Illustrative example

This is a sample of a Qista Monthly Profit Report. The company, its customers and every number are fictional. It shows the format and depth of the report only. It is not a real client's report, and not tax, accounting or investment advice.

Qista

Monthly Profit Report · September 2026

Summit Air Heating & Cooling (fictional)

Prepared for the owner
Completed work basis · USD

September at a glance

Actual vs. plan by category

September 2026. Bars show actual as a share of plan; the marker is 100% of plan.

Better than planWorse than planPlan

Plan to actual profit

Operating profit

TotalHelped profitHurt profit

Sales by month

Last 13 months

Operating profit by month

Last 13 months

The full report

Profit and loss vs. planEvery line, plan against actual
LinePlanActualVarianceVariance %
Sales reportSales by job type against target

Sales vs. target by job type

ActualTarget
Job typeJobsAverage jobShare of salesTargetActualVariance
Job profit reportWhat each type of work keeps after its own costs

Job margin by job type

Actual marginTarget margin
Job typeSalesParts / unitsField laborOther job costsJob profitTarget marginActual margin
Cash summaryCash in and out, and profit to cash

From profit to cash

TotalAdded cashUsed cash

Cash at month end

Last 13 months

MonthSalesOperating profitCash at month end

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