📊 OVERVIEW
An editable Excel template designed to track monthly profit and loss with auto-calculated income, expenses, and net profit. Includes modular sheets for income, operational costs, and visual summaries—ideal for founders, finance teams, and client-facing documentation.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 📈 Main P&L sheet with monthly breakdown and YTD totals
• 💸 Income sheet with sales, returns, discounts, and other income
• 🧾 Operation Expenses sheet with payroll, rent, utilities, travel, and advertising
• 📊 Line chart visualising gross profit vs. total operating expenses
• ✅ Clear section headers and formula-ready layout for client-side editing
🧠 USE CASES
• Internal financial tracking and performance analysis
• Client-facing documentation for investor updates, grant applications, or audit prep
• Strategic planning for cost control and profitability improvement
• Reusable format for monthly, quarterly, or annual reporting cycles
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for income, expenses, and net profit tracking
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
