The My P&L (Profit & Loss) tab shows your business's financial health over time through three charts: sales volume, expenses, and net profit. Each tracks progress against your targets so you can make data-driven decisions.
Tracks progress toward sales revenue goals and visualizes sales volume growth over time.
What it displays
How to use it
Tip: Review weekly to stay on track, set quarterly checkpoints, adjust marketing based on trends, plan resources for peak periods, and address downward trends quickly.
Monitors and controls business costs over time so spending stays within budget.
What it displays
How to use it
Tip: Set realistic budgets, review monthly for anomalies, categorize expenses properly, look for cost-cutting opportunities, and keep a reserve for unexpected costs.
Visualizes overall profitability by showing revenue minus expenses over time (Revenue − Expenses = Net Profit).
What it displays
How to use it
Tip: Aim for consistent profit growth, maintain healthy margins, address declines immediately, reinvest strategically, and plan for seasonal fluctuations.
The three charts tell your complete financial story: Sales Volume shows revenue generation, Expenses shows cost control, and Net Profit shows bottom-line health.
Charts show no data: Verify transactions are recorded, confirm the time period has activity, refresh, clear cache, and check you have data for the selected period.
Percentage of target shows 0%: Make sure targets are set in system settings, verify data for the period, and contact your admin to set up or confirm targets.
Numbers don't match other reports: Verify the same time period across reports, check pending vs. closed transactions, confirm expense categorization and date ranges, and contact support for reconciliation.
Net profit calculation seems wrong: Verify both revenue and expense data, check for missing transactions, review categorization, ensure data is synced, and contact support to verify.
Charts won't display or time period won't change: Click directly on the dropdown, then try the usual fixes: refresh, clear cache and cookies, check your connection, disable extensions, update or switch browsers. Contact support if it persists.
How often do the P&L charts update?: In real time, as transactions and expenses are added.
Can I export P&L data?: Check for export options in the menu, or use the browser print or screenshot features.
What's a healthy profit margin?: Real estate businesses typically aim for 10-20% net profit margins, though this varies by market and model.
How do I set my targets?: Contact your admin or check system settings. Targets are typically based on business goals and historical performance.
Can I see previous years?: Use the time period dropdown to select different years if multiple years of data are available.
Why is my net profit negative in some months?: Expenses exceeded revenue that period (common in startup phases or slow months). Watch the trend.
How do I improve my P&L performance?: Increase sales volume, control expenses, improve margins, and maintain consistent activity.
What if expenses are higher than revenue?: Review expense categories for reductions, increase sales activity, raise prices if possible, and create a plan to restore profitability.
Can I compare to team averages?: It depends on your system setup; team leaders may have comparative access. Check with your admin.
How far back does historical data go?: From when your brokerage started using MyOps. Data is retained indefinitely.
What's the difference between Sales Volume and Net Profit?: Sales Volume is total transaction value; Net Profit is your actual earnings after all expenses and commissions.
Should I review this daily, weekly, or monthly?: Monthly reviews are sufficient for P&L analysis. Weekly checks help you stay on track; avoid daily reviews unless addressing a specific issue.
