Solution
Dynamic Product P&L Statement
The Dynamic Product Profit & Loss Statement dashboard is a high-performance decision hub designed to blend live financial data with real-time manual overrides.
Key Components
By combining sophisticated visual design with Sigma’s live modeling power, this dashboard transforms a standard financial report into a collaborative, real-time planning tool.
Dynamic P&L
Pivot
The central element is an interactive P&L that allows users to toggle the view between Region and Product dimensions, providing instant visibility into gross margins across the entire organizational hierarchy.
Write-Back Adjustment Engine
Unlike static reports, the P&L Adjustments input table at the bottom enables finance teams to enter manual overrides—such as freight accruals or inventory corrections—directly into the dashboard. These entries write back to the data source, updating the P&L pivot and KPI cards in real time to reflect “adjusted actuals.”
Interactive Product Toggles
Each product card features a dedicated Include/Exclude switch. These switches act as dynamic gates, allowing stakeholders to instantly remove specific products from the P&L calculations to model “what if” scenarios or isolate performance outliers.
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