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Income statement dashboard with monthly, quarterly and year-to-date views: net revenue, gross profit, profit before and after tax, highest and lowest revenue and expense types, cost of goods sold breakdown, quarterly analysis and monthly trends.
Monthly, quarterly and year-to-date dashboard: pick any period to see revenue, cost of goods sold, expenses and net profit, with quarterly and monthly charts.
Monthly, quarterly and year-to-date profit and loss report: pick the year and start month; data is pulled from the income and expense ledgers to build the income statement.
Profit and loss report detail: revenue, sales returns and discounts, cost of goods sold, gross profit, operating expenses and operating income, organized by month, quarter and year to date.
Comparative profit and loss report: pick any month, year or quarter to compare year over year, month over month, quarter over quarter, or year to date against the prior year.
Income ledger and expense ledger: enter each income and expense with date, type, category, customer or vendor, description and amount; the spreadsheet does the rest.
Revenue and expense description setup: the report descriptions can be edited within the current layout. Businesses that need more lines can ask for a quote to customize the report.
This is a digital product; no physical item is sent. You receive 1 Excel file and 1 PDF with a Google Sheets link after payment. The Excel file works with Excel 2021 or later.
  1. Income statement dashboard with monthly, quarterly and year-to-date views: net revenue, gross profit, profit before and after tax, highest and lowest revenue and expense types, cost of goods sold breakdown, quarterly analysis and monthly trends.
  2. Monthly, quarterly and year-to-date dashboard: pick any period to see revenue, cost of goods sold, expenses and net profit, with quarterly and monthly charts.
  3. Monthly, quarterly and year-to-date profit and loss report: pick the year and start month; data is pulled from the income and expense ledgers to build the income statement.
  4. Profit and loss report detail: revenue, sales returns and discounts, cost of goods sold, gross profit, operating expenses and operating income, organized by month, quarter and year to date.
  5. Comparative profit and loss report: pick any month, year or quarter to compare year over year, month over month, quarter over quarter, or year to date against the prior year.
  6. Income ledger and expense ledger: enter each income and expense with date, type, category, customer or vendor, description and amount; the spreadsheet does the rest.
  7. Revenue and expense description setup: the report descriptions can be edited within the current layout. Businesses that need more lines can ask for a quote to customize the report.
  8. This is a digital product; no physical item is sent. You receive 1 Excel file and 1 PDF with a Google Sheets link after payment. The Excel file works with Excel 2021 or later.

Small Business

Income Dashboard – Monthly, Quarterly & YTD

$14.99

Digital Download
  • Instant download after payment
  • No sales tax, no hidden fees
  • Excel and/or Google Sheets files
What will I get?

You will receive 1 Excel file compatible with Excel 2021 and later versions along with 1 PDF that includes a link to a Google Sheet, allowing you to easily make a copy to your Google Drive.

How will I get the files?

Once your payment is successfully processed, you will receive instant access to download links for your digital product. A confirmation email will also be sent with downloadable links.

Returns & Exchanges?

These are digital products and sales are final. If a template does not work as described, you may report the issue within 7 days of purchase and may be eligible for a refund under the Terms of Service.

About this template

This quarterly income statement dashboard works in Excel and Google Sheets. It is the Income Dashboard – Monthly, Quarterly & YTD, designed by a licensed CPA.

What is in the quarterly income statement dashboard

The template includes net revenue, gross profit, profit before and after tax, highest and lowest revenue and expense types, cost of goods sold breakdown, quarterly analysis and monthly trends.

Who uses it

Small business owners and managers who review their numbers each month. See all financial dashboards.

What you receive

One Excel file (Excel 2021 or later) and a PDF with a link to the Google Sheets version.

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