📊 OVERVIEW
An editable Excel template designed for detailed profit and loss tracking with built-in comparison logic across prior period, budget, and current performance. Includes modular fields for revenue, cost of sales, operating expenses, and net profit—ideal for CFOs, finance teams, and client-facing documentation.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 🧾 Multi-layered P&L statement with product/service breakdown and total revenue logic
• 📉 Cost of sales tracking with gross profit calculation
• 💼 Operating expenses segmented by Sales & Marketing, R&D, and General & Administrative
• 📈 Auto-calculated metrics including gross margin, return on sales, and % change vs. budget/prior period
• ✅ Clear section headers and formula-ready layout for client-side editing
🧠 USE CASES
• Internal financial reporting and executive review
• Client-facing documentation for investor decks, board meetings, or audit prep
• Strategic planning for budget alignment and performance improvement
• Reusable format for monthly, quarterly, or annual reporting cycles
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for revenue, expenses, and net profit tracking
• Comparator logic for budget vs. actual vs. prior period
• 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.
