📊 OVERVIEW
An editable Excel template designed to project monthly profit and loss with built-in trend tracking and index logic. Includes modular fields for revenue, cost of sales, and expenses—ideal for finance teams, founders, and client-facing documentation.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 📈 Revenue sheet with 12-month breakdown across multiple income streams, including trend and index columns
• 💸 Cost of Sales sheet with matching structure and gross profit logic
• 🧾 Expense sheet with granular categories including payroll, advertising, rent, utilities, and depreciation
• 📊 Auto-calculated yearly totals, percentage changes, and fiscal indicators
• ✅ Clear section headers and formula-ready layout for client-side editing
🧠 USE CASES
• Internal financial forecasting and performance analysis
• Client-facing documentation for investor decks, grant applications, or audit prep
• Strategic planning for budget alignment and operational efficiency
• Reusable format for monthly, quarterly, or annual reporting cycles
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for revenue, cost, and expense tracking
• Trend and index logic for visualising performance shifts
• 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.
