P&L access normally sees the whole company.
- All amounts are integer cents underneath; nothing is rounded between lines.
- The Finance tab on Reports shows this month and the year to date side by side, and can be exported.