📊 OVERVIEW
An editable Excel workbook designed to visualise monthly profit and loss performance with automated KPI tracking and year-to-date summaries. Ideal for founders, finance teams, and consultants managing internal reporting, board packs, or investor updates.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx)
• 📘 Data input sheet with monthly fields for income, COGS, and expenses
• 📈 Interactive dashboard with dropdown month selector and auto-populated visuals
• 🧮 Built-in logic for gross profit, EBIT, and net revenue
• ✅ Formula-ready layout with clear section headers for client-side editing
🧠 USE CASES
• Monthly financial performance tracking
• Client-facing documentation for investor decks or grant applications
• Internal reporting for board meetings or strategic reviews
• Reusable format for any fiscal year
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for data entry and dashboard display
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This template is available for immediate download—no waiting, no shipping. Perfect for professionals needing a clean, editable P&L dashboard.
