Financial P&L
Read your revenue, costs and net for the year, split between client Service work and your own Product.
The Financial P&L is your profit-and-loss for the financial year, split into two segments: Service (the client work you deliver) and Product (your own SaaS or products). It lives under Insights → Reports → Financial P&L.
Where the numbers come from
- Revenue counts your issued invoices (sent, paid and overdue) plus any product income you've recorded. Invoices for client projects land in Service; invoices for product projects and recorded product income land in Product.
- Expenses count your approved expense claims.
- Net is revenue minus expenses for each segment.
How to read it
At the top, a KPI band shows the headline figures:
- Billed revenue: everything you've invoiced.
- Collected: the portion that's actually been paid.
- Outstanding: billed but not yet collected.
- Net position: your overall revenue minus approved expenses, shown in green when positive and red when negative.
Below that, the Revenue mix bar shows what share of your income is Service versus Product, and the P&L table breaks revenue, expenses and net out by segment with a total row.
A growing Product share is the signal that your own product is starting to carry the business alongside client work. The revenue mix bar makes that shift easy to spot at a glance.
For a per-client or per-product breakdown, see Revenue by Client and Product. You can export this report as a branded PDF or CSV from the toolbar, as covered in the Reports overview.