Visier PROFIT & LOSS EXTENSION

Analyses and Business Questions

An analysis is a document that describes a collection of analytical content to analyze and understand a particular use case. While you can generate your own Analysis, each Visier application is delivered with a set of standard analyses.

Display Name

Description

Business Questions

How do people impact financial outcomes?

See how workforce trends influence revenue, expense, and profitability to identify opportunities for greater financial efficiency.

Learn About Profit & Loss Metrics

Learn about the different types of finance metrics available in the Finance: Profit & Loss Extension.

Overview

Data Pattern

Data Model

Revenue

Revenue YTD

Revenue per Employee

Net Profit Margin

Profit & Loss - Validation

Validate the configurations and amounts for financial profit & loss data.

Before You Start

Overview

Validate Revenue Amounts

Validate Expenses Amounts

Validate Profit Amounts

Metrics

A metric is a value that is computed from the Subject and Events for a particular group of entities in a particular time frame. An example of a metric is "Turnover Rate."

Display Name	Description
Cost of Goods Sold	The costs associated with producing goods or services during the period.
Cost of Goods Sold YTD	The costs associated with producing goods or services, from the beginning of the year until the current period.
EBITDA	The remaining revenue after subtracting operating expenses and cost of goods sold during the period.
EBITDA Margin	The percentage of revenue remaining after subtracting operating expenses and cost of goods sold during the period.
EBITDA YTD	The remaining revenue after subtracting operating expenses and cost of goods sold, from the beginning of the year until the current period.
EBITDA per Employee	The remaining revenue per employee after subtracting operating expenses and cost of goods sold during the period.
EBITDA per FTE	The remaining revenue per full-time equivalent after subtracting operating expenses and cost of goods sold during the period.
Expense Ratio	The percentage of revenue that is spent on expenses during the period.
Expenses	The costs associated with running the business during the period.
Expenses YTD	The costs associated with running the business, from the beginning of the year until the current period.
Expenses per Employee	The average cost per employee during the period.
Expenses per FTE	The average cost per full-time equivalent (FTE) during the period.
Gross Profit	The remaining revenue after subtracting cost of goods sold during the period.
Gross Profit Margin	The percentage of revenue remaining after subtracting cost of goods sold during the period.
Gross Profit YTD	The remaining revenue after subtracting cost of goods sold, from the beginning of the year until the current period.
Gross Profit per Employee	The remaining revenue per employee after subtracting cost of goods sold during the period.
Gross Profit per FTE	The remaining revenue per full-time equivalent (FTE) after subtracting cost of goods sold during the period.
Net Profit	The remaining revenue after subtracting operating expenses during the period.
Net Profit Margin	The percentage of revenue that the organization keeps as profit during the period.
Net Profit YTD	The remaining revenue after subtracting operating expenses, from the beginning of the year until the current period.
Net Profit per Employee	The remaining revenue per employee after subtracting operating expenses during the period.
Net Profit per FTE	The remaining revenue per full-time equivalent (FTE) after subtracting operating expenses during the period.
Revenue	The income generated from the organization's primary business activities during the period.
Revenue YTD	The income generated from the organization's primary business activities, from the beginning of the year until the current period.
Revenue per Employee	The average amount of income generated per employee during the period.
Revenue per FTE	The average amount of income generated per full-time equivalent (FTE) during the period.
Revenue to Actual Direct Compensation Ratio	The percentage of revenue that is spent on actual direct compensation during the period.

Dimensions

A dimension is created from a concept or property and contains all the potential values. It is then used to allow filtering and grouping of the content. Dimensions can be hierarchical. An example of a dimension is "Generation" which groups employees by the year of their birth.

Display Name	Description
Cost Center Hierarchy	The hierarchy which aligns the employee with the organization’s cost centers.
Finance Item Type	The type of finance item. For example, revenue or expense.
Location	The hierarchy which aligns the organization’s employees with their geographical location.
Organization	The hierarchy which aligns the departments of the organization.

Concepts

Visier employs a large range of analytical concepts, these define expected and desired analytical objects. Each concept allows configuration so that the concept can be employed by you. An example of a concept is "Involuntary Turnover" which allows you to define the types of turnover that are to be considered as involuntary.

Display Name	Description
Cost of Goods Sold	The costs associated with producing goods or services.
EBITDA	The income after subtracting operating expenses and cost of goods sold.
Expense	The costs associated with running the business.
Gross Profit	The income after subtracting cost of goods sold.
Net Profit	The income after subtracting operating expenses.
Revenue	The income generated from primary business activities.

Subjects

Subjects are entities that evolve and change. They have properties and changes to those properties are captured over time. An example of a subject is "Employee."

Display Name	Description
Finance Data	The collection of an organization's finance information.

Events

Events are records that occur at a specific point in time and do not change after they have occurred. An example of an event is an interview.

Display Name	Description
Finance Record	An event that records finance items, such as revenue, profit, and expenses.

PROFIT & LOSS EXTENSION

Table of Contents

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