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P&L Profit Loss Spreadsheet | Income Statement | Excel Dashboard | Expense Tracker

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  • Designed by LuxTemplates
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF, 1 ZIP

Profit-Loss Excel Template to simplify your work.
Plan smart & stay ahead of your competition!

=== The spreadsheet consists of:===

★ Revenue
★ Cost tab
★ Full Statement
★ Dashboard

=== 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.
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.

=== 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.

=== Full Profit-Loss Statement ===

Ok, you’ve entered your income and expenses, but what next?
You have at your disposal a P&L Statement for the whole year, broken down by months.
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.
This part cannot miss Cash flow (Income – Expenses) as well as a summary for Total Net Profit and Total Balance

=== Dashboard – What if Analysis ===

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.
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


=== Compatible ===
Excel 2013, 2016, 2019, 365



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★ This is a digital product ★
After purchase, you will immediately receive a link from Etsy to download a .zip package and .pdf file.
To use the product just unzip the package.


★ Terms of use ★
After buying the product, you can edit it and make as many copies as you want, and use it in your home or business. However, you may not resell, give someone, or reproduce to create a new product for resell


★ Support ★
If you have any questions, please feel free to reach out to us.

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LuxTemplates
LuxTemplates ·

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Listed on May 16, 2026