sycamore

see how the business is doing this month

the profit & loss tab is the answer to "how are we doing?" — revenue minus expenses for the date range you pick.

4 steps~2 min
  1. 1

    open sycamore

    click "sycamore" from the app switcher.

  2. 2

    click the profit & loss tab

    the default range is this month. you can pick a quarter, year-to-date, or any custom range.

  3. 3

    drill into a line

    click any line on the p&l (revenue, materials, payroll, software) to see the entries behind it. useful for catching a category that ballooned.

  4. 4

    export for your accountant

    the export-to-csv button at the top hands the same view to your cpa or board. they get exactly what you saw.

    tip

    p&l is the gut-check screen. open it once a week — friday afternoon. patterns show up faster than you'd think.

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