P&L / Reports

📈 KPIs · Balance Sheet · P&L · Cash flow

Monitor your key finance KPIs and view/download core financial statements – all in one place.

⭐ Primary KPIs (top 2)

Choose the two KPIs that matter most for this period. You can manage the KPI list below.

Driven by bookkeeping & invoicing data

These tiles are meant for at-a-glance health of the business. You can mark any KPI as “Primary” in the KPI manager below. Max 2 primary KPIs at a time.

🧮 KPI manager

Add, edit or remove KPIs. Pick which ones appear in the primary strip.

Name

Type

Unit

Code / short label

Formula (description only)

Description

Flags

Mark as primary KPI

Active (available in dashboard widgets)

Later, your backend can store these KPIs per workspace and drive dashboard layouts automatically.

📋 KPI list

All KPIs defined for this workspace (session only for now).

Name	Type	Unit	Primary?	Code	Actions

📑 Financial statements

View and download Balance Sheet, Income Statement / P&L, and Cash Flow on one page.

Sample data only

These rows are placeholders. Later, connect this table to your accounting database or bookkeeping API to show real figures for the selected statement and period.