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Profit and Loss Statement Template

4.75 (8 reviews)

This Profit and Loss Statement Template is built in Excel. Includes dashboard, separate database and clean interface. Fully printable and free to download.

Buy Modifiable Version

TEMPLATE DETAILS
License: Personal Use
Works on: Windows / Mac (Min. Excel 2010)

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PRODUCT DESCRIPTION

Every business, small or big, works for profit (unless it is a non-profit organization). However, correctly tracking of income statement, profits, revenues, costs can be sometimes frustrating especially if you don’t know where to start with.

Profit and Loss Statement template is prepared solely for this purpose. It is simple but effective P&L template, easy to use and nice looking. Using this tool can help you in this regard to see the big picture.

Profit and Loss Statement Template:

This income statement template consists of 2 main sections:

1. Profit and Loss Dashboard
2. Database

Lets see the details of each of them!

DASHBOARD

The Profit and Loss Dashboard consists of four simple parts:

Yearly Profit and Loss Statement and Total Expenses and Income Chart,

Monthly Profit and Loss Statement and Expense Details.

You can easily see the required month’s details by clicking on the month cell on the dashboard. You can see all the details of selected the month. Once you select the month you would like to analyze, the page is automatically refreshed and new information shows up instantly.

DATABASE

Just fill the database section of the income statement according to your business information. In this section you will have to input Income, Expenses and Taxes, ONLY in the white blank cells to be able to finalize your profit and loss statement.

Finally, after fulfilling the database with your own accurate data you will be ready to see the results of the analysis on the dashboard.

Both of the page layouts of the sections (the dashboard and the database) has been set to be printed. You can print only the necessary data to get a clean print out. In addition to this, p&l template can be easily customized and modifiable!

Profit and Loss Statement Template Features:

  • Financial Statement Template
  • Profit and Loss Dashboard
  • A must-have for every business
  • Easy to use Income Statement
  • Cool dashboard with nice charts and summary tables
  • Separate database section for keeping the things clean
  • Print Ready
  • Compatible with Excel 2010 and later

Looking for a complete financial model? See our Feasibility Study Template in Excel – Trade Business Model

This excel template is ready-to-use and provided as is. If you need customization on your reports or need more complex templates, please refer to our custom services.

USER REVIEWS

8 reviews for Profit and Loss Statement Template

  1. Dominico Brandares Jr.

    The template is very comprehensive. Unfortunately, I am in the cooperative business and this template is not suitable for us. Many thanks.

  2. Lam Nguyen

    Great file. One question: If I want to compare the data with last year, how can I do with this file?

    • Someka

      Hello Lam. This template lets you to track financial figures within a year.
      If you want to make comparisons with last year and targets, you can check Finance KPI Dashboard.

  3. Peter Cadet

    Your profit and loss sheet i found the best among all

  4. tara

    awesome template

  5. Hadi

    Great

  6. ISSAM

    GOOD

  7. Tracy boudwin

    Pretty good design overall, a bit clunky when first customizing it and requires a paid modification but has a lot of cool features

  8. venessa

    Having downloaded other PL from other webstes, I now realize how good these guys are. The quality of design, and functionality is far above most other templates.

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