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Monthly profit and loss analysis for a chosen month: total revenue, cost of goods sold, other costs and net profit, gross, EBITDA and net profit margins, monthly charts, and revenues and expenses compared with the prior month.
Profit and loss dashboard analysis for a chosen month: operating revenue, cost of goods sold, other costs and net profit after tax, gross, EBITDA and net profit margins, monthly charts, and revenues and expenses compared with the prior month.
Profit and loss dashboard with notes: select the month and year, line, bar and area charts show the monthly data, and the percent change from the prior month is shown.
Profit and loss dashboard month selector: choose the month and year to see.
Profit and loss lines for operating revenue, cost of goods sold, operating and non-operating costs, depreciation, amortization and interest, and income tax; all descriptions can be edited.
Monthly profit and loss entries feed the profit and loss dashboard.
The profit and loss dashboard in Excel and in Google Sheets, with slight differences between the two.
Profit and loss data entry: select the start month, enter monthly data, and edit the descriptions.
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. Excel and Google Sheets templates.
  1. Monthly profit and loss analysis for a chosen month: total revenue, cost of goods sold, other costs and net profit, gross, EBITDA and net profit margins, monthly charts, and revenues and expenses compared with the prior month.
  2. Profit and loss dashboard analysis for a chosen month: operating revenue, cost of goods sold, other costs and net profit after tax, gross, EBITDA and net profit margins, monthly charts, and revenues and expenses compared with the prior month.
  3. Profit and loss dashboard with notes: select the month and year, line, bar and area charts show the monthly data, and the percent change from the prior month is shown.
  4. Profit and loss dashboard month selector: choose the month and year to see.
  5. Profit and loss lines for operating revenue, cost of goods sold, operating and non-operating costs, depreciation, amortization and interest, and income tax; all descriptions can be edited.
  6. Monthly profit and loss entries feed the profit and loss dashboard.
  7. The profit and loss dashboard in Excel and in Google Sheets, with slight differences between the two.
  8. Profit and loss data entry: select the start month, enter monthly data, and edit the descriptions.
  9. 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. Excel and Google Sheets templates.

Small Business

Monthly Profit and Loss Dashboard

$9.99

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 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 profit and loss dashboard works in Excel and Google Sheets. It is the Monthly Profit and Loss Dashboard, designed by a licensed CPA.

What is in the profit and loss dashboard

The template includes total revenue, cost of goods sold, other costs and net profit, gross, EBITDA and net profit margins, monthly charts, and revenues and expenses compared with the prior month.

Who uses it

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

What you receive

One Excel file and a PDF with a link to the Google Sheets version.

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