Profit and Loss Analysis for Syspro

Transform your Syspro ERP financial data into a structured, multi-page Profit and Loss report — without writing a single line of code or hiring a BI developer.

The Profit and Loss Analytics for Syspro is a Power BI template app that connects directly to your Syspro SQL database and delivers a complete, production-ready P&L reporting solution. Getting up and running typically takes an hour or two — and you can start exploring right now for free:

• Download and try free with pre-loaded demo data — no Syspro connection needed, explore all report pages immediately
• Try free on your own live data — follow the step-by-step instructions at Profit and Loss Analytics — Installation Guide

Built for finance directors, CFOs, financial controllers, and business owners who need accurate, up-to-date P&L visibility from their Syspro ERP without depending on IT or custom development.

The problem this solves

Most Syspro users rely on manual Excel extracts and month-end spreadsheets to produce a P&L. This takes time, introduces errors, and means your financial picture is always one step behind. Building a Power BI report from scratch against Syspro SQL requires knowledge of complex table relationships that most finance teams simply do not have.

This app handles all of that for you — the data model, the DAX calculations, the GL hierarchy structure, and the report design are all built in and ready to go.

What's included — eight report pages

• Profit & Loss Summary — Executive dashboard with MTD and YTD KPI bar (Sales, Gross Profit, OPEX, Operating Profit, EBITDA, Net Profit), actuals vs budget and prior year, waterfall chart, and full P&L detail table
• Full Profit & Loss — Actuals / Prior Year / Budget / YTD — The complete statement with actuals, PYTD, and budget columns plus variance percentages for instant exception spotting
• Top Revenue & Expense Analysis — Identify your biggest revenue drivers and expense lines MTD and YTD vs budget, with a configurable top-N slicer
• Bar/Line & Waterfall Accounts Analysis — Visualise your full P&L flow from total revenue down to net profit with toggle between bar/line and waterfall chart views
• Full Hierarchy P&L — Three full levels of your GL structure: Level 1 user-defined P&L categories (e.g. Revenue, Gross Profit, OPEX), Level 2 GL Groups, and Level 3 individual GL Accounts — with your own sort order and subtotals
• P&L Detail Drill Through — Right-click any account on the Summary page and drill straight through to the full GL account detail
• View Budget Master — A clear, structured view of your Syspro budget data for reference and validation
• UDM GL Master Download — A ready-to-use User Defined Mapping template to define your own P&L account groupings, sort order, and subtotals

Key features

• MTD and YTD views with a date slicer for period selection
• Actuals vs Budget vs Prior Year comparisons across all pages
• Tax rate input slicer — if monthly tax is not posted or put to book in Syspro, use the built-in tax rate slicer to calculate estimated current and prior year tax directly in the report
• Three-level GL hierarchy driven by your own User Defined Mapping file — Level 1 user-defined categories, Level 2 GL Groups, Level 3 GL Accounts
• Automatic scheduled refresh — reports update daily in Power BI Service without manual intervention
• Runs entirely in Power BI Service — no Power BI Desktop required for end users
• Available free on AppSource with demo data, or as a monthly SaaS subscription connected to your live Syspro data

For installation instructions and data connection requirements, visit: Profit and Loss Analytics — Installation Guide