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Profit-Loss Template (P&L)

$ 29,00

Plan smart, stay ahead of your competition

The profit and loss template in a new & fresh look. Plan and track your Revenue, Cost, Cashflow, and ROI with 2 input sheets, full Profit-Loss Statement, and Dashboard.

Spreadsheet content:

  • Revenue: Group your products | Provide price and sales volume for each month
  • Expenses: Pre-filled table with cost group & categories
  • Income Statement: A full statement to show Profit, Operating Expenses, EBIT, Cashflow, etc.
  • Dashboard: Charts to track each area of your business | “What if Analysis” to check different scenarios
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Why Profit Loss Statement is so important?

Profit Loss Template tells you how much profit you’re making, or losing. Use this tool to develop sales targets and an appropriate price for your goods or services.

A P&L statement is one of the three types of financial statements prepared by companies (P&L, Balance Sheet, Cash Flow).
The purpose of that statement is to show a company’s revenues and expenditures over a fiscal year. This information is important for investors and analysts to assess the profitability of the company, often combined with insights from the other two financial statements.

P&L Charts

 

Pre-made Expense Categories

To make your work easier, there’s a template with ready-made categories. In the costs tab, there are 6 cost categories at your disposal, each with 5 items. It gives you 60 different cost items in total to use, each can be modified by you.

  • Marketing
    • Agency
    • Adwords
    • Facebook Ads
  • Infrastructure
    • Hosting
    • Shop
    • Systems
  • General & Admin
    • Supplies Operation Taxes
    • Office
  • R&D
    • Products
    • Marketing
    • IT
    • Sales
  • Human Resources
    • Sales
    • Admin
    • Recruiters
    • QA
    • Product Development
  • Production
    • Materials
    • Supply Chain

As if that was not enough, each of the above costs can be marked as COGS (Cost of Goods Sold) – an important factor in P&L Statement.

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Full Profit-Loss Statement

Ok, you’ve entered your income and expenses, but what next?
You have at your disposal P&L Statement for the whole year, broken down by months.

Gross Profit for Statement

In addition to the standard Gross Revenue, Gros Profit, and Cost of Sales, you will see ROI and Gross Profit Margin. Margin is also visible for Operational Costs and EBIT.

EBIT and Operational Cost

This part cannot miss Cash flow (Income – Expenses) as well as a summary for Total Net Profit and Total Balance

P&L Balance

Dashboard – What if Analysis

The last, but not least, is the dashboard. This is where you will follow the condition of your business, check when and where you sell less, what pulls it down.

sales summary in excel dashboard

Profits, costs, ROI, everything is fine, but what if I have to increase my costs? Then what about the price? Sales?

We have What-If-Analysis.
Make percentage changes in sales volume, price, and costs to see what your projected sales are.

Plan smart, stay ahead of your competition

what if analysis excel

Content:

  • Sample data
  • Excel Spreadsheet compatible with Excel 2010, 2013, 2016, 2019, 365

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Remember, you can use our products to run your business, but you can't resell them!

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  • *Editable: Modifiable/Professional/Business: Sheets are protected due to unexpected formula modification. You can unprotect sheets. No password is required
  • *VBA code: Templates using the VBA code are marked with the appropriate information in the description
  • *Support: We help in the implementation of the file and in small modifications of the template
  • *Users: If you intend to have more than 5 users or copies of the template, then you must choose the Business license.
  • *Apps: VBA supported templates are available only on MS Excel.