Budget vs Actual Profit & Loss

Compare budgeted figures with actual performance.

SKU N/A Category Financials Integrations Sage 50, Xero

Price:

£7.50 – £17.50

/month

Detailed Description

Analyse your business’ financial health by comparing budgeted figures with actual performance. Identify variances and make informed decisions to improve profitability.

Date Comparison: Compare and analyse your accounting data utilising Roveel’s advanced Date Comparison tool. Select from a variety of pre set option ranges or, select exact dates within your data that you would like to analyse and compare.
Departmental/Tracking Category Filtering: Roveel’s Profit and Loss dashboards are filterable by Department/Tracking Category. Select single or multiple Departments/Tracking Categories to analyse this data.
Transactional Level: Drill into the transactional level of your Budget vs Actual P&L. Easily identify and sort your transactions enabling you to identify anomalies and unusual transactions faster than ever by simply right clicking and pressing “Show Transactions”.

Importing Budgets

No need to input your budget figures into Sage or Xero, select “with budget import” option, download the relevant form below, complete and email to us at [email protected] for us to upload directly into Roveel.

Link: Budgets by Nominal Code/Account Import Sheet

Link: Budgets by Department/Tracking Category Import Sheet

Want to know more: Learn how to import Budgets and Targets directly into Roveel.