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Spreadsheet · Digital download

Profit and Loss Dashboard

Monthly P&L: revenue, cost of goods sold, gross margin, operating and net profit by month with a margin trend chart.

XLSX1 file24 KB
Price $39.00USD

Included in Studio membership downloads.

  • Instant digital download — nothing is shipped.
  • Secure checkout by Stripe.
  • Version 1.0.4 · updated Nov 9, 2026.

Description

What's inside. A monthly profit and loss statement for a small business: revenue lines, cost of goods sold, gross profit and gross margin, operating expenses, operating profit, net profit and margin for every month, with year totals and a margin trend chart. Rename lines to match your accounts. The workbook opens filled with example figures so you can see it working; replace or delete them with your own.

Files and formats (XLSX). Profit-and-Loss-Dashboard.xlsx (XLSX, 2 sheets: Start Here, Plan, 24 KB). Every download also includes a licence summary (LICENCE.txt).

Licence. Standard Licence — use it for yourself, your household or your own business and print unlimited copies for that use; completed documents can go to your own clients. No reselling, sharing or redistributing the files.

Who it's for: Founders, freelancers and small teams.

Included files

  • Profit-and-Loss-Dashboard.xlsxMonthly P&L with gross margin, operating profit, net profit and margin trendXLSX

How to use

Open the .xlsx file, read the Start Here sheet, then replace the yellow example values with your own. Blue cells calculate automatically.

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Frequently asked questions

Is this a physical product?

No. This is a digital download. Nothing is shipped — you download the files from your account after purchase.

How do I get my files?

After payment, go to My Downloads in your account. Your purchase stays available there to re-download.

What can I do with it?

Use for yourself, your household or your own business. Print unlimited copies for that use. No reselling or sharing the files.

Can I use these templates for client work?

Yes. The Standard Licence allows use in your own business, including documents you send to your clients. Reselling the templates themselves is not allowed.

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