Company Analysis and Profit Dashboard in Pulse

The Company Analysis dashboard brings your revenue, cost of goods, expenses, and profit into one view. It is designed to give you a fast health check on the business without needing a separate accounting tool for the overview.

Opening Company Analysis

Company Analysis is available from the main navigation. You need the analysis view permission to access it. The dashboard loads data for a selected period and refreshes all panels when you change the time filter.

Time filters

Choose from: This Month, This Quarter, Year to Date, This Year, or a Custom date range. Switching periods reloads the KPI cards, trend chart, category breakdown, client revenue, and supplier spend table instantly.

The six KPI cards

The top row of the dashboard shows six summary numbers for the selected period:

• Revenue — total of all payments marked as paid during the period.
• COGS (Cost of Goods Sold) — the cost of delivering work that generated that revenue. This comes from invoice line cost prices or from the inventory perpetual ledger, depending on your organisation's settings.
• Gross Profit — Revenue minus COGS. This is what you earned after covering the direct costs of your work.
• GP Margin % — Gross Profit expressed as a percentage of Revenue. A 60% GP margin means 60 cents of every rand earned remains after covering the direct cost of the work.
• Expenses — total of all expense records within the period, regardless of category. These are the operational costs you have logged in the Expenses module.
• Net Profit — Gross Profit minus Expenses. This is what remains after both the cost of your work and your operational overhead.

P&L Trend chart

The area and line chart below the KPIs shows how Revenue, COGS, Gross Profit, Expenses, and Net Profit have moved over time. Pulse adjusts the granularity automatically: periods of 62 days or less show daily data; longer periods show monthly aggregates. X-axis labels adapt to the granularity so the chart stays readable.

Expense Breakdown

The donut chart shows how your total expenses are split by category, using each category's configured colour. Hover a slice to see the category name and its percentage of total expenses for the period.

Revenue by Client

The horizontal bar chart shows the top 10 clients by paid revenue. This tells you which clients are driving the most income and whether revenue is well distributed or concentrated in a few accounts.

Supplier Spend table

The supplier spend table lists every supplier your organisation has recorded costs against. For each supplier it shows:

• Expenses — total from expense records linked to that supplier.
• Purchase Orders — total from purchase orders raised with that supplier.
• Total Spend — the combined amount.

Suppliers are ranked by total spend, so your highest-cost vendors appear at the top.

COGS versus Expenses — the key distinction

COGS is the direct cost of delivering sold work (included in invoice line costs or tracked through inventory). Expenses are your operational overhead (rent, fuel, salaries, marketing). Pulse keeps them separate because they serve different analytical purposes: COGS feeds Gross Profit, while Expenses come out of Gross Profit to produce Net Profit. Operational costs recorded in the Expenses module do not automatically appear as COGS.