Profit & Loss Analytics for SYSPRO
Power BI Template App for SYSPRO
Profit & Loss Analytics
for SYSPRO
Transform your SYSPRO financial data into a powerful multi-page analytical experience — MTD & YTD KPIs, drillthrough hierarchy, actuals vs budget & prior year, all built in.
Instant P&L Visibility
MTD and YTD KPIs for Sales, Gross Profit, OPEX, Operating Profit, EBITA and Net Profit — compared to budget and prior year, on one screen.
3-Level Account Hierarchy
Drill from high-level categories down to individual GL account codes using your own User Defined Mapping file. Your structure, not a generic one.
Ready in Minutes
Connect your SYSPRO data, load the template, and you have a fully structured P&L. No custom development, no lengthy implementation.
Five Powerful Report Pages
Every page purpose-built for SYSPRO financial analysis.
Page 1
Profit & Loss Summary
Your executive dashboard. See the full financial picture at a glance — no scrolling, no digging.
- MTD & YTD KPI bar — Sales through Net Profit
- Actuals vs Budget & Prior Year variances
- MTD Top Revenue & Expense donuts
- MTD Waterfall chart
- Full P&L detail table
- Date slicer for period selection
Page 2
P&L Detail Drillthrough
Click any account on the Summary page and drill straight into the detail — three full levels of your GL hierarchy.
- Level 1 → Level 2 → Level 3 GL hierarchy
- Driven by your User Defined Mapping file
- MTD & YTD Actual vs Budget detail table
- Bar & line chart for trend context
Page 3
Full P&L — Actuals vs Budget & Prior Year
The complete statement in one view. Every line, every comparison, nothing hidden.
- YTD KPI bar at top
- Full P&L with Actuals, PYTD and Budget columns
- Variance % columns for instant exception spotting
- Tab toggle between Summary P&L and Detail P&L
Page 4
Top Revenue & Expense Analysis
Spot your biggest revenue drivers and expense lines immediately — MTD and YTD, versus budget.
- Top Revenue MTD vs Budget bar chart
- Top Revenue YTD vs Budget bar chart
- Revenue breakdown table with GL codes
- Configurable top-N slicer
Page 5
Bar & Waterfall Accounts
Visualise your complete P&L flow — from total revenue down to net profit — in a single waterfall chart.
- YTD P&L Waterfall: revenue → net profit
- Bar & line chart view toggle
- Period slicer (current fiscal year / month)
Everything Included
A complete, production-ready Power BI app — not a starter template.
Simple, Transparent Pricing
One monthly subscription. Full access. No per-user fees.
Monthly Subscription
Coming Soon
Pricing will be announced shortly
- Full access to all report pages
- Connected to your live SYSPRO data
- Regular updates included
- Email support
Start with free demo data today
The app is live on Microsoft AppSource — loaded with demo data so you can explore every page right now, no SYSPRO connection needed.