Profit & Loss Dashboard

Profit & Loss Dashboard

The Profit & Loss (P&L) Dashboard gives you a complete snapshot of your bakery's financial health. See exactly how much revenue you're bringing in, what your costs are, and whether you're actually making money.

• Understand your total revenue broken down by sales channel (orders, POS, storefront, wholesale)
• Track your cost of goods sold (ingredients, labour, overhead, and supplies)
• Calculate your gross profit and net profit to see your real bottom line

Accessing Your P&L Dashboard

1. Log in to BakeOnyx and navigate to Reports in the main menu
2. Click Profit & Loss
3. You'll see your P&L summary for the current month by default

Understanding Your P&L Numbers

Revenue

This is the total money coming in from all your orders. BakeOnyx automatically breaks this down by sales channel:

• Dashboard Orders — orders placed through your BakeOnyx dashboard
• POS Orders — sales from your point-of-sale system
• Storefront Orders — orders from your online storefront
• Wholesale Orders — bulk orders to other businesses

Cost of Goods Sold (COGS)

This is what it actually costs you to make your products. It includes:

• Ingredients — calculated from your recipes. Each ingredient has a cost per unit, and BakeOnyx multiplies that by the quantity used in each order
• Labour — the labour cost assigned to each order item (if you track this)
• Overhead — production overhead allocated to each item
• Supplies & Packaging — boxes, bags, labels, and other materials used per order

Gross Profit

This is Revenue minus COGS. It shows whether your actual production is profitable, before you pay for things like rent and utilities.

Operating Expenses

These are your fixed and variable business costs that aren't directly tied to making products — rent, utilities, marketing, insurance, and so on. You add these through the Expenses section of BakeOnyx.

Net Profit

This is your true bottom line: Revenue minus COGS minus Operating Expenses. This is what you actually keep.

Selecting a Time Period

1. At the top of the dashboard, click the Period dropdown
2. Choose from quick options like This Month, Last Month, or Custom Range
3. If you select Custom Range, pick your start and end dates
4. The dashboard updates automatically to show your P&L for that period

Comparing Performance Over Time

Use the period-over-period comparison to see if you're improving:

1. Select your current period (e.g., this month)
2. Look for the comparison metrics showing growth or decline percentages
3. Compare revenue, COGS, and net profit to the same period last month or last year

This helps you spot trends — for example, if your ingredient costs are climbing but revenue isn't, you may need to adjust recipes or pricing.

Viewing Daily Breakdown

Below the summary, you'll see a daily P&L table showing revenue, COGS, and profit for each day in your selected period. This is helpful for spotting busy days and understanding daily patterns.

Reviewing Expense Categories

The dashboard includes a breakdown of your operating expenses by category. Use this to identify where your money is going and find areas to cut costs if needed.

Next Steps

• Food Cost Analysis — dive deeper into ingredient costs and find ways to reduce waste
• Tracking Expenses — learn how to log operating expenses so they appear on your P&L
• Creating a New Order — understand how order data flows into your financial reports