/portal/reports/pnl computes a Profit & Loss statement on demand. Pick a period (MTD / Last month / QTD / YTD / Last year), see your numbers.
Headline tiles
- Revenue — sum of paid invoices in the period.
- Expenses — Plyrium subscription + voice cost + your entered expenses.
- Net profit — Revenue minus Expenses. Turns red when negative.
- Margin — Net / Revenue, as a percentage.
Revenue breakdown
When invoices have line items tagged with kinds (material/labor/service/fee), the page renders four chips showing the dollar amount + percentage of revenue per type. This is how you answer 'what % of my revenue is labor?' without spreadsheet gymnastics. Anything from invoices that lack line-item detail surfaces as 'unclassified' so the breakdown still adds up to total revenue honestly.
Plyrium-tracked expenses
Two lines auto-pulled from your Plyrium account — your subscription fee (estimated for the period based on the active plan) and your voice AI usage cost. Both are read-only here because they reflect what actually ran on the systems. Don't enter them as expenses too or you'll double-count.
Your entered expenses
Materials, fuel, insurance, subcontractor labor, etc. — every expense you typed in the period, grouped by category, with each row inline-editable. Add via the 'Add expense' button at the top.
Bottom-line summary
Bottom of the page is a classic P&L summary card: Total revenue / Total expenses / Net profit / Margin. Net profit shows in green when positive, red when negative.
Downloads
Two buttons in the header: Download CSV (three sub-tables: SUMMARY, SYSTEM, EXPENSES — each with category subtotals; pastes straight into Excel) + Print/Save as PDF (browser native print dialog with a print-friendly stylesheet that hides the sidebar).