> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Analyze Financial Metrics

> Interpret revenue and cost trends, review profitability by aircraft and route, and use the P&L summary for financial reporting.

By the end of this guide, you will have interpreted revenue and cost trends, reviewed per-aircraft profitability, and used the monthly P\&L summary for financial reporting.

<Info>
  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.
</Info>

<Info>
  You need the `accounting.read` permission and financial access enabled for your role. Financial
  data is restricted to users with explicit financial access.
</Info>

## Navigate to Financial Analytics

Open the Operations sidebar, click **Analytics**, then click the **Financial** card on the landing page.

**Breadcrumb path:** Ops > Analytics > Financial

## KPI strip

Four KPI cards summarize financial performance for the selected date range:

| KPI                      | What it measures                             |
| ------------------------ | -------------------------------------------- |
| **Total Revenue**        | Sum of all trip revenue in the period.       |
| **Total Costs**          | Sum of all operational costs in the period.  |
| **Net Margin**           | (Revenue - Costs) / Revenue as a percentage. |
| **Revenue / Block Hour** | Total revenue divided by total block hours.  |

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:

| Category     | Source                                                   |
| ------------ | -------------------------------------------------------- |
| **Fuel**     | Fuel costs from trip estimates and fuel receipts.        |
| **Landing**  | Landing fees at destination airports.                    |
| **Handling** | Ground handling and FBO service fees.                    |
| **Crew**     | Crew pay, per diem, and travel expenses.                 |
| **Catering** | In-flight catering and provisions.                       |
| **Other**    | Insurance, permits, customs, and miscellaneous expenses. |

<Tip>
  Cost categories map directly to the trip estimate fields populated during trip planning. Ensure
  trip estimates are completed for every trip to maintain accurate financial analytics.
</Tip>

## 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:

| Column        | Description                  |
| ------------- | ---------------------------- |
| Month         | Calendar month.              |
| Revenue       | Total revenue for the month. |
| Fuel          | Fuel costs.                  |
| Crew          | Crew costs.                  |
| Landing / FBO | Landing and handling fees.   |
| Other         | All other cost categories.   |
| Total Costs   | Sum of all cost categories.  |
| Net           | Revenue minus total costs.   |

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.

For setup instructions, see [How to Set Up Integrations](/en/how-to/admin/set-up-integrations).

## Related

<CardGroup cols={2}>
  <Card title="Use Analytics Dashboard" href="/how-to/ops/use-analytics-dashboard">
    Overview of all analytics capabilities.
  </Card>

  <Card title="Handle Accounting" href="/how-to/ops/handle-accounting">
    Invoices, expenses, and QuickBooks sync in the Accounting module.
  </Card>

  <Card title="Analyze Route Performance" href="/how-to/ops/analyze-route-performance">
    Route-level revenue and profitability analysis.
  </Card>

  <Card title="Analytics Metrics Reference" href="/reference/analytics-metrics">
    All available metrics, dimensions, and calculation methods.
  </Card>
</CardGroup>