Income Vs Expense Report: Financial Overview by Project

The Income Vs Expense Report in CRM LEAF provides a comparative overview of the total income earned versus the expenses incurred over a selected period. This report helps organisations analyse profitability, manage budgets, and make informed financial decisions.

Table View – Income Vs Expense Report

Example

Code	Project	Client	Total Income	Total Expenses	Net Profit/Loss
IVE001	Website Redesign	Ultra tech Cement	₹75,000	₹30,000	₹45,000
IVE002	Mobile App Dev	Star Enterprises	₹1,20,000	₹80,000	₹40,000
IVE003	SEO Campaign	Green Box Media	₹30,000	₹20,00	₹10,000

 

Export Option:

The Income Vs Expense Report can be exported by default in Microsoft Excel format for detailed financial analysis and record-keeping.

Quick Actions – Income Vs Expense Report

Action	How To
View Income Vs Expense	Go to Reports > Income Vs Expense Report to see comparative data.
Filter by Project/Client	Use filters to view data by specific project, client, or date range.
Export Income Vs Expense	Click Export to download the report in Excel format.
Analyze Profitability	Review net profit/loss to make budget or investment decisions.

FAQ – Income Vs Expense Report

Q: Can I view data grouped by client or project?
A: Yes, use filters to group and analyse income and expenses accordingly.
Q: Does the report include all types of expenses?
A: The report includes all recorded expenses linked to projects or clients.
Q: Can I customise the date range for this report?
A: Yes, date filters can be applied before viewing or exporting the report.
Q: How is Net Profit/Loss calculated?
A: It is the difference between total income and total expenses for the selected period.