A profit and loss dashboard that turns example transactions into a clear view of revenue, expenses and net profit. Explore monthly performance, spending categories and the records behind each figure.
Sample dataset · January–June 2026 Explore dashboard ↓Portfolio demonstration. Figures are example data, not my earnings or verified client results. The $ symbol follows the sample dataset; currency jurisdiction is unspecified.
Monthly profit within the selected reporting period.
Sample insight: May has the highest net profit in this selection ($7,290). Largest expense category: Advertising.
Search filters this table only. KPI cards and charts follow the reporting period.
| Date | Type | Category | Description | Amount |
|---|---|---|---|---|
| 2026-01-04 | Income | Product Sales | January sales | $6,200 |
| 2026-01-06 | Expense | Advertising | Paid ads | $650 |
| 2026-01-10 | Expense | Software | Subscriptions | $180 |
| 2026-02-04 | Income | Service Revenue | Client services | $6,900 |
| 2026-02-09 | Expense | Contractors | Contractor support | $950 |
| 2026-02-15 | Expense | Utilities | Utilities | $220 |
| 2026-03-03 | Income | Consulting | Consulting projects | $7,400 |
| 2026-03-08 | Expense | Advertising | Marketing campaign | $780 |
| 2026-03-14 | Expense | Professional Fees | Professional support | $350 |
| 2026-04-05 | Income | Product Sales | April sales | $8,100 |
| 2026-04-12 | Expense | Shipping | Shipping costs | $520 |
| 2026-04-18 | Expense | Supplies | Business supplies | $410 |
| 2026-05-04 | Income | Service Revenue | May services | $8,600 |
| 2026-05-10 | Expense | Software | Software tools | $210 |
| 2026-05-16 | Expense | Contractors | Project support | $1,100 |
| 2026-06-04 | Income | Product Sales | June sales | $9,300 |
| 2026-06-13 | Expense | Advertising | Paid advertising | $900 |
| 2026-06-20 | Expense | Taxes | Tax reserve | $1,200 |
This portfolio sample demonstrates dashboard layout, transaction aggregation, KPI presentation, interactive period filtering and chart design.
Use the month selector to see how the same transaction records flow through every metric and chart.
Format: Interactive HTML dashboard. This preview is not an embedded Power BI report.
Revenue = total Income records.
Expenses = total Expense records.
Net profit = Revenue − Expenses.
Profit margin = Net profit ÷ Revenue × 100.
The sample covers the listed transactions only. Costs not recorded in the dataset are not included, so these margins should not be treated as a complete real-business financial assessment.
Share your data format, reporting goals and the questions you want answered. We can discuss a suitable dashboard scope.
Discuss your dashboard →