Income Statement

by Tableau



The Tableau Accelerator for Income Statement gives you a jumpstart to data-driven insights into an organization’s revenues, expenses, and net income over a specific period.

CFOs and investors can use this Accelerator to better understand the organization's performance to decide whether or not to invest in the organization.

Answer key business questions

  • What is the financial status of the organization?
  • What is the performance of the organization?
  • What is the expected future growth of the organization?
  • How much profit has the organization generated?

Monitor and improve KPIs

  • Total Revenues
  • COGS
  • OpEx
  • Deprec. & Amort.
  • Interests & Taxes
  • Gross Margin
  • Gross Margin %
  • OpEx to Revenues ratio
  • Operating Income
  • Operating Income %
  • Net Income
  • Net Income %

Required attributes

  • Month (date)
  • Company (string)
  • Revenues (numeric)
  • Operating Costs, COGS (numeric)
  • Operating Expenses; OpEx (numeric)
  • Depreciations & Amortizations (numeric)
  • Interests & Taxes (numeric)

Partners of Choice

Our top consulting Partners may be able to help you customize this Accelerator for your own business needs.

United States / Canada

  • InterWorks - Tableau expertise from 8X Partner of the Year
  • IBM - Global Salesforce and Business Expertise
  • USEReady - Global team of modernization and analytics experts focused on Financial Services

Latin America

  • TSoft Latam - Regional Partner that helps you drive business digital transformation through Data Analytics
  • DataTeam - Foster Data Culture and Analytics for better business decision making

Tech Specifications

Supported Layouts

Works with

Tableau 2018.2 and later

Security and Legal