Profit and Loss Comparison

Profit-Loss Comparison Across Systems for Variance Recognition (simplified)

This workflow compares Profit-Loss information from two systems and outputs differences found between the systems.
The parameters that can be compared are Net Sales, Cost and Gross Profit.
The goal is to be able to spot errors in manually inputed data in a given system, and to alert people responsible for each document where a discrepancy was found.

Each system can contain information about certain financial operations that happened for specific transactions (here referred to as Documents).
In System 1, we have the total effect of a given document in a country (here defined as Market), and information about net sales, cost and gross profit that document inflicted in a market.
In system 2, we have information for each document, but related to the different cost centers associated to that transaction.

In this workflow, we:
- Perform some general data manipulation, where we enforce certain guideline handling (for instance, we can select to always disconsider certain cost centers, if necessary)
- Categorize a certain operation in a cost center as a profit or loss
- Create comparison columns in the Calculate variances step
- Save an excel report containing information about the compared values in the output part
- Notify every responsible person via email about the discrepancies found on the system

Profit and Loss Comparison

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