Profit / Loss

iamsebwilliams

Hey folks, I’ve seen a few threads about this but was left unsure so wanted to clarify,

I’m currently a sole trader using the Crunch free software, with a view to upgrading to one of the paid plans or paying for the self assessment service at the end of the tax year,

Enjoying Crunch so far, however my question is - does the software offer insights into profit and loss?

All the data and numbers are there, so it would be incredible to have some dashboards available to see revenue vs expenses for the month, for the year, etc

And perhaps even breakdowns of how much we’ve invoiced to each client (to see the LTV of a client), that kind of thing.

Is this possible?

Luke_Young

iamsebwilliams Hello!

With Crunch Free, unfortunately there aren’t any profit & loss reporting features available.

However, in the Add-Ons section of your account you should see a tile for “Brixx”.

It’s a free integration with Crunch that sync with your account and pulls the previous 12-months worth of data, allowing you to create budgets, see sales forecast, and test financial scenarios with adjustable reports and charts.

We are constantly working on new features within Crunch and I completely understand how performance dashboards would be beneficial, so I’ll be sure to pass on this feature request.

Additionally, it would be great if you could submit this as a feature request too so that it gets more upvoting, and you can do this while logged in 😀

On the right of your account you’ll see a Feedback tab, select it and go to Submit feature request.

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