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Profit and Loss Statement Template

4.45 (22 reviews)

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

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TEMPLATE 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,

Profit-and-Loss-Statement-Template-Someka-S01

Monthly Profit and Loss Statement and Expense Details.

Profit-and-Loss-Statement-Template-Someka-S02

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.

Profit-and-Loss-Statement-Template-Someka-S04-1

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:

  • Easy Financial Reporting in Excel
  • 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.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

22 reviews for Profit and Loss Statement Template

  1. Sandar

    Really love and like it.

  2. JAVEED ALI

    very useful thank you

  3. shahril

    very useful thank you.. I’m use for my fish breed business

  4. shahril

    very useful thank you..

  5. Don

    Great Template~ must try

  6. Dominique

    I currently use your profit and loss template that i purchased awhile back. It has been a great template for me!
    However, as i get more properties it becomes hard and harder to track. I need to make some slight customization to the work sheet and wonder if that is possible. The problem I am running into is the need to pull the information from the database to main page to reflect accurately. Can you please help me? I have 4 properties that need to pull information from.

    • Someka

      Hi Dominique,
      Thanks for your valuable feedback!

      The dashboard section is taking the whole data from the database section. To be able to reflect new income or expense details to the dashboard, you need to start to modify the template from the database section. There are some adjustments you need to do in the database section such as adding new formulas. In that way, the data you input in the database section will be reflected in the dashboard section as well. If you need help to add new formulas or functions, please have a look at our customization process from this page: Hire an Excel Expert
      Best wishes,

  7. brian Nguyen

    I downloaded this template but would like to hire your service to redesign and rebuild our nail salon database, sale and salaries ,and P&L. Can someone help me?

    • Someka

      Hi Brian,

      Thanks a lot for your interest! You can have a look at our customization process to readjust the template according to your business and needs.

      However, we have prepared a financial model template for this business field. Did you see our Hair and Beauty Salon Financial Model? It would be better for you if you would like to get a detailed financial analysis.

      Thanks again for your interest!

  8. carl

    great

  9. Jamil

    Thank you for the template, I am using it for a while. But I have one problem. Because of net profit Sum line size of Sum is big, instead of Sum seen only #####
    Please help me

    • Someka

      Hi Jamil,

      Thanks for your interest! You are not able to see the whole number because of the digit length. There is a simple thing you need to do is enlarging the column size. Please Unlock the template > Open the headings and lastly, increase the column width. That’s all!

      For further questions please do not hesitate to us. Regards,

  10. Marc Ainsworth

    Hello Someka,

    I’m looking at the Profit & Loss Statement template you have, looks GREAT. I downloaded the free version to check it out.
    With the modifiable version am I able to add lines to expenses? I need 20 spots for my amazon business. Better yet, do you have a template for amazon sellers?

    Regards,

    • Someka

      Hi Marc,

      First of all, thanks a lot for your interest in our Profit & Loss Statement Template!

      To be able to add new lines inside the template, you need some adjustments. You should change some of the formulas to update the overall calculation and new ones to reflect the new expenses you added to the dashboard.
      If you think that you are quite familiar with Excel formulas, of course, you can try to do it. But, you can contact us in case you need help.

      Regards,

  11. Moinuddin

    The prices are too high when we convert it to indian currency. Cannot offer that much of amount coming from a middle class and that too being a student.

    • Someka

      Hi Moinuddin,

      We have good news for you! If you subscribe our website, we will let you know when there are discount opportunities!

  12. chenyao

    There is only one bad thing. If you want to modify it requires password to open

  13. Kaan

    Great dashboard!

  14. tanya3

    I like the overall working of the template but expense details part needs to be enlarged. It is not enough for my job field, need a few more spaces.

  15. 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.

  16. Lam Nguyen

    Great file, it is useful for me. But 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.

  17. Peter Cadet

    Your profit and loss sheet i found the best among all

  18. tara

    awesome template

  19. Hadi

    Great

  20. ISSAM

    GOOD

  21. 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

  22. 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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