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Profit & Loss Dashboard, Budget vs Actuals Tracker (Excel, Google Sheets)

Price:$24.99

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Highlights

See where your budget is slipping, before the month closes.

The Profit & Loss Dashboard turns a simple transaction ledger and a 12-month budget into an executive view of revenue, costs, margins and variances. Dark, executive-style, and built to be read in seconds.

WHAT YOU GET
- Executive dashboard: KPI cards, revenue and profit charts, and a month selector
- Budget vs actuals with favorable and unfavorable variances
- Smart signals: OK, WATCH and ALERT chips for costs running over budget
- Monthly P&L statement with gross and net margin
- Ledger with 500 rows and dropdown categories
- Plan sheet: company, fiscal year, 13 editable categories and alert thresholds
- Start Here sheet and a PDF setup guide

HOW IT WORKS
1. Set your plan (company, fiscal year, categories)
2. Enter your budget and add your ledger
3. Pick a reporting month and read the dashboard

Everything recalculates with formulas. No macros. Works in Microsoft Excel 2016+ and Google Sheets.

SAMPLE DATA: A fictional company is included so you can see it working. Clear it and add your own.

INSTANT DOWNLOAD: Excel file (.xlsx) and PDF guide. Nothing is shipped.

NOTE: Figures are based on your own entries and are not financial, tax or accounting advice. Personal/business use by the purchaser; no resale or redistribution.

AI DISCLOSURE: This template was designed with the help of an AI generator and reviewed by a person.

Lavontryx Solutions

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Listed on Oct 11, 2026
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