finformed
Back to tools
Small business

P&L (Profit & Loss) Dashboard

Built by Ricardo Lau Cooper, Senior Financial Data Analyst · LinkedIn

Track profit and loss across 12 months with margin percentages.

P&L (Profit & Loss) Dashboard.xlsx
Actual template preview · click to enlarge

What's included

  • 12-month P&L
  • Gross and net margin
  • Visual dashboard

You might also need

Small business$29

Break-Even Analysis

Calculate exactly how many sales you need to cover all costs.

View details
Small business$47

13-Week Cash Flow Forecast

Forecast cash in and out for 13 weeks with automatic status flags.

View details
Small business$67

Annual Budget Planner

Plan revenue and expenses, compare budget vs actual with variance tracking.

View details