Turn your P&L into a driver based, decision ready model.
Traditional P&L statements show outcomes, but rarely explain what drives them. A driver based approach connects revenue, cost, and operational inputs providing clear visibility into where margin is created, eroded, and how it can be improved.
When the P&L Lacks Visibility into True Performance
In many organizations, the P&L presents outcomes without revealing the underlying drivers. Without clear linkage to operational inputs, finance reports results but lacks the visibility required to explain performance and guide decisions
A company level P&L that masks unprofitable products and customers
Overall margin appears healthy, yet underlying product performance varies significantly. Aggregated P&L masks value erosion and concentration, limiting visibility into true drivers of profitability
Month-end P&L that arrives two weeks after the month closes
By the time management accounts are finalized, the window for meaningful intervention has passed. Finance reflects past performance rather than guiding timely, forward-looking decisions
Overhead Allocations That Lack Business Trust
Shared costs are allocated through opaque methodologies that lack transparency and alignment. As a result, P&L reviews are dominated by disputes over allocations, delaying decisions and limiting actionable insight
No view of profitability by customer or channel
Total revenue is visible, but true customer level profitability often remains unclear. Without incorporating support, returns, and acquisition costs, critical commercial decisions are made with limited insight
Multi-dimensional P&L analysis is no longer optional. For growing mid-market organizations, it is a foundational capability, enabling informed resource allocation, clearer visibility, and more confident decision-making.
End-to-End P&L Visibility Across All Business Drivers
P&L 360 is a pre-built, AI-powered, driver-based solution designed to deliver end-to-end visibility across all business dimensions; products, customers, channels, and regions. It connects financial and operational data to enable multi-dimensional analysis, real-time insights, and a structured foundation for more informed, confident decision-making
- Multi-dimensional P&L by product, customer, channel, region, and business unit
- Transparent overhead allocation methodology
- Daily actuals refresh from your ERP, no month-end lag
- Contribution margin and gross margin analysis at every dimension
- Variance analysis with narrative commentary built into the report
- Rolling P&L forecasts that project profitability at every level
Multi-Dimensional P&L Visibility
Complete transparency across products, customers, channels, and regions for deeper profitability insights
3x-5x
Faster Profitability Analysis
Evaluate margin drivers and business performance in minutes, not days
Reduction in Manual Reporting Effort
Automated data integration eliminates manual reconciliation and report building
Improvement in Decision Speed
Faster access to insights enables quicker, more confident resource allocation decisions
Why P&L 360
P&L 360 is built around your actual business drivers, data landscape, and decision requirements. Instead of imposing standard structures, it reflects how your organization truly operates, creating a P&L that is intuitive, transparent, and directly aligned with how leadership evaluates performance and make decisions
Product Level P&L
Full profitability analysis by product line, SKU, or service offering. Identify which products deserve investment and which are eroding margin that belongs to your strongest performers
Customer Profitability Analysis
True customer profitability after sales cost, support cost, returns, and volume discounts. Know which customer relationships create value and which consume it
Channel and Geographic P&L
Profitability by distribution channel, geography, and market segment. Make expansion decisions based on margin evidence not revenue headlines
Overhead Allocation Engine
A transparent, rule-based allocation model aligned across the business.
One consistent methodology, enabling clarity, alignment, and eliminating recurring disputes in P&L reviews
Daily Actuals Integration
P&L data updates continuously from your ERP, providing real-time visibility into performance. Finance moves from month-end reporting to proactive control, enabling faster response and tighter management
Rolling P&L Forecasts
Forward-looking P&L projections across all dimensions, continuously updated with actuals.
Enables a shift from retrospective reporting to real-time visibility on future performance
Related Solutions
UVID’s complete solutions suite covers every dimension of financial planning, analysis, and reporting your finance team needs.
Budgeting 360
Replace static budgets with dynamic, driver-based models and rolling forecasts. Plan faster with boardroom-ready accuracy.
Scenario 360
Test the impact of strategic decisions before they’re made. Board-ready scenarios in minutes, not days.
Financial Modeling 360
Dynamic models that connect your business drivers directly to financial outcomes across every entity.
Cash Flow 360
Connect your P&L and balance sheet to a dynamic cash flow model with real-time visibility.
Frequent Asked Questions
P&L 360 is a pre-built, AI-powered, driver-based solution that enables multi-dimensional visibility across products, customers, channels, and regions transforming the P&L into a decision-ready system
Traditional P&L reporting presents aggregated outcomes. P&L 360 connects financial and operational drivers, enabling deeper insight into what drives profitability and performance
Yes. P&L 360 connects directly to live data sources, enabling continuous updates and real-time visibility into financial performance without waiting for month-end close
By providing driver-based insights and multi-dimensional analysis, P&L 360 enables leadership to identify profitability drivers, evaluate trade-offs, and allocate resources with greater precision
P&L 360 enables analysis across key dimensions including products, customers, regions, channels, and business units offering a comprehensive view of performance
Yes. P&L 360 automates data integration and reporting, eliminating manual consolidation and enabling finance teams to focus on analysis and strategic insights
As businesses scale, aggregated reporting limits visibility. Multi-dimensional analysis enables organizations to understand profitability at a granular level and make more informed strategic decisions