The Operations module must be enabled for your workspace. You also need the appropriate operations
permissions. Contact your workspace administrator if you cannot access these features.
You need the
accounting.read permission and financial access enabled for your role. Financial
data is restricted to users with explicit financial access.Navigate to Financial Analytics
Open the Operations sidebar, click Analytics, then click the Financial card on the landing page. Breadcrumb path: Ops > Analytics > FinancialKPI strip
Four KPI cards summarize financial performance for the selected date range:
Each card includes a sparkline trend and a delta badge comparing to the prior equivalent period.
Revenue vs. costs trend
The dual-axis area chart plots daily revenue and costs over the selected period. Use this chart to:- Identify days with high costs but low revenue (deadhead-heavy days, maintenance events).
- Spot revenue spikes from charter peak periods.
- Confirm that cost trends track revenue growth proportionally.
Cost breakdown
The stacked bar chart breaks down operational costs into categories:Revenue by aircraft
The bar chart compares total revenue generated per tail number. Cross-reference with fleet utilization to compute revenue efficiency:- High revenue, high hours — productive workhorse aircraft.
- High revenue, low hours — premium charter routes.
- Low revenue, high hours — potential repositioning or owner flights.
Monthly P&L summary
The table at the bottom of the page shows a month-by-month breakdown:
Export this table via the Reports hub for accounting reconciliation or board presentations.
Integrate with QuickBooks
If QuickBooks is connected, financial data in PlaneConnection syncs bidirectionally:- Invoices and expenses push to QuickBooks on creation.
- Payment status syncs back hourly.
- Chart of accounts mappings are configured during initial setup.
Related
Use Analytics Dashboard
Overview of all analytics capabilities.
Handle Accounting
Invoices, expenses, and QuickBooks sync in the Accounting module.
Analyze Route Performance
Route-level revenue and profitability analysis.
Analytics Metrics Reference
All available metrics, dimensions, and calculation methods.