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.
Three financial charts (sales volume, expenses, net profit)
Visual progress toward goals (% of target)
Time period filters (Yearly, Monthly, Quarterly)
Area and line chart visualizations
Real-time, month-by-month trend analysis
Revenue vs. expense comparison
Navigate to the Finances page from the sidebar.
Click the My P&L tab.
Review all three charts for the complete picture.
Use the dropdown filters to change time periods.
Monitor progress toward your targets.
Check monthly for trend analysis and compare to previous periods.
Tracks progress toward sales revenue goals and visualizes sales volume growth over time.
What it displays
Current Value: Total sales volume to date (e.g., $351.35M)
% of Target: How close you are to your goal (e.g., 87.8%)
Time Period: Selected view (Yearly dropdown)
Chart Type: Area chart with gradient fill
Timeline: Monthly progression (Jan through Dec)
Y-Axis Scale: Dollar amounts ($0 to maximum)
How to use it
Monitor progress: Check the percentage of target achieved and whether you're on pace; spot acceleration or deceleration.
Analyze trends: Look for seasonal patterns, compare to last year's curve, and identify growth or decline periods.
Change time period: Use the dropdown to switch between Yearly, Monthly, and Quarterly views.
Set realistic goals: Forecast from historical data and adjust targets for seasonal variation.
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
Current Value: Total expenses to date (e.g., $200)
% of Target: Spending vs. budget (e.g., 0.0%)
Time Period: Selected view (Yearly dropdown)
Chart Type: Line chart
Timeline: Monthly progression (Jan through Dec)
Y-Axis Scale: Dollar amounts ($0 to maximum)
How to use it
Track spending: Monitor expense accumulation against budget targets and catch overspending early.
Identify patterns: Spot recurring cost spikes, find reduction opportunities, and plan for seasonal variation.
Control costs: Set targets, review as you approach limits, and optimize resource allocation.
Compare periods: Use the dropdown to view monthly trends and compare to previous periods.
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
Current Value: Net profit to date (e.g., $3.22M)
% of Target: Progress toward profit goal (e.g., 83.9%)
Time Period: Selected view (Yearly dropdown)
Chart Type: Area chart with gradient fill
Timeline: Monthly progression (Jan through Dec)
Y-Axis Scale: Dollar amounts ($0 to maximum)
How to use it
Measure profitability: Track net profit growth against targets and assess overall business health and sustainability.
Identify trends: Watch profit margin patterns, compare revenue growth to expense growth, and catch concerning declines.
Make decisions: Evaluate whether expenses are justified by revenue, decide when to invest in growth, and consider price increases.
Set goals: Use historical data for realistic targets, plan margins, and track achievement.
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.
Revenue vs. expenses: Compare the charts side by side, ensure expenses don't outpace revenue, and adjust spending accordingly.
Profit margin analysis: Calculate (Net Profit ÷ Sales Volume) × 100, track the margin over time, aim for steady or improving margins, and address compression quickly.
Goal setting: Set coordinated revenue and expense targets, keep profit goals achievable, and balance growth with profitability.
Monthly review: At month-end, compare actuals to targets, flag concerning trends, adjust strategies, and document insights.
Closed deals are recognized on different dates depending on the deal type, so a lease and a sale closed the same month can land in different reporting periods:
Sales: Recognized on the closing date.
Leases: Recognized on the lease start date (the date under contract), not the lease end date.
This means a closed, paid lease appears in your P&L and export as soon as its start date falls in the selected period, even if the lease term runs for years afterward. Previously, a paid lease could be missing from your numbers until the lease's end date arrived; this has been corrected so leases show up when the income is actually earned.
Lease deals and sale deals are counted in the P&L on different dates:
Sales are recognized on the closing date.
Leases are recognized on the lease start date (when the lease goes under contract), not the lease end date.
This means a closed, paid lease shows up in the P&L (and in team/agent earnings) for the period when the lease started, even if the lease itself runs for months or years afterward. Previously, paid leases could be missing from earnings and P&L totals until the lease's end date had passed; this has been corrected so leases are recognized as soon as the lease starts and payouts have been made.
If you still don't see an expected lease or team earnings entry, confirm the lease's start date falls within the period you're viewing, and check that a commission payout has been recorded for that deal.
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, remember that lease income is dated by lease start (not lease end), and contact support for reconciliation. Note that lease deals are dated by lease start date while sales are dated by closing date, so a lease may appear in an earlier period than its closing date suggests.
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.
Why does a lease I closed show up in an earlier period than I expected?: Leases are recognized on their start date (date under contract), not their end date. A lease that started in March but runs for two years will show up in the period containing March, not when it ends.
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.
Why does a lease show up on a different date than I expected?: Leases are recognized on their start date, not their end date, so a lease's income appears in the P&L for the period when it began.
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.
Ask Maria: AI assistant in the top navigation.
Search: Use the search bars to find specific data.
Support: Contact the MyOps support team for technical assistance.
