The Profit & Loss (P&L) statement - also called an income statement - shows your business’s revenue, expenses, and net profit over a specific time period.Documentation Index
Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
What it tells you
- Revenue - total money earned from sales, services, and other income
- Expenses - total money spent on operating costs, broken down by category
- Net Profit (or Loss) - revenue minus expenses. Positive = profit, negative = loss.
How to read your P&L
| Section | What it shows | Example |
|---|---|---|
| Revenue | All income sources | Service revenue: $25,000 |
| Cost of Goods Sold | Direct costs to deliver your services | Contractor payments: $8,000 |
| Gross Profit | Revenue - COGS | $17,000 |
| Operating Expenses | Rent, software, marketing, salaries, etc. | Total: $12,000 |
| Net Profit | Gross Profit - Operating Expenses | $5,000 |
Running the report
- Go to Reports → Profit & Loss
- Select your date range (e.g., “This Month” or “Q1 2025”)
- Click Generate
Exporting
Click Export to download as:- PDF - formatted report, great for sharing with stakeholders
- CSV - raw data, useful for further analysis in spreadsheets