How to view profitability
Profitability combines revenue and costs so you can see how your business is performing beyond top-line income.
#When to use this
Use this when reviewing financial performance or preparing a summary for leadership.
#Step by step
1
Open Finance
Go to the Finance area.
2
Open profitability
View the profitability summary.
3
Interpret the figures
Compare revenue against costs to understand performance.
#Expected result
What you should see
You see a profitability view that reflects your recorded revenue and expenses.
#Common mistakes
- Drawing conclusions before expenses and revenue are up to date.
- Treating summaries as formal accounting.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The numbers look off | Confirm invoices and expenses are recorded and current. |
#Best practices
- Keep invoices and expenses current for accurate figures.
- Verify before sharing externally.
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