Profit & Loss Trends

Overview

The Profit & Loss Trends report provides a high-level view of financial performance with period-over-period breakdowns. It’s designed for dashboards, charts, and comparative analysis across months, quarters, or years.

Report Structure

The Profit & Loss Trends report contains two parts:

Overall Summary - Totals for the entire date range
Trends - Period-by-period breakdown

Profit & Loss Trends
├── Summary (entire period)
│   ├── Total Revenue
│   ├── Total Expenses
│   └── Net Profit
│
└── Trends (per period)
    ├── Period 1: Revenue, Expenses, Profit
    ├── Period 2: Revenue, Expenses, Profit
    └── ...

Granularity Options

Control how trends are broken down:

Granularity	Description	Example
`monthly`	Data per month (default)	Jan, Feb, Mar…
`quarterly`	Data per quarter	Q1, Q2, Q3, Q4
`yearly`	Data per year	2023, 2024, 2025

Summary Fields

All values are in cents (divide by 100 for display).

Field	Description
`total_revenue_cents`	Total revenue for entire period
`total_expenses_cents`	Total expenses (direct costs + operating + finance + tax)
`net_profit_cents`	Revenue minus expenses

Trend Fields

Each trend period contains:

Field	Description
`period_start`	Start date of the period
`period_end`	End date of the period
`revenue_cents`	Revenue for this period
`expenses_cents`	Expenses for this period
`net_profit_cents`	Profit for this period

Example Response

{
  "business_id": "550e8400-e29b-41d4-a716-446655440000",
  "start_date": "2024-01-01",
  "end_date": "2024-03-31",
  "currency": "GBP",
  "granularity": "monthly",
  "summary": {
    "total_revenue_cents": 15000000,
    "total_expenses_cents": 9000000,
    "net_profit_cents": 6000000
  },
  "trends": [
    {
      "period_start": "2024-01-01",
      "period_end": "2024-01-31",
      "revenue_cents": 4500000,
      "expenses_cents": 2800000,
      "net_profit_cents": 1700000
    },
    {
      "period_start": "2024-02-01",
      "period_end": "2024-02-29",
      "revenue_cents": 5200000,
      "expenses_cents": 3100000,
      "net_profit_cents": 2100000
    },
    {
      "period_start": "2024-03-01",
      "period_end": "2024-03-31",
      "revenue_cents": 5300000,
      "expenses_cents": 3100000,
      "net_profit_cents": 2200000
    }
  ]
}

Use Cases

Dashboard charts

Use monthly granularity to plot revenue/expense trends over time.

Year-over-year comparison

Use yearly granularity with a multi-year date range to compare annual performance.

Quarterly business reviews

Use quarterly granularity for Q1-Q4 performance breakdowns.

Get Profit & Loss Trends

Retrieve periodic Profit & Loss data

Get Profit & Loss Report

Full Profit & Loss breakdown

Managing Businesses

Importing Business Activity

Financial Reports

Overview

Report Structure

Granularity Options

Summary Fields

Trend Fields

Example Response

Use Cases

Get Profit & Loss Trends

Get Profit & Loss Report

​Overview

​Report Structure

​Granularity Options

​Summary Fields

​Trend Fields

​Example Response

​Use Cases

​Related Endpoints

Get Profit & Loss Trends

Get Profit & Loss Report

Overview

Report Structure

Granularity Options

Summary Fields

Trend Fields

Example Response

Use Cases

Related Endpoints