Revenue and profit
Choose the dates, location and accounting basis. Review revenue from completed payments or the accrual view alongside posted costs and profit.
Review the period that matters
In Managed: Profit & Loss reports
Business intelligence · Growth
See where the money is, and where it's going
See the latest recorded revenue, expenses and labour costs together. Filter reports, inspect service performance and recorded VAT, then export the figures or give your accountant access.
Reports are included with Starter and Growth. Business intelligence is a Growth feature; advanced analysis views require workspace activation and permissions.
See Managed business intelligence in 60 seconds.
No sound required
Explore Cosmetic Clinic’s revenue, service analysis, posted expenses, labour costs and recorded VAT. Filter reports, inspect the detail, export a P&L CSV and give an existing accountant team member the report access they need.
Read the video summary
- 00:00
Review the current recorded results
Emma selects September and Locks Court in the Management payments view, then reviews revenue, recorded costs and profit after the report refreshes.
- 00:08
Compare revenue by clinic service
The activated service-analysis view shows a dated snapshot for realistic aesthetic treatments, with revenue, variable cost, contribution and confidence. Recorded costs and profile assumptions remain distinct.
- 00:17
Trace expenses and recorded VAT
Open the cleaning-supplies record: £120 paid includes £20 recorded VAT, with £100 posted as the P&L cost when that VAT is recorded as reclaimable.
- 00:26
Include posted labour costs
Review the September payroll summary: £2,800 gross wages, £300 employer costs and £100 other payroll costs. The £3,200 posted summary is part of the period’s operating costs.
- 00:35
Give the accountant report access
Emma reviews Daniel Reed’s existing Team member account and saves individual report and export permissions. Accountant is his job title; access follows the permissions granted.
- 00:44
Review the basis and export the figures
Reconcile payments, refunds and recorded VAT to net revenue, then export the selected Management P&L as a CSV. The selected dates, location and payment basis stay with the report.
- 00:53
Understand and share the business figures
Bring recorded results, service evidence, expenses, labour and report sharing into a clear review workflow. Advanced analysis availability and staff permissions apply.
See the business behind the diary
Understand revenue, costs and the evidence behind each result.
Revenue by service
See delivered revenue and contribution by treatment alongside cost evidence and labelled assumptions. Check the snapshot date as you compare services.
Understand the service mix
In Managed: Advanced service analysis · activation required
Expenses and recorded VAT
Trace a report figure to its expense record. Review the total, included VAT and reclaimable amount recorded for your accounting review.
Keep the cost and tax detail clear
In Managed: Posted expenses and tax records
Labour costs in the P&L
Include posted payroll summaries for wages, employer costs and other labour expenses. Keep those recorded costs visible beside the rest of the operating expenses.
See the recorded cost of the team
In Managed: Posted payroll summaries
Quick CSV exports
Export the selected P&L or operational report as a CSV. Keep the reporting period and available filters clear when preparing the figures for review.
Take the figures into a spreadsheet
In Managed: Permission-controlled report exports
Access for your accountant
Give your accountant a team account and choose the report and export permissions they need. Review their access as the business changes.
Let the right people review the figures
In Managed: Team app access and report permissions
From the current figures to the next decision
Keep the period, source records and people reviewing the results connected.
1
Choose the view
Select the period, location and reporting basis. Refresh a report from the saved records; recalculate an advanced snapshot when you need a new version.
2
Inspect the detail
Open the recorded costs and review service contribution with its evidence and assumptions. Keep recorded VAT and net revenue distinct.
3
Share the review
Export the permitted report as a CSV or grant your accountant the report access they need in their team account.
Add a forward view with advanced analysis
Look ahead at cash needs and diary opportunities using the business information in Managed.
Plan cash, 13 weeks ahead
Use recorded bookings, memberships and expenses to explore future cash needs. Review missing inputs and timing assumptions with your own financial context.
Review diary opportunities
Explore unused capacity, repeat-booking opportunities and cancellation-fill activity, then decide which action suits the team.
Inspect the evidence
See the source records and assumptions behind an analysis or recommendation. Keep scenario results distinct from the recorded financial results.
Advanced analysis requires workspace activation and relevant permissions. Review the calculation date, source coverage and assumptions alongside your business context.
Questions about business intelligence and reports
See the figures behind the business
Bring the recorded figures and supporting costs into your next business review.