P&Ls

The P&L (Profit and Loss) section allows a business to assign a campaign to different divisions, cost centers, or products. For instance, an organization might set up different P&Ls for different company departments.

Add a P&L

1. Navigate to Administration > Tenant Management > P&Ls list screen. Click +Add New P&L.
2. Enter details for the following fields:
   • P&L Name: Enter a name to identify the P&L in Webex Campaign.
   • P&L Logo: Click Choose File and upload an image for the P&L. The supported image formats are .jpg, .jpeg, .png, .gif, .bmp, .tif. The size of the image should not be more than 120 x 120 px.
   • Description: Enter a description for P&L. This is not mandatory.

3. Click the Save .

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You will need to enable access to any new P&Ls on the roles that should be allowed to utilise them *Administration > Users & Roles > User Roles and select the Role.

Edit a P&L

1. On the P&Ls list screen, click the ellipses of the required P&L and click Edit .

2. Make the required changes and click Save.
3. (Optional) To delete a P&L, click on the Delete. The P&L will be deleted.